CSSN ScanShell 800, Scanshell.Net User Manual

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CSSN

Scanshell.Net

USER GUIDE

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This publication contains proprietary information of the Card Scanning Solutions

Company, provided for customer use only. No other uses are authorized without the express written permission of Card Scanning Solutions.

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 fo r any particular purpose.

Card Scanning Solutions reserves the right to revise this publication, and to make changes in the content hereof from time to time without notification. Some countries or states in the USA do not allow a disclaimer of express or implied warranties in certain transactions; if you are a resident of such country or state, this statement may not apply to you. This publication may include technical inaccuracies or typographical errors. Changes are made periodically to the information herein; these changes will be incorporated in new editions of the publication. Card Scanning Solutions may make improvements and/or changes in the products and/or the software described in this publication at any time.

NOTICE TO USER

This user guide 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 reflected in the manual. Generally, if such changes or variations are known to exist and to affect the product significantly, a release note or “read me” file accompanies the user guide 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 user guide were effective at the time of publication of this document. 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.

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Table of Contents

TABLE OF CONTENTS

Warranty .................................................................................................................................................................... 2

Notice to User ........................................................................................................................................................... 2

Publication................................................................................................................................................................. 2

Trademarks ................................................................................................................................................................ 2

TABLE OF CONTENTS ..................................................................................................................................................... 3

Table of Figures........................................................................................................................................................ 6

1. INTRODUCTION.................................................................................................................................................. 8

ABOUT THIS DOCUMENT ................................................................................................................................................ 8

Modules covered in this document ........................................................................................................................ 8

Navigating this User Guide .................................................................................................................................... 8

OVERVIEW ....................................................................................................................................................................... 8

MODULES......................................................................................................................................................................... 8

SCANSHELL.NET FEATURES .......................................................................................................................................... 9

2. GETTING STARTED ........................................................................................................................................ 10

BEFORE USING THE SCANNER ..................................................................................................................................... 10

MINIMUM SYSTEM REQUIREMENTS............................................................................................................................ 10

CONNECTING THE SCANNER ........................................................................................................................................ 10

INSTALLATION .............................................................................................................................................................. 11

UNINSTALL .................................................................................................................................................................... 11

3. STARTING THE PROGRAM ......................................................................................................................... 12

LOGIN ............................................................................................................................................................................. 12

First time use: ......................................................................................................................................................... 12

Creating a new database ....................................................................................................................................... 13

4. MAIN SCREEN .................................................................................................................................................... 14

MENU DESCRIPTION..................................................................................................................................................... 15

TOOLBAR DESCRIPTION ............................................................................................................................................... 16

SEARCH FACILITY ......................................................................................................................................................... 17

RECORD LIST TABLE.................................................................................................................................................... 18

Modifying and organizing the record list appearance ..................................................................................... 18

Organize according to a specific field ...................................................................................................................18

Table headers - Right-clicking options .................................................................................................................18

Record list - Right-clicking options ......................................................................................................................18

Editing a record ...................................................................................................................................................... 19

Adding a new record .............................................................................................................................................. 19

Auto detect ............................................................................................................................................................19

Deleting records ..................................................................................................................................................... 19

Printing records ...................................................................................................................................................... 20

Exporting records ................................................................................................................................................... 20

ACTIVE RECORD DETAILS........................................................................................................................................... 21

Module tabs ............................................................................................................................................................. 21

The Image section................................................................................................................................................... 21

Zoom .....................................................................................................................................................................21

Browsing ...............................................................................................................................................................22

Notes and Categories............................................................................................................................................. 22

Editing the active-record section layout ............................................................................................................. 22

Editing the active record fields ............................................................................................................................ 22

Renaming field labels ............................................................................................................................................22

Moving fields up and down the list .......................................................................................................................22

Removing fields ....................................................................................................................................................22

Additional commands ............................................................................................................................................ 22

Editing the active record values ........................................................................................................................... 22

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Table of Content

THE STATUS BAR........................................................................................................................................................... 23

5. RECORD MANAGEMENT ............................................................................................................................. 24

SCAN/EDIT WINDOW ................................................................................................................................................... 24

NEW RECORD SCREEN: BUTTON DESCRIPTION ....................................................................................................... 25

ADDING A NEW RECORD .............................................................................................................................................. 26

Adding more images ............................................................................................................................................... 27

SCANNING FROM FILE .................................................................................................................................................. 28

SCANNING MAGNETIC STRIPS...................................................................................................................................... 28

CAPTURING SIGNATURES ................................................................................................................................... 28

AFTER THE CARD IS SCANNED .................................................................................................................................... 29

Notes ......................................................................................................................................................................... 29

Categories................................................................................................................................................................ 29

Attaching categories ..............................................................................................................................................30

Creating, editing and deleting Categories .............................................................................................................30

sIGNATURES .......................................................................................................................................................... 30

Adding, Validating and deleting signatures ..........................................................................................................31

RAW OCR...................................................................................................................................................................... 32

V ERIFYING CARDS ........................................................................................................................................................ 34

6. DATABASE MANAGEMENT ........................................................................................................................ 36

OVERVIEW ..................................................................................................................................................................... 36

CREATING A NEW DATABASE...................................................................................................................................... 36

Fields display order ............................................................................................................................................... 39

Fields manipulation options ................................................................................................................................. 39

Adding fields .........................................................................................................................................................39

Editing fields .........................................................................................................................................................40

Deleting fields .......................................................................................................................................................40

Set legal fields .......................................................................................................................................................40

OPENING AN EXISTING DATABASE ............................................................................................................................. 41

DATABASE BACKUP ...................................................................................................................................................... 42

Creating a backup .................................................................................................................................................. 42

7. USER MANAGEMENT ..................................................................................................................................... 43

ADDING A NEW USER.................................................................................................................................................... 43

Advanced.................................................................................................................................................................. 45

EDITING AN EXISTING USER ........................................................................................................................................ 45

DELETING A USER ........................................................................................................................................................ 45

8. EXPORTING DATA........................................................................................................................................... 47

EXPORT LIST ................................................................................................................................................................. 47

Creating an export list ........................................................................................................................................... 47

EXPORTING TO THE WEB ............................................................................................................................................. 47

EXPORTING TO FTP...................................................................................................................................................... 50

FTP Advanced Details........................................................................................................................................... 50

Data file naming ....................................................................................................................................................51

Data Field Format ................................................................................................................................................. 51

EXPORTING TO EMAIL .................................................................................................................................................. 54

EXPORTING TO APPLICATIONS .................................................................................................................................... 55

EXPORTING TO FILE ...................................................................................................................................................... 56

Data File Naming ................................................................................................................................................... 57

Data Field Format ................................................................................................................................................. 58

TRANSFERRING DATA TO AN APPLICATION............................................................................................................... 61

9. APPLICATION SETTINGS ............................................................................................................................. 62

G ENERAL TAB ............................................................................................................................................................... 62

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Table of Content

IMAGE TAB .................................................................................................................................................................... 64

Overview .................................................................................................................................................................. 64

Image color scheme................................................................................................................................................ 64

Image File Settings................................................................................................................................................. 65

Scanner..................................................................................................................................................................... 65

Scanner Calibration ............................................................................................................................................... 66

Cleaning the scanner ............................................................................................................................................. 66

LIVE UPDATE ................................................................................................................................................................ 67

Registration ............................................................................................................................................................. 67

IDSCAN ........................................................................................................................................................................... 69

Scanner automation Tab ....................................................................................................................................... 69

Card Size ...............................................................................................................................................................70

Field setting tab ...................................................................................................................................................... 70

Removing fields from the display list ...................................................................................................................71

Renaming fields.....................................................................................................................................................71

Fields order............................................................................................................................................................71

Verification Tab ...................................................................................................................................................... 73

SCANSHELL AND MEDICSCAN TABS ........................................................................................................................ 74

Scanner automation Tab ....................................................................................................................................... 74

Card Size ...............................................................................................................................................................74

Field setting tab ...................................................................................................................................................... 75

Removing fields from the display list ...................................................................................................................76

Renaming fields.....................................................................................................................................................76

Fields order............................................................................................................................................................76

BUSINESS CARD AND CHECK TABS ..................................................................................................................... 77

PASSPORT TAB .............................................................................................................................................................. 78

Scanner automation Tab ....................................................................................................................................... 78

Card Size ...............................................................................................................................................................78

Field setting tab ...................................................................................................................................................... 79

SIGNISHELL TAB ........................................................................................................................................................... 79

Settings tab .............................................................................................................................................................. 79

Field setting tab ...................................................................................................................................................... 80

10. PRINTING ............................................................................................................................................................. 81

PRINTING RECORDS ...................................................................................................................................................... 81

LAYOUT OPTIONS.......................................................................................................................................................... 83

Adding a layout ....................................................................................................................................................... 83

Adding a layout from an existing one ................................................................................................................. 83

Modifying an existing page layout....................................................................................................................... 83

Deleting a layout .................................................................................................................................................... 83

SELECTING FIELDS ........................................................................................................................................................ 84

Changing the order of the fields appearance .................................................................................................... 86

Removing a field from the Selected Fields column........................................................................................... 86

PRINT PREVIEW............................................................................................................................................................. 86

Changing the printing font .................................................................................................................................... 88

11. DYMO PRINTER ................................................................................................................................................ 89

Changing the order of the fields appearance .........................................................................................................90

Removing a field from the Selected Fields column ..............................................................................................90

12. LIVE UPDATE ..................................................................................................................................................... 91

13. IMPORT ................................................................................................................................................................. 93

14. RULES ..................................................................................................................................................................... 95

CREATING RULES .......................................................................................................................................................... 96

EDITING RULES ............................................................................................................................................................. 99

DELETING RULES........................................................................................................................................................ 100

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Table of Content

MANAGING RULES ...................................................................................................................................................... 100

15. APPENDIX A: TROUBLES HOOTING ..................................................................................................... 101

TABLE OF FIGURES

Figure 3-1: Login window ....................................................................................................12

Figure 4-1: The main screen .................................................................................................14

Figure 4-2: The search facility .............................................................................................17

Figure 4-3: Records list ........................................................................................................18

Figure 4-4: Right-click contextual menu..............................................................................18

Figure 4-6: Delete command in the contextual menu ..........................................................19

Figure 4-7: Delete dialog ......................................................................................................20

Figure 4-8: Active record details ..........................................................................................21

Figure 4-10: Status bar .........................................................................................................23

Figure 5-1: The New and Edit Record screen ......................................................................25

Figure 5-2: Region/State selection .......................................................................................27

Figure 5-4: Categories window ............................................................................................30

Figure 5-5: Manual OCR window ........................................................................................32

Figure 5-6: Card verification window ..................................................................................34

Figure 5-7: Verification window with scan and verification results ....................................35

Figure 6-1: Module selection window..................................................................................37

Figure 6-2: Database fields a nd layout fields' selection window .........................................38

Figure 6-3: Fields creation window......................................................................................39

Figure 6-4: Dropdown list value definition window ............................................................40

Figure 6-5: Set legal fields window......................................................................................41

Figure 6-6: Database backup screen .....................................................................................42

Figure 7-1: User list window ................................................................................................43

Figure 7-2: New user setup window.....................................................................................44

Figure 7-3: The user permissions Advance screen ...............................................................45

Figure 8-1: Export list window.............................................................................................47

Figure 8-2: Module and fields selection for Web export .....................................................48

Figure 8-3: Extra export data (Web export) .........................................................................49

Figure 8-4: FTP Export configuration ..................................................................................50

Figure 8-5: FTP Advanced Export configuration.................................................................50

Figure 8-6: Module and fields for export .............................................................................52

Figure 8-7: Extra export data................................................................................................53

Figure 8-8: Email export header screen................................................................................54

Figure 8-9: Email export advanced details ...........................................................................54

Figure 8-10: Module and fields selection for export ............................................................55

Figure 8-11: Extra export data..............................................................................................56

Figure 8-12: Export file name configuration ........................................................................57

Figure 8-13: Module and fields selection for export ............................................................59

Figure 8-14: Extra export data (Web export) .......................................................................60

Figure 8-1: The transfer dialog .............................................................................................61

Figure 9-1: Setup - General tab ............................................................................................62

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Table of Content

Figure 9-2: Setup - Image tab ...............................................................................................64

Figure 9-3: Setup - LiveUpdate tab ......................................................................................67

Figure 9-4: Registration window ..........................................................................................68

Figure 9-5: Setup – ID Scan .................................................................................................69

Figure 9-6: Field selection screen.........................................................................................71

Figure 9-7: Verification tab ..................................................................................................73

Figure 9-8: Setup – MedicScan and ScanShell ....................................................................74

Figure 9-9: Field selection screen.........................................................................................75

Figure 9-10: Setup – Barcode and DL Barcode ................... Error! Bookmark not defined.

Figure 9-11: Setup - Business card module ..........................................................................77

Figure 9-12: Setup – passportl..............................................................................................78

Figure 9-13: Magnetic reader tab ......................................... Error! Bookmark not defined.

Figure 10-1: Print wizard - Format selection screen ............................................................82

Figure 10-2: Print Wizard - Fields selection screen .............................................................84

Figure 10-3: Print Preview screen ........................................................................................87

Figure 11-1: Dymo printer setup ..........................................................................................89

Figure 13-1: Import Wizard - Selection of previous CSSN programs' database..................93

Figure 13-2: Import Wizard - Selection of fields to import ...............................................93

Figure 14-1: Rule Wizard window .......................................................................................96

Figure 14-2: Rule Wizard with selections according to the example in this chapter ...........97

Figure 14-3: Rule details section in the Rule Wizard ...........................................................97

Figure 14-4: Field content dialog box ..................................................................................98

Figure 14-5: Sound file selection dialog box .......................................................................98

Figure 14-6: Rule list window ..............................................................................................99

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Introduction About this document

1. INTRODUCTION

ABOUT THIS DOCUMENT

MODULES COVERED IN THIS DOCUMENT

Scanshell.net is a modular application. It has several modules, eac h dedicated to a specific field. The modules available to you depend on your license, and the CSSN scanner that is connected to your computer. The basic operation principles of the different modules are similar; however, there are some differences in both operation and layout, according to the specific module tasks. This user guide covers all available modules. Please refer to the parts of this user guide covering your module/s, and ignore those concerned with modules not included in your package.

NAVIGATING THIS USER GUIDE

If you are using this user guide on screen, please note that all pointers (such as “See Section x, page 00) are live hyperlinks, which you can click to jump to the pointed section.

Similarly, all the entries in the Table of Contents at the beginning of this document are live hyperlinks. In addition, you can open the Bookmarks of the Acrobat Reader and use them to navigate the document.

OVERVIEW

Scanshell.net is a powerful scanning application for ID cards as well as other types of cards and scanning purposes. The cards are scanned into a relational database, and saved in records; each record stores the ID card image, the ID card data, and additional user-defined information such as the scanning time, categories and more. The data stored in Scanshell.net can be easily sorted, arranged, stored, retrieved and printed according to various built-in and user-defined criteria and categories.

Scanshell.net has extensive export capabilities, allowing you to export scanned data automatically to any other application such as Microsoft Outlook, Excel and Word, as well as Email, FTP, and the Web, directly from within the program.

MODULES

Scanshell.net is a modular application. It has several modules, each dedicated to a specific field. The modules availab le at the moment are:

§ IdScan for Driver Licenses – Scanning driver licenses

§ Passports Reader – Scanning Passports

§ MedicScan – Scanning medical insurance cards

§ Business Cards Reader – Scanning business cards

§ Scanshell – General scanning purposes

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Introduction Scanshell.net Features

§ Checks Re ader – Scanning checks

Note: The modules available to you depend on your license, and the CSSN scanner that is

connected to your computer. If you wish to add more modules, please contact CSSN sales department on (310) 691 8920, or through our Web site, http://www.card -reader.com.

SCANSHELL.NET FEATURES

§ Fully automated scanning process - Allowing you to focus on chain-feeding 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 document into the scanner.

§ Fully customizable – User defined layout, fields, and field names.

§ Multi language support - users can select their individual application interface

language.

§ 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 capabilities including extensive search capabilities.

§ Exclusive database export capabilities; to other Ap plications, Internet, FTP, Email,

files.

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Getting Started

2. GETTING STARTED

BEFORE USING THE SCA NNER

The scanner has been carefully packaged to avoid damage during transportation. Before operating the scanner, please remove the packaging materials. The box contains the following:

§ ScanShell scanner

§ Application CD

§ USB interface cable

§ User license card

§ Calibration card (only with ScanShell 800)

§ Cleaning card (only with ScanShell 800)

MINIMUM SYSTEM REQUIREMENTS

The minimum system requirements are:

§ Pentium III with 128MB

§ Win 2000 with service pack 2 or higher

§ Internet Explorer 5.01 or higher

§ USB port

§ 25 MB free storage space

CONNECTING THE SCANNER

The scanner is connected to the computer via the USB port. To connect the scanner, do the following:

§ Place the scanner on a flat, fir m, solid surface with easy access.

§ Plug the USB interface cable into the USB port of the computer

§ After the Add new hardware wizard dialog box appears, click Next until you are

asked to install the driver for the reader.

§ Insert the installation CD into the drive.

§ You will find the driver on the installation CD at:

1. < CD-ROM drive >:/Driver/800 (for the ScanShell 800 or 800N scanner

model)

2. < CD-ROM drive >:/Driver/MagShell (for the MagShell scanner model)

3. < CD-ROM drive >:/Driver/1000 (for the ScanShell scanner 1000 model)

§ After you specify the driver location, click Next until the installation is complete.

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Getting Started 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 start automatically, click the My Computer icon on

the desktop and select the CD ROM drive.

5. Double click on the Setup program.

6. Wait until the install program begins a nd follow the instructions on the screen.

7. Setup will check if Microsoft .NET framework 1.1 or higher is installed on your

computer. If it is not installed, setup will promt you to install it. Click "Yes" to install Microsoft .NET framework or "No" to skip Microsoft .NET framework installation. Please note that if Microsoft .NET framework 1.1 or higher is not installed on your computer, you will not be able to install and use Scanshell.net.

To run the software, click the Windows Start button, select Programs > Card Scanning

Solution, and then click Scanshell.net.

When starting the program for the first time, you will be prompted to fill in your license code.

Note: Scanshell.net requires a minimal resolution of 1024*768 and is best viewed at 96 DPI.

UNINSTALL

To uninstall the software, open the Add-Remove Programs control panel. Select the application icon and click on Add/Remove. Follow the uninstall instructions until the operation is completed.

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Starting the Program Login

3. STARTING THE PROGRAM

Note: The very first time you sta rt the program you will be prompted to enter your registration

number.

When you start the application, you will be presented with a Login dialog box, where you have to fill in a user name and a password, and select or create a database:

Figure 3-1: Login window

1. Type in your user name and password.

2. Select a database to open. By default, the application starts with the database that

was most recently used, already selected. You can select another database (if it exists) by clicking the Select Database button, or create a new database if no database is available (you must create and specify a database before proceeding).

A standard browsing window will be opened, by default displaying the

application root directory. Navigate to the desired database file (which can also be located in a different

directory), select a database and press OK.

3. If there is no database yet, you must create at least one database before you can

proceed. Click the New Database button to create a database. For complete instruction on creating a new database, please see Creating a new database, page

36.

4. Click Login. The main screen will appear.

FIRST TIME USE:

1. You must create at least one database in which scanned data will be stored before

you can log in. Click the New Database button to open the Database Wizard and

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Starting the Program Login

create a database. For detailed instructions on creating a new database, please see Creating a new database, page 36.

2. After you create a database, type in a user name and a password you would like to

use for this database, and make sure you will remember them.

3. Click the Login button or hit the Enter key.

Administrator Login

Login as an administrator enables the administrator privileges level (highest user level). The administrator can define and control access privileges to the application and databases. Using the User List he/she can define additional users and give them different access privileges as explained in the User Management, page 43. To log in as an administrator, use the following initial administrator user name and password:

User name: CSSN Password: 123456

CREATING A NEW DATABASE

Click the New Database button to open the Database Wizard. For detailed instructions on creating a new database, see Creating a new database, page 36.

When you are done, click Login.

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Main screen

4. MAIN SCREEN

Figure 4-1: The main screen

The main screen consists of the following sections (for instructions on how to use each section, please refer to the detailed description of each section after the following list):

1. Menu bar (see Menu Description, page 15).

2. Toolbar - Containing buttons for most of the common application functions (see

Toolbar Description, page 16).

3. Search facility – Allowing you to search for any string in any field of the database,

and use categories as additional criteria (see Search facility, page 17).

4. Record List - Displays all the records currently in the database (see, page 2).

5. Record Details - Displays the Active Record details. After a record is scanned, it is

added automatically at the bottom of the record list and becomes the active record. The Record Details section has an additional tab for each module that is available in the application (see Active Record Details, page 21).

6. Image frame - Showing the scanned card image, and image browsing and zoom

controls.

7. Notes and categories - Additional tabs under the image frame for displaying the

record notes and categories (if they exist), see Notes and Categories page 22, and

Notes and Categories, page 29.

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Main screen Menu Description

Sub

Action / Description

New Database

Create a new da

tabase,

see

Creating a new database

Open Database

Open an existing database, see

pening an existing

Edit Database

Open the database wizard that allows you to edit the

Backup database

Backup the currently open dat

abase,

see

Database

Import

Import records from previous versions of CSSN

Export list

Open the Export list, see

Exporting data

->Export

Print either selected records or all records usi

ng the

Label Printers

Select and open the dialog of label printers, if

Transfer

Transfer data to a designated application (currently

Log off CSSN

Log of

f the current user, enabling registration as a

Recent Databases

Allows you to select a database from a list of recently

Exit Exit the program

New record

Create a new record

– Open the scanning window,

Edit record

Edit selected record

– See Scan/Edit

Window

, page

Delete record

Delete selecte

d record(s)

– See Deleting records

Record Details

Toggle the display of the

Active Record

section on

Always on top

Selecting this option causes

Scanshell.net

Settings

Open the scanner configuration window, see

Change Password

Open a window in which you can change your

8. Status bar - At the bottom of the screen, showing the number of records in the

database, and the scanning sources that are connected/not connected.

MENU DESCRIPTION

page 36

database page 41

current database, see Creating a new database page

36.

backup page 42

applications, see Import, page 93.

File

Record

View

List, page 47.

print wizard, see Printing, page 81

connected. See DYMO Printer, page 89.

only MS Outlook is supported), see Transferring data to an application, page 61.

different user

used databases.

see Scan/Edit Window, page 24

page 19

and off

Tools

always visible

Application Settings, page 62.

password

Page 16

Main screen Toolbar Description

Sub

Action / Description

User

Manager

Open the user setup window in which you can

Check for Updates

Activate the live update function, see

Live Update

Rules list

Open the

Rules

window, where you can define rules.

About

Scans

hell.net

Open

Scanshell.net

About screen, with a complete

CSSN

on the web

A link to the CSSN web site

View help

Open the Help file

Button

Name

Description

Print records according to recent

ly used print properties.

Automatically detect insertion of a new card into the

Open the app

lication's configuration screen, where you can

add/delete users and access privileges, see User

Management, page 43

page 91

See Rules, page 95

Help

TOOLBAR DESCRIPTION

New record

Edit record Open the Edit Record dialog to edit the active record

Delete record Delete the selected record(s)

list of Scanshell.net modules

Click on the arrow to select Selected Records or All

Records. Before you can use the print button you have to

use the print wizard at least once, to set up the print properties

Open a new record dialog box, in which you can configure and start a scan

Card autodetection

Scan button

Application settings

scanner tray, open the New Record dialog box and perform a scan according to the preset configuration

The scan button allows direct scanning. The button's icon changes automatically according to the scanning source selection in the New Record screen:

Swipe – Read magnetic strips using the Magshell scanner. Scan – Perform a scan using one of CSSN scanners. Browse – Browse for an image file to be used as a data

source. Capture – Capture a signature using the SigniShell pad\LCD.

configure the parameters of the application's various functions

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Main screen Search facility

SEARCH FACILITY

Filter the records of the active module using the following criteria: The search word or string you enter, a field you specify (or all the active module records if you leave “Any

field”), and category.

For example: Typing “Smith” in the Find box and selecting Name in the field combo box finds all the records in the active module that have the string “Smith” in their Name field. You can perform the search on the entire module records list by selecting Any field.

The search tries to match the requested string to sub -strings in the database. For example, if you typed in “Jo” in the Find field, the search will show results with all records that include the string “Jo”, such as “Johnson”, “Jonah” and even “Banjo”.( case insensitive)

Category: When you scan in a card, you have the option of attaching categories it to, see Categories, page 29. Categories allow you to search for cards in certain categories, e.g., VIP customers, business associates, etc. Categories can also be added later while editing records.

Figure 4-2: The search facility

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Main screen Record List Table

Right

clicking on the Record List headers will

RECORD LIST TABLE

The record-list table shows a summary of the database records. The fields that are displayed in the grid are determined while using the database wizard to create the database. The fields and the order in which they appear in the grid can be changed by opening the Application Settings (click the Settings button or by select Settings from Tools menu) and selecting the desired module tab. The module tab will have a secondary tab named ‘Field settings’, where you can select the fields that are d isplayed, and the fields display order, as well as create new fields. See Application Settings, page 62.

MODIFYING AND ORGANIZING THE RECORD LIST APPEARANCE

Figure 4-3: Records list

The appearance of the list can be modified in several ways, as follows:

Organize according to a specific field

Click on the desired field column header. The whole list will be organized according to this field, sorted in ascending order.

An additional click on the column header will toggle between displaying the table records according to this field in an ascending or descending order.

Table headers - Right-clicking options

display the following contextual menu: Sort Ascending/Sort Descending: Select Ascending

or Descending to organize the table according to this field in ascending or descending order.

Group by This Field - N/A. Runtime column customization - N/A. Best Fit – Fits the column width to its content. Clear Filter – N/A

Figure 4-4: Right-click contextual

Best Fit (all columns) - Fits all columns width to the table content.

Record list - Right-clicking options

Right clicking on the list opens a contextual menu with the options to create a new record, edit, delete, print and export the active record.

Figure 4-5: Record

list contextual menu

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Main screen Record List Table

EDITING A RECORD

You can open a record for editing in one of the following ways:

§ Double-click on a record, or

§ Double – click on one of the record fields in the fields display section, or

§ Right-click on a record and select Edit from the contextual menu, or

§ Select a record and then click the Edit Record button in the button bar, or

§ Select a record and then select Edit Record from the main menu.

§ The record will open in edit mode, in which you can edit the record fields, images,

notes and categories. This is the same window as the window in which you scan a new card. For information on modifying records data, please see Adding a new record, page 26.

ADDING A NEW RECORD

To add a new record, you can use one of the following options:

§ Click the New button, or

§ Right-click on a record and select New from the contextual menu, or

§ Select New Record from the main menu.

§ Click on the Scan/Browse/Swipe button (N/A in auto detection mode). The

scanning window will open. Adjust settings as required, and click the Scan button. For detailed instructions on how to perform a scan, see Adding a new record, page

26.

Auto detect

Alternatively, if the auto detect option is enabled, insert a card into the scanner. The scanning process will proceed automatically. To enable auto detect, click the Auto Detect button in the button bar (note that the icon is highlighted green), or check the auto detection box in the Settings->General tab. In Magnetic Reader mode, just swipe the card through the magnetic reader.

DELETING RECORDS

Right-click on a record and select Delete->All records to delete all records currently in the module database, or

Selected Record(s) to delete only the record(s) you

selected and right-clicked on. To delete more than one record at the same time: Hold

down the Ctrl key, select the records you want to delete, right-click and select Delete-> Selected Record(s).

Figure 4-6: Delete command in the

contextual menu

Delete button and Delete Record menu command: You can also delete records by

selecting one or more records and clicking on the Delete button in the button bar, or selecting Delete Record from the Records menu.

Page 20

Main screen Record List Table

Whatever deleting method you choose, the dialog box in Figure 4-7 will open, asking you if you want to delete the record from all the modules in your Scanshell.net application, or just from the module in which you are currently working. For example, you might have a record of the same person in several modules: A record of his driver’s license in the driver’s license module, a record of his business card in the business card module, etc. You can choose to delete the person’s record from the driver’s license module, but keep the one in the business card module.

Figure 4-7: Delete dialog

PRINTING RECORDS

Right-click on a record and select Print->All records to print all records currently in the database, or Selected Record(s) to print only the record(s) you selected and right -clicked on.

To print more than one record at the same time: Hold down the Ctrl key, select the records you want to print, right-click and select Print-> Selected Record(s). See also Printing, page 81.

Print button - Select one or more records and click on the Print button in the button bar. This option will print the records using the printing setup that was most recently used, without opening the Print Wizard.

Print menu command: You can also print e ither selected records or all records by selecting Print from the File menu, which will open the Print Wizard.

Print Wizard – After you make your printing selection, you will be presented with the Printing Wizard, which will guide you through the various printing options in Scanshell.net. Please see Printing, page 81.

EXPORTING RECORDS

Right-click on a record and select either an existing export list, or Export list if you want to create a new export list for this export.

Page 21

Main screen Active Record Details

If you selected an existing export list, the export will take place silently in the background. If you export to email or the web, make sure your computer is connected to the Internet.

If you selected Export List , the Export List window will open, in which you can create a new export list that specifies the parameters for this export. See Export List, page 47.

ACTIVE RECORD DETAILS

Figure 4-8: Active record details

The active-record details section displays the active record, which is either the last scanned record, if you performed a scan, or a record selected in the record list. In addition, it contains the card image (or face/signature image in the case of idScan for Driver License module, if this option is selected in t he module setup tab, see idScan, page 69).

MODULE TABS

The cards are scanned and kept in a specific application module. You can scan different cards of the same person into more than one module. For example, you can scan a person’s driver license into the driver license module, his medical card into the medical card module, and his business card into the business card module. The system will keep an internal link between records of the same person in different modules. You can switch modules by clicking the module tabs.

THE IMAGE SECTION

The image section displays the card image. In the case of the driver’s license and passport modules, it can also display just the cardholder face or signature image, according to the selected configuration in idScan->Scanner automation Tab, page 69.

Zoom

- You can zoom in and out on the image as follows: Slide the zoom slide bar, or click somewhere on the slide bar, or use the "+" and "-" buttons. Note that when you enlarge the image, the cursor changes into a hand, with which you can drag the image within the image frame.

Page 22

Main screen Active Record Details

Browsing

- Use the arrows to browse thought the images of the same record (if more images

exist).

NOTES AND CATEGORIES

If the record contains notes and categories, it will be indicated by a note sign in the respective button . Click on Notes to view notes attached to the

record, click on Categories to view the categories assigned to the record. To edit notes and categories, open the record for editing; see Notes and Categories, page 29.

EDITING THE ACTIVE-RECORD SECTION LAYOUT

You can determine which active-record fields are displayed, and change field names and their order of appearance in the module tab under Settings, see Application Settings, page

62.

EDITING THE ACTIVE RECORD FIELDS Renaming field labels

- Right-click on the field label and select Rename.

- Type in a new name and click OK.

Moving fields up and down the list

Right-click on the field label and select Move->Up or Move->Down.

Removing fields

Right-click on the field label, select Remove and click Yes in the remove dialog box. Removing a field will also remove it from the record list.

ADDITIONAL COMMANDS

Right-click on the field value to open a contextual menu, which allows you to copy and paste values, and contains the following commands for non-Latin languages:

Right-to-left reading order Show Unicode control character – For displaying the

active non-Latin characters control commands Insert Unicode control character – For controlling the

Figure 4-9: Active record contextual

display of Unicode characters.

EDITING THE ACTIVE RECORD VALUES

Double click on the active record line and open the record in Edit mode. Alternatively, you can also select a record and click the Edit Record button, or select Edit Record from the Record menu. In Edit mode (the same screen as the Scan screen), you can edit record

Page 23

Main screen The status bar

values as well as categories, and add or edit notes. For more information on editing record values, categories and notes, see Adding a new record, page 26.

THE STATUS BAR

The status bar at the bottom of the screen displays the number of records in the database, and scan sources that are connected/not connected.

Figure 4-10: Status bar

Page 24

Record Management Scan/Edit Window

5. RECORD MANAGEMENT

Note: Scanshell.net is designed to work with CSSN scanners only. If a CSSN scanner is not

attached to the computer, the 'New Record’ as well as ‘Edit Record’ commands will not be available! If the magnetic reader is attached, the New/Edit option will be available only in the modules that support the magnetic reader.

SCAN/EDIT WINDOW

The New/Edit Record window is used for scanning new records and editing existing records. The Record screen is used to acquire new card data and images from CSSN scanners connected to the computer, and store them in database records. Once the scan is performed and processed, the fields on the left side are populated automatically with the user information, extracted from the scanned card. This information can be edited (if needed) before it is saved to the database. To canc el the auto data–extraction, go to the Settings, and uncheck this option in the desired module

Another image source can be local 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.

To open the New/Edit Record window and perform a new scan, you can use one of the following options:

Click the New Record button, or Select New Record from the main menu, or Right-click on a record in the main screen and select New from the contextual menu. Click the Scan\Browse\Swipe button The scanning window will open:

Page 25

Record Management New Record Screen: Button Description

Button

Name

Descripti

Scanning source selection

Figure 5-1: The New and Edit Record screen

NEW RECORD SCREEN: BUTTON DESCRIPTION

From top left to right in clockwise direction:

Note: Some of the buttons described here are only available in certain modules.

1. Click on the arrow to select the scanning source:

Select Scanner

Extract data from OCR

Extract data from Barcode

scanner, file, or magnetic reader (if connected). The icon on the button will change accordingly

2. In manual mode: Click on the button to start

scanning

Extract the data from the scanned card by OCR (Optical Character Recognition)

Extract the data from the scanned card's Barcode.

Verification Verify the the scanned card

Page 26

Record Management Adding a new record

Button

Name

Descripti

Manually extract text data

by OCR from a scanned

Click to assign categories to record, see

CATEGORIES

Click on Categories to assign categories to the record. Categories help you to sort the records in your database, and allow you to produce useful reports by performing a search based on categories. For example, you can sort the records in your database according to business associates, VIP customers, badly-paying customers, etc., or even customers you would like to call later. Once categories are attached to records, you can easily perform a search and print or export a report, with a record list sorted according to the desired criteria.

Scanshell.net allows you great flexibility in assigning categories; you can edit existing categories, delete categories, or create as many new categories as you like.

Page 30

Record Management After the card is scanned

Figure 5-4: Categories window

Attaching categories

Click on the Categories tab under the image. Check the desired categories boxes.

Creating, editing and deleting Categories

With the Categories window open, click on Edit List . In the window that opens you can perform the following:

§ Add a category - click Add and type in a name for a new category

§ Edit a category Select a category and click Edit

§ Delete categories - Select a category and click Delete.

When you are done, press OK to sa ve the record to the database.

SIGNATURES

Click on Signature to add a digital signature of the card holder in this way you will have the person digital signature for later validation.

Page 31

Record Management

Figure 5-5: Signature window

Adding, Validating and deleting signatures

With the Signature window you can manage your one digital signatures database using the SigniShell options.

• Enroll- adding new signature to the SigniShell database with a unique key (For

best results you can use the person ID \License\Passport number). After clicking this option a new dialog will display and the person will have to sign 6 times to create his own digital signature.

• Validate – If a person already did add his signature to the S igniShell database then

you can enter the unique key that you had used to add his signature and type it in the Signature title box after that the Validate button should be enabled to use. Clicking this button will display a new dialog and the person will have to sign in it after that you will get the validation results.

• Reset – This option gives you the ability to remove an existing signature from the

SigniShell database.

The SigniShell database is a global database for each computer and not just for this software. You can use the SigniShell database to sign and validate documents and PDF files and more.

Page 32

Record Management Raw OCR

RAW OCR

If you did not select OCR as data source before scanning, or if you have an image that contains data you would like to extract, you can use the M anual OCR option.

Manual OCR provides you with the raw text data and the ability to control it manually.

1. Open the record containing the required image.

2. Click on the Manual OCR button.

3. Select Copy Mode if you want the data you move to fields to be copied, or Cut

Mode is you want the data to be cut from the raw data list when moved to a field.

4. If you wish to add space before the pasted values and lines, select Add space

before paste.

5. You can arrange the data as follows:

To select a value: Double click on a value.

To select a whole line: Click three times on a line to select the whole line.

Figure 5-6: Manual OCR window

Page 33

Record Management Raw OCR

Right click on the selected value or line, and select the field to which you

want to paste the data. You can also drag a selected value or line and drop it into a field on the left.

The data can also be selected and copied to another application.

Note: Raw OCR is not available in some modules.

Page 34

Record Management Verifying cards

VERIFYING CARDS

Scanshell.net is capable of verifying ID cards, by comparing data from two different sources on the card, e.g., OCR and barcode, or OCR and magnetic strip.

1. Click on the Verification button

Figure 5-7: Card verification window

2. Select data source for the first scan; OCR or barcode.

3. Specify region, country and state, or check Region Auto Detect.

4. To start the scan, click Scanner, or File, if you use an image file as data source.

5. The card will be scanned once, and the data will appear under the First Scan

Results on the left side.

6. Repeat the process, but this time select a different data source, e.g., if the first scan

was performed using OCR, select now barcode or magnetic strip as data source.

If you select OCR or barcode as the second data source, click Scan to scan, or

File if your source is an image file.

If you wish to use the magnetic strip as data source for verification, select

Magnetic from the scan source list, and swipe the card's magnetic strip

through the magnetic reader.

Page 35

Record Management Verifying cards

7. The data extracted the second time will appear under the Second Scan Results on

the right side.

Figure 5-8: Verification window with scan and verification results

8. The indication light under the card details will be lit, indicating success and failure:

Green for successful verification.

Red for failed verification. The fields will also be painted red.

9. The matching percentage will be indicated to the right of the indication light. The

threshold of the matching percentage that determines verification success can be set in the settings panel, see Application Settings, page 62.

10. You can choose to keep the results of either the first or the second scan by clicking

the Accept 1st card or Accept 2nd card button. As a result, the data of the respective scan will be saved to the scanned record fields, and the verification window will be closed.

11. You can define the fields that you want to use in the verification process in the

application Settings.

Page 36

Database Management Overview

6. 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 images are stored externally to the main database file; each image is linked to its corresponding record.

CREATING A NEW DATABASE

1. Select File -> New Database from the menu bar.

First time use: Select New Database in the Login window.

2. The Database Wizard screen will appear.

Page 37

Database Management Creating a new database

3. Click on the Browse button on the right. Choose a location in the Windows

Explorer window that opens, create a file for the database, and click Save.

4. Select the modules you want to use in conjunction with this database. You can view

a description of the module in the right column by selecting it. Click next.

Figure 6-1: Module selection window

Page 38

Database Management Creating a new database

Selected module

description

5. A window will open containing a list of fields from the first module you selected,

on the left side.

Figure 6-2: Database fields and layout fields' selection window

Page 39

Database Management Creating a new database

Note: This screen allows two types of field selection, which have different effect; a. The fields

that will be included in the database, and b. The fields that will be displayed in Scanshell.net main screen's records list

6. Select the checkboxes of fields you want to include in the database.

7. Select the fields you want to have displayed in the records list of the application

main window as follows:

a. Select a field that is included in the database (checked) by clicking on it

once, and then click on the right pointing Add arrow. The field will be added to the list in the right column.

b. You can add all the checked fields to the display column by clicking on

the Add All arrow.

8. Removing fields from the display list: Click on a field to select it and then click the

left pointing Remove arrow. To remove all fields from the display list, click the left pointing Remove All arrow.

FIELDS DISPLAY ORDER

The order of the display list determines t he display order of the fields in the records list of the application main window. Fields higher on the list display first. You can change the position of a field in the display list by selecting it, and clicking the Up and Down buttons to move up and down the list.

FIELDS MANIPULATION OPTIONS

Scanshell.net allows you great flexibility in defining the application layout, including the creation of new fields, renaming fields, etc.

Adding fields

Scanshell.net lets you create as many fields as you like, and define various field parameters.

Click on the Add button under the field

list. Type in the field name

Legal: This field determines the field

properties associated with legal requirements in some US states. You can set the field to be saved and displayed (no rmal mode), saved only (not displayed) or ignored.

Select the field data type and height in

Figure 6-3: Fields creation window

rows (height selection is only enabled for text fields).

Page 40

Database Management Creating a new database

list is selected as data

Dropdown

type, the Data Type field will change to include an extra button.

Click this button to open a dialog box where you can define dropdown list values. Click Add, type in a value and click OK. You can add more values, edit values by selecting a value and clicking Edit, or remove values by selecting a value and clicking Remove. To move values up and down the dropdown list, select a value and use the arrows on the right.

Figure 6-4: Dropdown list value definition

window

§ Check the Mandatory field if you want this field to be mandatory.

§ Click OK.

Your new field is added at the bottom of the field list, and you can select it to add it to the database structure.

Editing fields

Select a field and click the Edit button. Follow the steps as in Adding Fields detailed above. (The field data type cannot be changed in existing fields)

Deleting fields

Select a field and click Del.

Set legal fields

The legal fields function is design to meet legal requirement of some US states concerning the handling of personal data. Scanshell.net lets you define certain fields as Save Only fields (cannot be displayed), Ignore fields (the data is being ignored) or regular operation mode, in which data can be saved and displayed unrestrictedly.

Page 41

Database Management Opening an existing database

Figure 6-5: Set legal fields window

Select a field and use the arrows to move it to one of the other categories.

Restore Default will clear the Save Only and Ignore lists, and move all fields back to the

right column (Save & display ). When you are done, click OK.

9. Clicking Next will take you to a similar window, containing a field list of the next

module you selected.

10. After you finish setting up all the modules you selected for inclusion in the current

database, you will be presented with the User List. Please see the following chapter:

7. User Management, page 43.

OPENING AN EXISTING DATABASE

1. Select File -> Open Database from the menu bar.

2. A standard Windows explorer screen will appear.

3. Select the database (or navigate to the desired directory, and then select a database).

4. Click OK.

5. The main screen will be closed and the login screen will be displayed.

Page 42

Database Management Database backup

DATABASE BACKUP

Backing up databases is good practice. If anything ever goes wrong (computer crash, hard disk failure, database corruption) you will have a backup for most of your work.

The data used by Scanshell.net is stored in database files, which are located by default in the application root folder. To backup this data, you need to copy these files to another location; either on the hard disk or on external media (recommended).

CREATING A BACKUP

1. Choose Database Backup from the File menu on the main screen. The Backup

Database screen will appear:

Figure 6-6: Database backup screen

2. Click on the Browse button on the right.

3. In the standard Windows Explorer window that will open, navigate to the directory

in which you want to keep the backup files.

4. Check/uncheck the desired backup options.

5. Click OK.

Page 43

User Management Adding a new user

7. USER MANAGEMENT

The administrator (as well as users with administrator access privileges) can add users who are authorized to use the application. These users can have different levels of access privileges as follows:

Administrator: All access privileges, and in addition t he authorization to create other users and edit existing users privileges.

Read and Write: Allows the user full access, including scanning of new records. Read only: Allows the user to read customer information from the database without the

ability to add, edit or delete records. To use the user management option, you must be logged in as an administrator.

ADDING A NEW USER

Note: Defining users is also part of the process of creating a new database. The procedures are

the same as described in this chapter.

1. In the main screen, select User Manager from the Tools menu. (If you are in the

middle of creating a new database, you will reach this screen as part of the New Database Wizard).

2. The User List screen will appear.

3. Click on the Add button. The New User screen will appear.

Figure 7-1: User list window

Page 44

User Management Adding a new user

Figure 7-2: New user setup window

a. Enter a user name in the User field. b. Enter a password in the Password field. c. Check/uncheck the Administrator box. If checked, the user will have

administrator privileges, which means all access privileges, and in addition the right to create and edit other users.

d. Check/uncheck the Display All records : If checked, the user can see

records that other users created. If unchecked, this user will see only the records he created.

e. By default, all privileges are enabled for all modules. To disable a

privilege, uncheck the appropriate boxes for each of the available modules in the Read and Write columns.

Note: If you disable the Read privilege, the whole module will not be available to this user! (The

user will not be able to see that module).

f . Check Read to authorize viewing of existing database records without

permission for scanning in new records, or editing existing records.

g. Check Write to authorize scanning of new records.

Page 45

User Management Editing an existing user

h. Advanced: Clicking on Advance will open a window that will allow you

to control user privilege at field level (specify read/write privileges per field).

i . When you are done, click OK.

Note: A user must have a read permission least for one module, and write permission for at least

one module.

ADVANCED

The Advanced screen lets you define user privileges per field.

Figure 7-3: The user permissions Advance screen

Check/uncheck the appropriate boxes to define the user permissions per field.

EDITING AN EXISTING USER

1. In the main screen, select User Manager from the Tools menu.

2. The Users List screen will appear.

3. Select a user and follow the instructions in Adding a new user, page 43.

Note: You cannot edit\delete the currently logged user.

DELETING A USER

1. From main screen, select Options-> Users List from menu bar.

2. The Users List Screen will appear.

3. Select a user from the Users List by clicking on it.

4. Click on the Delete button.

Page 46

User Management Deleting a User

5. A confirmation dialog box will appear. Click OK.

Note: The CSSN user cannot be deleted.

Page 47

Exporting data Export List

8. EXPORTING DATA

EXPORT LIST

The export list allows you to configure predefined data export options. You can define data export to the web, email, FTP, other applications, or a file. Once you define data export options, you can select records and export them directly to one or more of the predefined destinations.

CREATING AN EXPORT LIST

Select Export List from the File menu.

Click New.

Type in a name for the list. Try to use meaningful names, e.g., “Mail to main office”.

Select the export type.

Click next.

EXPORTING TO THE WEB

The web export function is designed to export the records to a predefined web page on the organization Intranet/Internet server, where it can be accessed by other users.

1. Follow the steps in Creating an export list, above. (Select Web from the export

type list).

Figure 8-1: Export list window

Page 48

Exporting data Exporting to the Web

2. Fill in the appropriate web address (URL) to which the data will be exported

(consult your system administrator). Click Next.

3. In the screen that opens, select the fields of each module you want to be included in

the data export

Figure 8-2: Module and fields selection for Web export

4. Select the record fields you want to have exported as follows:

To select all the module fields – Check the box next to the module. All the

module fields will be listed in the Selected Fields column. To select specific fields in each module, expand the module by clicking on the

“+” next to it, and then check the fields you would like to have exported

5. You can remove selected fields from the selected fields list on the right, by

selecting fields and clicking the remove arrow, or by deselecting their checkbox in the left Module Fields column.

6. Check Notes and Category if you wish to have the notes and categories exported

together with the records.

7. You can determine the place, in which the selected field will appear on the exported

web page, by selecting a field in the right column, and using the up and down arrows to move it up and down the list. Click Next.

Page 49

Exporting data Exporting to the Web

Figure 8-3: Extra export data (Web export)

8. In the Extra Export data screen that opens, select the desired options. You can edit

the field labels of each option you select in the Field Title field.

9. Determine whether the extra data will be attached at the beginning or the end of the

exported data.

10. Click Finish to complete the Web export list.

Page 50

Exporting data Exporting to FTP

EXPORTING TO FTP

The FTP export function is designed to export records to a predefined FTP address, where it can be accessed by other users.

1. Follow the steps in Creating an export list, page 47. (Select FTP from the export

type list).

Figure 8-4: FTP Export configuration

2. Fill in the appropriate details.

3. If required, fill in the Firewall details (consult your system administrator).

4. Click Advanced.

FTP ADVANCED DETAILS

Figure 8-5: FTP Advanced Export configuration

Page 51

Exporting data Exporting to FTP

Data file naming

5. Select the desired FTP automatic file naming option:

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.

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_ID0, the resulting file name will be CSSN_ID0.txt. The following uploaded file will be named CSSN_ID1.txt etc.

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's cardholder name is Smith, the file will be named Smith.txt.

DATA FIELD FORMAT

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 field ‘City’ will be: City=Miami. If set to ‘#’, the result in the field ‘City’ will be: City#Miami

Field separating character – The way fields and their values are separated. Example: Tab Line: First name: John City: Miami Tab: First name: John City: Mia mi Custom field separating character – If you select ‘Custom’ in the ‘Field separating

character’, you can specify a custom character to separate between fields. Example: & Result: First name: John&City: Miami

6. Click Next.

7. In the screen that opens, select t he fields of each module you want to be included in

the data export

Note: If the character you selected as field separator appears in the record text, it will be

removed from the text and replaced with spaces. Example: If you select "," as your field separating character, and your City field text contains the string "Rosewood,Paris,Texas" the string will be displayed as follows: "City,Rosewood Paris Texas. The selected character will be inserted between the value City and the text string.

Page 52

Exporting data Exporting to FTP

Figure 8-6: Module and fields for export

8. Select the record fields you want to have exported as follows:

To select all the module fields – Check the box next to the module. All the

module fields will be listed in the Selected Fields column. To select specific fields in each module, expand the module by clicking on the

“+” next to it, and then check the fields you would like to have exported

9. You can remove selected fields from the selected fields list on the right, by

selecting fields and clicking the remove arrow, or by deselecting their checkbox in the left module fields' column.

10. Check Notes and Category if you wish to have the notes and categories exported

together with the records.

11. Click Next.

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Exporting data Exporting to FTP

Figure 8-7: Extra export data

12. In the Extra export data screen that opens, select the desired options. You can edit

the field labels of each option you select in the Field Title field.

13. Determine whether the extra data will be attached at the beginning or the end of the

exported data.

14. Click Finish to complete the Web export list. .

Page 54

Exporting data Exporting to email

EXPORTING TO EMAIL

The email export function is designed to export records to a predefined email address. 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.

1. Follow the steps in Creating an export list, page 47. (Select Email from the export

type list).

2. In the mail header that opens, fill in the appropriate details (as you would in a

regular email message).

Figure 8-8: Email export header screen

3. Click on Advanced.

Figure 8-9: Email export advanced details

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 t he field ‘City’ will be: City=Miami. If set to ‘#’, the result in the field ‘City’ will be: City#Miami

Field separating character – The way fields and their values are separated. Example: Tab Line: First name: John City: Miami Tab: First name: John City: Miami Note: If the character you selected as field separator appears in the record text, it will be

removed from the text and replaced with spaces. Example: If you select "," as your field

Page 55

Exporting data Exporting to applications

separating character, and your City field text contains the string "Rosewood,Paris,Texas" the string will be displayed as follows: "City,Rosewood Paris Texas. The selected character will be inserted between the value City and the text string.

EXPORTING TO APPLICATIONS

The application export function is designed to e xport the last saved record to the clipboard, from which it 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 automatic ally 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.

1. Follow the steps in Creating an export list, page 47. (Select Application from the

export type list).

2. Type in the name of the application and click Advanced. Please see the previous

page for information on how to handle the Advanced screen. The application name must be the same as the open application's window title (case sensitive)

3. Click Next.

4. In the screen that opens, select the fields of each module you want to include in the

data export

5. Select the record fields you want to have exported as follows:

Figure 8-10: Module and fields selection for export

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Exporting data Exporting to file

To select all the module fields – Check the box next to the module. All the

module fields will be listed in the Selected Fields column. To select specific fields in each module, expand the module by clicking on the

“+” next to it, and then check the fields you would like to have exported

6. You can remove selected fields from the selected fields list on the right, by

selecting fields and c licking the remove arrow, or by deselecting their checkbox in the left module fields' column.

7. Check Notes and Category if you wish to have the notes and categories exported

together with the records.

8. Click Next.

9. In the Extra export data screen that opens, select the desired options. You can edit

the field labels of each option you select in the Field Title field.

10. Determine whether the extra data will be attached at the beginning or the end of the

exported data.

11. Click Finish to complete the Application export list.

EXPORTING TO FILE

The file export function is designed to export the records to a text file automatically.

1. Follow the steps in Creating an export list, page 47. (Select File from the export

type list). Click next.

Figure 8-11: Extra export data

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Exporting data Exporting to file

Figure 8-12: Export file name configuration

2. Type in a path in which to save the file, or click on the button to the right, and

select a location in which the file will be saved.

DATA FILE NAMING

§ Select the desired automatic file naming option:

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 file that is created will have the same name.

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_ID0.txt. The following file will be named CSSN_ID1.txt etc.

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.

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Exporting data Exporting to file

DATA FIELD FORMAT

Field separating character – The way fields and their values are separated. Example: Choosing "Tab" as separating character: Line: First name: John City: Miami Result: 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: Choosing "&" as separating character Result: First name: John&City: Miami

Note: If the character you selected as field separator appears in the record text, it will be

1. Click Next.

2. In the screen that opens, select the fields of each module you want to be included in

the data export

3. In the screen that opens, select the fields of each module you want to be included in

the data export

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Exporting data Exporting to file

Figure 8-13: Module and fields selection for export

4. Select the record fields you want to have exported as follows:

To select all the module fields – Check the box next to the module. All the

module fields will be listed in the Selected Fields column. To select specific fields in each module, expand the module by clicking on the

“+” next to it, and then check the fields you would like to have exported

5. You can remove selected fields from the selected fields list on the right, by

selecting fields and clicking the re move arrow, or by deselecting their checkbox in the left module fields' column.

6. Check Notes and Category if you wish to have the notes and categories exported

together with the records.

7. You can determine the place, in which the selected field will appear on the exported

web page, by selecting a field in the right column, and using the up and down arrows to move it up and down the list. Click Next.

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Exporting data Exporting to file

Figure 8-14: Extra export data (Web export)

8. In the Extra export data screen that opens, select the desired options. You can edit

the field labels of each option you select in the Field Title field.

9. Determine whether the extra data will be attached at the beginning or the end of the

exported data.

10. Click Finished to complete the File Export list.

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Transferring data to an application

TRANSFERRING DATA TO AN APPLICATION

In addition to exporting data to applications using the clipboard, you can also transfer data to supported applications in the destination application format. For example, you can have a record transferred directly into a Microsoft Outlook contact management file. In this case, a new contact record will be added automatically to Outlook, containing the transferred data.

Select the record(s) you want to transfer in the main screen's record list.

Select Transfer from the File menu.

Figure 8-1: The transfer dialog

Select the desired options

Click Transfer.

Note: Currently the transfer function only supports Microsoft Outlook.

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Application Settings General Tab

9. APPLICATION SETTINGS

Scanshell.net offers a variety of operating modes, all controlled from the Settings panel. Using this panel, you can control the application automation options that ease the scanning process, control the scanning parameters, and set the saving mode with which images and data are saved in the database.

To open the setup panel from the main screen, click on the Settings button in the tool bar, or select Tools-> Settings from the main menu.

Note: All the settings will be saved per user.

GENERAL TAB

Auto Card Detection – If checked, Scanning starts automatically when a card is inserted into the scanner. If unchecked - The user has to click the Scan button to begin scanning.

This option can also be toggled using the Auto Detect button in the button bar of the main screen.

This option is not available when the Scan source is set to From File. Perform search when a key is pressed – If checked, the Go button of the search facility

will be disabled, and once the cursor is placed in the Find field, the application will perform a search each time a key is entered e.g., when the "s" key is pressed t he application

Figure 9-1: Setup - General tab

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Application Settings General Tab

will present all records beginning with an "s", and when "m" is pressed all records beginning with "sm" will be presented.

If unchecked, the search will only start when you press Go or hit Enter after you define your search criteria.

Select Language – Select the interface language (The language setup is saved per user) Text Stamp – Allows you to add a text stamp to saved images. Use the various options to

determine the text parameters.

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Application Settings Image Tab

IMAGE TAB

Figure 9-2: Setup - Image tab

OVERVIEW

This screen allows you to set parameters for the saved image such as color scheme, resolution and file type.

In addition, it provides you with scanner setup options, which include Auto CardDetection, Auto Save, scanner calibration and cleaning, etc.

IMAGE COLOR SCHEME

The image color scheme has a great impact on the overall image file size. In general, using lower resolution and colorless images keeps the database size to a minimum. On the other hand, the more colors are used and the higher the resolution, the better the image quality.

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Application Settings Image Tab

File format

True color (24

256 colors

256 gray scale

Black and

P P P

P P

Note: 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 color scheme controls allow you to select a color scheme that ranges from black & white to true color (24 bit). The resulting estimated file size is indicated below the selection radio buttons.

Note: The Barcode modules cannot save the images in true color because these modules scan the

images in gray scale & 600 DPI for faster performance.

IMAGE FILE SETTINGS

DPI: The dpi (dot per inch) value sets the resolution of the scanned image. In Scanshell.net you can select any of 55 values (50-600 in increments of 10). This gives you the flexibility of finding the best balance between image quality and reasonable image file size. 50 dpi provides very low quality; 600 dpi provides very high quality. 300 dpi is the default option.

Note that using higher dpi values will take up more hard drive space. File Type: The file type field sets the image format that will be used by the application to

save the images internally. When using the JPG format you can set the JPG quality.

BMP TIF JPG PCX TGA PNG PSD

bits)

P P P P P P P

(8 bits)

P P

white (1 bit)

SCANNER

Auto save upon new scan cycle:

Checked - The last scan process will be saved automatically to the database.

Unchecked - You have to click the OK button to save the record in the database. Else

the data will be overwritten with the data of the new scan.

Print image after each scan:

Checked - The last scanned record will be printed out automatically.

Unchecked - Printing is performed manually .

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Application Settings Image Tab

SCANNER CALIBRATION

Scanner calibration resets the scanner color sensor and generates higher accuracy in the OCR detection process. When you use the scanner for the first time, you will be prompted to calibrate the scanner. Calibrating the scanner is also a good idea if you notice deterioration in scanning and OCR quality.

Click the ‘Calibrate Scanner’ button.

Insert the calibration p aper that came with the scanner. (In ScanShell 1000 there is no

calibration paper; just click OK) Click OK.

CLEANING THE SCANNER

It is a good idea to clean the scanner from time to time, especially if you notice irregularities and deterioration in scanning and OCR quality.

Click the ‘Clean Scanner’ button.

Insert the cleaning paper that came with the scanner. You can add a few drops of

alcohol or cleaning solution to the cleaning paper. (In ScanShell 1000, wipe the scanning surface with a clean cloth).

Click OK.

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Application Settings Live Update

LIVE UPDATE

Live Update keeps your software up to date, by checking for updates using your Internet connection, and if available, downloading and installing them automatically.

Figure 9-3: Setup - LiveUpdate tab

Check the Keep my program up to date box to enable ‘Live Update’.

Specify how often Live Update shall be performed.

Click the Registration button.

REGISTRATION

To use Live Update you need to be a registered user. Please fill in your details and click OK. Fields marked with "*" must be filled in.

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Application Settings Live Update

Figure 9-4: Registration window

Page 69

Application Settings idScan

IDSCAN

This is the setup panel of the idScan module, which scans driver licenses.

SCANNER AUTOMATION TAB

Maximal numb er of images in every scan cycle – Specify the number of images that can be scanned and added in each scanning cycle. It allows you to insert additional images after an initial scan, which are added and saved in the same record.

Save card image to database – Save an image of the card in the scanned record. You can choose to save the entire image, just the face, or just the signature.

Figure 9-5: Setup – ID Scan

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Application Settings idScan

Auto extract data from image – Extract the data from the image. If unchecked, the data is not extracted.

Scan source – Select scanner, magnetic reader or file. This setup determines the default scanning source when opening the scanning window ( New Record). This setup can also be changed from within the scanning window.

Data Source – Select the data source. OCR uses Optical Character Recognition technology to extract data from the scanned card text. Barcode extracts the data from the barcode.

Region –Specify the card issuing state or country. Click to open a dropdown list, navigate to the desired country and state, and select it.

Region auto detect– If this option is checked, when scanning a driver license, Scanshell.net will attempt to detect the card issuing region automatically.

Note: Region auto detect setup can also be changed from within the scanning window.

Card Size

Allows you to specify the card size and orientation (Portrait/landscape, Auto Size (not with Scanshell 1000), MRZ (Europe) and Custom). If you select Custom, you can specify the scanned area size manually.

FIELD SETTING TAB

This screen allows two types of field selection, which have different effect:

1. The fields that are displayed in the record details tab

2. The fields that will be displayed in records list of Scanshell.net main screen.

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Application Settings idScan

Figure 9-6: Field selection screen

3. Double-click on a checkbox of a field to select/deselect it, and include it in the

record fields tab.

4. Select the fields you want to have displayed in the application main window as

follows:

a. Select a field that is included in the database (checked) by clicking on it

once, and then click on the right pointing arrow. The field will be added to the list in the right column.

b. You can add all checked fields to the display column by clicking on the

right-pointing striped arrow.

Removing fields from the display list

Click on a field in the display list to select it, and then click the left pointing arrow. To remove all fields from the display list, click the left pointing striped arrow.

Renaming fields

Click on a field to select it, and then click the Rename button.

Fields order

The order in which the fields are displayed in the field list, determines their order of appearance in the record fields display of the main screen

The order in which the fields are displayed in the displayed field list, determines the order in which the fields are displayed in the records list of the application main window.

Page 72

Application Settings idScan

Fields higher on the list display first. You can change the position of a field in the list by selecting it, and clicking the Up and Down arrows, to move the field up and down the list.

When you are done, click OK.

Page 73

Application Settings idScan

VERIFICATION TAB

Scanshell.net is capable of verifying ID cards, by comparing data from two different sources on the card.

The verification tab lets you determine the fields that are used for the verification process, and the match percentage that serves as success threshold.

Figure 9-7: Verification tab

Check fields you want to include in the verification process. Select the match percentage that would determine the verification process success threshold.

Page 74

Application Settings Scanshell AND MedicScan tabs

SCANSHELL AND MEDICSCAN TABS

The Scanshell and MedicScan tabs have an identical layout, but they refer to different modules. Scanshell is a general scanning module and MedicScan scans medical cards.

Figure 9-8: Setup – MedicScan and ScanShell

SCANNER AUTOMATION TAB

Maximal number of images in every scan cycle – Specify the number of images that can be scanned and added in each scanning cycle. It allows you to insert additional images after an initial scan, which are added and saved in the same record.

Save card image to database – Save an image of the card in the scanned record Scan source – Select scanner, or file. This setup determines the default scanning source

when opening the scanning window (New Record). This setup can also be changed from within the scanning window.

Card Size

Allows you to specify the card size and orientation (portrait/landscape, Auto Size). If you select Custom, you can specify the scanned area size ma nually.

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Application Settings Scanshell AND MedicScan tabs

FIELD SETTING TAB

This screen allows two types of field selection, which have different effect;

1. The fields that are displayed in the record details tab

2. The fields that will be displayed in records list of Scanshell.net main screen.

Figure 9-9: Field selection screen

3. Double-click on a checkbox of a field to select/deselect it, and include it in the

record fields display of the main screen.

4. Select the fields you want to have displayed in record list of the application main

window as follows:

a. Select a field that is included in the database (checked) by clicking on it

once, and then click on the right pointing arrow. The field will be added to the list in the right column.

b. You can add all checked fields to the display column by clicking on the

right-pointing striped arrow.

c. Note the Scan Time and Scan Date fields at the bottom of the list. If

selected, these values are added automatically to the new record.

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Application Settings Scanshell AND MedicScan tabs

Removing fields from the display list

Click on a field in the display list to select it, and then click the left pointing arrow. To remove all fields from the display list, click the left pointing striped arrow.

Renaming fields

Click on a field to select it, and then click the Rename button.

Fields order

The order in which the fields are displayed in the field list determines their order of appearance in the database (See same note as before).

The order in which the fields are displayed in the displayed field list determines the order in which the fields are displayed in the application main window. (See same note as before)

Fields higher on the list display first. You can change the position of a field in the list by selecting it, and clicking the Up and Down arrows to move the field up and down the list.

When you are done, click OK.

Page 77

Application Settings Business Card AND CHECK TABS

BUSINESS CARD AND CHECK TABS

This is the setup panel of the bushiness card module. It is identical to Scanshell AND MedicScan tabs, page 74, and therefore will not be explained again.

Figure 9-10: Setup - Business card module

Auto extract data from first image – Extract the data from the first image. If unchecked, the data is not extracted.

Page 78

Application Settings Passport Tab

PASSPORT TAB

Figure 9-11: Setup – passportl

SCANNER AUTOMATION TAB

Maximal number of images in every scan cycle – Specify the number of images that can be scanned and added in each scanning cycle. It allows you to insert additional images after an initial scan, which are added and saved in the same record.

Save card image to database – Save an image of the card in the scanned record. You can choose to save the entire image, or just the face.

Auto extract data from image – Extract the data from the image. If unchecked, the data is not extracted.

Scan source – Select scanner, or file. This setup determines the default scanning source when opening the scanning window (New Record). This setup can also be changed from within the scanning window.

Card Size

Allows you to specify the card size and orientation (Full Image, Data Only, and Custom). If you select Custom, you can specify the scanned area size manually.

Page 79

Application Settings SigniShell tab

FIELD SETTING TAB

The Passport's Field setting tab is the same as t he Field setting tabs in all the other modules.

SIGNISHELL TAB

9-12: Setup – SigniShell

SETTINGS TAB

Dialog Time Out: The display time out to use for the SigniShell dialogs such as enroll and validate. Display Results Dialog: Show\Hide the confirmation and results messages after completing a process using the SigniShell module. Save Signature Image: Allow the software to save the signature image when creating new records. Save Signature Biometric Data: Allow the software to save the signature biometric data when creating new records. Save Last Signature: This will enable\disable the option to save the last signature image and biometric data to the given path. If a signature data is exists in this path it will be overwritten. Complexity Level: Set this value to use more complexity signature or lower value to simple signatures. Image Properties: The signature image size.

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Application Settings SigniShell tab

FIELD SETTING TAB

The SigniShell Field setting tab is the same as the Field setting tabs in all the other modules.

Page 81

Printing Printing records

10. PRINTING

PRINTING RECORDS

You can print records in one o f the following ways:

1. Quick printing without opening the Print Wizard – Select records you wish to

print and click on the Print button in the tool bar. Using this option will print records according to recently used print properties. Click on the button's arrow to select Selected Records or All Records. Before you can use the print button you have to use the print wizard at least once, to set up the print properties

2. Printing using the Print Wizard

Select a record or several records and then select Print->All Records or Print-

>Selected Record(s) from the main File menu.

Right-click on a record (or select several records and click on one of them).

From the contextual menu, select Print->All records to print all records currently in the database, or Selected Re cord(s) to print only the records you selected and right-clicked on.

To print more than one record at the same time: Hold down the Ctrl key,

select the records you want to print, right-click and select Print-> Selected

Record(s).

The Print Wizard will appear:

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Printing Printing records

1. Select the required printing format. Note the description of the selected print format

in the description column on the right.

2. Select a page layout.

3. Click Next.

Figure 10-1: Print wizard - Format selection screen

Page 83

Printing Layout options

LAYOUT OPTIONS

ADDING A LAYOUT

Click on the Add button in the Edit Layout section.

Enter a name for the layout (required).

Select parameters and enter values as required to determine the appearance of the

printed page. Click Test to print a sample using your settings.

Click OK to add the layout to the Edit Page Layout List.

ADDING A LAYOUT FROM AN EXISTING ONE

In the Page Layout column, select a layout.

Click on the Copy button in the Edit Layout section

A copy of the selected layout will open.

Change the layout name, edit parameters, and click OK.

The new layout will be added to the layout list.

MODIFYING AN EXISTING PAGE LAYOUT

In the Page Layout column, select a layout.

Click on the Edit button in the Edit Layout section.

In the Page Layout dialog edit parameters and click OK.

DELETING A LAYOUT

In the Page Layout column, select a layout.

Click on the Delete button.

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Printing Selecting fields

SELECTING FIELDS

You can select the fields that you want to print from each module:

Select the checkboxes of the modules you want to print. Selecting a module will

automatically select all its fields and display them in the Selected Fields column on the right. You can print selected fields only, as follows:

Click on the "+" of a module to open it.

The module's field list will open.

Figure 10-2: Print Wizard - Fields selection screen

Page 85

Printing Selecting fields

Select the desired fields, either by selecting their checkboxes or by clicking on a field to

select it and then clicking on the right-pointing arrow. The selected fields will be displayed in the Selected Fields column on the right.

Page 86

Printing Print Preview

CHANGING THE ORDER OF THE FIELDS APPEARA NCE

The fields are printed in the order in which they appear on the list. To change the appearance order of the fields, select a field and use the up/down arrows to

move it up and down the list.

REMOVING A FIELD FRO M THE SELECTED FIELDS COLUMN

Select a field in the Selected Fields column and click on the left-pointing arrow. When you are done, click Next.

PRINT PREVIEW

The Print Preview screen lets you view the printed data before it is printed. You can zoom in on the image, and view the additional images that are stored in the records. You can also control the printing font parameters.

Page 87

Printing Print Preview

Figure 10-3: Print Preview screen

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Printing Print Preview

CHANGING THE PRINTING FONT

1. Click on the Fonts button.

2. Choose the font, style, size and effect, and click OK.

3. When you are done, click Print. The last print settings including fields selection will

be saved per user.

Page 89

DYMO Printer Print Preview

11. DYMO PRINTER

The Dymo label printer is a special third-party label printer supported by Scanshell.net. For detailed instructions on how to use the Dymo printer, please refer to the Dymo manual.

The following chapter describes and expla ins the setup of the Dymo printing from within Scanshell.net.

1. Select Label Printers->Dymo from the File menu.

2. Select a label from the label dropdown list (top left).

3. DLS checkbox – Select if you want to display the Dymo application window.

4. The ”Label object" boxes display the objects contained in the selected label, which

can be linked to the records content. For example, in the label type displayed above, if "Text" is selected in the text object box (left), the record data will be printed on the label area that is designated for text. Selecting "Graphic" in the right box will

Figure 11-1: Dymo printer setup

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DYMO Printer Print Preview

link the records image to the graphic object on the label. Only one object can be selected in each box

5. Select the checkboxes of the modules you want to print. Selecting a module will

automatically select all its fields and display them in the Selected Fields column on the right.

6. You can print selected fields only, as follows:

Click on the "+" of a module to open it.

The module's field list will open.

Select the desired fields, either by selecting their checkboxes or by clicking on

a field to select it and then clicking on the right-pointing arrow. The selected fields will be displayed in the Selected Fields column on the right.

Add field name – Select this option if you want the field label to be printed next to the field information, e. g., "Name" Address" etc.

All Records/Selected Records – select to print all the records in the active module database, or only the selected records.

Changing the order of the fields appearance

The fields are printed in the order in which they appear on the list. To change the appearance order of the fields, select a field and use the up/down arrows to

move it up and down the list.

Removing a field from the Selected Fields column

Select a field in the Selected Fields column and click on the left-pointing arrow.

When you are done, click Print.

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Live Update Print Preview

12. LIVE UPDATE

Live Update keeps your software up to date, by checking for updates using your Internet connection. If updates are available, Scanshell.net will download and install them automatically.

1. Click the Live Update button in the main screen or select Live Update from the

Tools menu.

2. If there are updates for your program you will see the following dialog:

3. Click Yes if you want to download and install the updates.

4. The following screen will appear:

5. Click Next.

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Live Update Print Preview

6. Scanshell.net will display the available updates.

7. Click Next to download and install the updates automatically.

Note: When performing Live Update, the application will be shut down. You will have to start it

again after Live Update is complete.

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Import Print Preview

13. IMPORT

The Import function is designed to import databases of previous versions of CSSN software such as idScan, idScan pro, Medicscan, etc.

1. Select Import from the File menu.

Figure 13-1: Import Wizard - Selection of previous CSSN programs' database

2. Select the program from which you want to import the database and click Next.

3. Click on the button to the right and navigate to the location of the database file you

want to import. Select it and click Next.

Figure 13-2: Import Wizard - Selection of fields to import

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Import

4. Select the fields you want to import from the other database.

5. Check/uncheck the import of categories, notes and & images.

6. Click Next.

7. Select the module in the current database, into which you want to import the

records.

8. Click Next.

9. Define the ScanShell.Net destination field for each field in the imported database.

The data in the imported database field will be imported into the matching module field.

10. Click Next.

11. Relate a ScanShell.Net destination category for each category in the imported

database.

12. Click Finish.

Page 95

Rules

14. RULES

Rules are automatic actions that the program performs when certain, predefined conditions are met.

Rules can be used for various purposes. The following are just few examples of the vast number of rules that can be created in Scanshell.net:

Alerts concerning expired ID cards, persons under legal age, badly paying customers, or

any other kind of alert. Automatic Export of data when certain criteria in records are met.

Automating application tasks such as saving data.

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Rules Creating rules

CREATING RULES

We will explain the use of rules by following an example of creating a rule that identifies expired ID cards, and produces an alert sound and message, informing the user that a scanned card has expired.

1. Select Rule List from the Tools menu.

2. Click New.

3. Type in a name for your rule. Try to choose a meaningful name.

4. Select Field content in section 2.

Figure 14-1: Rule Wizard window

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Rules Creating rules

5. Check Display Message, and Play sound in section 3.

Figure 14-2: Rule Wizard with selections according to the example in this chapter

6. Click on the Field hyperlink in section 4.

Figure 14-3: Rule details section in the Rule Wizard

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Rules Creating rules

Step 7

Step 8

Step 9

Step 10

The field content dialog will open:

Figure 14-4: Field content dialog box

7. Select the module to which you

want the rule to apply.

8. Select the condition that defines

your criteria. In this example, we will choose Greater or

Equal.

9. Select the field to which you

want to apply the criteria. In this case, we choose Expiry Date.

10. Fill in the required value – in

this case the required expiry date. Please note that the value type of this field changes according to the selected field type.

11. Click OK.

12. Click the Text hyperlink.

13. Type in the text you want to appear in the alert message into the message box, and

click OK.

14. Click the Sound File hyperlink

Figure 14-5: Sound file selection dialog box

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Rules Editing Rules

15. Click Browse, select a sound file in .wav format, which you would like the

application to play when the rule criteria is met, and click OK.

16. Click the Test button to play this sound.

17. Click OK to save your selection and close the sound-file dialog box.

18. Verify the rule description in section 4. It should contain the following rule

description:

This rule specify that if the Expiry Date field in the IDscan module is equal or greater than 12/12/04, the application will display the message "This card has expired" and play the temp_.wav sound.

19. When you are done, click OK to close the Rule Wizard.

20. You will find the new rule you created in the Rule Manager window, where you

can edit and delete it.

EDITING RULES

1. Select Rule List from the Tools menu.

Figure 14-6: Rule list window

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Rules Deleting Rules

2. Click on the rule you want to edit to select it, and then click Edit.

3. Make changes as described in the previous section "Creating Rules" and click OK.

DELETING RULES

1. Select Rule List from the Tools menu.

2. Click on the rule you want to delete to select it, a nd then click Delete.

MANAGING RULES

You can activate rules or temporarily disable them, by checking and unchecking the boxes of the relevant rules in the Rules Manager window.