L1 Identity Solutions 0B5000A Users Manual

Viisage iA-thenticate® 5.3

Administrator’s Guide

Viisage iA-thenticate 5.3

Administrator’s Guide

Customer support:

support-ia@l1id.com +1 978-932-2200 +1 800-555-8784 toll-free (North America)

Viisage, the Viisage logo, iA-thenticate, BorderGuard, ID-Guard, ID-Passport, iA-DataPort, iA-Examiner, ID-License, TextWatch, and iA-Administrator are trademarks or registered trademarks of Viisage Technology, Inc., an L-1 Identity Solutions Company. All other brand and product names are trademarks or registered trademarks of their respective companies or organizations.

Covered by one or more U.S. and foreign patents including U.S. Patent No. 6,269,169.

RADIO AND TELEVISION INTERFERENCE

This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of the FCC rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the interference at his own expense.

In order to maintain compliance with FCC regulations shielded cables must be used with this equipment. Operation with non-approved equipment or unshielded cables is likely to result in interference to radio & television reception.

Changes or modifications not expressly approved by Viisage could void the users' authority to operate the equipment.

Safety Guidelines: Follow these safety guidelines to protect your iA-thenticate system from damage and to ensure your own safety.

WARNING: Do not attempt to disassemble the iA-thenticate unit or to operate it with any parts removed. The unit contains no user-serviceable parts.

Operate iA-thenticate only in an area where the temperature is between 50° F and 105° F (between 10° C and 40° C).

Do not spill food or liquids on the iA-thenticate unit. If the unit gets wet, immediately shut down the system and contact Viisage. Do not attempt to open the unit. Only a qualified iA-thenticate technician should perform service and repair work.

Do not set anything on top of the iA-thenticate unit or cables. Route all cables so that people will not step or trip on them.

Use a surge-protection power strip to protect iA-thenticate against electrical damage, as you would with any computer.

The information contained in this document is 1subject to change without notice. Viisage assumes no responsibility for technical or editorial errors or omissions, or for the use of this material. Nor does Viisage make any commitment to update the information contained in this document. This document contains proprietary information that is protected by copyright. All rights reserved. No part of this document may be photocopied or reproduced in any form without the prior written consent of Viisage.

Edition IA-ADMIN-5.3, 12/07 Publication PUB-00052-A-15

Table of Contents

Part One Setting Up a New iA-thenticate Unit

Introduction to iA-thenticate ................................................... 1-1

BorderGuard and ID-Guard ...................................................................................1-1

BorderGuard .....................................................................................................1-1

ID-Guard ............................................................................................................1-2

Setting Up Your System .........................................................................................1-2

Setting Up a Color BorderGuard Unit ...................................... 2-1

PC System Requirements .......................................................................................2-1

Installing Software ..................................................................................................2-2

Setting the PC’s Taskbar and Display Properties ....................................2-2

Installing DirectX ............................................................................................2-3

Installing the iA-thenticate Security Software ......................................2-3

Installing iA-Examiner ...................................................................................2-4

Installing DL-Alert ..........................................................................................2-4

Installing the Custom Calibration File ......................................................2-4

Installing Other Optional Software ...........................................................2-4

Restarting ..........................................................................................................2-4

Connecting Hardware and Installing Drivers ...................................................2-5

Connecting Hardware ....................................................................................2-5

Installing Drivers .............................................................................................2-5

Configuring Hardware and Software .................................................................2-6

Configuring a Smart-Card Unit ..................................................................2-6

Configuring Internet Explorer .....................................................................2-6

Configuring a Non-English Version of Windows ...................................2-6

Running the Software for the First Time ..........................................................2-7

Testing the B4500/5000 Smart Card Reader ...................................................2-8

Controlling Access ...................................................................................................2-9

Creating Local User Groups and Users ......................................................2-9

Assigning File and Folder Permissions ................................................... 2-10

Installing an Optional Reader or Scanner ......................................................2-11

What’s Next? ..........................................................................................................2-12

iii

Setting Up an ID-Guard Unit .................................................... 3-1

PC System Requirements ......................................................................................3-1

Installing Software ..................................................................................................3-2

Setting the PC’s Taskbar and Display Properties ....................................3-2

Installing DirectX ............................................................................................ 3-3

Uninstalling Regula software ......................................................................3-3

Installing the Regula SDK ............................................................................ 3-3

Installing the iA-thenticate Security Software ......................................3-4

Installing iA-Examiner .................................................................................. 3-4

Installing DL-Alert ..........................................................................................3-4

Installing Other Optional Software ...........................................................3-4

Restarting .........................................................................................................3-4

Connecting Hardware and Installing Drivers .................................................. 3-5

Connecting Hardware ...................................................................................3-5

Installing Drivers .............................................................................................3-5

Configuring Hardware and Software .................................................................3-7

Configuring Internet Explorer .....................................................................3-7

Configuring a Non-English Version of Windows ...................................3-8

Controlling Access ...................................................................................................3-8

Creating Local User Groups and Users .....................................................3-9

Assigning File and Folder Permissions ......................................................3-9

Installing an Optional Reader or Scanner ......................................................3-11

What’s Next? ..........................................................................................................3-11

Installing an Optional Reader or Scanner ................................ 4-1

Installing the E-Seek Intelli-Check Reader ......................................................4-1

Serial Model .....................................................................................................4-1

USB Model ........................................................................................................4-2

Installing a Flatbed Scanner .................................................................................4-3

Part Two Configuring and Managing iA-thenticate

Using the Administration Tools ................................................ 5-1

iA-Administrator ......................................................................................................5-2

iA-Examiner ..............................................................................................................5-3

What’s Next? ............................................................................................................5-5

Quick Configuration Guide ........................................................ 6-1

Configuring iA-thenticate ......................................................... 7-1

Viewing Unit Information .....................................................................................7-2

Setting Options for Basic Operation ..................................................................7-3

ICAO Expiration Test ......................................................................................7-3

Signals and Alerts ...........................................................................................7-4

Startup ...............................................................................................................7-4

Restoring Normal Logon ...............................................................................7-4

Hardware ...........................................................................................................7-5

Software ............................................................................................................7-5

Advanced ...........................................................................................................7-6

Setting Options for Saving Images and Logs ...................................................7-7

Two Ways to Save Images and Logs ..........................................................7-7

Captured Images .......................................................................................... 7-10

Document Results Log ................................................................................ 7-10

Saving Based on Test Results ....................................................................7-11

JPEG Image Quality ......................................................................................7-11

Temporary Images and Logs ..................................................................... 7-12

Configuring iA-Examiner .......................................................... 8-1

System Configuration Screens .............................................................................8-1

Configuring Peripherals .........................................................................................8-2

Configuring Printing ...............................................................................................8-4

Configuring Data Saving .......................................................................................8-5

Data Saving Options ......................................................................................8-5

Using a Networked Database ......................................................................8-8

Configuring Tests .....................................................................................................8-9

Configuring Document Processing .................................................................. 8-12

Configuring Verification Databases ................................................................. 8-14

About VerifyME ............................................................................................ 8-14

Configuring VerifyME ................................................................................. 8-15

Configuring Data Entry ....................................................................................... 8-17

Configuring a Custom ID Type .......................................................................... 8-18

Configuring Static Database Information ..................................................... 8-18

Configuring Debugging ....................................................................................... 8-19

Configuring Processing of Unidentified Documents .................................. 8-19

Configuring System Directories ........................................................................ 8-21

Configuring Display Options .............................................................................. 8-21

Configuring Smart Card Options ...................................................................... 8-24

About Basic Access Control ...................................................................... 8-24

Smart Card Options ..................................................................................... 8-24

Configuring Bar Code and Magstripe Options ............................................. 8-25

Configuring Reference Database Options ..................................................... 8-25

Configuring Test Suppression ............................................................................ 8-26

Configuring Test Override Options ...................................................................8-26

Configuring Alerts for Indeterminate Tests ...................................................8-27

Configuring Credit Card Options ...................................................................... 8-27

Configuring Data Transmission Options ......................................................... 8-28

Configuring iA-Examiner Doc Log Options ................................................... 8-28

Configuring Miscellaneous Options ................................................................ 8-29

Managing iA-Examiner ............................................................. 9-1

Purging Saved Data ................................................................................................9-2

Backing Up Saved Data ..........................................................................................9-3

Part Three Using Optional Features

Using iA-DataPort ....................................................................10-1

Preparing to Use iA-DataPort ............................................................................10-2

Choosing Where to Send Data ..................................................................10-2

Using the Optional Keyboard Filter .........................................................10-3

Starting iA-DataPort .............................................................................................10-4

Starting the iA-DataPort Utility ...............................................................10-4

Running the Utility Minimized .................................................................10-4

Viewing Captured Data ........................................................................................10-5

Configuring Settings .............................................................................................10-6

Configuring General Settings ....................................................................10-6

Configuring Communication Port Settings ...........................................10-8

Configuring Data Format Settings ...........................................................10-8

Configuring MRZ Data Format Settings ............................................. 10-10

Configuring Data Transmit Settings ..................................................... 10-12

Configuring Display Settings ..................................................................10-12

Configuring Startup Settings ................................................................. 10-14

Appendixes

Setting Up a Monochrome BorderGuard Unit .........................A-1

PC System Requirements ......................................................................................A-1

Installing Software ..................................................................................................A-2

Setting the PC’s Taskbar and Display Properties ....................................A-2

Installing the iA-thenticate Security Software ......................................A-3

Installing iA-Examiner ..................................................................................A-3

Installing DL-Alert ..........................................................................................A-3

Installing the Custom Calibration File ......................................................A-3

Installing Other Optional Software ...........................................................A-4

Restarting .........................................................................................................A-4

Installing Hardware ................................................................................................A-4

Installing the PCI Card ..................................................................................A-4

Connecting the BorderGuard Cables .........................................................A-5

Finishing Installation ..............................................................................................A-6

Starting Up and Checking Installation .....................................................A-6

Configuring Internet Explorer .....................................................................A-6

Configuring a Non-English Version of Windows .................................. A-6

Controlling Access .................................................................................................. A-8

Creating Local User Groups and Users ..................................................... A-8

Assigning File and Folder Permissions ..................................................... A-9

Installing an Optional Reader or Scanner ..................................................... A-10

What’s Next? .......................................................................................................... A-10

Solving Problems ........................................................................ B-1

Color BorderGuard ...................................................................................................B-2

Drivers Do Not Install As Expected ............................................................B-2

Camera Driver Installation Problems ........................................................B-3

iA-Examiner Reports a COM Port Error ....................................................B-3

Color BorderGuard B4500/5000 ..........................................................................B-4

Drivers Do Not Install As Expected ............................................................B-4

Camera Driver Installation Problems ........................................................B-5

iA-Examiner Reports a COM Port Error ....................................................B-5

Smart Card Driver Installation Problems .................................................B-6

ID-Guard ....................................................................................................................B-9

Scanning Produces Unexpected Behavior ...............................................B-9

Camera Driver Installation Problems ........................................................B-9

Monochrome BorderGuard ................................................................................ B-12

iA-Examiner Reports an IACOM0 Error ................................................. B-12

E-Seek Intelli-Check Magstripe and Bar Code Reader .............................. B-13

Scanning a Magstripe or Bar Code Produces an Error ...................... B-13

Flatbed Scanner ....................................................................................................B-14

Scanning Produces an Error or Unexpected Behavior ....................... B-14

Periodic Maintenance ................................................................ C-1

Cleaning the Glass Platform .................................................................................C-1

Cleaning the BorderGuard Sensor Switch ........................................................C-2

Defragmenting the Hard Drive ............................................................................C-2

vii

viii

Part One

Setting Up a New

iA-thenticate Unit

Introduction to

iA-thenticate

iA-thenticate® is a hardware and software system for testing the authenticity of travel and ID documents and for checking the identity of document owners.

Basic document testing includes verifying the checksum digits in a document’s machinereadable zone (MRZ), checking its expiration date, and confirming the proper use of IR-absorbent (B900) ink.

With optional software and hardware, the system can test documents in additional ways and also check a document owner’s identity. For example:

❑ With ID-Passport

patterns and security laminate.

❑ With ID-License

reader, the system can read and verify driver’s licenses and non-driver IDs.

❑ With TextWatch

ument against a custom database of names, stolen document numbers, or other important data.

software, the system can verify additional features such as UV

™

and DL-Alert™ software and a magnetic stripe and bar code

software, the system can compare information read from the doc-

❑ With an integrated smart card reader, the system can read, verify, and cross-check

information from an embedded smart chip.

BorderGuard and ID-Guard

Note

The

BorderGuard

also been called an

ticate

unit. Your unit may

have either label.

Note

Some older BorderGuard units have a monochrome camera.

unit has

iA-then-

The system includes a BorderGuard® or ID-Guard® unit and a PC running iA-thenticate software.

BorderGuard

BorderGuard processes passport-size documents as well as smaller wallet-size cards. It captures document images using a color camera, and often uses an attached reader to read magnetic stripes (magstripes) and two-dimensional (2D) bar codes. Some units

1-1

Introduction to iA-thenticate

have an integrated smart-card reader for reading chips embedded in the front and back pages (covers) of documents.

ID-Guard

ID-Guard processes standard wallet-size cards such as driver’s licenses and IDs. It captures document images using a color camera, and has an integrated magstripe reader. It can also read 2D bar codes directly from the captured document images without additional hardware.

Setting Up Your System

To set up your iA-thenticate system, carefully follow the instructions in the appropriate

Note

If you have an older BorderGuard unit with a monochrome camera, see Appendix A, “Setting Up a Monochrome BorderGuard Unit.”

chapter:

❑ Chapter 2, “Setting Up a Color BorderGuard Unit”

❑ Chapter 3, “Setting Up an ID-Guard Unit”

Part Two of this guide explains how to configure and manage your system, and Part Three explains how to use optional features.

Color BorderGuard with

Smart Chip Reader

Color BorderGuard B4500/5000

ID-Guard

1-2

Setting Up a Color

BorderGuard Unit

Note

If you have an older BorderGuard unit with a mono- chrome camera, see Appendix A, “Setting Up a Monochrome BorderGuard Unit.”

This chapter explains how to set up your iA-thenticate system if you have a BorderGuard (iA-thenticate) unit with a color camera. This includes:

❑ Color BorderGuard units, which have a text panel above the document platform

❑ Color BorderGuard B4500/5000 units, which have indicator lights instead

Before you proceed with installation, check the Release Notes for new information. If you are upgrading from a previous version, you may need to follow additional steps.

IMPORTANT

Although setting up this system is similar to setting up a PC, there are important differences. Follow the instructions in this chapter carefully, or your system may not work properly.

If you are not experienced in setting up and managing PCs in a networked environment, you should not attempt to do the setup yourself.

PC System Requirements

You install the iA-thenticate software on a Windows PC, and you connect the BorderGuard unit to the PC through a USB cable. Some units also connect using a standard serial cable. Your PC must meet these requirements:

Note

For BorderGuard color units with USB ports, adding USB devices may increase the minimum system requirements. Viisage recommends using the USB ports on your computer before using any ports that may be on the back of the BorderGuard unit.

Hardware

❑ Processor: 1.6 GHz Pentium 4 or better recommended; 2.8 GHz or better for a

smart-card unit

❑ RAM: 256 MB minimum; 512 MB minimum for a smart-card unit

❑ Free disk space: 300 MB minimum; 1 GB or more recommended when saving

captured images and data

❑ Video display: 1024x768 resolution, 65536 colors, or better

❑ An available USB 2.0 port (high speed, 480 Mbps)

❑ An available standard serial port (for units that require it)

2-1

Setting Up a Color BorderGuard Unit

Configuration

❑ Swap file: Recommended 768 MB minimum and 1024 MB maximum for drive C

Supported operating systems

❑ Windows 2000 Service Pack 4 or higher with updates 823980 (Microsoft Security

❑ Windows XP Professional Service Pack 2

Other software requirements

❑ Internet Explorer 6.0 Service Pack 1 or higher with update 832894 (Microsoft

❑ Current Microsoft USB driver recommended; third-party USB drivers may also

Installing Software

and for the data drive (where you store captured images)

Bulletin MS03-026) and 828028 (Bulletin MS04-007)

Security Bulletin MS04-004)

perform well

Do not connect the BorderGuard hardware yet.

Setting the PC’s Taskbar and Display Properties

Your system should be configured so the taskbar displays on top of other windows and the font size is small (Windows 2000) or normal (XP). These are the default Windows settings. If you have changed these settings, follow these steps to restore the defaults:

Windows 2000 Windows XP

1. Start the PC, log on as an administrator, and exit from all programs.

2. Right-click the taskbar and choose Proper-

ties

3. On the Taskbar Properties screen, deselect

Always on top and click OK.

4. Right-click the Windows desktop and choose

Properties.

5. On the Settings tab, click Advanced.

6. In the Font Size drop-down list, select

Small Fonts if it is not already selected.

7. Follow any further on-screen instructions for confirming your choice and installing fonts. You do not need to restart the system at this point unless Windows requires you to do so.

1. Start the PC, log on as an administrator, and exit from all programs.

2. Right-click the taskbar and choose

ties

3. On the Taskbar Properties screen, deselect

Keep the taskbar on top of other windows and

OK.

click

4. Right-click the Windows desktop and

Properties.

choose

5. On the Appearance tab, in the Font Size drop-down list, select already selected.

6. Follow any further on-screen instructions for confirming your choice and installing fonts. You do not need to restart the system at this point unless Windows requires you to do so.

Normal if it is not

Proper-

2-2

Installing Software

Note

This release has been tested with DirectX 9.0c. Later versions of DirectX may also be compatible.

Note

The CD’s folder names include the name of the software plus version information—for example,

iA-thenticate 5.3 Install (SFW-00099-A-00)

For simplicity, these instructions use just the first part of the name—for example,

iA-thenticate…

Note

If you are upgrading, the screens you see may differ slightly from the ones listed. Just follow the on-screen instructions.

Installing DirectX

This software requires that DirectX 9.0c End-User Runtime be installed on your PC. To find out whether you already have this software installed:

1. Select

Start→ Run, type dxdiag, and click OK.

2. Find the DirectX version listed under System Information on the System tab.

If the version is not 9.0c or later, you must install DirectX 9.0c:

Installer Instructions

iA-thenticate CD:

iA-thenticate… \ iA-thenticate… \ DirectX \ directx_9c_oct05sdk_ redist.exe

Follow the on-screen instructions.

Installing the iA-thenticate Security Software

Installer Screen Instructions

iA-thenticate CD:

iA-thenticate… \ iA-thenticate… \ 1_iA-thenticate \ Setup.exe

Intro Click Next.

License Click Ye s to agree.

Setup Type If you have a BorderGuard Color unit, with a

text panel above the document platform, select

BorderGuard - color unit.

If you have a BorderGuard B4500/5000 unit, with indicator lights rather than a text panel, select

BorderGuard - B4500

Data Drive If you want to change the drive for storing data,

Browse and choose any mapped drive.

click

Next.

Click

Summary Click

Next to proceed with installation.

Complete Accept

Click

No, I will restart my computer later.

Finish.

2-3

Setting Up a Color BorderGuard Unit

Installing iA-Examiner

Installer Screen Instructions

iA-thenticate CD:

iA-thenticate… \ iA-thenticate… \ 2_iA-Examiner \ Setup.exe

Intro Click Next.

Data Drive If you want to change the drive for storing iA-

Examiner data, click Browse and choose a location.

Click Next to proceed with installation.

Note

Older BorderGuard units have a SampleScan diskette rather than a CD.

Complete Click

Finish.

Installing DL-Alert

If you have optional DL-Alert™ software—either the Intelli-Check or Positive Access® version—install it now.

Installer Screen Instructions

iA-thenticate CD:

iA-thenticate… \ DL-Alert-IC… \ DL-AlertIntelli-Check.exe

iA-thenticate… \ DL-Alert-PA… \ DL-Alert-PositiveAccess.exe

Intro Click Next to proceed with installation.

Warning Note the message and click OK. You will find

instructions later in this document for configuring iA-Examiner.

Complete Click

Finish.

Installing the Custom Calibration File

Each BorderGuard unit comes with a custom calibration file, supplied on a CD labeled SampleScan. One SampleScan CD may contain calibration files for several units.

1. Insert the SampleScan CD.

2. On the CD, find the folder that matches the serial number on the BorderGuard unit.

For reliable operation, you must use the correct calibration file for each unit.

2-4

3. Copy the

SampleScan.cfg file from the folder to this directory:

C:\BorderGuard\Config\

4. Right-click the copied SampleScan.cfg file and choose Properties. Deselect Read-only and click

OK.

Installing Other Optional Software

If you have other optional software such as ID-Passport or ID-License, install it now. Follow the instructions included with the optional software.

Restarting

After you finish installing software, restart your PC.

Connecting Hardware and Installing Drivers

Connect the BorderGuard hardware only after you have installed the software as described starting on page 2-2.

Connecting Hardware

Connecting Hardware and Installing Drivers

Note

The included power supply might not have a power cord suitable for your country. In this case you must obtain and use a 3-conductor grounded supply cord with a plug cap suitable for your country. It must have a minimum internal conductor area of 0.75 mm2 and have a standard IEC 320 female connector.

Each BorderGuard unit ships with a USB cable and a power supply and cord. Some units also include a standard serial cable.

To connect the BorderGuard hardware:

1. Restart the PC after installing the software, and log on as an administrator.

2. Plug the BorderGuard power cable into the connector on the back of the BorderGuard unit, and plug the line cord into a surge-protected power source (100–240 VAC, 47–63 Hz, 170 W).

3. Turn on the power switch on the BorderGuard unit, and wait for the

Welcome mes-

sage to appear on its text panel.

4. If your unit includes a serial cable, connect it from the serial port on the back of the unit to the appropriate COM port on your PC (the one you selected during installation, page 2-3).

5. Connect the USB cable from the USB port on the back of the BorderGuard unit to an available USB 2.0 port (high-speed, 480 Mbps) on your PC. When you do this, Windows automatically starts installing drivers.

Installing Drivers

Driver installation varies with the version of Windows and the type of BorderGuard unit. Follow the appropriate instructions below. If the drivers do not install as described here, follow the problem-solving instructions on page B-2 for a color BorderGuard unit or B-4 for a color BorderGuard B4500/5000.

Note

If you see the following error message during installation with a B4500/5000 unit, refer to “Repairing the OmniKey Registration Settings” on page B-8:

Cannot import C:\Program Files\OmniKey\55x3 Driver V2.1.0.8\settings.reg

Windows XP

To install all drivers:

Just wait. Windows XP should install all drivers automatically.

✧

Windows 2000

To install drivers for BorderGuard B4500/5000:

Just wait. Windows 2000 should install all drivers automatically.

To install drivers for BorderGuard Color units:

1. When the new hardware wizard runs, confirm that the small window showing the device name says the wizard window to see this small window.

2. On the first wizard screen, click

USB 2.0 Camera or Color Camera 01. Sometimes you have to move

Next.

2-5

Setting Up a Color BorderGuard Unit

3. Select Display a list of known drivers for this device so that I can choose a specific driver, and click

Next.

4. Click

5. When the wizard displays the driver, click

6. If you see a message about the digital signature, click

7. Click

Have Disk and select C:\BorderGuard\Tools\BorderGuard Camera. (If there is no

Have Disk button, first click Next and then click Have Disk.)

asked whether you want to overwrite a newer file, click

Finish.

Configuring Hardware and Software

After installation, you may need to set some basic configuration options.

Configuring a Smart-Card Unit

If you have a smart-card unit, follow these steps to configure it:

1. Run iA-Administrator by choosing

2. On the Configuration tab, under Signals and Alerts, deselect both of the

when...

options. (These are currently incompatible with smart-card processing.)

3. Click

Apply, then exit iA-Administrator.

Next.

Ye s to continue. If you are

Ye s .

Start→ Programs→ iA-thenticate→ iA-Administrator.

Beep

4. Run iA-Examiner using the desktop shortcut or by choosing

iA-thenticate→ iA-Examiner.

5. Click

6. On System Configuration Page 1, select

7. Click

Mgmt Funcs and then System Config.

Smart Card Reader.

Apply and Done, then exit iA-Examiner.

Start→ Programs→

Configuring Internet Explorer

If you use the VerifyMe verification database, follow these steps to configure Internet Explorer:

1. Start Internet Explorer.

2. Select

3. On the Advanced tab, under the Security heading, deselect

Tools→ Internet Options.

secure and not secure mode

Warn if changing between

Configuring a Non-English Version of Windows

If you install this software on a unit running a non-English version of Windows, you may need to follow some additional steps.

2-6

Running the Software for the First Time

To configure Windows 2000—Dutch, French, or Portuguese:

1. Select Start→ Run, type DCOMCNFG, and click OK.

2. On the Default Security tab, under Default Access Permissions, click

3. In the displayed list, look for an entry for (Dutch),

INTERACTIF (French), or INTERATIVO (Portuguese).

SYSTEM and also for INTERACTIEF

If either name is missing, follow these steps to add the missing name or names:

a. Click

Add.

b. In the drop-down List Frames From list, select the name of your unit.

c. In the Names list, select the missing name or names and click

d. Click

OK several times to accept the changes.

Add.

To configure Windows XP—Dutch, French, or Portuguese:

1. Select Start→ Run, type DCOMCNFG, and click OK.

2. Open

3. Right-click

4. On the Security tab, under Launch and Activation Preferences, select

5. If the displayed list does not include

Component Services, then Computers, then My Computer, and then

DCOM Config.

BGServer and choose Properties.

click

Edit.

INTERACTIEF (Dutch), INTERACTIF (French),

INTERATIVO (Portuguese), add the appropriate name and select all the Allow per-

missions.

Edit Default.

Customize and

6. In the same list, select all the

Allow permissions for SYSTEM. Then click OK.

7. Back on the Security tab of the BGServer Properties window, under Access Permissions, select

Customize and click Edit.

8. In the displayed list, select both of the

ACTIF

, INTERATIVO, or INTERACTIEF. Then click OK.

9. In the BGServer Properties window, click window.

Running the Software for the First Time

After you finish installation:

1. Restart the system and log on as an administrator.

2. Run iA-Examiner using the desktop shortcut or by choosing

iA-thenticate→ iA-Examiner.

Allow permissions for SYSTEM and for INTER-

OK. Then close the Component Services

Start→ Programs→

2-7

Setting Up a Color BorderGuard Unit

If you see an error message about a COM port when you start iA-Examiner, follow the instructions on page B-3 (for color BorderGuard) or B-5 (for color BorderGuard B4500/5000) to correct the problem.

This ensures that all settings are properly registered. After that, you can run the software using non-administrator accounts.

Testing the B4500/5000 Smart Card Reader

If you have a smart-card reader on a BorderGuard B4500/5000 unit, verify that it is functioning correctly. The following two procedures will check the smart card reader functionality. You can use either the iA-Examiner test or the OMNIKEY applet test.

To test the smart card reader using iA-Examiner:

1. In iA-Examiner, process a smart card document that has its chip in the front cover side of the document (on the glass).

2. Process a smart card document that has its chip in the back cover side of the document (on the platform in front of the glass).

3. Check the smart card test results for both documents.

If iA-Examiner displays smart card test results for both documents, the unit is operating correctly. If iA-Examiner fails to recognize the smart card, follow the instructions for fixing the problem in “Repairing the OmniKey Registration Settings” on page B-8.

To test the smart card OMNIKEY applet:

1. In Control Panel, run the OMNIKEY 55x3 Driver Applet.

2. Right-click in the title bar of the applet and select

Antenna Configuration.

2-8

Controlling Access

3. On the Antenna tab, verify that “Enable Multi-Antenna Mode” is checked.

If “Enable Multi-Antenna Mode” is not checked, follow the instructions for fixing the problem in “Repairing the OmniKey Registration Settings” on page B-8.

Controlling Access

This section explains how to create local user groups and set file permissions for your system so that different users have just the access they need.

Creating Local User Groups and Users

First, create two local user groups and assign users to these groups as needed.

1. Create these two local user groups:

iA-thenticate Users iA-thenticate Administrators

2-9

Setting Up a Color BorderGuard Unit

2. Create as many users as you need for the people who will use the system, and make

Assigning File and Folder Permissions

Assigning file and folder permissions ensures that each group of users can run the appropriate programs.

To assign file and folder permissions:

each one a member of the appropriate user group:

Local User Group Users Who Should Belong to This Group Access Allowed

iA-thenticate Users

iA-thenticate Administrators

Personnel who use iA-Examiner to test and examine documents

Technical administrators, security managers, and operations managers

iA-Examiner: user functions

iA-Examiner: user and management functions

iA-Administrator

All Users startup folder

C:\Documents and Settings\

(

All Users\Start Menu\ Programs\Startup

)

1. Follow steps a–c for each file in the table below:

a. Right-click the file and choose

Properties.

b. Select the Security tab.

c. In the Name list, remove the entries for

Read & Execute permissions for user groups as indicated in the table.

For this file in C:\BorderGuard\Bin\

iA-Administrator.exe

(iA-Administrator)

BGDataPort.exe

(iA-DataPort)

BGExaminer.exe

(iA-Examiner)

BGServer.exe

(ID-Server)

ExaminerConfiguration

(iA-Examiner configuration)

ExaminerManager

(iA-Examiner management)

ExaminerReport

(iA-Examiner reporting)

ExaminerViewer

(iA-Examiner document review)

iA-SecondaryStation.exe

(Secondary Station)

Everyone and Users (if listed). Then add

Assign Read & Execute permissions for these groups

iA-thenticate Administrators

iA-thenticate Users iA-thenticate Administrators

iA-thenticate Administrators

iA-thenticate Users iA-thenticate Administrators

2-10

Installing an Optional Reader or Scanner

2. iA-thenticate Administrators must be able to change startup settings for All Users. Follow these steps to assign the needed permissions to

All Users\Start Menu\Programs\Startup

C:\Documents and Settings\

a. Right-click folder

b. Select the Security tab.

c. Add Full Control permissions for the iA-thenticate Administrators group.

d. Repeat steps a–c for each successive folder in the path:

All Users (inside Documents and Settings) Start Menu (inside All Users) Programs (inside Start Menu) Startup (inside Programs)

3. If you use Windows security to limit users’ access to various folders on your system, all iA-thenticate users must have these permissions:

C:\Documents and Settings and choose Properties.

• Full control to the work folder, normally C:\BorderGuard\Working

• Read and execute access to C:\BorderGuard and all of its sub-folders

• Read, write, and execute access to:

– C:\BorderGuard\Config\SampleScan.cfg

– The folder for storing captured images—for example, E:\BorderGuard\Images

– The folder containing the iA-Examiner database BGExaminer.mdb, normally

C:\BorderGuard\Bin

– If you use TextWatch, the folder containing the TextWatch database iAT.sys,

normally

C:\BorderGuard\Bin

In addition, iA-thenticate administrators must have these permissions:

• Write access to:

– The folder containing the iA-Administrator database Administrator.mdb,

normally

C:\BorderGuard\Bin

– The Windows registry

• Read, write, and execute access to:

– The configuration folder, C:\BorderGuard\Config and all sub-folders

Installing an Optional Reader or Scanner

If your system includes a bar code and magstripe reader or a flatbed scanner, install it now by following the instructions in chapter 4.

2-11

Setting Up a Color BorderGuard Unit

What’s Next?

Your iA-thenticate system is now set up to work using factory-default settings. Probably you will want to change some of those settings. Part Two of this guide explains how.

2-12

Setting Up an

ID-Guard Unit

This chapter explains how to set up your iA-thenticate system if you have an ID-Guard unit, which processes standard wallet-size cards such as driver’s licenses and IDs. ID-Guard has an integrated magstripe reader and can read 2D bar codes directly from the captured document images without additional hardware.

Before you proceed with installation, check the Release Notes for new information. If you are upgrading from a previous version, you may need to follow additional steps.

IMPORTANT

Although setting up this system is similar to setting up a PC, there are important differences. Follow the instructions in this chapter carefully, or your system may not work properly.

If you are not experienced in setting up and managing PCs in a networked environment, you should not attempt to do the setup yourself.

PC System Requirements

You install the iA-thenticate software on a Windows PC, and you connect the ID-Guard unit to the PC through a USB cable. Your PC must meet these requirements:

Hardware

❑ Processor: 2.4 GHz Pentium 4 or better recommended

❑ RAM: 512 MB minimum

❑ Free disk space: 300 MB minimum; 1 GB or more recommended when saving

captured images and data

❑ Video display: True color mode (24 or 32 bit)

❑ An available USB 2.0 port (high speed, 480 Mbps) with adequate power

❑ For computers that do not supply adequate power through a single USB port (espe-

cially laptops running on batteries), a second USB port is required

Configuration

❑ Swap file: Recommended 768 MB minimum and 1024 MB maximum for drive C

and for the data drive (where you store captured images)

3-1

Setting Up an ID-Guard Unit

Supported operating systems

Other software requirements

Installing Software

Do not connect the ID-Guard hardware yet.

❑ Windows 2000 Service Pack 4 or higher with updates 823980 (Microsoft Security

Bulletin MS03-026) and 828028 (Bulletin MS04-007)

❑ Windows XP Professional Service Pack 2

❑ Internet Explorer 6.0 Service Pack 1 or higher with update 832894 (Microsoft

Security Bulletin MS04-004)

❑ Current Microsoft USB driver recommended; third-party USB drivers may also

perform well

Setting the PC’s Taskbar and Display Properties

Windows 2000 Windows XP

1. Start the PC, log on as an administrator, and exit from all programs.

2. Right-click the taskbar and choose

ties

3. On the Taskbar Properties screen, deselect

Always on top and click OK.

4. Right-click the Windows desktop and

Properties.

choose

5. On the Settings tab, click

6. In the Font Size drop-down list, select

Small Fonts if it is not already selected.

7. Follow any further on-screen instructions for confirming your choice and installing fonts. You do not need to restart the system at this point unless Windows requires you to do so.

Advanced.

Proper-

1. Start the PC, log on as an administrator, and exit from all programs.

2. Right-click the taskbar and choose

ties

3. On the Taskbar Properties screen, deselect

Keep the taskbar on top of other windows and

OK.

click

4. Right-click the Windows desktop and choose

Properties.

5. On the Appearance tab, in the Font Size drop-down list, select already selected.

6. Follow any further on-screen instructions for confirming your choice and installing fonts. You do not need to restart the system at this point unless Windows requires you to do so.

Normal if it is not

Proper-

3-2

Installing Software

Note

This release has been tested with DirectX 9.0c. Later versions may also be compatible.

Note

The CD’s folder names include the name of the software plus version information—for example,

iA-thenticate 5.3 Install (SFW-00099-A-00)

For simplicity, these instructions use just the first part of the name—for example,

iA-thenticate…

Note

If you are upgrading, the screens you see may differ slightly from the ones listed. Just follow the on-screen instructions.

Installing DirectX

This software requires that DirectX 9.0c End-User Runtime be installed on your PC. To find out whether you already have this software installed:

1. Select

Start→ Run, type dxdiag, and click OK.

2. Under the systems tab, find the DirectX Version listed under System Information.

If the version is not 9.0c or later, you must install DirectX 9.0c:

Installer Instructions

iA-thenticate CD:

iA-thenticate… \ iA-thenticate… \ DirectX \ directx_9c_oct05sdk_ redist.exe

Follow the on-screen instructions.

Uninstalling Regula software

Before installing the Regula SDK version 4.10, you must uninstall any previous versions. To find out whether you already have this software installed and uninstall any previous versions:

1. Select

2. Look for Regula programs (for example, Regula Document Reader SDK or Regula

Start→ Settings→ Control Panel→ Add/Remove Programs.

Document Reader Core Components).

3. Select each program and click Remove.

Installing the Regula SDK

To install Regula SDK version 4.10:

Installer Instructions

iA-thenticate CD:

iA-thenticate… \ iA-thenticate… \ Regula_SDK-4.10 \ setup.exe

Follow the on-screen instructions in the InstallShield Wizard.

3-3

Setting Up an ID-Guard Unit

Installing the iA-thenticate Security Software

Installer Screen Instructions

iA-thenticate CD:

iA-thenticate… \ iA-thenticate… \ 1_iA-thenticate \ Setup.exe

Intro Click Next.

License Click

Setup Type Select

Data Drive If you want to change the drive for storing data,

Ye s to agree.

ID-Guard.

Browse and choose any mapped drive.

click

Next.

Click

Summary Click

Complete Accept No, I will restart my computer later.

Next to proceed with installation.

Finish.

Click

Installing iA-Examiner

Installer Screen Instructions

iA-thenticate CD:

iA-thenticate… \ iA-thenticate… \ 2_iA-Examiner \ Setup.exe

Intro Click Next.

Data Drive If you want to change the drive for storing iA-

Examiner data, click Browse and choose a location.

Next to proceed with installation.

Click

Complete Click Finish.

Installing DL-Alert

If you have optional DL-Alert™ software—either the Intelli-Check or Positive Access® version—install it now.

Installer Screen Instructions

iA-thenticate CD:

iA-thenticate… \ DL-Alert-IC… \ DL-AlertIntelli-Check.exe

iA-thenticate… \ DL-Alert-PA… \ DL-Alert-PositiveAccess.exe

Intro Click Next to proceed with installation.

Warning Note the message and click

instructions later in this document for configuring iA-Examiner.

Complete Click

Finish.

OK. You will find

3-4

Installing Other Optional Software

If you have other optional software such as ID-Passport, ID-License, or Global-ID, install it now. Follow the instructions included with the optional software.

Restarting

After you finish installing software, restart your PC.

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