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CSSN ScanShell 800 User Manual

Scanning application for id cards
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Summary of Contents for CSSN ScanShell 800

  • Page 1 CSSN Scanshell.Net USER GUIDE...

  • Page 2: Warranty

    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 for any particular purpose.

  • Page 3: Table Of Contents

    Navigating this User Guide ... 8 ... 8 VERVIEW ... 8 ODULES CANSHELL EATURES GETTING STARTED ... 10 EFORE USING THE SCANNER INIMUM SYSTEM REQUIREMENTS ONNECTING THE SCANNER ... 11 NSTALLATION ... 11 NINSTALL STARTING THE PROGRAM ... 12 ... 12 OGIN First time use: ...
  • Page 4 Table of Content ... 23 HE STATUS BAR RECORD MANAGEMENT ... 24 ... 24 INDOW ECORD CREEN UTTON ... 26 DDING A NEW RECORD Adding more images... 27 ... 28 CANNING FROM FILE ... 28 CANNING MAGNETIC STR IPS CAPTURING SIGNATURES... 28 ...
  • Page 5 ... 64 MAGE Overview ... 64 Image color scheme... 64 Image File Settings... 65 Scanner... 65 Scanner Calibration ... 66 Cleaning the scanner ... 66 ... 67 PDATE Registration ... 67 ... 69 Scanner automation Tab ... 69 Card Size ...70 Field setting tab ...

  • Page 6: Table Of Figures

    Table of Content ... 100 ANAGING RULES 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...
  • Page 7 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...

  • Page 8: Introduction

    Scanshell.net is a modular application. It has several modules, each 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;...

  • Page 9: Scanshell.net Features

    Introduction § Checks Reader – 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.

  • Page 10: Getting Started

    § 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.

  • Page 11: Installation

    Getting Started 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.

  • Page 12: Starting The Program

    Starting the Program 3. STARTING THE PROGRAM LOGIN Note: The very first time you start 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: 1.

  • Page 13: Creating A New Database

    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...

  • Page 14: Main Screen

    4. 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.

  • Page 15: Menu Description

    Creating a new database page Backup the currently open database, see Database backup page 42 Import records from previous versions of CSSN applications, see Import, page 93. Open the Export list, see Exporting data->Export List, page 47.

  • Page 16: Toolbar Description

    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.

  • Page 17: Search Facility

    Main screen 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 “ fiel d”), and category. For example: Typing “Smith”...

  • Page 18: Table Headers - Right-Clicking Options

    Main screen Record List Table RECORD LIST TABLE Figure 4-3: Records list 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.

  • Page 19: Editing A Record

    For detailed instructions on how to perform a scan, see Adding a new record, page 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...

  • Page 20: Printing Records

    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.

  • Page 21: Active Record Details

    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 "+"...

  • Page 22: Browsing

    Main screen 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 record, click on Categories to view the categories assigned to the record.

  • Page 23: The Statu Bar

    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 Figure 4-10: 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.

  • Page 24: Record Management

    Record Management 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.

  • Page 25: New Record Screen: Button Description

    Description Scanning source selection 1. Click on the arrow to select the scanning source: 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...

  • Page 26: Adding A New Record

    1. Select the scan source from the dropdown list of the arrow; Scanner, File or Magnetic reader. s Scanner – Scan the card using the attached scanner.(N/A when auto detection is active) s File - Extract data from an existing image file. The file must be in 24 bits (true color) format and a resolution of 300 dpi.

  • Page 27: Adding More Images

    If you selected a value greater that 1 in the number of images selection, insert a second card or image into the scanner, and scan it in. The second card image will be added to the record. This is also useful for scanning a card from both sides. (In the idScan module the data will be extracted automatically from all the images, and not only from the first image scanned.

  • Page 28: Scanning From File

    SigniShell drivers during the setup process. You can save a simple signature image to a record using a unique key. 4. Follow the instructions in Adding a new record, page 26. Scanshell.net User Guide © 2005 Card Scanning Solutions Scanner Scanning from file File as the scan source, the file...

  • Page 29: After The Card Is Scanned

    Record Management AFTER THE CARD IS SCANNED 1. Control the data. You can edit data in the fields simply by placing the cursor in the field and editing the information. 2. Right-click on the field value for a contextual menu, which allows you to cut, copy, paste and delete values, and contains the following commands for non- Latin languages: s Right-to-left reading order...

  • Page 30: Attaching Categories

    Record Management Attaching categories Click on the tab under the image. Categories Check the desired categories boxes. Creating, editing and deleting Categories With the window open, click on Categories In the window that opens you can perform the following: § Add a category - click §...

  • Page 31: Adding, Validating And Deleting Signatures

    Record Management 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.

  • Page 32: Raw Ocr

    Record Management 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 Manual OCR option. Manual OCR provides you with the raw text data and the ability to control it manually. 1.
  • Page 33 Record Management s Right click on the selected value or line, and select the field to which you want to paste the data. s You can also drag a selected value or line and drop it into a field on the left. s The data can also be selected and copied to another application.

  • Page 34: Verifying Cards

    Magnetic through the magnetic reader. Scanshell.net User Guide © 2005 Card Scanning Solutions button Figure 5-7: Card verification window Region Auto Detect Scanner , or File , if you use an image file as data source. Verifying cards First Scan...

  • Page 35: Figure 5-7: Verification Window With Scan And Verification Results

    Record Management 7. The data extracted the second time will appear under the 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: s Green for successful verification.

  • Page 36: Database Management

    Database Management 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.

  • Page 37: Figure 6-1: Module Selection Window

    Database Management Figure 6-1: Module selection window 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 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.

  • Page 38: Figure 6-2: Database Fields And Layout Fields' Selection Window

    Database Management 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 Scanshell.net User Guide © 2005 Card Scanning Solutions Creating a new database Selected module description...

  • Page 39: Fields Display Order

    Database Management 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.

  • Page 40: Editing Fields

    Database Management s If Dropdown list is selected as data 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 type in a value and click can add more values, edit values by selecting a value and clicking or remove values by selecting a...

  • Page 41: Opening An Existing Database

    Database Management Select a field and use the arrows to move it to one of the other categories. Restore Default will clear the right column ( Save & display When you are done, click 9. Clicking Next will take you to a similar window, containing a field list of the next module you selected.

  • Page 42: Database Backup

    Database Management 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.

  • Page 43: User Management

    User Management 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 the authorization to create other users and edit existing users privileges.

  • Page 44: Figure 7-2: New User Setup Window

    User Management a. Enter a user name in the b. Enter a password in the c. Check/uncheck the administrator privileges, which means all access privileges, and in addition the right to create and edit other users. d. Check/uncheck the records that other users created. If unchecked, this user will see only the records he created.

  • Page 45: Advanced

    User Management h. Advanced: Clicking on to control user privilege at field level (specify read/write privileges per field). 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.
  • Page 46 User Management Deleting a User 5. A confirmation dialog box will appear. Click OK. Note: The CSSN user cannot be deleted. Scanshell.net User Guide © 2005 Card Scanning Solutions...

  • Page 47: Exporting Data

    Exporting data 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.

  • Page 48: Figure 8-2: Module And Fields Selection For Web Export

    Exporting data 2. Fill in the appropriate web address (URL) to which the data will be exported (consult your system administrator). Click 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.

  • Page 49: Figure 8-3: Extra Export Data (Web Export)

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

  • Page 50: Exporting To Ftp

    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 from the export type list).

  • Page 51: Data File Naming

    Exporting data Data file naming 5. Select the desired FTP automatic file naming option: s 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 na me will be CSSN_ID.txt. The following uploaded file will have the same name.

  • Page 52: Figure 8-6: Module And Fields For Export

    Exporting data Figure 8-6: Module and fields for export 8. Select the record fields you want to have exported as follows: s To select all the module fields – Check the box next to the module. All the module fields will be listed in the s To select specific fields in each module, expand the module by clicking on the “+”...

  • Page 53: Figure 8-7: Extra Export Data

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

  • Page 54: Exporting To Email

    Exporting data 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 1.

  • Page 55: Exporting To Applications

    Exporting data 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 export the last saved record to the clipboard, from which it will be copied automatically to an open document of any application you specify.

  • Page 56: Exporting To File

    Exporting data s To select all the module fields – Check the box next to the module. All the module fields will be listed in the s To select specific fields in each module, expand the module by clicking on the “+”...

  • Page 57: Data File Naming

    Exporting data 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 §...

  • Page 58: Data Field Format

    Exporting data 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 –...

  • Page 59: Figure 8-13: Module And Fields Selection For Export

    Exporting data Figure 8-13: Module and fields selection for export 4. Select the record fields you want to have exported as follows: s To select all the module fields – Check the box next to the module. All the module fields will be listed in the s To select specific fields in each module, expand the module by clicking on the “+”...

  • Page 60: Figure 8-14: Extra Export Data (Web Export)

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

  • Page 61: 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.

  • Page 62: Application Settings

    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 screen.
  • Page 63 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 or hit Enter after you define your search criteria.

  • Page 64: Image Tab

    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 Card- Detection, Auto Save, scanner calibration and cleaning, etc.

  • Page 65: Image File Settings

    When using the JPG format you can set the JPG quality. File format True color (24 bits) SCANNER Auto save upon new scan cycle: § Checked - The last scan process will be saved automatically to the database. §...

  • Page 66: Scanner Calibration

    OK) § Click 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.

  • Page 67: Live Update

    Application Settings 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. § Check the Keep my program up to date § Specify how often Live Update shall be performed. §...

  • Page 68: Figure 9-4: Registration Window

    Application Settings Live Update Figure 9-4: Registration window Scanshell.net User Guide © 2005 Card Scanning Solutions...

  • Page 69: Figure 9-5: Setup – Id Scan

    This is the setup panel of the idScan module, which scans driver licenses. Figure 9-5: Setup – ID Scan 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.

  • Page 70: Card Size

    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 ).

  • Page 71: Removing Fields From The Display List

    Application Settings 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.
  • 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 Down arrows, to move the field up and down the list. When you are done, click OK. Scanshell.net User Guide ©...

  • Page 73: Verification Tab

    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.

  • Page 74: Figure 9-8: Setup – Medicscan And Scanshell

    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 ( ).

  • Page 75: Field Setting Tab

    Application Settings 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. 3.

  • Page 76: Removing Fields From The Display List

    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...

  • Page 77: Business Card And Check Tabs

    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 –...

  • Page 78: Passport Tab

    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 ).

  • Page 79: Field Setting Tab

    Application Settings SigniShell tab FIELD SETTING TAB The Passport's Field setting tab is the same as the 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.

  • Page 80: Field Setting Tab

    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. Scanshell.net User Guide © 2005 Card Scanning Solutions...

  • Page 81: 10. Printing

    Printing 10. PRINTING PRINTING RECORDS You can print records in one of the following ways: 1. Quick printing without opening the Print Wizard – Select records you wish to print and click on the records according to recently used print properties. Click on the button's arrow to select Selected Records have to use the print wizard at least once, to set up the print properties...
  • Page 82 Printing Printing records Figure 10-1: Print wizard - Format selection screen 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 Scanshell.net User Guide ©...

  • Page 83: Layout Options

    Printing LAYOUT OPTIONS ADDING A LAYOUT § Click on the button in the § 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. §...

  • Page 84: Selecting Fields

    Printing 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.
  • Page 85 Printing § 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 Scanshell.net User Guide © 2005 Card Scanning Solutions column on the right.

  • Page 86: Changing The Order Of The Fields Appearance

    Printing Print Preview 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.

  • Page 87: Figure 10-3: Print Preview Screen

    Printing Print Preview Figure 10-3: Print Preview screen Scanshell.net User Guide © 2005 Card Scanning Solutions...

  • Page 88: Changing The Printing Font

    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: 11. Dymo Printer

    DYMO Printer 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 explains the setup of the Dymo printing from within Scanshell.net.

  • Page 90: Changing The Order Of The Fields Appearance

    DYMO Printer 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.

  • Page 91: 12. Live Update

    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.
  • Page 92 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. Scanshell.net User Guide ©...

  • Page 93: 13. Import

    Import Print Preview 13. IMPORT 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.
  • Page 94 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.

  • Page 95: 14. Rules

    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: §...

  • Page 96: Creating Rules

    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 2.

  • Page 97: Figure 14-2: Rule Wizard With Selections According To The Example In This Chapter

    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 Scanshell.net User Guide ©...

  • Page 98: Figure 14-5: Sound File Selection Dialog Box

    Rules 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 Equa 9.

  • Page 99: Editing Rules

    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.

  • Page 100: Deleting Rules

    Rules 2. Click on the rule you want to edit to select it, and then click 3. Make changes as described in the previous section DELETING RULES 1. Select from the Rule List 2. Click on the rule you want to delete to select it, and then click 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.

  • Page 101: 15. Appendix A: Troubleshooting

    Any other problem or question Scanshell.net User Guide © 2005 Card Scanning Solutions Explanation / Solution No scanner is attached to the computer The user does not have write privileges The user does not have read privileges The user does not have read privileges...

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