CSSN ScanShell 800 User manual

CSSN
Scanshell.Net
USER GUIDE

Scanshell.net User Guide © 2005 Card Scanning Solutions 2
This publication contains proprietary information of the Card Scanning Solutions
Company, provided for customer use only. No other uses are authorized without the
express writtenpermission 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.
Card Scanning Solutions reserves the right to revise this publication, and to make changes
in the content hereof from time to time without notification. Some countries or states in the
USA do not allow a disclaimer of express or implied warranties in certain transactions; if
you are a resident of such country or state, this statement may not apply to you.
This publication may include technical inaccuracies or typographical errors. Changes are
made periodically to the information herein; these changes will be incorporated in new
editions of the publication. Card Scanning Solutions may make improvements and/or
changes in the products and/or the software described in this publication at any time.
NOTICE TO USER
This user guide should not be construed as a representation or warranty with respect to the
software named herein. Occasionally, changes or variations exist in the software that are
not reflected in the manual. Generally, if such changes or variations are known to exist and
to affect the product significantly, a release note or “read me” file accompanies the user
guide and/or the distributed software. In that event, be sure to read the release note or “read
me” file before using the product.
PUBLICATION
The descriptions, specifications, design and procedures contained in this user guide were
effective at the time of publication of this document. Card Scanning Solutions reserves the
right to modify any of the above at any time without notice and without incurring
obligations.
TRADEMARKS
All trademarks are the property of their respective holders and are hereby acknowledged.

Table of Contents
Scanshell.net User Guide © 2005 Card Scanning Solutions 3
TABLE OF CONTENTS
Warranty....................................................................................................................................................................2
Notice to User...........................................................................................................................................................2
Publication.................................................................................................................................................................2
Trademarks................................................................................................................................................................2
TABLE OF CONTENTS.....................................................................................................................................................3
Table of Figures........................................................................................................................................................6
1. INTRODUCTION..................................................................................................................................................8
ABOUT THIS DOCUMENT................................................................................................................................................8
Modules covered in this document........................................................................................................................8
Navigating this User Guide....................................................................................................................................8
OVERVIEW.......................................................................................................................................................................8
MODULES.........................................................................................................................................................................8
SCANSHELL.NET FEATURES..........................................................................................................................................9
2. GETTING STARTED ........................................................................................................................................10
BEFORE USING THE SCANNER.....................................................................................................................................10
MINIMUM SYSTEM REQUIREMENTS............................................................................................................................10
CONNECTING THE SCANNER........................................................................................................................................10
INSTALLATION..............................................................................................................................................................11
UNINSTALL....................................................................................................................................................................11
3. STARTING THE PROGRAM.........................................................................................................................12
LOGIN.............................................................................................................................................................................12
First time use:.........................................................................................................................................................12
Creating a new database.......................................................................................................................................13
4. MAIN SCREEN....................................................................................................................................................14
MENU DESCRIPTION.....................................................................................................................................................15
TOOLBAR DESCRIPTION...............................................................................................................................................16
SEARCH FACILITY.........................................................................................................................................................17
RECORD LIST TABLE....................................................................................................................................................18
Modifying and organizing the record list appearance.....................................................................................18
Organize according to a specific field...................................................................................................................18
Table headers -Right-clicking options.................................................................................................................18
Record list -Right-clicking options......................................................................................................................18
Editing a record......................................................................................................................................................19
Adding a new record..............................................................................................................................................19
Auto detect............................................................................................................................................................19
Deleting records.....................................................................................................................................................19
Printing records......................................................................................................................................................20
Exporting records...................................................................................................................................................20
ACTIVE RECORD DETAILS...........................................................................................................................................21
Module tabs.............................................................................................................................................................21
The Image section...................................................................................................................................................21
Zoom.....................................................................................................................................................................21
Browsing...............................................................................................................................................................22
Notes and Categories.............................................................................................................................................22
Editing the active-record section layout.............................................................................................................22
Editing the active record fields............................................................................................................................22
Renaming field labels............................................................................................................................................22
Moving fields up and down the list.......................................................................................................................22
Removing fields ....................................................................................................................................................22
Additional commands............................................................................................................................................22
Editing the active record values...........................................................................................................................22

Table of Content
Scanshell.net User Guide © 2005 Card Scanning Solutions 4
THE STATUS BAR...........................................................................................................................................................23
5. RECORD MANAGEMENT .............................................................................................................................24
SCAN/EDIT WINDOW ...................................................................................................................................................24
NEW RECORD SCREEN:BUTTON DESCRIPTION.......................................................................................................25
ADDING A NEW RECORD..............................................................................................................................................26
Adding more images...............................................................................................................................................27
SCANNING FROM FILE..................................................................................................................................................28
SCANNING MAGNETIC STRIPS......................................................................................................................................28
CAPTURINGSIGNATURES...................................................................................................................................28
AFTER THE CARD IS SCANNED....................................................................................................................................29
Notes.........................................................................................................................................................................29
Categories................................................................................................................................................................29
Attaching categories ..............................................................................................................................................30
Creating, editing and deleting Categories .............................................................................................................30
sIGNATURES..........................................................................................................................................................30
Adding, Validating and deleting signatures ..........................................................................................................31
RAW OCR......................................................................................................................................................................32
VERIFYING CARDS........................................................................................................................................................34
6. DATABASE MANAGEMENT ........................................................................................................................36
OVERVIEW.....................................................................................................................................................................36
CREATING A NEW DATABASE......................................................................................................................................36
Fields display order...............................................................................................................................................39
Fields manipulation options.................................................................................................................................39
Adding fields.........................................................................................................................................................39
Editing fields .........................................................................................................................................................40
Deleting fields .......................................................................................................................................................40
Set legal fields.......................................................................................................................................................40
OPENING AN EXISTING DATABASE.............................................................................................................................41
DATABASE BACKUP......................................................................................................................................................42
Creating a backup..................................................................................................................................................42
7. USER MANAGEMENT.....................................................................................................................................43
ADDING A NEW USER....................................................................................................................................................43
Advanced..................................................................................................................................................................45
EDITING AN EXISTING USER........................................................................................................................................45
DELETING A USER........................................................................................................................................................45
8. EXPORTING DATA...........................................................................................................................................47
EXPORT LIST .................................................................................................................................................................47
Creating an export list...........................................................................................................................................47
EXPORTING TO THE WEB.............................................................................................................................................47
EXPORTING TO FTP......................................................................................................................................................50
FTP Advanced Details...........................................................................................................................................50
Data file naming....................................................................................................................................................51
Data Field Format.................................................................................................................................................51
EXPORTINGTOEMAIL..................................................................................................................................................54
EXPORTINGTOAPPLICATIONS....................................................................................................................................55
EXPORTING TO FILE......................................................................................................................................................56
Data File Naming...................................................................................................................................................57
Data Field Format.................................................................................................................................................58
TRANSFERRING DATA TO AN APPLICATION...............................................................................................................61
9. APPLICATION SETTINGS .............................................................................................................................62
GENERAL TAB...............................................................................................................................................................62

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Scanshell.net User Guide © 2005 Card Scanning Solutions 5
IMAGE TAB....................................................................................................................................................................64
Overview..................................................................................................................................................................64
Image color scheme................................................................................................................................................64
Image File Settings.................................................................................................................................................65
Scanner.....................................................................................................................................................................65
Scanner Calibration...............................................................................................................................................66
Cleaning the scanner.............................................................................................................................................66
LIVE UPDATE................................................................................................................................................................67
Registration.............................................................................................................................................................67
IDSCAN...........................................................................................................................................................................69
Scanner automation Tab.......................................................................................................................................69
Card Size...............................................................................................................................................................70
Field setting tab......................................................................................................................................................70
Removing fields from the display list...................................................................................................................71
Renaming fields.....................................................................................................................................................71
Fields order............................................................................................................................................................71
Verification Tab......................................................................................................................................................73
SCANSHELLAND MEDICSCANTABS........................................................................................................................74
Scanner automation Tab.......................................................................................................................................74
Card Size...............................................................................................................................................................74
Field setting tab......................................................................................................................................................75
Removing fields from the display list...................................................................................................................76
Renaming fields.....................................................................................................................................................76
Fields order............................................................................................................................................................76
BUSINESS CARD AND CHECKTABS.....................................................................................................................77
PASSPORT TAB..............................................................................................................................................................78
Scanner automation Tab.......................................................................................................................................78
Card Size...............................................................................................................................................................78
Field setting tab......................................................................................................................................................79
SIGNISHELLTAB...........................................................................................................................................................79
Settings tab..............................................................................................................................................................79
Field setting tab......................................................................................................................................................80
10. PRINTING.............................................................................................................................................................81
PRINTING RECORDS......................................................................................................................................................81
LAYOUT OPTIONS..........................................................................................................................................................83
Adding a layout.......................................................................................................................................................83
Adding a layout from an existing one.................................................................................................................83
Modifying an existing page layout.......................................................................................................................83
Deleting a layout....................................................................................................................................................83
SELECTING FIELDS........................................................................................................................................................84
Changing the order of the fields appearance....................................................................................................86
Removing a field from the Selected Fields column...........................................................................................86
PRINT PREVIEW.............................................................................................................................................................86
Changing the printing font....................................................................................................................................88
11. DYMO PRINTER ................................................................................................................................................89
Changing the order of the fields appearance.........................................................................................................90
Removing a field from the Selected Fields column ..............................................................................................90
12. LIVE UPDATE.....................................................................................................................................................91
13. IMPORT.................................................................................................................................................................93
14. RULES .....................................................................................................................................................................95
CREATING RULES..........................................................................................................................................................96
EDITING RULES.............................................................................................................................................................99
DELETING RULES........................................................................................................................................................100

Table of Content
Scanshell.net User Guide © 2005 Card Scanning Solutions 6
MANAGING RULES......................................................................................................................................................100
15. APPENDIX A: TROUBLES HOOTING.....................................................................................................101
TABLE OF FIGURES
Figure 3-1: Login window....................................................................................................12
Figure 4-1: The main screen.................................................................................................14
Figure 4-2: The search facility .............................................................................................17
Figure 4-3: Records list........................................................................................................18
Figure 4-4: Right-click contextual menu..............................................................................18
Figure 4-6: Delete command in the contextual menu ..........................................................19
Figure 4-7: Delete dialog......................................................................................................20
Figure 4-8: Active record details..........................................................................................21
Figure 4-10: Status bar .........................................................................................................23
Figure 5-1: The New and Edit Record screen......................................................................25
Figure 5-2: Region/State selection.......................................................................................27
Figure 5-4: Categories window............................................................................................30
Figure 5-5: Manual OCR window........................................................................................32
Figure 5-6: Card verification window..................................................................................34
Figure 5-7: Verification window with scan and verification results ....................................35
Figure 6-1: Module selection window..................................................................................37
Figure 6-2: Database fields and layout fields' selection window.........................................38
Figure 6-3: Fields creation window......................................................................................39
Figure 6-4: Dropdown list value definition window............................................................40
Figure 6-5: Set legal fields window......................................................................................41
Figure 6-6: Database backup screen.....................................................................................42
Figure 7-1: User list window................................................................................................43
Figure 7-2: New user setup window.....................................................................................44
Figure 7-3: The user permissions Advance screen...............................................................45
Figure 8-1: Export list window.............................................................................................47
Figure 8-2: Module and fields selection for Web export .....................................................48
Figure 8-3: Extra export data (Web export).........................................................................49
Figure 8-4: FTP Export configuration..................................................................................50
Figure 8-5: FTP Advanced Export configuration.................................................................50
Figure 8-6: Module and fields for export.............................................................................52
Figure 8-7: Extra export data................................................................................................53
Figure 8-8: Email export header screen................................................................................54
Figure 8-9: Email export advanced details...........................................................................54
Figure 8-10: Module and fields selection for export............................................................55
Figure 8-11: Extra export data..............................................................................................56
Figure 8-12: Export file name configuration........................................................................57
Figure 8-13: Module and fields selection for export............................................................59
Figure 8-14: Extra export data (Web export).......................................................................60
Figure 8-1: The transfer dialog.............................................................................................61
Figure 9-1: Setup -General tab ............................................................................................62

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Scanshell.net User Guide © 2005 Card Scanning Solutions 7
Figure 9-2: Setup -Image tab...............................................................................................64
Figure 9-3: Setup -LiveUpdate tab......................................................................................67
Figure 9-4: Registration window..........................................................................................68
Figure 9-5: Setup – ID Scan.................................................................................................69
Figure 9-6: Field selection screen.........................................................................................71
Figure 9-7: Verification tab ..................................................................................................73
Figure 9-8: Setup – MedicScan and ScanShell ....................................................................74
Figure 9-9: Field selection screen.........................................................................................75
Figure 9-10: Setup – Barcode and DL Barcode ...................Error! Bookmark not defined.
Figure 9-11: Setup -Business card module..........................................................................77
Figure 9-12: Setup – passportl..............................................................................................78
Figure 9-13: Magnetic reader tab .........................................Error! Bookmark not defined.
Figure 10-1: Print wizard -Format selection screen............................................................82
Figure 10-2: Print Wizard -Fields selection screen.............................................................84
Figure 10-3: Print Preview screen........................................................................................87
Figure 11-1: Dymo printer setup ..........................................................................................89
Figure 13-1: Import Wizard -Selection of previous CSSN programs' database..................93
Figure 13-2: Import Wizard -Selection of fields to import ...............................................93
Figure 14-1: Rule Wizard window.......................................................................................96
Figure 14-2: Rule Wizard with selections according to the example in this chapter...........97
Figure 14-3: Rule details section in the Rule Wizard...........................................................97
Figure 14-4: Field content dialog box..................................................................................98
Figure 14-5: Sound file selection dialog box.......................................................................98
Figure 14-6: Rule list window..............................................................................................99

Introduction About this document
Scanshell.net User Guide © 2005 Card Scanning Solutions 8
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. This user guide covers all available modules. Please refer to the
parts of this user guide covering your module/s, and ignore those concerned with modules
not included in your package.
NAVIGATING THIS USER GUIDE
If you are using this user guide on screen, please note that all pointers (such as “See
Section x, page 00) are live hyperlinks, which you can click to jump to the pointed section.
Similarly, all the entries in the Table of Contents at the beginning of this document are live
hyperlinks. In addition, you can open the Bookmarks of the Acrobat Reader and use them
to navigate the document.
OVERVIEW
Scanshell.net is a powerful scanning application for ID cards as well as other types of
cards and scanning purposes. The cards are scanned into a relational database, and saved in
records; each record stores the ID card image, the ID card data, and additional user-defined
information such as the scanning time, categories and more. The data stored in
Scanshell.net can be easily sorted, arranged, stored, retrieved and printed according to
various built-in and user-defined criteria and categories.
Scanshell.net has extensive export capabilities, allowing you to export scanned data
automatically to any other application such as Microsoft Outlook, Excel and Word, as well
as Email, FTP, and the Web, directly from within the program.
MODULES
Scanshell.net is a modular application. It has several modules, each dedicated to a specific
field. The modules available at the moment are:
§IdScan for Driver Licenses – Scanning driver licenses
§Passports Reader – Scanning Passports
§MedicScan – Scanning medical insurance cards
§Business Cards Reader – Scanning business cards
§Scanshell – General scanning purposes

Introduction Scanshell.net Features
Scanshell.net User Guide © 2005 Card Scanning Solutions 9
§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 [phone], or through our Web site, http://www.card-reader.com.
SCANSHELL.NET FEATURES
§Fully automated scanning process -Allowing you to focus on chain-feeding media
to the scanner, while image processing and data extraction take place in the
background.
§Automatic page-feed detection -launches the scan job immediately upon the
insertion of a document into the scanner.
§Fully customizable – User defined layout, fields, and field names.
§Multi language support -users can select their individual application interface
language.
§The ID card / Passport / Barcode image and data are automatically stored in a local
or remote relational database, in a pre-defined color scheme and resolution.
§Image auto alignment -Automatically corrects incorrect card insertion.
§Capable of scanning any photo media including paper photos, ID cards, Passports
and even rigid plastic credit cards.
§Data is automatically extracted into appropriate database fields.
§Database capabilities including extensive search capabilities.
§Exclusive database export capabilities; to other Applications, Internet, FTP, Email,
files.

Getting Started
Scanshell.net User Guide © 2005 Card Scanning Solutions 10
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. The box contains the
following:
§ScanShell scanner
§Application CD
§USB interface cable
§User license card
§Calibration card (only with ScanShell 800)
§Cleaning card (only with ScanShell 800)
MINIMUM SYSTEM REQUIREMENTS
The minimum system requirements are:
§Pentium III with 128MB
§Win 2000 with service pack 2 or higher
§Internet Explorer 5.01 or higher
§USB port
§25 MB free storage space
CONNECTING THE SCANNER
The scanner is connected to the computer via the USB port. To connect the scanner, do the
following:
§Place the scanner on a flat, firm, solid surface with easy access.
§Plug the USB interface cable into the USB port of the computer
§After the Add new hardware wizard dialog box appears, click Next until you are
asked to install the driver for the reader.
§Insert the installation CD into the drive.
§You will find the driver on the installation CD at:
1. < CD-ROM drive >:/Driver/800 (for the ScanShell 800 or 800N scanner
model)
2. < CD-ROM drive >:/Driver/MagShell (for the MagShell scanner model)
3. < CD-ROM drive >:/Driver/1000 (for the ScanShell scanner 1000 model)
§After you specify the driver location, click Next until the installation is complete.