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Rules

14. RULES

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

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

Alerts concerning expired ID cards, persons under legal age, badly paying customers, or
any other kind of alert.

Automatic Export of data when certain criteria in records are met.

Automating application tasks such as saving data.

Summary of Contents for ScanShell 800

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

Page 2: ...are made periodically to the information herein these changes will be incorporated in new editions of the publication Card Scanning Solutions may make improvements and or changes in the products and o...

Page 3: ...ew database 13 4 MAIN SCREEN 14 MENU DESCRIPTION 15 TOOLBAR DESCRIPTION 16 SEARCH FACILITY 17 RECORD LIST TABLE 18 Modifying and organizing the record list appearance 18 Organize according to a specif...

Page 4: ...AGEMENT 36 OVERVIEW 36 CREATING A NEW DATABASE 36 Fields display order 39 Fields manipulation options 39 Adding fields 39 Editing fields 40 Deleting fields 40 Set legal fields 40 OPENING AN EXISTING D...

Page 5: ...fields 76 Fields order 76 BUSINESS CARD AND CHECK TABS 77 PASSPORT TAB 78 Scanner automation Tab 78 Card Size 78 Field setting tab 79 SIGNISHELL TAB 79 Settings tab 79 Field setting tab 80 10 PRINTING...

Page 6: ...ds selection window 38 Figure 6 3 Fields creation window 39 Figure 6 4 Dropdown list value definition window 40 Figure 6 5 Set legal fields window 41 Figure 6 6 Database backup screen 42 Figure 7 1 Us...

Page 7: ...up passportl 78 Figure 9 13 Magnetic reader tab Error Bookmark not defined Figure 10 1 Print wizard Format selection screen 82 Figure 10 2 Print Wizard Fields selection screen 84 Figure 10 3 Print Pre...

Page 8: ...e live hyperlinks In addition you can open the Bookmarks of the Acrobat Reader and use them to navigate the document OVERVIEW Scanshell net is a powerful scanning application for ID cards as well as o...

Page 9: ...launches the scan job immediately upon the insertion of a document into the scanner Fully customizable User defined layout fields and field names Multi language support users can select their individ...

Page 10: ...01 or higher USB port 25 MB free storage space CONNECTING THE SCANNER The scanner is connected to the computer via the USB port To connect the scanner do the following Place the scanner on a flat firm...

Page 11: ...your computer If it is not installed setup will promt you to install it Click Yes to install Microsoft NET framework or No to skip Microsoft NET framework installation Please note that if Microsoft NE...

Page 12: ...king the Select Database button or create a new database if no database is available you must create and specify a database before proceeding s A standard browsing window will be opened by default dis...

Page 13: ...rator enables the administrator privileges level highest user level The administrator can define and control access privileges to the application and databases Using the User List he she can define ad...

Page 14: ...and use categories as additional criteria see Search facility page 17 4 Record List Displays all the records currently in the database see page 2 5 Record Details Displays the Active Record details Af...

Page 15: ...cords or all records using the print wizard see Printing page 81 Label Printers Select and open the dialog of label printers if connected See DYMO Printer page 89 Transfer Transfer data to a designate...

Page 16: ...button you have to use the print wizard at least once to set up the print properties New record Open a new record dialog box in which you can configure and start a scan Edit record Open the Edit Reco...

Page 17: ...that have the string Smith in their Name field You can perform the search on the entire module records list by selecting Any field The search tries to match the requested string to sub strings in the...

Page 18: ...the list can be modified in several ways as follows Organize according to a specific field Click on the desired field column header The whole list will be organized according to this field sorted in...

Page 19: ...etection mode The scanning window will open Adjust settings as required and click the Scan button For detailed instructions on how to perform a scan see Adding a new record page 26 Auto detect Alterna...

Page 20: ...base or Selected Record s to print only the record s you selected and right clicked on To print more than one record at the same time Hold down the Ctrl key select the records you want to print right...

Page 21: ...tab see idScan page 69 MODULE TABS The cards are scanned and kept in a specific application module You can scan different cards of the same person into more than one module For example you can scan a...

Page 22: ...ld labels Right click on the field label and select Rename Type in a new name and click OK Moving fields up and down the list Right click on the field label and select Move Up or Move Down Removing fi...

Page 23: ...gories 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 th...

Page 24: ...d store them in database records Once the scan is performed and processed the fields on the left side are populated automatically with the user information extracted from the scanned card This informa...

Page 25: ...in certain modules Button Name Description Select Scanner Scanning source selection 1 Click on the arrow to select the scanning source scanner file or magnetic reader if connected The icon on the butt...

Page 26: ...e 29 If categories are assigned to a record it will be marked on the Category tab as Notes Click to add notes to the record If the record contains notes this will be marked on the Notes tab as Signatu...

Page 27: ...hat the list has several levels which you can navigate using the list arrows 5 Select the module that you want to use for storing this record 6 Select the number of images that you want to scan for th...

Page 28: ...SCANNING MAGNETIC STRIPS Scanning magnetic strips requires a magnetic reader connected to the computer The process is the same except you do not have to set up the data source OCR or barcode or region...

Page 29: ...n add the current date and time to the note by using the corresponding buttons on the right When you are done click OK to save the record Note If a record contains notes and categories it will be indi...

Page 30: ...e Categories window open click on Edit List In the window that opens you can perform the following Add a category click Add and type in a name for a new category Edit a category Select a category and...

Page 31: ...te his own digital signature Validate If a person already did add his signature to the SigniShell database then you can enter the unique key that you had used to add his signature and type it in the S...

Page 32: ...anually 1 Open the record containing the required image 2 Click on the Manual OCR button Figure 5 6 Manual OCR window 3 Select Copy Mode if you want the data you move to fields to be copied or Cut Mod...

Page 33: ...t 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...

Page 34: ...t 4 To start the scan click Scanner or File if you use an image file as data source 5 The card will be scanned once and the data will appear under the First Scan Results on the left side 6 Repeat the...

Page 35: ...will also be painted red 9 The matching percentage will be indicated to the right of the indication light The threshold of the matching percentage that determines verification success can be set in th...

Page 36: ...e DB file may be located on the local machine or on a remote server as long as the user has read and write access permissions to the file location The database images are stored externally to the main...

Page 37: ...lection 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 Save 4 Select the modules you want to use...

Page 38: ...anshell net User Guide 2005 Card Scanning Solutions 38 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...

Page 39: ...arrow To remove all fields from the display list click the left pointing Remove All arrow FIELDS DISPLAY ORDER The order of the display list determines the display order of the fields in the records...

Page 40: ...ist value definition window Check the Mandatory field if you want this field to be mandatory Click OK Your new field is added at the bottom of the field list and you can select it to add it to the dat...

Page 41: ...ll take you to a similar window containing a field list of the next module you selected 10 After you finish setting up all the modules you selected for inclusion in the current database you will be pr...

Page 42: ...ed by default in the application root folder To backup this data you need to copy these files to another location either on the hard disk or on external media recommended CREATING A BACKUP 1 Choose Da...

Page 43: ...ncluding scanning of new records Read only Allows the user to read customer information from the database without the ability to add edit or delete records To use the user management option you must b...

Page 44: ...rds If checked the user can see records that other users created If unchecked this user will see only the records he created e By default all privileges are enabled for all modules To disable a privil...

Page 45: ...n lets you define user privileges per field Figure 7 3 The user permissions Advance screen Check uncheck the appropriate boxes to define the user permissions per field EDITING AN EXISTING USER 1 In th...

Page 46: ...User Management Deleting a User Scanshell net User Guide 2005 Card Scanning Solutions 46 5 A confirmation dialog box will appear Click OK Note The CSSN user cannot be deleted...

Page 47: ...ly to one or more of the predefined destinations Figure 8 1 Export list window CREATING AN EXPORT LIST Select Export List from the File menu Click New Type in a name for the list Try to use meaningful...

Page 48: ...le fields will be listed in the Selected Fields column s To select specific fields in each module expand the module by clicking on the next to it and then check the fields you would like to have expor...

Page 49: ...data Web export 8 In the Extra Export data screen that opens select the desired options You can edit the field labels of each option you select in the Field Title field 9 Determine whether the extra d...

Page 50: ...d FTP address where it can be accessed by other users 1 Follow the steps in Creating an export list page 47 Select FTP from the export type list Figure 8 4 FTP Export configuration 2 Fill in the appro...

Page 51: ...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...

Page 52: ...d in the Selected Fields column s To select specific fields in each module expand the module by clicking on the next to it and then check the fields you would like to have exported 9 You can remove se...

Page 53: ...t data 12 In the Extra export data screen that opens select the desired options You can edit the field labels of each option you select in the Field Title field 13 Determine whether the extra data wil...

Page 54: ...ils as you would in a regular email message Figure 8 8 Email export header screen 3 Click on Advanced Figure 8 9 Email export advanced details Data separating character The character that separates th...

Page 55: ...data of the last card you scan will be automatically copied as text to an open document of any application you specify To enable the export the target application has to be running with an open docum...

Page 56: ...their checkbox in the left module fields column 7 Check Notes and Category if you wish to have the notes and categories exported together with the records 8 Click Next Figure 8 11 Extra export data 9...

Page 57: ...in the data file name CSSN_ID the resulting file name will be CSSN_ID txt The following file that is created will have the same name s Save to ascending file name In the file name field fill in the n...

Page 58: ...the Field separating character you can specify a custom character to separate between fields Example Choosing as separating character Result First name John City Miami Note If the character you selec...

Page 59: ...by clicking on the next to it and then check the fields you would like to have exported 5 You can remove selected fields from the selected fields list on the right by selecting fields and clicking th...

Page 60: ...a Web export 8 In the Extra export data screen that opens select the desired options You can edit the field labels of each option you select in the Field Title field 9 Determine whether the extra data...

Page 61: ...ation 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...

Page 62: ...Settings from the main menu Note All the settings will be saved per user GENERAL TAB Figure 9 1 Setup General tab Auto Card Detection If checked Scanning starts automatically when a card is inserted...

Page 63: ...all records beginning with sm will be presented If unchecked the search will only start when you press Go or hit Enter after you define your search criteria Select Language Select the interface langu...

Page 64: ...file type In addition it provides you with scanner setup options which include Auto Card Detection Auto Save scanner calibration and cleaning etc IMAGE COLOR SCHEME The image color scheme has a great...

Page 65: ...crements of 10 This gives you the flexibility of finding the best balance between image quality and reasonable image file size 50 dpi provides very low quality 600 dpi provides very high quality 300 d...

Page 66: ...scanning and OCR quality Click the Calibrate Scanner button Insert the calibration paper that came with the scanner In ScanShell 1000 there is no calibration paper just click OK Click OK CLEANING THE...

Page 67: ...onnection and if available downloading and installing them automatically Figure 9 3 Setup LiveUpdate tab Check the Keep my program up to date box to enable Live Update Specify how often Live Update sh...

Page 68: ...Application Settings Live Update Scanshell net User Guide 2005 Card Scanning Solutions 68 Figure 9 4 Registration window...

Page 69: ...TOMATION 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 s...

Page 70: ...rd issuing state or country Click to open a dropdown list navigate to the desired country and state and select it Region auto detect If this option is checked when scanning a driver license Scanshell...

Page 71: ...hecked fields to the display column by clicking on the right pointing striped arrow Removing fields from the display list Click on a field in the display list to select it and then click the left poin...

Page 72: ...Guide 2005 Card Scanning Solutions 72 Fields higher on the list display first You can change the position of a field in the list by selecting it and clicking the Up and Down arrows to move the field u...

Page 73: ...om 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...

Page 74: ...cify the number of images that can be scanned and added in each scanning cycle It allows you to insert additional images after an initial scan which are added and saved in the same record Save card im...

Page 75: ...eld to select deselect it and include it in the record fields display of the main screen 4 Select the fields you want to have displayed in record list of the application main window as follows a Selec...

Page 76: ...n click the Rename button Fields order The order in which the fields are displayed in the field list determines their order of appearance in the database See same note as before The order in which the...

Page 77: ...D 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...

Page 78: ...d Save card image to database Save an image of the card in the scanned record You can choose to save the entire image or just the face Auto extract data from image Extract the data from the image If u...

Page 79: ...esults messages after completing a process using the SigniShell module Save Signature Image Allow the software to save the signature image when creating new records Save Signature Biometric Data Allow...

Page 80: ...lication Settings SigniShell tab Scanshell net User Guide 2005 Card Scanning Solutions 80 FIELD SETTING TAB The SigniShell Field setting tab is the same as the Field setting tabs in all the other modu...

Page 81: ...on you have to use the print wizard at least once to set up the print properties 2 Printing using the Print Wizard s Select a record or several records and then select Print All Records or Print Selec...

Page 82: ...ide 2005 Card Scanning Solutions 82 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 o...

Page 83: ...to the Edit Page Layout List ADDING A LAYOUT FROM AN EXISTING ONE In the Page Layout column select a layout Click on the Copy button in the Edit Layout section A copy of the selected layout will open...

Page 84: ...each module Figure 10 2 Print Wizard Fields selection screen Select the checkboxes of the modules you want to print Selecting a module will automatically select all its fields and display them in the...

Page 85: ...Card Scanning Solutions 85 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...

Page 86: ...and use the up down arrows to move it up and down the list REMOVING A FIELD FROM THE SELECTED FIELDS COLUMN Select a field in the Selected Fields column and click on the left pointing arrow When you...

Page 87: ...Printing Print Preview Scanshell net User Guide 2005 Card Scanning Solutions 87 Figure 10 3 Print Preview screen...

Page 88: ...2005 Card Scanning Solutions 88 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 inc...

Page 89: ...within Scanshell net 1 Select Label Printers Dymo from the File menu Figure 11 1 Dymo printer setup 2 Select a label from the label dropdown list top left 3 DLS checkbox Select if you want to display...

Page 90: ...select it and then clicking on the right pointing arrow The selected fields will be displayed in the Selected Fields column on the right Add field name Select this option if you want the field label...

Page 91: ...nternet connection If updates are available Scanshell net will download and install them automatically 1 Click the Live Update button in the main screen or select Live Update from the Tools menu 2 If...

Page 92: ...anning Solutions 92 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...

Page 93: ...dScan pro Medicscan etc 1 Select Import from the File menu Figure 13 1 Import Wizard Selection of previous CSSN programs database 2 Select the program from which you want to import the database and cl...

Page 94: ...xt 7 Select the module in the current database into which you want to import the records 8 Click Next 9 Define the ScanShell Net destination field for each field in the imported database The data in t...

Page 95: ...et Rules can be used for various purposes The following are just few examples of the vast number of rules that can be created in Scanshell net Alerts concerning expired ID cards persons under legal ag...

Page 96: ...g an example of creating a rule that identifies expired ID cards and produces an alert sound and message informing the user that a scanned card has expired 1 Select Rule List from the Tools menu 2 Cli...

Page 97: ...rd Scanning Solutions 97 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...

Page 98: ...qual 9 Select the field to which you want to apply the criteria In this case we choose Expiry Date 10 Fill in the required value in this case the required expiry date Please note that the value type o...

Page 99: ...x 18 Verify the rule description in section 4 It should contain the following rule description This rule specify that if the Expiry Date field in the IDscan module is equal or greater than 12 12 04 th...

Page 100: ...changes as described in the previous section Creating Rules and click OK DELETING RULES 1 Select Rule List from the Tools menu 2 Click on the rule you want to delete to select it and then click Delet...

Page 101: ...cannot be added No scanner is attached to the computer The user does not have write privileges The Scan button is not working The application is configured to be in Auto Scan mode The application is c...

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