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

Table of Content
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

Table of Content
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.

Getting Started Installation
Scanshell.net User Guide © 2005 Card Scanning Solutions 11
INSTALLATION
To install the software on the computer, do the following:
1. Close all programs.
2. Insert the CD into the CD ROM drive.
3. Wait until the install program begins and follow the instructions on the screen.
4. If the install program does not start automatically, click the My Computer icon on
the desktop and select the CD ROM drive.
5. Double click on the Setup program.
6. Wait until the install program begins and follow the instructions on the screen.
7. Setup will check if Microsoft .NET framework 1.1 or higher is installed on your
computer. If it is not installed, setup will promt you to install it. Click "Yes" to
install Microsoft .NET framework or "No" to skip Microsoft .NET framework
installation.
Please note that if Microsoft .NET framework 1.1 or higher is not installed on your
computer, you will not be able to install and use Scanshell.net.
To run the software, click the Windows Start button, select Programs > Card Scanning
Solution, and then click Scanshell.net.
When starting the program for the first time, you will be prompted to fill in your license
code.
Note: Scanshell.net requires a minimal resolution of 1024*768 and is best viewed at 96 DPI.
UNINSTALL
To uninstall the software, open the Add-Remove Programs control panel. Select the
application icon and click on Add/Remove. Follow the uninstall instructions until the
operation is completed.

Starting the Program Login
Scanshell.net User Guide © 2005 Card Scanning Solutions 12
3.STARTING THE PROGRAM
LOGIN
Note: The very first time you start the program you will be prompted to enter your registration
number.
When you start the application, you will be presented with a Login dialog box, where you
have to fill in a user name and a password, and select or create a database:
Figure 3-1: Login window
1. Type in your user name and password.
2. Select a database to open. By default, the application starts with the database that
was most recently used, already selected. You can select another database (if it
exists) by clicking the Select Databasebutton, or create a new database if no
database is available (you must create and specify a database before proceeding).
sA standard browsing window will be opened, by default displaying the
application root directory.
sNavigate to the desired database file (which can also be located in a different
directory), select a database and press OK.
3. If there is no database yet, you must create at least one database before you can
proceed. Click the New Databasebutton to create a database. For complete
instruction on creating a new database, please see Creating a new database, page
36.
4. Click Login. The main screen will appear.
FIRST TIME USE:
1. You must create at least one database in which scanned data will be stored before
you can log in. Click the New Database button to open the Database Wizard and

Starting the Program Login
Scanshell.net User Guide © 2005 Card Scanning Solutions 13
create a database. For detailed instructions on creating a new database, please see
Creating a new database, page 36.
2. After you create a database, type in a user name and a password you would like to
use for this database, and make sure you will remember them.
3. Click the Login button or hit the Enter key.
Administrator Login
Login as an administrator enables the administrator privileges level (highest user level).
The administrator can define and control access privileges to the application and databases.
Using the User List he/she can define additional users and give them different access
privileges as explained in the User Management, page 43. To log in as an administrator,
use the following initial administrator user name and password:
User name: CSSN
Password: 123456
CREATING A NEW DATABASE
Click the New Database button to open the Database Wizard. For detailed instructionson
creating a new database, see Creating a new database, page 36.
When you are done, click Login.

Main screen
Scanshell.net User Guide © 2005 Card Scanning Solutions 14
4.MAIN SCREEN
Figure 4-1: The main screen
The main screen consists of the following sections (for instructions on how to use each
section, please refer to the detailed description of each section after the following list):
1. Menu bar(see Menu Description, page 15).
2. Toolbar-Containing buttons for most of the common application functions (see
Toolbar Description, page 16).
3. Search facility – Allowing you to search for any string in any field of the database,
and use categories as additional criteria (see Search facility, page 17).
4. Record List-Displays all the records currently in the database (see, page 2).
5. Record Details -Displays the Active Record details. After a record is scanned, it is
added automatically at the bottom of the record list and becomes the active record.
The Record Details section has an additional tab for each module that is available
in the application (see Active Record Details, page 21).
6. Image frame -Showing the scanned card image, and image browsing and zoom
controls.
7. Notes and categories -Additional tabs under the image frame for displaying the
record notes and categories (if they exist), see Notes and Categories page 22, and
Notes and Categories, page 29.

Main screen Menu Description
Scanshell.net User Guide © 2005 Card Scanning Solutions 15
8. Status bar-At the bottom of the screen, showing the number of records in the
database, and the scanning sources that are connected/not connected.
MENU DESCRIPTION
Menu
Sub
-
menu
Action / Description
File
New Database
Create a new da
tabase,
see
Creating a new database
page 36
Open Database
Open an existing database, see
O
pening an existing
database page 41
Edit Database
Open the database wizard that allows you to edit the
current database, see Creating a new database page
36.
Backup database
Backup the currently open dat
abase,
see
Database
backup page 42
Import
Import records from previous versions of CSSN
applications, see Import, page 93.
Export list
Open the Export list, see
Exporting data
-
>
Export
List, page 47.
Print
Print either selected records or all records usi
ng the
print wizard, see Printing, page 81
Label Printers
Select and open the dialog of label printers, if
connected. See DYMO Printer, page 89.
Transfer
Transfer data to a designated application (currently
only MS Outlook is supported), see Transferring
data to an application, page 61.
Log off CSSN
Log of
f the current user, enabling registration as a
different user
Recent Databases
Allows you to select a database from a list of recently
used databases.
Exit
Exit the program
Record
New record
Create a new record
–
Open the scanning window,
see Scan/Edit Window, page 24
Edit record
Edit selected record
–
See
Scan/Edit
Window
, page
24
Delete record
Delete selecte
d record(s)
–
See
Deleting records
,
page 19
View
Record Details
Toggle the display of the
Active Record
section on
and off
Always on top
Selecting this option causes
Scanshell.net
to
be
always visible
Tools
Settings
Open the scanner configuration window, see
Application Settings, page 62.
Change Password
Open a window in which you can change your
password

Main screen Toolbar Description
Scanshell.net User Guide © 2005 Card Scanning Solutions 16
Menu
Sub
-
menu
Action / Description
User
Manager
Open the user setup window in which you can
add/delete users and access privileges, see User
Management, page 43
Check for Updates
Activate the live update function, see
Live Update
,
page 91
Rules list
Open the
Rules
window, where you can define rules.
See Rules, page 95
Help
About
Scans
hell.net
Open
Scanshell.net
About screen, with a complete
list of Scanshell.net modules
CSSN
on the web
A link to the CSSN web site
View help
Open the Help file
TOOLBAR DESCRIPTION
Button
Name
Description
Print
Print records according to recent
ly used print properties.
Click on the arrow to select Selected Records or All
Records. Before you can use the print button you have to
use the print wizard at least once, to set up the print
properties
New record Open a new record dialog box, in which you can configure
and start a scan
Edit record Open the Edit Record dialog to edit the active record
Delete record Delete the selected record(s)
Card auto-
detection
Automatically detect insertion of a new card into the
scanner tray, open the New Record dialog box and perform
a scan according to the preset configuration
Scan button
The scan button allows direct scanning. The button's icon
changes automatically according to the scanning source
selection in the New Record screen:
Swipe – Read magnetic strips using the Magshellscanner.
Scan– Perform a scan using one of CSSN scanners.
Browse – Browse for an image file to be used as a data
source.
Capture – Capture a signature using the SigniShell
pad\LCD.
Application
settings
Open the app
lication's configuration screen, where you can
configure the parameters of the application's various
functions

Main screen Search facility
Scanshell.net User Guide © 2005 Card Scanning Solutions 17
SEARCH FACILITY
Filter the records of the active module using the following criteria: The search word or
string you enter, a field you specify (or all the active module records if you leave “Any
field”), and category.
Figure 4-2: The search facility
For example: Typing “Smith” in the Find box and selecting Name in the field combo box
finds all the records in the active module that have the string “Smith” in their Name field.
You can perform the search on the entire module records list by selecting Any field.
The search tries to match the requested string to sub-strings in the database. For example, if
you typed in “Jo” in the Find field, the search will show results with all records that include
the string “Jo”, such as “Johnson”, “Jonah” and even “Banjo”.( case insensitive)
Category: When you scan in a card, you have the option of attaching categories it to, see
Categories, page 29. Categories allow you to search for cards in certain categories, e.g.,
VIP customers, business associates, etc. Categories can also be added later while editing
records.

Main screen Record List Table
Scanshell.net User Guide © 2005 Card Scanning Solutions 18
Figure 4-5: Record
list contextual menu
RECORD LIST TABLE
Figure 4-3: Records list
The record-list table shows a summary of the database records. The fields that are
displayed in the grid are determined while using the database wizard to create the database.
The fields and the order in which they appear in the grid can be changed by opening the
Application Settings (click the Settings button or by select Settings from Tools menu) and
selecting the desired module tab. The module tab will have a secondary tab named ‘Field
settings’, where you can select the fields that are displayed, and the fields display order, as
well as create new fields. See Application Settings, page 62.
MODIFYING AND ORGANIZING THE RECORD LIST APPEARANCE
The appearance of the list can be modified in several ways, as follows:
Organize according to a specific field
Click on the desired field column header. The whole list will be organized according to this
field, sorted in ascending order.
An additional click on the column header will toggle between displaying the table records
according to this field in an ascending or descending order.
Table headers -Right-clicking options
Right
-
clicking on the Record List headers will
display the following contextual menu:
Sort Ascending/Sort Descending: Select Ascending
or Descending to organize the table according to this
field in ascending or descending order.
Group by This Field -N/A.
Runtime column customization-N/A.
Best Fit – Fits the column width to its content.
Clear Filter– N/A
Best Fit (all columns)-Fits all columns width to the
table content.
Figure 4-4: Right-click contextual
menu
Record list -Right-clicking options
Right clicking on the list opens a contextual menu with the options to
create a new record, edit, delete, print and export the active record.

Main screen Record List Table
Scanshell.net User Guide © 2005 Card Scanning Solutions 19
EDITING A RECORD
You can open a record for editing in one of the following ways:
§Double-click on a record, or
§Double – click on one of the record fields in the fields display section, or
§Right-click on a record and select Edit from the contextual menu, or
§Select a record and then click the Edit Record button in the button bar, or
§Select a record and then select EditRecord from the main menu.
§The record will open in edit mode, in which you can edit the record fields, images,
notes and categories. This is the same window as the window in which you scan a
new card. For information on modifying records data, please see Adding a new
record, page 26.
ADDING A NEW RECORD
To add a new record, you can use one of the following options:
§Click the New button, or
§Right-click on a record and select New from the contextual menu, or
§Select New Record from the main menu.
§Click on the Scan/Browse/Swipe button (N/A in auto detection mode). The
scanning window will open. Adjust settings as required, and click the Scan button.
For detailed instructions on how to perform a scan, see Adding a new record, page
26.
Auto detect
Alternatively, if the auto detect option is enabled, insert a card into the scanner. The
scanning process will proceed automatically. To enable auto detect, click the Auto Detect
button in the button bar (note that the icon is highlighted green), or check the auto
detection box in the Settings->General tab. In Magnetic Reader mode, just swipe the card
through the magnetic reader.
DELETING RECORDS
Right-click on a record and select Delete->All records
to delete all records currently in the module database, or
Selected Record(s) to delete only the record(s) you
selected and right-clicked on.
To delete more than one record at the same time: Hold
down the Ctrl key, select the records you want to delete,
right-click and select Delete-> Selected Record(s).
Delete button and Delete Record menu command: You can also delete records by
selecting one or more records and clicking on the Delete button in the button bar, or
selecting Delete Record from the Records menu.
Figure 4-6: Delete command in the
contextual menu

Main screen Record List Table
Scanshell.net User Guide © 2005 Card Scanning Solutions 20
Whatever deleting method you choose, the dialog box in Figure 4-7will open, asking you
if you want to delete the record from all the modules in your Scanshell.net application, or
just from the module in which you are currently working. For example, you might have a
record of the same person in several modules: A record of his driver’s license in the
driver’s license module, a record of his business card in the business card module, etc. You
can choose to delete the person’s record from the driver’s license module, but keep the one
in the business card module.
Figure 4-7: Delete dialog
PRINTING RECORDS
Right-click on a record and select Print->All records to print all records currently in the
database, or Selected Record(s) to print only the record(s) you selected and right-clicked
on.
To print more than one record at the same time: Hold down the Ctrl key, select the records
you want to print, right-click and select Print-> Selected Record(s). See also Printing,
page 81.
Print button-Select one or more records and click on the Print button in the button bar.
This option will print the records using the printing setup that was most recently used,
without opening the Print Wizard.
Print menu command: You can also print either selected records or all records by
selecting Print from the File menu, which will open the Print Wizard.
Print Wizard– After you make your printing selection, you will be presented with the
Printing Wizard, which will guide you through the various printing options in
Scanshell.net. Please see Printing, page 81.
EXPORTING RECORDS
Right-click on a record and select either an existing export list, or Export listif you want to
create a new export list for this export.