User Guide
CardirisTM 5 – User Guide Table of Contents Copyrights............................................................................................. 1 About this guide .................................................................................... 3 Chapter 1 Introducing Cardiris ................................................ 5 General information on Cardiris ........................................ 5 Chapter 2 Installing Cardiris ....................................................
Table of Contents Scanning cards ................................................................. 33 Scanning cards with the IRISCard scanners .................... 37 Scanning cards with the IRISCard Button manager ........ 38 Loading images from the IRIScan and IRIScard Anywhere scanners ............................................................................ 39 Scanning cards with a flatbed scanner ............................. 41 Scanning batches of cards ...........................................
CardirisTM 5 – User Guide Assigning categories to contacts ...................................... 62 Chapter 7 Organizing business cards ..................................... 65 Assigning a card status ..................................................... 65 Browsing through the cards ............................................. 68 Searching business cards .................................................. 69 Finding and resolving duplicates .....................................
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CardirisTM 5 – User Guide Copyrights Cardiris5-dgi-110112-04 Copyrights © 1995-2012 I.R.I.S. All Rights Reserved. I.R.I.S. owns the copyrights to the Cardiris software, the online help system and to this publication. The information contained in this document is the property of I.R.I.S. Its content is subject to change without notice and does not represent a commitment on the part of I.R.I.S.
CardirisTM 5 – User Guide About this guide This guide covers the full range of functions available in Cardiris. The functions that are only available in a certain version will be indicated.
CardirisTM 5 – User Guide CHAPTER 1 INTRODUCING CARDIRIS GENERAL INFORMATION ON CARDIRIS Introduction Cardiris is a powerful business card scanning solution and organizer. This productivity tool allows you to scan, recognize and archive business cards and turn them into an address database. Cardiris can process business cards of any type or kind from 218 countries.
Chapter 1 – Introducing Cardiris Should you encounter a business card in a language that is not supported by Cardiris, know that you can always scan the card image without OCRing it and insert in the database. The Cardiris database The business cards you scan in Cardiris make up the Cardiris database. Their data can be sorted, searched, printed, exported to and synchronized with other contact managers and so on.
CardirisTM 5 – User Guide Cardiris Corporate also allows you to exchange data with Microsoft Dynamics CRM and Salesforce CRM. Supported scanners Cardiris is available in a bundle version with the I.R.I.S. IRISCard and IRIScan scanners. Cardiris is Twain compliant and supports a wide range of dedicated business card scanners, flatbed scanners and all-in-one devices or MFP's (multifunctional peripherals).
CardirisTM 5 – User Guide CHAPTER 2 INSTALLING CARDIRIS SYSTEM REQUIREMENTS This is the minimal system configuration required to use Cardiris: a Pentium-class CPU 256 MB RAM 300 MB free disk space Windows 7, Windows Vista (32 or 64 bits) or Windows XP Internet Explorer 5.
Chapter 2 – Installing Cardiris Select the installation language and click OK. Accept the terms of the license agreement. Click Next each time you are ready to go to the next screen. Click Finish to complete the installation. The submenu I.R.I.S. > Cardiris on the Windows Programs menu is created automatically by the installation program. The installation program also creates a shortcut to the Cardiris application on the Windows desktop.
CardirisTM 5 – User Guide SOFTWARE REGISTRATION Remember to register your Cardiris license. To register: Use the Registration wizard in the Register menu. Follow the onscreen instructions. SEARCH FOR UPDATES Use the Search for Updates function in the Help menu once in a while to search for the most recent updates. This helps to guarantee the proper functioning of Cardiris. PRODUCT SUPPORT To get technical support on Cardiris, please visit our website at http://www.irislink.com/support.
CardirisTM 5 – User Guide CHAPTER 3 GETTING STARTED RUNNING CARDIRIS To run Cardiris: Start Cardiris from the Windows Start menu or double-click the shortcut on your desktop. You will be prompted to register. Click Register now to access the registration wizard or click Register later and then Cancel to register at a later time. When you are using Cardiris for the first time a sample database will open in album view. Refer to the section Tutorial to get started with Cardiris.
Chapter 3 – Getting started To change the user interface language: On the Settings menu, point to User Interface Language. Select the required language from the list. You will be prompted to restart the software. TUTORIAL The best way to familiarize yourself with Cardiris is by using it. This tutorial helps you get started. Exploring the Cardiris sample database When you launch Cardiris for the first time, the sample database provided with the software will open.
CardirisTM 5 – User Guide The cards that are displayed have different colors. These colors indicate the card status of each business card: o new cards are yellow. The information they contain has not been verified yet. o indexed cards are green. The only information that has been verified is the company name. o verified cards are blue. All the information they contain has been verified.
Chapter 3 – Getting started In card view, the card image and all the data fields are displayed. Card view allows you to verify and edit the database information and add notes to your business cards via the Notes field. In card view you can also view and/or scan the back side of the business card and view and/or add a picture of your contact. Click the Browse buttons to navigate through the business cards. For more information about card view, see the section Card view under View modes.
CardirisTM 5 – User Guide Processing sample business cards When you double-click one of the new (yellow) cards in the sample database to view it in card view, you will notice that the data fields are empty. To recognize the business card: Select the country of the business card in the Card style dropdown list. By selecting the business card style, you not only indicate the language of the text to be recognized, you also indicate the general layout of the business card.
Chapter 3 – Getting started The image is converted into editable text and the recognized text is assigned to the various fields. Check the results so far. If necessary you can edit the recognition results manually. You can use cut-and-paste and drag-and-drop operations to move data about. To drag data to another field, draw a frame around the data you want to move, hold down the left mouse button and drag the text to another field.
CardirisTM 5 – User Guide The card can now be stored in the database and may be consulted, printed, exported etc. For more information about the card status, refer to the section Assigning a card status. Click the browse buttons in the toolbar to display other cards in card view. Scanning new cards When you want to scan new business cards, it is recommended to start a new database. Start a new database by clicking the New command on the File menu. Or hit Ctrl+N. A new and empty database will open.
Chapter 3 – Getting started Select your scanner in the list and click Next. A configuration screen will appear. Depending on the scanner you selected you can determine the scanner model and source, the paper size, resolution and image type, etc. Note that this is not the case when you select an IRIScan scanner. These scanners can be configured after you click the Scan button. Select the required scanner settings and click OK to confirm. Depending on your scanner you may be prompted to calibrate it.
CardirisTM 5 – User Guide Making direct use of contacts You can make direct use of the contacts stored inside Cardiris. You can, for instance, contact them via e-mail, visit their website, phone them with Skype, get driving instructions to their address etc. Double-click any card that has been recognized in Cardiris to view it in card view. Click the corresponding links and icons to carry out the actions listed above.
Chapter 3 – Getting started Or click the binoculars icon to do access advanced search options. These options allow you to do searches on one or more data fields. Note that in advanced searches Cardiris looks for cards that start with a certain character string, not for cards that contain the character string in question. To display all cards after a search, click the status button All Cards. Exporting contacts The contacts you add to a Cardiris database can be exported to numerous applications.
CardirisTM 5 – User Guide CHAPTER 4 VIEW MODES ALBUM VIEW When you open Cardiris the database that was last opened is displayed in album view. Album view is the default view mode. It displays your business cards in an album-like presentation. The major data fields - company name, first name, name, job title and e-mail address - are listed. A color code indicates the card status of each card: new cards are yellow, indexed cards are green and verified cards are blue.
Chapter 4 – View modes Sort order The contacts are sorted alphabetically first by company name, then by name. When no name is available, the contacts are sorted chronologically by scanning date. Navigation Press the arrow keys on your keyboard to move through the cards. Or use the browse buttons on the main toolbar. Press Home to go to the first card, press End to go the last card.
CardirisTM 5 – User Guide To select a continuous range of cards, click the first card and hold down the Shift key as you select the last card of the range. To select all cards, click Select All on the Edit menu. Or press Ctrl+A. Recognizing, exporting, printing and deleting cards in album view Select one or more cards, right-click it/them to invoke the context menu and click the command you want to execute.
Chapter 4 – View modes Data fields In card view, the card image and all the data fields are displayed. The data they contain can be edited in several ways. See the section Editing the recognition results. The standard data fields can be complemented by custom fields and categories. See the sections Customizing database fields and Assigning categories to contacts respectively. The card status is indicated in the lower right corner. See the section Assigning a card status for more information.
CardirisTM 5 – User Guide Back tab and Picture tab Via the Back tab you can add the rear images of a business card to your contact. See the section Scanning the back side of a card. Via the Picture tab you can add a picture of your contact. See the section Scanning a picture of a contact. The button bar The button bar contains several convenient commands: The magnifying glass allows you to zoom in on the card image. Just click inside the card image and hover over it with your mouse.
Chapter 4 – View modes Click the fit to window and fit to width buttons to display the entire business card and the entire width of the business card respectively. Use the rotate buttons to correct the orientation of your business cards if necessary. Use Swap front and back images in case you scanned the back side of a card as front side by mistake, and vice versa. Click the Adjust image button to modify the image quality. See the section Adjusting card images for more information.
CardirisTM 5 – User Guide Click the picture button to acquire or open a picture of your contact and add it to the database. When a picture has been added to the contact it will be displayed in the picture thumbnail on the button bar. AutoActions You can make direct use of the contacts stored inside Cardiris by means of the AutoActions buttons. You can, for instance, contact them via e-mail and visit their website.
CardirisTM 5 – User Guide CHAPTER 5 SCANNING BUSINESS CARDS SETTING THE SCANNER SETTINGS Before you can scan business cards with Cardiris, your scanner must be connected to your PC and configured correctly. To configure your scanner: Click the Scanner command on the Settings menu. A list of available business card scanners will be displayed. Select your scanner in the list and click Next.
Chapter 5 – Scanning business cards Cardiris scan both landscape and portrait oriented business cards. Note, however, that scanning landscape oriented cards is faster than scanning portrait oriented cards. If you want to scan the front and back sides of cards, select the option Scan two-sided card. This way the duplex scanning mode is activated. When scanning business cards you will first be prompted to insert the front side of your card, then the back side.
CardirisTM 5 – User Guide o Select your scanner model and indicate the scanner source. o Select the required Format, Resolution and Image Type. Note: it is recommended to use a 400 dpi resolution to scan business cards successfully. o When your scanner is equipped with a document feeder, select the ADF (automatic document feeder) function. o Select Duplex scanning to activate it. Note that this option will only be available for duplex scanners.
Chapter 5 – Scanning business cards Cardiris is Twain compliant and supports a wide range of dedicated business card scanners, flatbed scanners and all-in-one devices or MFP's (multifunctional peripherals). To open existing image files: Click Load card images in the File menu and search for the image files you want to open.
CardirisTM 5 – User Guide Several scan settings are applied by default: Cardiris detect the text orientation. This option detects the text orientation on the cards and automatically rotates cards that have been scanned at a 90°, 180° or 270° angle in the correct direction. Know that you can always rotate cards manually in card view using the rotation buttons, should this be necessary. Cardiris crops business cards after scanning. Any borders around the business cards are removed.
Chapter 5 – Scanning business cards Besides the default settings Cardiris can also: Detect cards in image. Use this option when you are using a flatbed scanner. You can place multiple business cards on your scanner's flatbed and Cardiris will split up the image in different business cards, throwing away the superfluous black or white borders. When you are using a card scanner, use the default option Single card. Recognize cards after scanning.
CardirisTM 5 – User Guide Note, however, that both sides of the card need to be in the same language. SCANNING CARDS WITH THE IRISCARD SCANNERS With the IRISCard Mini and IRISCard Pro scanners you can scan one business card after the other. Operation Insert a business card in the IRISCard and click the Scan button on the main toolbar. When you are using an IRISCard Pro scanner, you can also use the two scanner buttons to scan cards.
Chapter 5 – Scanning business cards SCANNING CARDS WITH THE IRISCARD BUTTON MANAGER When you are using an IRISCard Pro scanner a small utility is installed in combination with Cardiris: the IRISCard Button Manager. This utility allows you to use your IRISCard scanner without launching the Cardiris software first. To access the Button manager: Double-click the Button manager icon on the task bar. Note: when the IRISCard scanner is not connected to your pc, the button manager icon will crossed out.
CardirisTM 5 – User Guide Right button By clicking the right button you launch the Cardiris software and automatically scan your cards. Click the Settings button to determine the scanner settings. For more information, see the section Setting the scanner settings.
Chapter 5 – Scanning business cards In case you stored your documents on an external storage device (SD memory card or USB flash drive), insert the storage device into your computer. In case you used the scanner’s internal memory to store your documents, power on the scanner and connect it to your computer. Open the Cardiris interface. A message will appear, prompting you to load the images from your scanner into the current database. Click Yes to load the images.
CardirisTM 5 – User Guide Click the Load button and browse for the images you want to load. SCANNING CARDS WITH A FLATBED SCANNER When using a flatbed scanner you can scan multiple business cards at a time: you can place multiple business cards on your scanner's flatbed and Cardiris will split up the image in different business cards, throwing away superfluous black or white borders. Operation Click the command Detect Cards in Image on the Settings menu.
Chapter 5 – Scanning business cards o cards must either be portrait or landscape oriented. Avoid scanning a combination of portrait and landscape oriented cards. Click the Scan button on the main toolbar. The image will be split up in business cards. SCANNING BATCHES OF CARDS Cardiris is able to process large batches of cards and supports scanners equipped with an automatic document feeder.
CardirisTM 5 – User Guide Select your scanner from the list and click the ADF option. Any cards you enter in your scanner's document feeder will be processed one after the other as soon as you click the Scan button. When you are using the IRISCard Pro or IRISCard Mini scanners to scan batches of cards, there are no special options to select. Simply click the Scan button once. After the first card has been scanned, you will be prompted to insert another card.
Chapter 5 – Scanning business cards The Cardiris toolbar will be displayed. Select the correct country in the drop-down list and click the Cardiris button to scan your business cards. Make sure your scanner is connected to your PC and configured properly. When you are using the IRISCard you will be prompted to insert your cards in the scanner. Cardiris will recognize the business card, open an Outlook contact form and fill in all recognized fields. Click Save to save the contact.
CardirisTM 5 – User Guide First scan the front side by clicking the Scan button. Then click Scan back of Card on the Process menu. You will be prompted to enter a card. Or click the Back tab and click inside grayed picture. o Click Acquire to scan the back side. o Or click Load image to open an existing image file. When the back side of a card has been added the standard back side thumbnail on the button bar will change form.
Chapter 5 – Scanning business cards Tips: In case you want to recognize the back sides of cards automatically, select the option Recognize back side after front side in the Settings menu. This way, you only need to click the Recognize button once to recognize both sides of the cards.
CardirisTM 5 – User Guide SCANNING A PICTURE OF A CONTACT Next to the card image, you can also add a picture of your contacts to the Cardiris database. To scan a picture of your contacts: If the card you want to add a picture to is already in the database, double-click it to open it in card view. If not, click the Scan button to scan the front side of the card. Then click Scan Picture on the Process menu. You will be prompted to insert a picture.
Chapter 5 – Scanning business cards ADDING NOTES TO CARDS When you are scanning a stack of cards you collected during one particular event, e.g. a trade show, it may be useful to add personal notes to those cards, reminding you where you met your contacts. To add automatic notes to cards: On the Card menu, click AutoNote. Select Insert this AutoNote and type in the text you want to add. The text you enter will be added to the Notes field of every card you scan. To disable this option click No AutoNote.
CardirisTM 5 – User Guide To add a card to the database: Click New on the Card menu. Or hit Ctrl+E. A new card will be added to the database and opens in card view. Fill in the database fields manually. Any cards you manually add to the database have the card status Verified, as you are supposed to enter the correct information. To add the front image, back image or picture of the card later on: Click the tabs Front, Back or Picture and click inside the grayed picture.
CardirisTM 5 – User Guide CHAPTER 6 RECOGNIZING BUSINESS CARDS SELECTING THE CARD STYLE Cardiris uses field analysis to attribute data on business cards to the correct database fields. The field analysis technology is, amongst others, based on the card style, or layout, of business cards. Each country has a different style of composing business. That's why it is critical that you select the right country before recognizing your business cards.
Chapter 6 – Recognizing business cards Note that you can only select a single card style at a time. Tip: organize your business cards per country while scanning them. That way, you can perform Batch OCR on them afterwards. RECOGNIZING THE CARDS As soon as you have scanned your cards and you selected the correct card style, you can execute the recognition on your business cards. To do so: Simply click the Recognize button on the main toolbar.
CardirisTM 5 – User Guide Any data Cardiris cannot attribute to a database field is put in the Extra field. Unrecognized characters are represented by a tilde (the "~" symbol"). The recognition results can edited in several ways. See Editing the recognition results. Note: when you re-execute the recognition on cards that have already been recognized, Cardiris will perform different operations depending on the card status: Cards that have the status New will be recognized again.
Chapter 6 – Recognizing business cards separately. This way, you can reduce the processing time considerably. To recognize batches of cards: Sort all the cards you want to process by country and scan them. Sorting cards by country is essential as you can only select one card style at a time. Then click Batch OCR on the Process menu. Note that the command Batch OCR is disabled when you are viewing a card in card view. If necessary, click the album view button to return to album view.
CardirisTM 5 – User Guide Or right-click the selection and click Recognize in the context menu. RECOGNIZING THE BACK SIDE OF CARDS AUTOMATICALLY Sometimes business cards contain useful information on the back side, such as additional contact information, private telephone numbers, logo's, etc. That's why with Cardiris you can recognize the back side of your business cards automatically, immediately after you recognize the front side.
Chapter 6 – Recognizing business cards Then click Recognize on the main toolbar. Cardiris will first recognize the front side of the card and add its data to the database fields. Then, it recognizes the back side and adds the additional information. Tip: in case you scanned a front side as back side and the other way around, just click the Swap icon beneath the card image (in Card view). The front and back images will be swapped.
CardirisTM 5 – User Guide or click the Restore icon to undo all changes you made to the card and restore it to its original state. Additional information can be added manually to the fields Notes and Extra. Next to these 'regular' ways of editing, Cardiris allows you to perform Drag-and-drop OCR and OCR on the fly.
Chapter 6 – Recognizing business cards Hold down the Ctrl key and drag a frame around the text you want to add. Release the Ctrl key. The text will be added to the field. In Cardiris you can not only edit the recognition results, you can also customize the database fields. See the section Customizing database fields for more information. ADJUSTING CARD IMAGES During recognition Cardiris converts cards scanned in color or grayscale into binarized (black-and-white) images, on which it performs the OCR.
CardirisTM 5 – User Guide Adjustment options: Smoothening o Select Smoothen to even out the image. This option renders grayscale and color images more homogeneous by smoothening out differences in intensity. As a result, a stronger contrast is created between the foreground (text) and background (artwork). Note: sometimes smoothening is the only way to separate text from a colored background. Brightness o Use the slider to increase or decrease the Brightness.
Chapter 6 – Recognizing business cards The Brightness settings determine the overall brightness of the image. Use these settings to darken or lighten the image when the text is illegible. Contrast o Use the slider to increase or decrease the Contrast. The Contrast settings determine the contrast between darker and lighter zones of an image. Use these settings to make character shapes stand out against a colored background. Despeckle o Use the slider to increase or decrease the Despeckle options.
CardirisTM 5 – User Guide The default custom fields can be extended with an unlimited number of other custom fields. To add a custom field to a card: Open the card in card view. Click the + sign next to Custom Fields. Or click Custom fields on the Edit menu. Click Add and enter the name of the custom field. Note: avoid using semi-colons (;) and vertical bars (|) both in the custom field name and in the content. These characters are forbidden. Then click OK to confirm.
Chapter 6 – Recognizing business cards The content of a custom field can be edited and searched like any other standard field. Note that custom fields are not displayed in album view. Only the 'major' database fields are. To rename or delete any custom fields, click the + sign again and click Rename or Delete. Custom fields are also available for export. They can be exported as cvs, xml, html and excel files and sent to Microsoft Outlook 2003 and 2007.
CardirisTM 5 – User Guide you find them faster later on, by means of the advanced search option. For more information on advanced searching, see the section Searching business cards. To add categories to contacts: Open a card in card view. Click the + sign next to Categories. Or click Categories on the Edit menu. Select the categories you want to assign from the list.
Chapter 6 – Recognizing business cards Categories are also available for export. They can be exported as cvs, xml, html and excel files and sent to Microsoft Outlook 2003 and 2007. When exporting to Microsoft Outlook, the categories are created on the fly in Microsoft Outlook as far as they don't already exist. Note: categories are an intrinsic part of a Cardiris database. When you merge two databases, the categories from both databases will be added up.
CardirisTM 5 – User Guide CHAPTER 7 ORGANIZING BUSINESS CARDS ASSIGNING A CARD STATUS When you open the sample database, which you'll find in the Cardiris installation folder, you will see that the cards in the database all have a certain color code. Cards can be yellow, green or blue. These colors indicates the card status of a card: Yellow cards are New cards. The data they contain has not been verified yet. Green cards are Indexed cards.
Chapter 7 – Organizing business cards To assign a different card status to a card: Double-click the card to view it in card view. Check the recognition results and edit them if necessary. Click the status buttons in the lower right part of the interface: N(ew), I(ndexed), V(erified). Or use the function keys F10, F11 and F12 on your keyboard.
CardirisTM 5 – User Guide Depending on the card types that are displayed, the Cardiris database will be displayed in a different color. In the image below Cardiris only displays verified cards. When there are no cards to display: o the application window remains empty and the status bar confirms that there are no cards to display. (album view) o the card image is empty, no data fields are filled out and the card status is grayed. (card view) To redisplay all cards, click the all cards button.
Chapter 7 – Organizing business cards Notes: When exporting cards to other applications, make sure you only export verified cards. This way you are sure to export only information that has been checked. When you resolve duplicates in Cardiris, the cards you merge automatically get the status verified. When you use the option Clear all fields but Notes (on the Edit menu) on a card, the card status changes to new. BROWSING THROUGH THE CARDS Cardiris functions like an electronic rolodex.
CardirisTM 5 – User Guide Example: Click the "G" button and the cursor moves to the first card whose company name starts with the letter "G". If there are no companies in the database that start with that letter, Cardiris moves to the card whose company name is closest to that letter. Sort order of cards Cardiris applies a sort order to the cards in a database: Cards are first sorted alphabetically by company name. The company name is the primary sort key. Then they are sorted alphabetically by name.
Chapter 7 – Organizing business cards Free text search To do a free text search: Enter a term in the search field and click the search cards button or press Enter. Cardiris will display all cards that match the search criterion. The filter button, the status bar and the pink background indicate that you're displaying a "hitlist". The status bar also indicates the number of cards that have been found.
CardirisTM 5 – User Guide Advanced search To do an advanced search: Click the binoculars icon on the main toolbar. Cardiris displays the list of available search criteria. The search criteria allow you to limit searches to specific data fields, custom fields and categories. You can also search for contacts by scan date and modification date.
Chapter 7 – Organizing business cards you're displaying a "hitlist". The status bar also indicates the number of cards that have been found. If none of the cards meet the search criteria: the application window remains empty and the status bar confirms that there are no cards to display. (album view) the card image is empty, no data fields are filled out and the card status is grayed.
CardirisTM 5 – User Guide In the Find duplicates window, select the search parameters you want to use. Duplicate contacts can be contacts who have matching: o company names, first names and last names o first names and last names o first names o last names o e-mail addresses Then click the Find Duplicates button. Cardiris lists the duplicate contacts (and indicates between brackets how many duplicates have been detected per card).
Chapter 7 – Organizing business cards Double-click any of the duplicates to view their information in detail. The card data is spread out across 4 different tabs. The tabs marked in red require your attention. The information inside the tabs that are not marked has been processed automatically by Cardiris. Tab Data and Tab Custom fields Click the Data tab to access the data fields information. The information below also applies to the Custom fields tab.
CardirisTM 5 – User Guide The information that has not been used in the merged card is grayed. Fields that Cardiris could not merge are marked in red. Doubleclick any of the red fields to move them to the merged card. Alternative information that can also be moved to the merged card (instead of the current information) is marked in orange. When you or Cardiris selected the wrong information, doubleclick the orange data fields to move them to the merged card.
Chapter 7 – Organizing business cards Tab Images Cardiris displays all three image types that can be attached to your contacts: Front images, Back images and Pictures. It automatically selects the most recent images and moves them to the merged card. Images that could not be merged by Cardiris need to be merged manually. To move an image to the merged card, simply doubleclick it. The image you did not select will be hazy.
CardirisTM 5 – User Guide window. Resolved duplicates get the card status Verified. The superfluous contacts will be deleted. Tab Categories Any categories you assigned to your contacts will be included in the merged card. It suffices that one of the duplicates contains a category for it to be added to the merged card. The categories that have been moved to the merged card are marked by a green V sign, the ones that are not by a red X. To add categories to the merged card, double-click their red X sign.
Chapter 7 – Organizing business cards MAINTAINING CARD DATABASES Cardiris is a comprehensive card database solution. The databases you create or open in Cardiris can be merged or migrated with other Cardiris databases, duplicated etc. Opening and saving databases Cardiris always opens the database that was last opened. Any changes you make to a database are saved automatically. There is no need to hit a Save button. To open another database, click the Open command on the File menu.
CardirisTM 5 – User Guide Duplicating databases You can duplicate your databases to create backups. To duplicate a database either: Click Save As in the File menu and save the database as a .c5d file (database file). Or copy the database file in Windows Explorer to another location. Duplicating contacts You can also transfer specific contacts, not entire databases, to another Cardiris database. Two methods are available. Open both databases and drag the contacts from one database to the other.
Chapter 7 – Organizing business cards Import the contacts from earlier versions of Cardiris (3.x and 4.x) into an empty database. To do so: o Click Export on the main toolbar and then click the Import tab. o Select from which Cardiris version you want to import contacts and click Import. o Select the database file of your choice and click Open. Merging databases To merge two recent databases: Import the contacts of another database into your current database.
CardirisTM 5 – User Guide DELETING CARDS Cards can be deleted from a database in several ways. To delete cards: Select one or more cards. Right-click them and click Delete card(s). Click the command Delete card(s) on the Edit menu. Hit the Delete key on your keyboard.
CardirisTM 5 – User Guide CHAPTER 8 EXPORTING CONTACTS EXPORTING BUSINESS CARDS The contacts in your Cardiris database can be exported to numerous external applications. They can be exported to contact managers, personal information managers (PIMs), customer relation managers (CRMs), databases, spreadsheets and even word processors whose mail merge function allows to print letters, envelopes and labels.
Chapter 8 – Exporting contacts To export contacts from Cardiris: Select the cards you want to export. This can be done in several ways: o Hold down the Ctrl key and click the cards you want to select. o To select a continuous range of cards, click the first card and hold down the Shift key when you select the last card. o Execute a free text search to single out the cards you want to export. o Execute an advanced search (using the binoculars) to single out the cards you want to export.
CardirisTM 5 – User Guide Tip: if you want to export contacts to another Cardiris database, you do not necessarily have to use the Export function; you can also open both databases and drag contacts from one database to the other. Tip: select E-mail from the Export list to distribute contacts and their card images through your e-mail software. A new e-mail message will open containing a vCard file that in turn contains your contacts.
Chapter 8 – Exporting contacts Then click Export. Your contacts will be added to the Windows Contacts folder. The Contacts folder can be found in C:\Users\YourAccount\Contacts. Double-click the contacts to display their information.
CardirisTM 5 – User Guide Tip: you can also type "wab.exe" in the Search field to locate the Contacts folder.
Chapter 8 – Exporting contacts Contacts since Windows Vista. See Exporting to Windows Contacts should you want to export to Windows Contacts. To export business cards to Windows Address Book: Select the cards you want to export. Click Export on the main toolbar, and select Microsoft Outlook Express from the list. Note: make sure to select Microsoft Outlook Express, not Microsoft Outlook. The Windows Address Book cannot be used directly from Outlook. Then click Export.
CardirisTM 5 – User Guide EXPORTING TO APPLE DEVICES The contacts you create with Cardiris can be exported to your Apple devices via iTunes. All you need to do, is first export your contacts to Windows Contacts or Windows Address Book, then configure iTunes to sync with one of the two aforementioned applications. The contacts from Cardiris are added to the Contacts app on your Apple device.
Chapter 8 – Exporting contacts Connect your Apple device to your computer. When your device appears in the list on the left side of the iTunes window (below Devices), select it. At the top of the Window click Info. Check the option Sync Contacts with, and then select Outlook or Windows Contacts from the list. Then click Apply to sync your contacts with the ones on your Apple device.
CardirisTM 5 – User Guide The contacts from Cardiris are added to the Contacts app on your Apple device. EXPORTING TO GOOGLE CONTACTS The contacts you create with Cardiris can be exported to the Google Contacts section of your gmail account. Note: a Google account is required to export contacts to Google Contacts. To export contacts to Google Contacts: Select the cards you want to export. Click Export on the main toolbar, and select Google Contacts from the list.
Chapter 8 – Exporting contacts Then click Configure at the bottom of the window. Enter the credentials of your Google account and click OK. Then click Export to export the cards. A Cardiris group containing your contacts will be added to the Contacts section of your gmail account. Note: if your contacts contain categories, a separate group will be created as well, based on the custom field. E.g. Cardiris - Associate in the image below.
CardirisTM 5 – User Guide All the database fields from Cardiris - including any Custom fields you created - are included in each Google contact. Tip: you can also move the contacts to the standalone application Google Contacts. To do so, select the contacts and click Groups > My Contacts > Apply.
Chapter 8 – Exporting contacts EXPORTING CONTACTS TO MICROSOFT DYNAMICS CRM Cardiris Corporate allows you to export contacts to Microsoft Dynamics CRM. Microsoft Dynamics CRM is a Customer Relationship Management system and allows your organization to manage customers throughout the entire sales process efficiently.
CardirisTM 5 – User Guide Note: In order for Cardiris Corporate to interact successfully with Microsoft Dynamics CRM, CRM administrators must configure the Cardiris CRM connector and set up the CRM servers correctly. To learn how to do so, CRM administrators should refer to the Administrator Guide on how to configure Cardiris Corporate in the Cardiris installation folder\Doc\Eng. Cardiris Corporate supports Microsoft Dynamics CRM 3.0, Microsoft Dynamics CRM 4.
Chapter 8 – Exporting contacts Select Microsoft Dynamics CRM from the list of available export applications. Click Export to export your contacts to Microsoft Dynamics CRM. Note: to establish a successful connection, the client computer running the Cardiris application must reside in the same domain as the CRM server. Note that the Configure button is disabled. Only CRM administrators have the necessary rights to change the CRM configuration. Cardiris will open the Find duplicates window.
CardirisTM 5 – User Guide first names and last names first names last names e-mail addresses It is up to the user to determine the search parameters in the dropdown list. Select the search parameters of your choice and click Find Duplicates. Cardiris starts looking for duplicates and displays the unresolved duplicates, if there are any. Cardiris will display duplicates that exist within the Cardiris database and duplicates between Cardiris and CRM.
Chapter 8 – Exporting contacts If duplicate cards are found within the CRM database itself, a warning message is displayed. These duplicates need to be resolved manually within CRM before the export procedure can be repeated. Cardiris will proceed with the export procedure of other cards. Double-click any duplicate in the list to compare the contact information. Cardiris will automatically merge the matching contact information into a single card.
CardirisTM 5 – User Guide it for you. Cardiris will then use the most recent data and add it to the merged card. Note: when you interrupt the duplicates resolving procedure, only resolved duplicates are committed to the CRM and Cardiris databases and a warning message will be displayed. Click OK and proceed to the next duplicate. When you are finished comparing the duplicates, click Apply to export the resolved duplicates to CRM or click OK to export the resolved duplicates and close the window.
Chapter 8 – Exporting contacts EXPORTING CONTACTS TO SALESFORCE CRM Cardiris Corporate allows you to export contacts to Salesforce CRM. Note, however, that an Enterprise, Unlimited or Developer Salesforce account is required. It is not possible to export to other types of Salesforce accounts. In order for Cardiris to interact successfully with Salesforce CRM, CRM administrators must configure the Cardiris CRM connector.
CardirisTM 5 – User Guide Click Export to export your contacts to Salesforce CRM. Note that the Configure button is disabled. Only CRM administrators have the necessary rights to change the CRM configuration. Also note that you need to have access rights to the Salesforce API in order to export to Salesforce. Should this not be the case, contact your Salesforce CRM administrator.
Chapter 8 – Exporting contacts Warning: the Cardiris contacts must be in line with Salesforce CRM's policy. Contacts without a last name or with an incorrect email structure will be rejected. Should an error occur while exporting cards then check the *Cardiris_n.log file in your Windows temp folder. To access the temp folder, type in %TEMP% in Windows Explorer. If necessary, you can always send the log file to I.R.I.S. support for further assistance: www.irislink.com/support.
CardirisTM 5 – User Guide Then select either Labels or List. When printing Labels, the contacts are printed in small frames to put a maximum of labels on a page. When printing Lists the full width of the page is used. A configuration window will open allowing you to set the Label type, Field order, Font and Print setup.
Chapter 8 – Exporting contacts Label type All standard label types (Avery and NEBS) are supported. Field order Click Field order to choose the data fields you want to include or exclude and determine their sort order. Font Click Font to determine the typeface, type style and point size. Print setup The Print setup allows you to select your printer options. Click Print preview to preview the results. If the results are satisfactory, click Print.
CardirisTM 5 – User Guide CHAPTER 9 IMPORTING CONTACTS Cardiris not only allows you to export your contacts to external applications, you can also import contacts from other contact managers into Cardiris. To import contacts: Click Import, Export and Synchronize on the File menu. Click the Import tab and select the import format or application from the list. Warning: importing contacts from other databases may create duplicate contacts in your database.
CardirisTM 5 – User Guide CHAPTER 10 SYNCHRONIZING DATABASES When you use several contact managers besides Cardiris and import/export contacts regularly from one database to another, it is useful to synchronize your contact databases on a regular basis. To synchronize databases with Cardiris: Click Import, Export and Synchronize on the File menu. Click the Synchronize tab and select the database you want to synchronize with Cardiris from the list. Click Configure to configure the synchronization.
CardirisTM 5 – User Guide INDEX A Acquire.............................. 48, 50 Back image .......................... 48 Automatic scanning.................45 AutoNote .................................52 B Business card ....................... 52 Back side ...........................48, 59 Picture ................................. 50 Backups ...................................85 Adding cards ........................... 52 Batch OCR ........................45, 58 Adding notes to cards .............
Index Merging ............................... 87 Deleting cards .........................87 Migrating ............................. 86 Despeckling images ................64 Saving .................................. 84 Detect cards in image ........38, 44 Card image .............................. 28 Detect text orientation .............37 Card orientation ...................... 34 Distribute contacts via e-mail .91 Card status......................... 28, 71 Drag-and-drop OCR ................
CardirisTM 5 – User Guide I Importing business cards ...... 111 Indexed cards .......................... 71 Notes .......................................52 Notes field ...............................52 O Installation ................................ 9 OCR ....................................5, 56 IRIScan Anywhere .................. 41 OCR on the fly ........................61 IRISCard Anywhere ............... 41 Optical Character Recognition ..5 IRISCard Mini ........................ 39 Outlook...
Index Registration ............................. 11 Software registration ...............11 Resolution ............................... 34 Sort order of cards .............26, 74 Resolving duplicates ............... 79 Support ....................................11 Rolodex ................................... 74 Supported image files..............36 Rotating cards ......................... 30 Supported languages .................5 Running Cardiris ..................... 13 Supported scanners ......
CardirisTM 5 – User Guide W Windows Address Book ......... 94 Z Zoom .......................................29 Windows Contacts ..................
