MICRbase SETUP PROGRAM FOR MICR READERS SOFTWARE INSTALLATION AND OPERATION Manual Part Number 99875102 Rev 8 OCTOBER 2008 REGISTERED TO ISO 9001:2000 1710 Apollo Court Seal Beach, CA 90740 Phone: (562) 546-6400 FAX: (562) 546-6301 Technical Support: (651) 415-6800 www.magtek.
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TABLE OF CONTENTS SECTION 1. OVERVIEW............................................................................................................................. 1 FEATURES............................................................................................................................................... 1 REQUIREMENTS..................................................................................................................................... 1 REFERENCE DOCUMENTS .........................
Invalid Command Response – All RS232 Models ............................................................................... 19 Comm Mode – All RS232 Models........................................................................................................ 19 Control Characters and MICR Data ................................................................................................... 20 Send Data After Error – All RS232 Models.........................................................................
Upload Configuration From MICR – Subset, Fullset............................................................................. 31 Download Configuration To MICR – Subset, Fullset ............................................................................ 31 Switches (SWA, SWB, SWC) – Subset, Fullset ................................................................................... 31 Switch HW – Fullset ........................................................................................................
TABLE OF FIGURES Figure 1-1. Figure 4-1. Figure 4-2. Figure 4-3. Figure 5-1. Figure 5-2. Figure 5-3. Figure 5-4. Figure 5-5. Figure 5-6. Figure 5-7. Figure 5-8. Figure 6-1. Figure 6-2. Figure 6-3. Figure 6-4. Figure 7-1. Figure 7-2. Figure 7-3. Figure 7-4. Figure 7-5. Figure 7-6. MICRbase Program Main Screen............................................................................................viii Communication Setup .....................................................................................
Figure 1-1.
SECTION 1. OVERVIEW The MICRbase setup program allows the user to control all the programmable options available for the RS232 and Wedge interfaces of the MICR Check Reader. The program provides a graphical, user-friendly interface that hides the complexities involved in manually entering MICR commands. The user is no longer required to know the specific MICR commands or the detailed data associated with each command. However, the program still allows manual entry of commands for advanced users.
MICRbase, Setup Program for MICR Readers REFERENCE DOCUMENTS The following documents are relevant to this program: • MINI MICR, RS232, With Optional 3-Track MSR, Technical Reference Manual, P/N • • • • • 2 99875057 MAXI MICR, RS232, With Optional 2-Track MSR, Technical Reference Manual, P/N 99875073 MINI MICR WEDGE, With Optional 3-Track MSR, Technical Reference Manual, P/N 99875074 MICR PLUS, RS232, With Optional 3-Track MSR, Technical Reference Manual, P/N 99875081 MICRImage Check Reader, Technical Re
SECTION 2. INSTALLATION Program Installation consists of installing the MICRbase Program, setting up port communications, and setting up MICR communications. PROGRAM SETUP The MICRbase Install Package is distributed on a CD, which contains the following files: MICRbase.exe (file) Readme.txt (file) Mfc42.dll (file) Msvcrt.dll (file) Magepnt (folder) Magepnt.ini (file) Magepnt.sys (file) Regini.exe (file) Regupdt.txt (file) To install the MICRbase Program, proceed as follows: 1.
MICRbase, Setup Program for MICR Readers 1) After the USB cable and the power adapter have been connected to the device and to the PC, Windows will indicate that it found new hardware and will show the IntelliPIN or Mini MICR device has been attached. 2) You will then be prompted to use the USB Wizard to install the device driver and other appropriate files. 3) When prompted, ask the Wizard to search for a suitable device driver.
SECTION 3. MAIN SCREEN The Main Screen is the first screen displayed when the user runs the program. This screen contains menus, buttons, and status descriptions similar to those of Windows 98. The drop-down menus are File, View, Communicate, Configure, and Help. The Toolbar buttons are described below and are represented in text as: New, Open, Save, Cut, Copy, Paste, Print, Help. The Status Bar describes each button on the toolbar when the cursor points to the button.
MICRbase, Setup Program for MICR Readers Configure Contains options needed to design, upload, and download configurations for the MICR Reader. These options are described in Section 5 for the RS232 interface and Section 6 for the Wedge interface.
SECTION 4. OPERATION This section contains operating selections for communication and configuration of a MICR Reader. MICR READER COMMUNICATION Before configuration, the MICRbase program must establish communication between the PC and the MICR Reader. The Communicate menu contains dialog boxes that allow the user to establish and verify communication with the MICR Reader. These dialog boxes are described below. Communication Setup This dialog box is shown in Figure 4-1.
MICRbase, Setup Program for MICR Readers Status – The response to the Test button is: Testing communication. Please wait… and if the PC and MICR are properly connected, the message will be: Communication test passed. If communication has not been established, the message will be: Communication test failed. RS232 Parameters – This box displays the current settings for the selected PC Com Port.
Section 4. Operation To MICR: swa<13> From MICR: SWA=00100110<13> The <13> is the ASCII decimal value for carriage return. Figure 4-2. Communicate With MICR Display Space as <32> – When the checkbox is not checked, a string of numbers received from the MICR may be: 110 101 110 01 When the box is checked, the same numbers will read: 110<32>101<32>110<32><32>01 Clear – clears the screen Done – returns to the Main Screen.
MICRbase, Setup Program for MICR Readers MICR READER CONFIGURATION The most important aspects of configuring a MICR Reader are described below. New Configuration To configure a MICR Reader, it is important to understand the different sets of default options offered by the MICRbase program. The first step in creating a new configuration is to select a set of default options from the MICR Type (Options) menu in the Configure dialog box, shown in Figure 4-3.
Section 4. Operation Figure 4-3. MICR Type Selection Existing Configuration In addition to creating a new configuration, the user may use an existing configuration retrieved from a file or uploaded from a MICR reader: • • To retrieve a configuration from a file, use the Open selection in the File menu to choose the desired file. The program will automatically retrieve and display the options. When this is done, the Last Configuration Source box will read File.
MICRbase, Setup Program for MICR Readers 12
SECTION 5. OPTIONS FOR RS232 INTERFACE This section describes the aggregate options in the Configure dialog box for all four RS232 MICR Type (Options): RS232 (Subset), RS232 (Fullset), Plus RS232, MICRImage RS232. When all options are used, the text is All RS232.
MICRbase, Setup Program for MICR Readers Figure 5-1. Configure, MICR RS232 (Subset) Figure 5-2.
Section 5. Options For RS-232 Interface Figure 5-3. Configure, MICR RS232 PLUS Figure 5-4.
MICRbase, Setup Program for MICR Readers Figure 5-5. More MICRImage Options Figure 5-6.
Section 5. Options For RS-232 Interface Figure 5-7. Document Size Limit Figure 5-8. Clear and Reset to Default Download Option – All RS232 Models This drop-down menu selects what is to be downloaded to the MICR; either everything specified in the dialog box (All) or just the format information (Only Format/Flex). Upload Configuration From MICR – All RS232 Models This button retrieves the current configuration from the MICR Reader to the dialog box.
MICRbase, Setup Program for MICR Readers Switch F - MICRImage only This box is for status only. As each option in the dialog box is changed, the switch setting will change. Format – All RS232 Models For check reading, MagTek MICRs provide the flexibility to format MICR fields and build a specific output string that will be transmitted to the Host. These output strings are referred to as formats.
Section 5. Options For RS-232 Interface Data Bits, Stop Bits, Parity – All RS232 Models This drop-down menu permits the selection or change of the possible combinations of these three selections for the MICR Reader. Intercharacter Delay – All RS232 Models This box is used to increase the time between characters transmitted from the MICR Reader. The time is increased to 13 milliseconds.
MICRbase, Setup Program for MICR Readers Check), and appends it to the data message. Also, if a (hex 15) character is received in this mode, the MICR Reader will resend the last message. Control Characters and MICR Data The Control Characters and hex values are as follows: OPTION Leading Leading Trailing Trailing Trailing CONTROL CHARACTER HEX VALUE 02 1B 03 0D 0A Control Characters may be added to the MICR data message.
Section 5. Options For RS-232 Interface The status code is always at the end of the data, not the end of the message. For example, using the above conditions, with the message format set to send and , the message from the MICR Plus will look like this: MICR Data: 1234567890/08 CMC-7 Character Set – All RS232 Options If this box is checked, the MICR Reader will read CMC-7 characters.
MICRbase, Setup Program for MICR Readers If Multiple Message: ‘M’[TK1]‘M’[TK2]’M’[TK3] Bar Code data: ‘B” Data If Single Message: ‘M’[TK1] [TK2] [TK3] It is important to note that the Data Header precedes the data and not the message.
Section 5. Options For RS-232 Interface 6- no check# + short account 7- no check# + short account + amount present 4th digit 0- no errors 1- Chk # 2- Account 3- Account + Chk# 4- Transit 5- Transit + Chk# 6- Transit + Account 7- Transit + Account + Chk# Extended Replies - MICRImage only Check this box to receive errors as "?ddd" where ddd is a three-digit error code. Xfer Progress Msgs - MICRImage only Check this box to monitor the progress of network communications.
MICRbase, Setup Program for MICR Readers Cancel – All RS232 Models Returns to the Main Screen. Does not retain configuration changes to the dialog box. MORE OPTIONS – MICRIMAGE ONLY On Figure 5-4, Configure MICRImage, the button “More Options” displays Figure 5-5, More MICRImage Options, and lists the following: Switches (SWD, SWE, SWI) These boxes are for status only. As each option in the dialog box is checked or changed, the switch setting in the appropriate box will change.
Section 5. Options For RS-232 Interface compressed and will be significantly larger (e.g., a personal check using 8-bit Grayscale will create a file size of approximately 640K). Image Transfer Port This parameter determines which port is used to transfer image files. The options are the RS232 host port, or the RS232 Auxiliary port, or Ethernet. File Transfer Protocol This parameter determines which file protocol is used to transfer image files via the RS232 Ports.
MICRbase, Setup Program for MICR Readers File Name This is a template for creating file names in the MICRImage. The following characters may be embedded in the file name: * ? > < : replace with MICR Line replace with formatted MICR Line replace with file count replace with file creation time replace with serial # Auto-Send Image Checking this box will cause the image to be sent to the image port automatically. Auto-Save Image Checking this box will cause the image to be saved in memory automatically.
Section 5. Options For RS-232 Interface NETWORK/MODEM OPTIONS The “Ethernet/Modem Options” box is shown in Figure 5-6 and described below. Each of the options below has a Source and Fixed value box associated with them. Selecting ‘Fixed’ means the MICRImage will use the value shown in the Fixed Value box. Selecting ‘DHCP’ means the MICRImage will take advantage of the dynamic configuration offered by your DHCP server and obtain the parameter from there.
MICRbase, Setup Program for MICR Readers Phone This sets the user phone number. User ID This sets the user ID. User Password This sets the user password. This is a hidden field (see below). Modem Init This can be used to initialize the modem. DOC. SIZE LIMITS This option, shown in Figure 5-7, is used to set minimum and maximum size limits for scanned documents. An improper scan can result in a short or skewed image. It is usually not desirable to transmit or save such an image.
SECTION 6. OPTIONS FOR WEDGE INTERFACE This section describes the aggregate options in the Configure dialog box for two MICR Type (Options) Wedge (Subset), and Wedge (Fullset). Figure 6-1 is the dialog box for the Wedge (Subset), and Figure 6-2 is for the Wedge (Fullset). The shaded areas in the dialog boxes are for showing status or are buttons for functions. The unshaded areas are either check boxes, data boxes or drop down menus. The menus, buttons, and boxes are described below.
MICRbase, Setup Program for MICR Readers Figure 6-1. Configure MICR Wedge (Subset) Figure 6-2.
Section 6. Options For Wedge Interface Figure 6-3. Clear and Reset to Default Upload Configuration From MICR – Subset, Fullset This button retrieves the current configuration from the MICR Reader to the dialog box. This function may be used to verify or modify the current configuration of a MICR Reader. Download Configuration To MICR – Subset, Fullset This button downloads the portion of the settings in the Download Option selected.
MICRbase, Setup Program for MICR Readers Design Flexible Format – Fullset Click this button to create a custom format using the Flexible Format feature. For a complete description of this feature, see Design Flexible Format in Section 7. Edit Flexible Format String – Fullset When a Flexible Format is designed, the MICRbase program creates an equivalent numeric string that is downloaded to the MICR Readers. This button gives access to the string and allows experienced users to modify the string manually.
Section 6. Options For Wedge Interface 1 2 3 7 8 9 4 5 6 4 5 6 7 8 9 1 2 3 0 0 Telephone Calculator Figure 6-4. Telephone and Calculator Keypad Layouts Control Characters and MICR Data – Subset, Fullset Control Characters may be added to the MICR data message.
MICRbase, Setup Program for MICR Readers For example, if a Canadian check (code 08) is read and had no errors, and the MICR data is “1234567890”, then the message from the MICR Plus will look like this: MICR Data: 1234567890/08 The status code is always at the end of the data, not the end of the message.
SECTION 7. FLEXIBLE FORMAT The Flexible Format feature allows the user to create a custom format for the MICR Reader. The MICRbase program provides a user-friendly interface to enter the necessary information to design and download the desired custom format (see Design Flexible Format). This information is downloaded to the MICR Reader in the form of numeric string of commands.
MICRbase, Setup Program for MICR Readers For example, if the title reads “Field 1” and the Transit field is selected, the Transit field will be the first MICR field in the output of the MICR Reader. Figure 7-2. Design Flexible Format Prefix This box provides the option to include a single ASCII character before the selected MICR field. The input to this box is the decimal value of the desired ASCII character (see Display ASCII Table… below). If a prefix character is not needed, leave the box blank.
Section 7. Flexible Format Max Length This box allows setting the maximum length limit for the selected MICR field. This choice creates a variable length field, whose characters are truncated (to the left) only if the actual length exceeds the maximum length. If the actual length is less than the maximum length, the characters are not truncated. The input to this box is a decimal number. If the maximum length is not required, leave the box blank. Note The Max length and Fill boxes are mutually exclusive.
MICRbase, Setup Program for MICR Readers Translate [ ] into [ ] These two boxes can translate a character within a MICR field. For example, if all dashes are translated to the character 'd', enter the ASCII decimal value for a dash (45) in the Translate box. Then enter the ASCII decimal value for a 'd' (100) in the Into box. For a list of ASCII decimal values, click Display ASCII Table. Next Field >> Click on this button to select and work on the next MICR field.
Section 7. Flexible Format EDIT FLEXIBLE FORMAT STRING Click this button to view and edit the string of numeric commands equivalent to all the options selected to design the Flexible Format. The dialog box, shown in Figure 7-3, will appear. Figure 7-3. Edit Flexible Format String The string is the actual data that will be downloaded to the MICR Reader to implement the Flexible Format. The numeric string is made up of a sequence of 3-digit commands separated by a space.
MICRbase, Setup Program for MICR Readers Figure 7-4. Syntax Error However, editing a numeric string is only recommended for those users with basic programming skills and a comprehensive knowledge of MagTek's SFL. Furthermore, any numeric commands entered in this manner will not be reflected in the Design Flexible Format dialog box. OK Click this button to keep any changes made. Cancel Click this button to discard any changes made.
APPENDIX A.
MICRbase, Setup Program for MICR Readers OPTIONS FOR WEDGE INTERFACE Option/Box/Button MICR Type (options) Last Configuration Source Upload Configuration From MICR DOWNload Configuration From MICR Download option OK Cancel Com Setup… Format Leading Leading Trailing Trailing Send Data After Error Send Status CMC-7 key Wedge Keypad SWA SWB SWC HW Track 1 Track 2 Track 3 ID Card Decoding Flexible Format Size Design Flexible Format… Edit Flexible Format String… 42 Wedge (Subse
INDEX C Card Data Message, RS232 .....................................22 CMC-7 Character Set ..............................................21 CMC-7 Character Set, Wedge .................................34 Comm Mode, RS232 ...............................................19 Communicate.............................................................5 Communicate with MICR .........................................8 Communication Dialog..............................................9 Communication Setup .............
MICRbase, Setup Program for MICR Readers U X Upload Configuration From MICR, RS232 ............17 Upload Configuration From MICR, Wedge ............31 Xmodem ..................................................................25 XModem-1K............................................................25 W Y Wedge (Fullset) .................................................10, 29 Wedge (Subset) .................................................10, 29 Y Option ..................................................