Tokenworks CardVisor ID Instrucciones de uso

CardV isor®ID Scanner

Hardw are User Manual

3 5 1 1 Silve rside Rd, Suite 1 0 5

Wilmington, DE 1 9 8 1 0

Phone : (8 0 0 ) 5 7 4 5 0 3 4

www.CardViso r.c o m - Pro duc t Info rmatio n Suppo rt@ To ke nWo rks .c o m

www.To ke nWo rks.c o m - Co mpany Info rmatio n Re visio n: 1 .0 August 2 0 0 5

Card Viso r Hardware Manual Page 2 o f 3 2

About T his Docum ent

This do c ume nt de s c ribe s ho w to us e the CardVis o r®ID hardware . The firs t part o f

the manual applie s to all ve rsio ns o f the pro duc t. The latte r part c o ntains spe c ific

ins truc tio ns fo r c us to me rs with the 2 D Bar Co de Re ade r Cradle .

This do c ume nt sho uld be use d in c o njunc tio n with the Handspring Viso r us e r manual

(o n the Hands pring CD o r available o n-line at Handspring.c o m), and the CardViso r

So ftware Us e r m anual that de tails installatio n and use o f PC data transfe r so ftware .

What’s in t he box

Ma gne tic St ripe Re a der Only Version

1 . CardTo o l®Re ade r with CardVis o r®so ftware installe d in flash me mo ry.

2 . Handspring Vis o r Handhe ld c o mpute r

3 . USB Ho tSync ™ cradle

4 . Gre e n Handspring CD with Palm De s kto p so ftware and Ho tSync Manage r

5 . To ke nWo rks®White CD with Use r Manuals and VIP/ Banne d list utilitie s

6 . Two AAA alkaline b atte rie s.

Bar Code Re ader & Ma gne tic St ripe Version

1 . CardTo o l®Re ade r with CardVis o r®so ftware installe d in flash me mo ry.

2 . Bar Co de Re ade r Cradle with AC c harging adapte r

3 . Handspring Viso r De luxe o r Handspring Viso r Pro Handhe ld c o mpute r

4 . USB Ho tSync ™ c radle o r USB Ho tsync ™ c harging Cradle with AC adapte r (Pro

Ve rs io n)

5 . SC-2 0 0 0 USB Ho tsync c able

6 . Gre e n Handspring CD with Palm De s kto p so ftware and Ho tSync Manage r

7 . To ke nWo rks®White CD with Use r Manuals and VIP/ Banne d list utilitie s

8 . Two AAA alkaline b atte rie s and wall c harge r with fo ur 8 0 0 mAh AAA re c harge able

batte rie s (no n-Pro Ve rsio n).

Card Viso r Hardware Manual Page 3 o f 3 2

Ta ble of Cont e nt s

About This Document____________________________________________________ 2

What’s in the box _______________________________________________________ 2

Magnetic Stripe Reader Only Version____________________________________ 2

Bar Code Reader & Magnetic Stripe Version______________________________ 2

Table of Contents _______________________________________________________ 3

Handspring Visor Button & Icon Layout ____________________________________ 4

Inserting the CardTool ___________________________________________________ 5

CardVisor Application Installation _________________________________________ 5

Main Screen Description_______________________________________________ 6

Swiping a Magnetic Card _________________________________________________ 6

CardVisor Options Menu _________________________________________________ 7

Age Threshold and Alarms _____________________________________________ 8

Memo Pad _____________________________________________________________ 8

Protecting ID Scanner Data _______________________________________________ 9

Tip - Appending Notes to Swipe Data via MemoPad __________________________ 11

Appending Notes to License Data (CardVisor III feature) ______________________ 12

CardVisor IV – Anti Card Pass Back_______________________________________ 13

Automatic Anti Pass-Back Database Management ________________________ 13

CardTool Removal _____________________________________________________ 14

Maintenance and General Care___________________________________________ 14

Resetting the Handheld _________________________________________________ 15

Performing a soft reset _______________________________________________ 15

Performing a Hard Reset _____________________________________________ 16

Power Down Reset - AAA battery devices only ___________________________ 17

Battery Life ___________________________________________________________ 17

Trouble Shooting – Handheld Computer & Magnetic Stripe Reader _____________ 19

For ID Scanners with Bar Code Reader Cradle ______________________________ 20

Parts Diagram – Bar Code Reader Cradle __________________________________ 21

Controls Diagram ______________________________________________________ 22

Inserting Handheld into Bar Code Reader Cradle ____________________________ 23

How to scan a Driver’s license with a 2D Bar Code ___________________________ 24

How to scan a Driver’s license with a 2D Bar Code ________________________ 24

Connecting Bar Code Reader Cradle to PC for HotSyncing ____________________ 25

Card Viso r Hardware Manual Page 4 o f 3 2

Battery _______________________________________________________________ 26

Charging the Bar Code Reader Cradle __________________________________ 26

Battery Life of Bar Code Reader Cradle_________________________________ 26

Charging the Handspring Visor Pro (optional) in the Bar Code Reader Cradle 26

Trouble Shooting – related to Bar Code Reader Cradle ________________________ 27

Copyright_____________________________________________________________ 28

Limited Warranty - CardTool®reader and/or CardVisor®software ______________ 28

Age Verification Calculation Limitations ________________________________ 29

State and Local Privacy Laws, Ordinances or Rules _______________________ 29

Graffiti Table _________________________________________________________ 30

Ha ndspring V isor But ton & Ic on La yout

Sho wn are the butto ns

and ic o ns re fe rre d to

thro ugho ut this manual.

No te the lo c atio n o f the

Date Bo o k b utto n, Me nu

ic o n and Me mo Pad

butto n. The po we r butto n

is to the le ft o f the Date

Bo o k butto n.

Card Viso r Hardware Manual Page 5 o f 3 2

Inse rt ing the CardTool

To inse rt the CardTo o l, align the unit with the Hands pring e xpansio n slo t (se e figure

1 ) and gradually inse rt the unit. It sho uld ins e rt smo o thly until it make s c o ntac t with

the e xpans io n slo t s to ps . Do no t fo rc e the unit into the e xpansio n slo t. If re s is tanc e

is s ignific ant, withdraw CardTo o l and e nsure the re are no fo re ign o bje cts in the

e xpans io n slo t and that CardTo o l is pro pe rly aligne d with the Viso r e xpansio n slo t,

the n try again.

Figure 1 – CardTo o l Re ade r ins erting into Handspring Vis o r Springb o ard e xpa ns io n s lo t

Ca rdV isor Applic at ion I nsta lla tion

The CardViso r so ftware is sto re d in the flash me mo ry o f the CardTo o l re ade r and

auto matic ally launc he s afte r plugging in the CardTo o l re ade r into the handhe ld. A

we lco me s cre e n appe ars whic h ins truc ts the use r to pre s s the Date Bo o k b utto n to

launc h the m ain s cre e n o f CardViso r magne tic s tripe a pplic atio n (sho wn b e lo w). If

the b ar c o de re ade r c radle is installe d, the n pre s sing the Addre s s Bo o k butto n will

launc h the bar co de versio n o f CardVis o r.

It is VITAL to c he c k the date and time displaye d in the top right c o rne r o f the s cre e n.

If the date is no t c o rre c t, the n the c alc ulate d age will b e inc o rre c t! To se t the

date / time , c lic k o n the Applic atio ns Ic o n (lo o ks like a small ho use in the graffiti are a),

the n c lic k o n the ‘Pre fs’ ic o n. Tap o n the b o x, whic h c o ntains the date o r time , and

the n fo llo w the pro mpts to c hange . De tails als o pro vide d in the Hands pring Us e r

guide .

Card Viso r Hardware Manual Page 6 o f 3 2

Make Sure Date & Time at the to p o f the fo rm is c urre nt

CardVis o r III & IV Main Sc re e n CardVis o r I & II Main Sc re e n

Ma in Sc re en De sc ript ion

The m ain sc re e n is whe re the m agne tic c ard data and status is dis playe d afte r e ac h

swipe . At the bo tto m o f the sc re e n is a dialo g bo x whe re us e r me ssage s suc h as

“Swipe Again” are displaye d.

Sw iping a Magnetic Card

1 . With the CardVis o r a pplic atio n running o n the Hands pring Vis o r, ho ld the unit in

yo ur le ft hand (if yo u are a le fty, ho ld the unit in yo ur right hand).

2 . Us ing the o the r hand, ho ld the drive rs lic e nse with the MagStripe fac ing to wards

yo u and swipe the c ard to wards yo ur bo dy. The above illustratio n is fo r a right-

hande d pe rs o n.

3 . Ensure that the magne tic card’s edge re mains in full c o ntac t with the base of the

card slo t, swipe the c ard c o mple tely thro ugh the c ard slo t.

4 . It do e s no t matte r whic h way the c ard is swipe d, but it is impo rtant that the c ard

is no t ske we d / tippe d during the swipe . Ske wing o c curs if the c ard is tilte d o r

lifte d as it is swipe d thro ugh the s lo t.

5 . The CardViso r age ve rific atio n so ftware will dis play the drive rs lic e ns e info rm atio n

o n the s cre e n afte r a suc c e ssful swipe and s to re the data in the Viso r me mo pad

applic atio n.

Card Viso r Hardware Manual Page 7 o f 3 2

Tip: Try a fe w prac tic e s wipe s , ho ld the magne tic c ard in the c e nte r and m aintain

pre ssure o n the bo tto m e dge o f the c ard as it trave ls thro ugh the slo t. Expe rime nt

with the s pe e d and o rie ntatio n. So me find it e asie r to ho ld the Handspring Vis o r with

the s cre e n facing le ft o r right and swiping the c ard ve rtic ally thro ugh the c ard slo t.

CardV isor Opt ions M enu

The Optio ns me nu is us e d to c o nfigure the s o ftware . To ac c e ss it, c lic k o n the Me nu

Ic o n, jus t b e lo w the Applic atio n ico n (small ho us e in the graffiti are a -se e pre vio us

diagram). De pe nding o n the ve rs io n o f CardViso r so ftware , the re are thre e o r fo ur

ite ms o n the Optio ns me nu. The Re s e t o ptio n will re -initialize the CardTo o l hardware .

If the unit is no t re spo nding to a c ard swipe , try the re se t o ptio n. If suc c e ssful, the

“Swipe A Card” me ssage will be displaye d. If no t, se e the tro uble s ho o ting s e ctio n in

this do c um e nt.

Optio ns Me nu o f CardVis o r

CardVis o r I and II do NOT ha ve the

‘Te s t VIP/ Banne d Da tab ase ’ ite m

Sc re e n Afte r Re se t Co mm and

The ‘ Abo ut CardViso r’ dis plays info rmatio n o n the applic atio n and its de ve lo pe r. The

‘Age Thre sho ld and Alarms’ ite m se ts the age

thre s ho lds fo r vario us alarm e ve nts, alarm so unds ,

and dis play o ptio ns. Se e the Age Thre s ho ld and Alarm

se c tio n in this do c ume nt fo r additio nal de tails . The

‘Te s t VIP / Banne d Database ’ ite m is pre s e nt in

CardVis o r III & IV and sho uld be run whe ne ve r a ne w

Banne d/ VIP database is lo ade d into the handhe ld.

What is the Graffiti Area?

The Graffiti writing are a is divid e d into two pa rts: o ne

fo r writing le tte rs , and o ne fo r writing num be rs . The

little "ab c" o r "1 2 3 " a t the b o tto m c o rne rs o f the

Gra ffiti writing a re a te ll yo u whe re to write le tte rs o r

num be rs. Yo u c an also tap the "abc " o r "1 2 3 " to

b ring up the o ns c re e n ke yb o ard.

Card Viso r Hardware Manual Page 8 o f 3 2

Age T hre shold and Alarm s

The Age Thre sho ld and Alarm s cre e n c o nfigure s at what age CardViso r will alarm at

and what alarm so und will be playe d. The re are six so unds available fo r the unde r

1 8 , unde r 1 9 , under 2 0 , unde r 2 1 , and e xpire d lic e ns e c o nditio ns . Afte r s e le c ting a

ne w so und, CardVis o r will play it b e fo re updating the dis play.

The Expire d alarm m ay no t be disable d, o nly the alarm s o und may be c hange d. The

Happy Birthday song may be dis able d by un-c he c king the c he c k bo x. If c he c ke d, o ne

may se le c t e ithe r the lo ng o r sho rt ve rsio n o f the Happy Birthday. The Visual

indic atio n o f a birthday will be dis playe d o n the main s cre e n status line .

If the Age YYMMDD ite m is c he c ke d, the n the age will b e displaye d in ye ars mo nths

and days. This allo ws o ne to s e e ho w c lo s e so me bo dy’ s birthday is and wis h the m a

pre -happy birthday. If un-c he c ke d, the n the age is displaye d just in ye ars.

Me mo Pad

Pre ss the Me mo Pad Butto n to s e e the sto re d lic e ns e data. Tapping o n e ac h line will

pro vide a de taile d vie w o f the swipe d lic e ns e data. The drive r's lic e nse data is

pars e d and sto re d as Me mo s in Me mo Pad applic atio n (built-in Palm OS applic atio n)

unde r the CardVisor c ate go ry. Sho wn b e lo w is a list o f Pars e d transac tio ns o n the

main Me moPad sc re e n. On the right is the de taile d data sho wing the fo llo wing

pars e d info rm atio n; Firs t, Middle , Last Name , Title (Jr., Sr., II, 3 rd, etc.), Addre ss, City,

State , Zip, Drive r's Lic e nse numbe r (0 2 1 3 6 5 4 4 2 4 ), Expiratio n date (YYYYMMDD),

Date o f Birth YYYYMMDD o f birth, Ge nde r (M/ F), the s tatus o f the swipe (OK, Under

1 8 , Under 1 9 , ID Expire d, e tc.), and the sc an date & time . Also sho wn are the fie ld

se parato r c harac te rs (^), use d whe n im po rting the data into pro grams like Mic ro so ft

ACCESS o r Mic ro so ft Exc e l.

Unde r 1 8 and Unde r 2 1

age alarms c o nfigure d.

Po p Up me nu fo r Unde r 2 0

Alarm

Happy Birthday So ng –

Lo ng o r Sho rt Ve rs io n

Card Viso r Hardware Manual Page 9 o f 3 2

Me mo Pad s ho wing all

me mo Catego rie s

Pars e d Da ta in Card Vis o r

Ca te go ry

Individua l Me mo sho wing

pars e d data

In additio n to the parse d data, an unpars e d re c o rd is als o sto re d in the Me mo Pad

applic atio n unde r the RawData c ate go ry. This pro vide s a c o nve nie nt me tho d to c ro ss

c he c k the pars e d info rm atio n, pro vide te c hnic al fe e dbac k to To ke nWo rks and ve rify

additio nal fie lds fro m the drive r's lic e nse ..

Unparse d Data in

‘RawData’ Cate go ry

Individua l Me mo sho wing

unpars e d da ta

Be fo re a ne w Me mo is s to re d in Me mo Pad, the last me mo is c o mpare d to the ne w

pe nding Me m o. If it is ide ntic al in e ve ry re spe c t, inc luding the date and time stamp,

the n the ne w me mo is no t s to re d. If the ne w Me m o diffe rs in just the time , it is s till

sto re d. This fe ature pre ve nts re dundant Me mo s fo r the same lic e ns e swipe d

re pe ate dly in s uc c e ssio n.

Prot ect ing I D Scanne r Dat a

This fe ature s ho uld be use d with c autio n as fo rge tting the PIN c o de will re quire

e rasing all s ave d transac tio n data. Drive rs Lic e nse Transac tio n data re c o rds are

sto re d as Me mo s (in Me mo Pad applic atio n ) and are m arke d Private b y the CardViso r

so ftware . The y may be hidde n o r maske d by e nte ring a use r s e le c te d PIN c o de via

the s e c urity applic atio n (o ld fashio n ke y ic o n o n ho me sc re e n). Sho wn b e lo w is

what the trans ac tio n data sto re d in Me m o Pad lo o k like whe n maske d o r hidde n.

Card Viso r Hardware Manual Page 1 0 o f 3 2

Transac tio n Data Visib le Transac tio n Data Mas ke d Tra ns ac tio n Data Hidde n

To s e t the PIN c o de , se le c t the Se c urity Applicatio n (sho wn be lo w) fro m the Ho me

sc re e n. The n se le c t Mask Re co rds o r Hide Re co rds fro m the Curre nt Privac y Me nu.

Se le c ting e ithe r will pro mpt a Passwo rd o r PIN c o de to be e nte re d, whic h mus t the n

be c o nfirme d.

Se c urity App.-lo we r right Se le ct Sho w o r Ma sk Ente r Pa ss wo rd

No te : If the PIN c o de o r Passwo rd is fo rgo tte n, the re is no way to re c o ve r it via the

standard s e c urity applic atio n. Re s e tting the Passwo rd will de le te all the transac tio n

data. Use this fe ature with c autio n.

Co nfirm Pass wo rd Mas k Re c o rds Enable d Hide Re c o rds Enable

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