INCOTEX 500F Quick Start Manual

Electronic signature device

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INCOTEX GROUP

ELECTRONIC SIGNATURE DEVICE (ESD)

INCOTEX 500F

QUICK START GUIDE

2011

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Summary of Contents for INCOTEX 500F

Page 1: Quick Start Guide
INCOTEX GROUP ELECTRONIC SIGNATURE DEVICE (ESD) INCOTEX 500F QUICK START GUIDE 2011...
Page 2 QUICK START GUIDE INCOTEX 500F...
Page 3 QUICK START GUIDE INCOTEX 500F PROPRIETARY INFORMATION This document contains proprietary information of INCOTEX GROUP. This document and the information it contains may only be used in the design, production, or manufacture of products for INCOTEX GROUP. This is an Unpublished Work which contains Confidential and secret Information which is protected under the copyright laws.
Page 4: Table Of Contents
QUICK START GUIDE INCOTEX 500F TABLE OF CONTENTS PURPOSE............................6 SECTION 1: TECHNICAL SPECIFICATIONS.................6 SECTION 2: OPRETION START....................7 2.1. ESD initialization........................8 2.2. Command mode........................8 2.2.1. Data entering........................8 2.2.2. Entering ESD serial number....................9 2.2.3. Memory card activation.....................9 2.2.4. Fiscalization........................9 2.2.5. Changes of user’s data.....................10 2.2.6.
Page 5 QUICK START GUIDE INCOTEX 500F 6.3.3. Connection settings......................52 6.3.4. Using batch files......................53 6.4. Verification button.......................54 6.5. Signing invoices from multiple PCs with one ESD............57...
Page 6: Purpose
INCOTEX 500F PURPOSE The present document is a quick start guide of INCOTEX 500F - Electronic Signature Device. This device gives opportunity to companies that issue receipts or invoices to be performed via special accounting software. It is designed to authenticate PC – produced financial documents, applying unique electronic signatures to each of them.
Page 7: Section 2: Opretion Start
QUICK START GUIDE INCOTEX 500F • Thermal printer - easy paper loading: - type TPM 021L; - printing rate - 40 mm/sec; - thermochemical paper, one-layer, width - 57 mm, external diameter – max. 42 mm; - characters per line – 32;...
Page 8: Command Mode
QUICK START GUIDE INCOTEX 500F 2.1.3. When the GSM initialization is complete on the display appears the message 'dAtE'. Enter the date in format DDMMYY. Press for confirmation. 2.1.4. The ESD displays message 't'. Enter the time HH:MM and press for confirmation.
Page 9: Entering Esd Serial Number
QUICK START GUIDE INCOTEX 500F Character codes: Space - 032 0 – 048 A – 065 R – 082 a – 097 q – 113 ! – 033 1 – 049 B – 066 S – 083 b – 098 r –...
Page 10: Changes Of User's Data
QUICK START GUIDE INCOTEX 500F Press at the end. The VRN is printed and press for confirmation. 'SEt' is displayed. If an error is occurs, the operation must be canceled with . For confirmation press . A receipt about the event is printed after recording all the necessary data on the FM.
Page 11 QUICK START GUIDE INCOTEX 500F 2 – RAM test. Display Exit Description RAM test is performed FrA rdY Automatic 3 – Keyboard test. Description Display Exit 3 All the keys have to be pressed one by one in the following sequence (by columns) :...
Page 12: Changing The Vat Rates
QUICK START GUIDE INCOTEX 500F 2.2.8. Changing the VAT rates Start the operation by pressing . The first VAT group is displayed: 1.X.XX. Use keys cyclic going through the VAT rates. When a VAT rate number is reached and displayed, enter the new value pressing the digit keys. To...
Page 13 QUICK START GUIDE INCOTEX 500F Example: A short FM report from record 1 to record 2 Requested initial and final record numbers Date (ddmmyy) and time (hh:mm) of fiscalization (fiscal start) VAT rates, date (ddmmyy) and time (hh:mm) of recording in the FM...
Page 14 QUICK START GUIDE INCOTEX 500F Example: Detailed FM report from record 1 to record 2: Record number Date and time of daily Z report Turnover, calculated VAT and net amounts in tax groups Serial number of memory card, in which the electronic...
Page 15: Printing Information For A Specific Invoice
QUICK START GUIDE INCOTEX 500F FM reports by dates • This kind of report is specified for a detailed report- '1 ' or a short one '11 ' .The prompting message 'd_bGn' is displayed. Enter the selected initial date (ddmmyy) and press .
Page 16: Section 3: Using A Service Program
QUICK START GUIDE INCOTEX 500F SECTION 3: USING A SERVICE PROGRAM To set a certain settings of the ESD instead a button combination a service program could be used. To perform this setting copy files 'ICLtest.exe' and 'msg.txt' from the provided CD and past them in a folder to the PC.
Page 17: Set Connectivity Parameters
QUICK START GUIDE INCOTEX 500F 3.5. Set connectivity parameters Pressing this button gives opportunity to set the GPRS, Server and Dial number parameters. GPRS: • APN • GPRS USER • GGPRS PASSWORD Server: • IP • PORT • FTP USER •...
Page 18 QUICK START GUIDE INCOTEX 500F In “Control Panel” find and select “Printers and Faxes”.
Page 19 QUICK START GUIDE INCOTEX 500F From the “Printer Tasks” menu in the upper left corner in “Printers and Faxes” select “Add a printer”. The “Add Printer Wizard” appears. Click “Next” to add a new printer.
Page 20 QUICK START GUIDE INCOTEX 500F Two options for adding a printer are available. Choose “Local printer attached to this computer” and then click “Next”. The wizard will ask you to select a port for the communication between your PC and the new printer.
Page 21 QUICK START GUIDE INCOTEX 500F The “Add Standard TCP/IP Port Wizard” appears. Before continuing with the installation, make sure that the ESD is connected to the PC. Click “Next” to continue. Enter the printer name and a port name for the device. In “Printer Name or IP Address” you can either set the IP address of your PC, or name the printer “localhost”, which automatically gets the needed IP...
Page 22 QUICK START GUIDE INCOTEX 500F The Wizard will ask you for the device type. Choose “Standard: Generic Network Card” and click “Next”. The Wizard now shows the characteristics you have set for the new port. To complete the installation select “Finish”.
Page 23 QUICK START GUIDE INCOTEX 500F The Wizard will ask you for the manufacturer and model of our printer. Select “Generic” for manufacturer and “Generic / Text Only” for the printer. Click “Next”. Then the Wizard asks whether to use the existing driver with the new printer, or to replace it. Select...
Page 24 QUICK START GUIDE INCOTEX 500F Then give a name of the printer you installed and set it to be the default printer. Click “Next”. The Wizard asks whether to print a test page on the new printer, or not. Select “No” and click “Next”.
Page 25: Section 5: Installing The Esd
QUICK START GUIDE INCOTEX 500F The Wizard now shows the settings you have specified for the newly installed printer. To complete the installation select “Finish”. Now you can continue with the ESD installation. SECTION 5: INSTALLING THE ESD 5.1. Contents of the ESI Application Client •...
Page 26 QUICK START GUIDE INCOTEX 500F Click install to proceed with the installation or click Back to review or change settings. Copy the “redist.rar” file from the CD provided to your PC. Extract the “redist.rar” file in a directory on your PC, open this directory and start the file “install.bat”. The following window appears:...
Page 27 “Incotex” should have appeared with two objects in it: “idrvUSB” and “ESDEVICE”. If the device “Incotex” or any of the objects is missing make sure the ESD is connected to the PC and switched on. Then run the “install.bat” file again.
Page 28: Installing The Client
The welcome window of the Installation Wizard appears. Click Next to continue. Then you will be asked to select a location where Incotex to be installed. By default it will be installed in C:\Incotex\ESIx86-Client. To confirm the installation in this directory, click Next. If prefer another...
Page 29 Select where the program s shortcuts to be placed. By default the folder for this purpose is in the Start Then the program automatically starts the installation of the virtual printer “Incotex”. First select a language for the installation from the falling menu and then follow the steps in the installation wizard as follows: The welcome window of the Installation Wizard appears.
Page 30 QUICK START GUIDE INCOTEX 500F Then you will be asked to select a location where Incotex to be installed. By default it will be installed in C:\Incotex\ESIx86-Client. To confirm the installation in this directory, click Next. If prefer another directory, use the Browse button. Click Next to proceed with the Installation Select where the program’s shortcuts to be placed.
Page 31 Set the “Incotex” printer to be default printer and click Next. Now the Setup is ready to start the installation of “Incotex” on your computer. Click Install to proceed with the installation, click Back to review or change settings, or click Cancel to terminate the...
Page 32: Installing A Server
QUICK START GUIDE INCOTEX 500F Wait until the process of installation is completed. When the Setup has completed the installation of “Incotex”, click Finish. After finishing the installation the computer will restart. 5.4. Installing a Server If the ESD will be used in a network the 'setup_server.bat' has to be run on the host server. This is not necessary if only one PC will be used.
Page 33 The welcome window of the Installation Wizard appears. Click Next to continue. Then you will be asked to select a location where Incotex to be installed. By default it will be installed in C:\Incotex\ESIx86-Client. To confirm the installation in this directory, click Next. If prefer another...
Page 34 Click Next to proceed with the Installation Now the Setup is ready to start the installation of “Incotex” on your computer. Click Install to proceed with the installation, click Back to review or change settings, or click Cancel to cancel the installation.
Page 35 QUICK START GUIDE INCOTEX 500F When the Setup has completed the installation of “Incotex”, click Finish. This window contains user and license keys.
Page 36 QUICK START GUIDE INCOTEX 500F This window contains IP addresses. (4 by default) Click on Edit to change the IP. Click Apply to set new IP. Shows the unique user key and license key of the product. Depending on the keys below (user and license) the number of the clients using the server vary between 0- 255.
Page 37 QUICK START GUIDE INCOTEX 500F Enter the IP address here This window shows that two remote devices have been connected. Letter R is for remote devices; letter L is for local. By clicking on Send Request button the fields below are being filled with response by the default...
Page 38: Section 6: Starting And Training The Application
Start the ESI application. The first time you want to start the application after its installation you will need to do it manually. For this purpose go to Start Menu -> Incotex ESIx86-Client-->. The application will be installed in the default application which is: C:\Incotex\ESIx86-Client\Electronic Signature Interface).
Page 39: Settings" Window
1. Target printer - This field identifies the printer that will print the invoice. 2. Button to select the printer (don't select 'Incotex' virtual printer as target printer) 3. Output directory - Directory for temporary files of the virtual printer...
Page 40: Esd List
10. Pressing this button tests the connection 11. This field shows the path to the archive directory of ESI with structure described below in this document (the default is C:\Incotex\ESIx64-Client\Archive). 12. Button to select the folder to archive the documents 13.
Page 41: Properties
QUICK START GUIDE INCOTEX 500F This window shows two unnamed ESD devices /up to 32 devices can be connected to one PC/ ‟ Devices without serial number are labeled as „Unknown followed by a number of this type of device in the system.
Page 42: Settings
QUICK START GUIDE INCOTEX 500F 6.3.2. E.S.I. Settings 1. Training Templates: Each of these four buttons will open a corresponding template. The templates configuration helps the system to recognize certain types of invoices. More details for the configuration templates (Training) can be found further in this document.
Page 43 File or the icon /File/. A window will be opened to choose the required invoice to be signed. The second way to load the invoice is to open the invoice itself, click print and choose Incotex printer. Then open a test invoice and print it on the “Incotex” printer as follows:...
Page 44 Through the recognition section of 'Properties / ESI Settings', open any of four possible templates. 2. Mark the text from the sample invoice and print the selection in virtual printer 'Incotex'. The aim is the printed text to be cashed by the opened template window.
Page 45 QUICK START GUIDE INCOTEX 500F To recognize the document, the system must be able to find pre-marked words in it. These words are so called 'keys'. Select the parameter you want to set from the captured document in the grid by highlighting it.
Page 46 QUICK START GUIDE INCOTEX 500F To make this 'key' usable, it should be assigned type. When selected only words, without a value the type is 'Identifier' as the example. Amounts are obligatory to be set. There must be clear indication of the total amounts of the goods sold in the invoice, separated according to the VAT groups they belong to.
Page 47 After you finish the training close the 'ESI Configuration' window and click SAVE. Signed document has to be printed again on Incotex printer. A window with the set 'keys' will be shown, click OK and the signed document will be saved in required directory.
Page 48 QUICK START GUIDE INCOTEX 500F Warning: This applies only to consistently printed invoices. "Date/Time" – This type is used to define the date and time of invoice. Interpretation of its value depends on regional settings of the system. ESD device does not allow signing the invoice with the date and hour earlier than the present.
Page 49 QUICK START GUIDE INCOTEX 500F Note the last section of the third window template. It changes with each modification of the template, which affects calculations of amounts. Caution: To train the system properly, with the help of this section of the window template, the system must be connected with at least one ESD device to enable the program to be informed of available rates.
Page 50 QUICK START GUIDE INCOTEX 500F The format of the data is dd/M/yyyy and the format of the time is HH::mm:ss. ‟ They should be the same as the ones set in your PC s settings. To check them go to Start menu ->...
Page 51 Then check the “Time” and “Date” formats. After you finish the training close the 'ESI Configuration' window and click SAVE. Signed document has to be printed again on Incotex printer. A window with the set 'keys' will be shown; click OK and the...
Page 52: Connection Settings
QUICK START GUIDE INCOTEX 500F signed document will be saved in required directory. You can train the four templates for four different types of invoices. All the trained templates will be active and each time a valid invoice is sent to the printer it will be recognized from the ESD and given an electronic signature.
Page 53: Using Batch Files
QUICK START GUIDE INCOTEX 500F 6.3.4. Using batch files 1. Task list 2. Task management areas 3. Set state- Set state button changes the task status: if it is stopped /as shown/ clicking it will change status into start and respective it is started, clicking on button will change status into stopped.
Page 54: Verification Button
The verification works as follows: For each signed invoice four files are created and saved in the Archive folder, situated in C:\Incotex\ESIx86-Client. This Archive folder contains four more folders each of them containing different information.
Page 55 QUICK START GUIDE INCOTEX 500F This window shows the daily archive to be analyzed. To open the file click on the required day and then OK. Any sub-folder in the archive directory has the following structure: name- formed by <ESD serial number><date>Z<z report number>...
Page 56 QUICK START GUIDE INCOTEX 500F This is a view of Archive folder and its content.
Page 57: Signing Invoices From Multiple Pcs With One Esd
QUICK START GUIDE INCOTEX 500F 6.5. Signing invoices from multiple PCs with one ESD One ESD can work with a few PCs in a network, each of which will be able to send invoices to it. The ESD will sign the invoices and print them on the target printer selected in the Settings of the “esi.exe”...