CSSN Scanshell.
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.
Table of Contents TABLE OF CONTENTS Warranty .................................................................................................................................................................... 2 Notice to User ........................................................................................................................................................... 2 Publication...................................................................................................................
Table of Content THE STATUS BAR........................................................................................................................................................... 23 5. RECORD MANAGEMENT ............................................................................................................................. 24 SCAN/EDIT WINDOW ...................................................................................................................................................
Table of Content IMAGE TAB .................................................................................................................................................................... 64 Overview .................................................................................................................................................................. 64 Image color scheme...........................................................................................................................
Table of Content M ANAGING RULES...................................................................................................................................................... 100 15. APPENDIX A: TROUBLES HOOTING .....................................................................................................
Table of Content Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure Figure 9-2: Setup - Image tab ...............................................................................................64 9-3: Setup - LiveUpdate tab ......................................................................................67 9-4: Registration window ..............................................................
Introduction About this document 1. INTRODUCTION ABOUT THIS DOCUMENT MODULES COVERED IN THIS DOCUMENT 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; however, there are some differences in both operation and layout, according to the specific module tasks.
Introduction Scanshell.net Features § 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. card-reader.com. SCANSHELL.
Getting Started 2. GETTING STARTED BEFORE USING THE SCANNER The scanner has been carefully packaged to avoid damage during transportation. Before operating the scanner, please remove the packaging materials.
Getting Started Installation 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. If the install program does not start automatically, click the My Computer icon on the desktop and select the CD ROM drive. 5. Double click on the Setup program. 6. Wait until the install program begins and follow the instructions on the screen. 7.
Starting the Program Login 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: Figure 3-1: Login window 1. Type in your user name and password. 2. Select a database to open.
Starting the Program Login create a database. For detailed instructions on creating a new database, please see Creating a new database, page 36. 2. After you create a database, type in a user name and a password you would like to use for this database, and make sure you will remember them. 3. Click the Login button or hit the Enter key. Administrator Login Login as an administrator enables the administrator privileges level (highest user level).
Main screen 4. MAIN SCREEN Figure 4-1: The 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. Toolbar - Containing buttons for most of the common application functions (see Toolbar Description, page 16). 3.
Main screen Menu Description 8. Status bar - At the bottom of the screen, showing the number of records in the database, and the scanning sources that are connected/not connected.
Main screen Menu Toolbar Description Sub-menu User Manager Check for Updates Rules list About Scanshell.net Help CSSN on the web View help Action / Description Open the user setup window in which you can add/delete users and access privileges, see User Management, page 43 Activate the live update function, see Live Update, page 91 Open the Rules window, where you can define rules. See Rules, page 95 Open Scanshell.net About screen, with a complete list of Scanshell.
Main screen Search facility 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 “Any field”), and category. Figure 4-2: The search facility For example: Typing “Smith” in the Find box and selecting Name in the field combo box finds all the records in the active module that have the string “Smith” in their Name field.
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.
Main screen Record List Table EDITING A RECORD You can open a record for editing in one of the following ways: § Double-click on a record, or § Double – click on one of the record fields in the fields display section, or § Right-click on a record and select Edit from the contextual menu, or § Select a record and then click the Edit Record button in the button bar, or § Select a record and then select Edit Record from the main menu.
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.
Main screen Active Record Details If you selected an existing export list, the export will take place silently in the background. If you export to email or the web, make sure your computer is connected to the Internet. If you selected Export List, the Export List window will open, in which you can create a new export list that specifies the parameters for this export. See Export List, page 47.
Main screen Active Record Details 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 . Click on Notes to view notes attached to the record, click on Categories to view the categories assigned to the record. To edit notes and categories, open the record for editing; see Notes and Categories, page 29.
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. Scanshell.
Record Management Scan/Edit Window 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. SCAN/EDIT WINDOW The New/Edit Record window is used for scanning new records and editing existing records.
Record Management New Record Screen: Button Description Figure 5-1: The New and Edit Record screen NEW RECORD SCREEN: BUTTON DESCRIPTION From top left to right in clockwise direction: Note: Some of the buttons described here are only available in certain modules. Button Name Description Scanning source selection Select Scanner 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.
Record Management Button Adding a new record Name Description Raw OCR Manually extract text data by OCR from a scanned image. The image has to be in the correct format. If this button is not available, it means the image format is wrong) Clear text Clear scanned data Clear image Clear the scanned image Rotate Rotate the scanned image 90 degrees clockwise. Use it to control the image orientation prior to saving.
Record Management Adding a new record s Magnetic reader – Extract the data from the card’s magnetic strip (requires a magnetic reader). s Signature – Capture a signature using the SigniShell pad\LCD. 2. Select the data extractio n method: OCR or Barcode. OCR uses Optical Character Recognition technology to extract data from the scanned card text. Barcode extracts the data from the barcode.(N/A in magnetic mode) 3.
Record Management Scanning from file SCANNING FROM FILE You can also extract data from an image file. If you choose File as the scan source, the file to be scanned must be a valid image file in .bmp format, with at least 300 dpi, and in true color (24 bit) scale. 1. Follow the instructions in the previous paragraph, Adding a new record, page 26. 2. Click on File (instead of Scanner). 3. Navigate and select the desired file in the Windows Explorer window that opens. 4.
Record Management After the card is scanned 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.
Record Management After the card is scanned Figure 5-4: Categories window Attaching categories Click on the Categories tab under the image. Check the desired categories boxes. Creating, editing and deleting Categories With the 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 click Edit § Delete categories - Select a category and click Delete.
Record Management Figure 5-5: Signature window 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.
Record Management Raw OCR 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. Open the record containing the required image. 2. Click on the Manual OCR button. Figure 5-6: Manual OCR window 3.
Record Management Raw OCR 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. Note: Raw OCR is not available in some modules. Scanshell.
Record Management Verifying cards VERIFYING CARDS Scanshell.net is capable of verifying ID cards, by comparing data from two different sources on the card, e.g., OCR and barcode, or OCR and magnetic strip. 1. Click on the Verification button Figure 5-7: Card verification window 2. Select data source for the first scan; OCR or barcode. 3. Specify region, country and state, or check Region Auto Detect. 4. To start the scan, click Scanner, or File, if you use an image file as data source. 5.
Record Management Verifying cards 7. The data extracted the second time will appear under the Second Scan Results on 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. s Red for failed verification. The fields will also be painted red. 9. The matching percentage will be indicated to the right of the indication light.
Database Management Overview 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. The database images are stored externally to the main database file; each image is linked to its corresponding record. CREATING A NEW DATABASE 1.
Database Management Creating a new database 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 Save. 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. Click next. Scanshell.
Database Management Creating a new database Selected module description 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.
Database Management Creating a new database 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. Select the fields you want to have displayed in the records list of the application main window as follows: a.
Database Management Creating a new database 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 Add, type in a value and click OK. You can add more values, edit values by selecting a value and clicking Edit, or remove values by selecting a value and clicking Remove. To move values up and down the dropdown list, select a value and use the arrows on the right.
Database Management Opening an existing database Figure 6-5: Set legal fields window Select a field and use the arrows to move it to one of the other categories. Restore Default will clear the Save Only and Ignore lists, and move all fields back to the right column (Save & display). When you are done, click OK. 9. Clicking Next will take you to a similar window, containing a field list of the next module you selected. 10.
Database Management Database backup 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. 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.
User Management Adding a new user 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. Read and Write : Allows the user full access, including scanning of new records.
User Management Adding a new user Figure 7-2: New user setup window a. Enter a user name in the User field. b. Enter a password in the Password field. c. Check/uncheck the Administrator box. If checked, the user will have administrator privileges, which means all access privileges, and in addition the right to create and edit other users. d. Check/uncheck the Display All records : If checked, the user can see records that other users created. If unchecked, this user will see only the records he created.
User Management Editing an existing user h. Advanced: Clicking on Advance will open a window that will allow you to control user privilege at field level (specify read/write privileges per field). i. 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. ADVANCED The Advanced screen lets you define user privileges per field.
User Management Deleting a User 5. A confirmation dialog box will appear. Click OK. Note: The CSSN user cannot be deleted. Scanshell.
Exporting data Export List 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. 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.
Exporting data Exporting to the Web 2. Fill in the appropriate web address (URL) to which the data will be exported (consult your system administrator). Click Next. 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. 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.
Exporting data Exporting to the Web 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 Field Title field. 9. Determine whether the extra data will be attached at the beginning or the end of the exported data. 10. Click Finish to complete the Web export list. Scanshell.
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 FTP from the export type list). Figure 8-4: FTP Export configuration 2. Fill in the appropriate details. 3. If required, fill in the Firewall details (consult your system administrator). 4. Click Advanced.
Exporting data Exporting to FTP 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. s Save to ascending file name - In the File Name field, fill in the name prefix and starting count number.
Exporting data Exporting to FTP 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 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.
Exporting data Exporting to FTP Figure 8-7: Extra export 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 will be attached at the beginning or the end of the exported data. 14. Click Finish to complete the Web export list. . Scanshell.
Exporting data Exporting to email 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 OK. 1. Follow the steps in Creating an export list, page 47. (Select Email from the export type list). 2.
Exporting data Exporting to applications 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.
Exporting data Exporting to file s To select all the module fields – Check the box next to the module. All the module 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 exported 6.
Exporting data Exporting to file 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 § Select the desired 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 name will be CSSN_ID.txt. The following file that is created will have the same name.
Exporting data Exporting to file 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 – The way fields and their values are separated.
Exporting data Exporting to file 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 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 5.
Exporting data Exporting to file 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 Field Title field. 9. Determine whether the extra data will be attached at the beginning or the end of the exported data. 10. Click Finished to complete the File Export list. Scanshell.
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.
Application Settings General Tab 9. APPLICATION SETTINGS Scanshell.net offers a variety of operating modes, all controlled from the Settings panel. Using this panel, you can control the application automation options that ease the scanning process, control the scanning parameters, and set the saving mode with which images and data are saved in the database. To open the setup panel from the main screen, click on the Settings button in the tool bar, or select Tools-> Settings from the main menu.
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 Go or hit Enter after you define your search criteria. Select Language – Select the interface language (The language setup is saved per user) Text Stamp – Allows you to add a text stamp to saved images. Use the various options to determine the text parameters. Scanshell.
Application Settings Image Tab IMAGE TAB Figure 9-2: Setup - Image tab OVERVIEW 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 CardDetection, Auto Save, scanner calibration and cleaning, etc. IMAGE COLOR SCHEME The image color scheme has a great impact on the overall image file size.
Application Settings Image Tab Note: Although higher-quality images occupy more disk space, their size does not affect the application speed, due to the database internal architecture. The color scheme setup and dpi do not affect the application data detection accuracy. The color scheme controls allow you to select a color scheme that ranges from black & white to true color (24 bit). The resulting estimated file size is indicated below the selection radio buttons.
Application Settings Image Tab SCANNER CALIBRATION Scanner calibration resets the scanner color sensor and generates higher accuracy in the OCR detection process. When you use the scanner for the first time, you will be prompted to calibrate the scanner. Calibrating the scanner is also a good idea if you notice deterioration in scanning and OCR quality. § Click the ‘Calibrate Scanner’ button. § Insert the calibration paper that came with the scanner.
Application Settings Live Update 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. Figure 9-3: Setup - LiveUpdate tab § Check the Keep my program up to date box to enable ‘Live Update’. § Specify how often Live Update shall be performed. § Click the Registration button. REGISTRATION To use Live Update you need to be a registered user. Please fill in your details and click OK.
Application Settings Live Update Figure 9-4: Registration window Scanshell.
Application Settings idScan IDSCAN 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. Save card image to database – Save an image of the card in the scanned record.
Application Settings idScan 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). This setup can also be changed from within the scanning window. Data Source – Select the data source. OCR uses Optical Character Recognition technology to extract data from the scanned card text.
Application Settings idScan Figure 9-6: Field selection screen 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. The field will be added to the list in the right column. b.
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 Up and Down arrows, to move the field up and down the list. When you are done, click OK. Scanshell.
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. Select the match percentage that would determine the verification process success threshold. Scanshell.
Application Settings Scanshell AND MedicScan tabs SCANSHELL AND MEDICSCAN TABS The Scanshell and MedicScan tabs have an identical layout, but they refer to different modules. Scanshell is a general scanning module and MedicScan scans medical cards. Figure 9-8: Setup – MedicScan and ScanShell 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.
Application Settings Scanshell AND MedicScan tabs 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. Figure 9-9: Field selection screen 3. Double-click on a checkbox of a field to select/deselect it, and include it in the record fields display of the main screen. 4.
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 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).
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 – Extract the data from the first image. If unchecked, the data is not extracted. Scanshell.
Application Settings Passport Tab PASSPORT TAB Figure 9-11: Setup – passportl 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. 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.
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. Display Results Dialog: Show\Hide the confirmation and results messages after completing a process using the SigniShell module.
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.
Printing Printing records 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 Print button in the tool bar. Using this option will print records according to recently used print properties. Click on the button's arrow to select Selected Records or All Records .
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.
Printing Layout options LAYOUT OPTIONS ADDING A LAYOUT § Click on the Add button in the Edit Layout section. § 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. § Click OK to add the layout to the Edit Page Layout List. ADDING A LAYOUT FROM AN EXISTING ONE § In the Page Layout column, select a layout.
Printing Selecting fields SELECTING FIELDS You can select the fields that you want to print from 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 Selected Fields column on the right. Yo u can print selected fields only, as follows: § Click on the "+" of a module to open it. § The module's field list will open. Scanshell.
Printing Selecting fields § 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 column on the right. Scanshell.
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. 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 are done, click Next.
Printing Print Preview Figure 10-3: Print Preview screen Scanshell.
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. Scanshell.
DYMO Printer Print Preview 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. 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.
DYMO Printer Print Preview 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. 6. You can print selected fields only, as follows: s Click on the "+" of a module to open it. s The module's field list will open.
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. 2. If there are updates for your program you will see the following dialog: 3. Click Yes if you want to download and install the updates. 4. The following screen will appear: 5.
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.
Import Print Preview 13. IMPORT The 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. Select the program from which you want to import the database and click Next. 3. Click on the button to the right and navigate to the location of the database file you want to import. Select it and click Next.
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. 8. Click Next. 9. Define the ScanShell.Net destination field for each field in the imported database. The data in the imported database field will be imported into the matching module field. 10. Click Next. 11. Relate a ScanShell.
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. Scanshell.
Rules Creating 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 Tools menu. 2. Click New. Figure 14-1: Rule Wizard window 3. Type in a name for your rule. Try to choose a meaningful name. 4. Select Field content in section 2. Scanshell.
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.
Rules Creating 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 l. Step 7 Step 9 Step 8 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.
Rules Editing 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. Verify the rule description in section 4.
Rules Deleting Rules 2. Click on the rule you want to edit to select it, and then click Edit. 3. Make 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 Delete. 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. Scanshell.
Appendix A: Troubleshooting 15.
