Tokenworks CardVisor User Manual

CardVisor® ID Scanner
Hardware User Manual

www.CardVisor.com
www.TokenWorks.com

3511 Silverside Rd, Suite 105
Wilmington, DE 19810

- Product Information [e-mail]

- Company Information

Phone: [phone]

Revision: 1.0 August 2005

About This Document

This document describes how to use the CardVisor® ID hardware. The first part of
the manual applies to all versions of the product. The latter part contains specific
instructions for customers with the 2D Bar Code Reader Cradle.

This document should be used in conjunction with the Handspring Visor user manual
(on the Handspring CD or available on-line at Handspring.com), and the CardVisor
Software User manual that details installation and use of PC data transfer software.

What’s in the box

Magnetic Stripe Reader Only Version

1. CardTool® Reader with CardVisor® software installed in flash memory.

2. Handspring Visor Handheld computer

3. USB HotSync™ cradle

4. Green Handspring CD with Palm Desktop software and HotSync Manager

5. TokenWorks

®

White CD with User Manuals and VIP/Banned list utilities

6. Two AAA alkaline batteries.

Bar Code Reader & Magnetic Stripe Version

1. CardTool® Reader with CardVisor® software installed in flash memory.

2. Bar Code Reader Cradle with AC charging adapter

3. Handspring Visor Deluxe or Handspring Visor Pro Handheld computer

4. USB HotSync™ cradle or USB Hotsync™ charging Cradle with AC adapter (Pro
Version)

5. SC-2000 USB Hotsync cable

6. Green Handspring CD with Palm Desktop software and HotSync Manager

7. TokenWorks

®

White CD with User Manuals and VIP/Banned list utilities

8. Two AAA alkaline batteries and wall charger with four 800mAh AAA rechargeable
batteries (non-Pro Version).

CardVisor Hardware Manual Page 2 of 32

Table of Contents

About This Document____________________________________________________ 2
What’s in the box _______________________________________________________ 2

Magnetic Stripe Reader Only Version____________________________________ 2
Bar Code Reader & Magnetic Stripe Version______________________________ 2

Table of Contents _______________________________________________________3
Handspring Visor Button & Icon Layout ____________________________________ 4
Inserting the CardTool___________________________________________________5
CardVisor Application Installation _________________________________________ 5

Main Screen Description_______________________________________________ 6

Swiping a Magnetic Card_________________________________________________6
CardVisor Options Menu _________________________________________________ 7

Age Threshold and Alarms_____________________________________________ 8

Memo Pad _____________________________________________________________ 8
Protecting ID Scanner Data_______________________________________________9
Tip - Appending Notes to Swipe Data via MemoPad __________________________ 11
Appending Notes to License Data (CardVisor III feature)______________________ 12
CardVisor IV – Anti Card Pass Back_______________________________________ 13

Automatic Anti Pass-Back Database Management ________________________ 13

CardTool Removal _____________________________________________________ 14
Maintenance and General Care___________________________________________14
Resetting the Handheld _________________________________________________15

Performing a soft reset _______________________________________________ 15
Performing a Hard Reset _____________________________________________ 16
Power Down Reset - AAA battery devices only ___________________________17

Battery Life ___________________________________________________________ 17
Trouble Shooting – Handheld Computer & Magnetic Stripe Reader _____________19
For ID Scanners with Bar Code Reader Cradle ______________________________ 20
Parts Diagram – Bar Code Reader Cradle __________________________________ 21
Controls Diagram ______________________________________________________ 22
Inserting Handheld into Bar Code Reader Cradle ____________________________ 23
How to scan a Driver’s license with a 2D Bar Code ___________________________ 24

How to scan a Driver’s license with a 2D Bar Code________________________24

Connecting Bar Code Reader Cradle to PC for HotSyncing ____________________ 25

CardVisor Hardware Manual Page 3 of 32

Battery_______________________________________________________________ 26

Charging the Bar Code Reader Cradle __________________________________ 26
Battery Life of Bar Code Reader Cradle_________________________________ 26
Charging the Handspring Visor Pro (optional) in the Bar Code Reader Cradle 26

Trouble Shooting – related to Bar Code Reader Cradle ________________________ 27
Copyright_____________________________________________________________ 28
Limited Warranty - CardTool® reader and/or CardVisor® software ______________ 28

Age Verification Calculation Limitations ________________________________ 29
State and Local Privacy Laws, Ordinances or Rules _______________________ 29

Graffiti Table _________________________________________________________ 30

Handspring Visor Button & Icon Layout

Shown are the buttons
and icons referred to
throughout this manual.
Note the location of the
Date Book button, Menu
icon and Memo Pad
button. The power button
is to the left of the Date
Book button.

CardVisor Hardware Manual Page 4 of 32

Inserting the CardT ool

To insert the CardTool, align the unit with the Handspring expansion slot (see figure

1) and gradually insert the unit. It should insert smoothly until it makes contact with
the expansion slot stops. Do not force the unit into the expansion slot. If resistance
is significant, withdraw CardTool and ensure there are no foreign objects in the
expansion slot and that CardTool is properly aligned with the Visor expansion slot,
then try again.

Figure 1 – CardTool Reader inserting into Handspring Visor Springboard expansion slot

CardVisor Application Installation

The CardVisor software is stored in the flash memory of the CardTool reader and
automatically launches after plugging in the CardTool reader into the handheld. A
welcome screen appears which instructs the user to press the Date Book button to
launch the main screen of CardVisor magnetic stripe application (shown below). If
the bar code reader cradle is installed, then pressing the Address Book button will
launch the bar code version of CardVisor.

It is VITAL to check the date and time displayed in the top right corner of the screen.
If the date is not correct, then the calculated age will be incorrect! To set the
date/time, click on the Applications Icon (looks like a small house in the graffiti area),
then click on the ‘Prefs’ icon. Tap on the box, which contains the date or time, and
then follow the prompts to change. Details also provided in the Handspring User
guide.

CardVisor Hardware Manual Page 5 of 32

Make Sure Date & Time at the top of the form is current

CardVisor III & IV Main Screen CardVisor I & II Main Screen

Main Screen Description

The main screen is where the magnetic card data and status is displayed after each
swipe. At the bottom of the screen is a dialog box where user messages such as
“Swipe Again” are displayed.

Swiping a Magnetic Card

1. With the CardVisor application running on the Handspring Visor, hold the unit in
your left hand (if you are a lefty, hold the unit in your right hand).

2. Using the other hand, hold the drivers license with the MagStripe facing towards
you and swipe the card towards your body. The above illustration is for a right­handed person.

3. Ensure that the magnetic card’s edge remains in full contact with the base of the
card slot, swipe the card completely through the card slot.

4. It does not matter which way the card is swiped, but it is important that the card
is not skewed / tipped during the swipe. Skewing occurs if the card is tilted or
lifted as it is swiped through the slot.

5. The CardVisor age verification software will display the drivers license information
on the screen after a successful swipe and store the data in the Visor memo pad
application.

CardVisor Hardware Manual Page 6 of 32

Tip: Try a few practice swipes, hold the magnetic card in the center and maintain
pressure on the bottom edge of the card as it travels through the slot. Experiment
with the speed and orientation. Some find it easier to hold the Handspring Visor with
the screen facing left or right and swiping the card vertically through the card slot.

CardVisor Options Menu

The Options menu is used to configure the software. To access it, click on the Menu
Icon, just below the Application icon (small house in the graffiti area -see previous
diagram). Depending on the version of CardVisor software, there are three or four
items on the Options menu. The Reset option will re-initialize the CardTool hardware.
If the unit is not responding to a card swipe, try the reset option. If successful, the
“Swipe A Card” message will be displayed. If not, see the trouble shooting section in
this document.

Options Menu of CardVisor
CardVisor I and II do NOT have the
‘Test VIP/Banned Database’ item

Screen After Reset Command

The ‘About CardVisor’ displays information on the application and its developer. The
‘Age Threshold and Alarms’ item sets the age

What is the Graffiti Area?

thresholds for various alarm events, alarm sounds,
and display options. See the Age Threshold and Alarm
section in this document for additional details. The
‘Test VIP / Banned Database’ item is present in
CardVisor III & IV and should be run whenever a new
Banned/VIP database is loaded into the handheld.

The Graffiti writing area is divided into two parts: one
for writing letters, and one for writing numbers. The
little "abc" or "123" at the bottom corners of the
Graffiti writing area tell you where to write letters or
numbers. You can also tap the "abc" or "123" to
bring up the onscreen keyboard.

CardVisor Hardware Manual Page 7 of 32

Age Threshold and Alarms

The Age Threshold and Alarm screen configures at what age CardVisor will alarm at
and what alarm sound will be played. There are six sounds available for the under
18, under 19, under 20, under 21, and expired license conditions. After selecting a
new sound, CardVisor will play it before updating the display.

The Expired alarm may not be disabled, only the alarm sound may be changed. The
Happy Birthday song may be disabled by un-checking the check box. If checked, one
may select either the long or short version of the Happy Birthday. The Visual
indication of a birthday will be displayed on the main screen status line.

If the Age YYMMDD item is checked, then the age will be displayed in years months
and days. This allows one to see how close somebody’s birthday is and wish them a
pre-happy birthday. If un-checked, then the age is displayed just in years.

Under 18 and Under 21
age alarms configured.

Pop Up menu for Under 20
Alarm

Happy Birthday Song –
Long or Short Version

Memo Pad

Press the Memo Pad Button to see the stored license data. Tapping on each line will
provide a detailed view of the swiped license data. The driver's license data is
parsed and stored as Memos in MemoPad application (built-in Palm OS application)
under the CardVisor category. Shown below is a list of Parsed transactions on the
main MemoPad screen. On the right is the detailed data showing the following
parsed information; First, Middle, Last Name, Title (Jr., Sr., II, 3rd, etc.), Address, City,
State, Zip, Driver's License number (0213654424), Expiration date (YYYYMMDD),
Date of Birth YYYYMMDD of birth, Gender (M/F), the status of the swipe (OK, Under
18, Under 19, ID Expired, etc.), and the scan date & time. Also shown are the field
separator characters (^), used when importing the data into programs like Microsoft
ACCESS or Microsoft Excel.

CardVisor Hardware Manual Page 8 of 32

MemoPad showing all
memo Categories

Parsed Data in CardVisor
Category

Individual Memo showing
parsed data

In addition to the parsed data, an unparsed record is also stored in the MemoPad
application under the RawData category. This provides a convenient method to cross
check the parsed information, provide technical feedback to TokenWorks and verify
additional fields from the driver's license..

Unparsed Data in
‘RawData’ Category

Individual Memo showing
unparsed data

Before a new Memo is stored in MemoPad, the last memo is compared to the new
pending Memo. If it is identical in every respect, including the date and time stamp,
then the new memo is not stored. If the new Memo differs in just the time, it is still
stored. This feature prevents redundant Memos for the same license swiped
repeatedly in succession.

Protecting ID Scanner Data

This feature should be used with caution as forgetting the PIN code will require
erasing all saved transaction data. Drivers License Transaction data records are
stored as Memos (in MemoPad application ) and are marked Private by the CardVisor
software. They may be hidden or masked by entering a user selected PIN code via
the security application (old fashion key icon on home screen). Shown below is
what the transaction data stored in MemoPad look like when masked or hidden.

CardVisor Hardware Manual Page 9 of 32

Transaction Data Visible Transaction Data Masked Transaction Data Hidden

To set the PIN code, select the Security Application (shown below) from the Home
screen. Then select Mask Records or Hide Records from the Current Privacy Menu.
Selecting either will prompt a Password or PIN code to be entered, which must then
be confirmed.

Security App.-lower right Select Show or Mask Enter Password

Note: If the PIN code or Password is forgotten, there is no way to recover it via the
standard security application. Resetting the Password will delete all the transaction
data. Use this feature with caution.

Confirm Password Mask Records Enabled Hide Records Enable

CardVisor Hardware Manual Page 10 of 32