Tokenworks CardVisor ID Instructions for use

CardV isor®ID Scanner
Hardw are User Manual
3 5 1 1 Silve rside Rd, Suite 1 0 5
Wilmington, DE 1 9 8 1 0
Phone : (8 0 0 ) 5 7 4 5 0 3 4
www.CardViso r.c o m - Pro duc t Info rmatio n Suppo rt@ To ke nWo rks .c o m
www.To ke nWo rks.c o m - Co mpany Info rmatio n Re visio n: 1 .0 August 2 0 0 5

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About T his Docum ent
This do c ume nt de s c ribe s ho w to us e the CardVis o r®ID hardware . The firs t part o f
the manual applie s to all ve rsio ns o f the pro duc t. The latte r part c o ntains spe c ific
ins truc tio ns fo r c us to me rs with the 2 D Bar Co de Re ade r Cradle .
This do c ume nt sho uld be use d in c o njunc tio n with the Handspring Viso r us e r manual
(o n the Hands pring CD o r available o n-line at Handspring.c o m), and the CardViso r
So ftware Us e r m anual that de tails installatio n and use o f PC data transfe r so ftware .
What’s in t he box
Ma gne tic St ripe Re a der Only Version
1 . CardTo o l®Re ade r with CardVis o r®so ftware installe d in flash me mo ry.
2 . Handspring Vis o r Handhe ld c o mpute r
3 . USB Ho tSync ™ cradle
4 . Gre e n Handspring CD with Palm De s kto p so ftware and Ho tSync Manage r
5 . To ke nWo rks®White CD with Use r Manuals and VIP/ Banne d list utilitie s
6 . Two AAA alkaline b atte rie s.
Bar Code Re ader & Ma gne tic St ripe Version
1 . CardTo o l®Re ade r with CardVis o r®so ftware installe d in flash me mo ry.
2 . Bar Co de Re ade r Cradle with AC c harging adapte r
3 . Handspring Viso r De luxe o r Handspring Viso r Pro Handhe ld c o mpute r
4 . USB Ho tSync ™ c radle o r USB Ho tsync ™ c harging Cradle with AC adapte r (Pro
Ve rs io n)
5 . SC-2 0 0 0 USB Ho tsync c able
6 . Gre e n Handspring CD with Palm De s kto p so ftware and Ho tSync Manage r
7 . To ke nWo rks®White CD with Use r Manuals and VIP/ Banne d list utilitie s
8 . Two AAA alkaline b atte rie s and wall c harge r with fo ur 8 0 0 mAh AAA re c harge able
batte rie s (no n-Pro Ve rsio n).

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Ta ble of Cont e nt s
About This Document____________________________________________________ 2
What’s in the box _______________________________________________________ 2
Magnetic Stripe Reader Only Version____________________________________ 2
Bar Code Reader & Magnetic Stripe Version______________________________ 2
Table of Contents _______________________________________________________ 3
Handspring Visor Button & Icon Layout ____________________________________ 4
Inserting the CardTool ___________________________________________________ 5
CardVisor Application Installation _________________________________________ 5
Main Screen Description_______________________________________________ 6
Swiping a Magnetic Card _________________________________________________ 6
CardVisor Options Menu _________________________________________________ 7
Age Threshold and Alarms _____________________________________________ 8
Memo Pad _____________________________________________________________ 8
Protecting ID Scanner Data _______________________________________________ 9
Tip - Appending Notes to Swipe Data via MemoPad __________________________ 11
Appending Notes to License Data (CardVisor III feature) ______________________ 12
CardVisor IV – Anti Card Pass Back_______________________________________ 13
Automatic Anti Pass-Back Database Management ________________________ 13
CardTool Removal _____________________________________________________ 14
Maintenance and General Care___________________________________________ 14
Resetting the Handheld _________________________________________________ 15
Performing a soft reset _______________________________________________ 15
Performing a Hard Reset _____________________________________________ 16
Power Down Reset - AAA battery devices only ___________________________ 17
Battery Life ___________________________________________________________ 17
Trouble Shooting – Handheld Computer & Magnetic Stripe Reader _____________ 19
For ID Scanners with Bar Code Reader Cradle ______________________________ 20
Parts Diagram – Bar Code Reader Cradle __________________________________ 21
Controls Diagram ______________________________________________________ 22
Inserting Handheld into Bar Code Reader Cradle ____________________________ 23
How to scan a Driver’s license with a 2D Bar Code ___________________________ 24
How to scan a Driver’s license with a 2D Bar Code ________________________ 24
Connecting Bar Code Reader Cradle to PC for HotSyncing ____________________ 25

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Battery _______________________________________________________________ 26
Charging the Bar Code Reader Cradle __________________________________ 26
Battery Life of Bar Code Reader Cradle_________________________________ 26
Charging the Handspring Visor Pro (optional) in the Bar Code Reader Cradle 26
Trouble Shooting – related to Bar Code Reader Cradle ________________________ 27
Copyright_____________________________________________________________ 28
Limited Warranty - CardTool®reader and/or CardVisor®software ______________ 28
Age Verification Calculation Limitations ________________________________ 29
State and Local Privacy Laws, Ordinances or Rules _______________________ 29
Graffiti Table _________________________________________________________ 30
Ha ndspring V isor But ton & Ic on La yout
Sho wn are the butto ns
and ic o ns re fe rre d to
thro ugho ut this manual.
No te the lo c atio n o f the
Date Bo o k b utto n, Me nu
ic o n and Me mo Pad
butto n. The po we r butto n
is to the le ft o f the Date
Bo o k butto n.

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Inse rt ing the CardTool
To inse rt the CardTo o l, align the unit with the Hands pring e xpansio n slo t (se e figure
1 ) and gradually inse rt the unit. It sho uld ins e rt smo o thly until it make s c o ntac t with
the e xpans io n slo t s to ps . Do no t fo rc e the unit into the e xpansio n slo t. If re s is tanc e
is s ignific ant, withdraw CardTo o l and e nsure the re are no fo re ign o bje cts in the
e xpans io n slo t and that CardTo o l is pro pe rly aligne d with the Viso r e xpansio n slo t,
the n try again.
Figure 1 – CardTo o l Re ade r ins erting into Handspring Vis o r Springb o ard e xpa ns io n s lo t
Ca rdV isor Applic at ion I nsta lla tion
The CardViso r so ftware is sto re d in the flash me mo ry o f the CardTo o l re ade r and
auto matic ally launc he s afte r plugging in the CardTo o l re ade r into the handhe ld. A
we lco me s cre e n appe ars whic h ins truc ts the use r to pre s s the Date Bo o k b utto n to
launc h the m ain s cre e n o f CardViso r magne tic s tripe a pplic atio n (sho wn b e lo w). If
the b ar c o de re ade r c radle is installe d, the n pre s sing the Addre s s Bo o k butto n will
launc h the bar co de versio n o f CardVis o r.
It is VITAL to c he c k the date and time displaye d in the top right c o rne r o f the s cre e n.
If the date is no t c o rre c t, the n the c alc ulate d age will b e inc o rre c t! To se t the
date / time , c lic k o n the Applic atio ns Ic o n (lo o ks like a small ho use in the graffiti are a),
the n c lic k o n the ‘Pre fs’ ic o n. Tap o n the b o x, whic h c o ntains the date o r time , and
the n fo llo w the pro mpts to c hange . De tails als o pro vide d in the Hands pring Us e r
guide .

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Make Sure Date & Time at the to p o f the fo rm is c urre nt
CardVis o r III & IV Main Sc re e n CardVis o r I & II Main Sc re e n
Ma in Sc re en De sc ript ion
The m ain sc re e n is whe re the m agne tic c ard data and status is dis playe d afte r e ac h
swipe . At the bo tto m o f the sc re e n is a dialo g bo x whe re us e r me ssage s suc h as
“Swipe Again” are displaye d.
Sw iping a Magnetic Card
1 . With the CardVis o r a pplic atio n running o n the Hands pring Vis o r, ho ld the unit in
yo ur le ft hand (if yo u are a le fty, ho ld the unit in yo ur right hand).
2 . Us ing the o the r hand, ho ld the drive rs lic e nse with the MagStripe fac ing to wards
yo u and swipe the c ard to wards yo ur bo dy. The above illustratio n is fo r a right-
hande d pe rs o n.
3 . Ensure that the magne tic card’s edge re mains in full c o ntac t with the base of the
card slo t, swipe the c ard c o mple tely thro ugh the c ard slo t.
4 . It do e s no t matte r whic h way the c ard is swipe d, but it is impo rtant that the c ard
is no t ske we d / tippe d during the swipe . Ske wing o c curs if the c ard is tilte d o r
lifte d as it is swipe d thro ugh the s lo t.
5 . The CardViso r age ve rific atio n so ftware will dis play the drive rs lic e ns e info rm atio n
o n the s cre e n afte r a suc c e ssful swipe and s to re the data in the Viso r me mo pad
applic atio n.

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Tip: Try a fe w prac tic e s wipe s , ho ld the magne tic c ard in the c e nte r and m aintain
pre ssure o n the bo tto m e dge o f the c ard as it trave ls thro ugh the slo t. Expe rime nt
with the s pe e d and o rie ntatio n. So me find it e asie r to ho ld the Handspring Vis o r with
the s cre e n facing le ft o r right and swiping the c ard ve rtic ally thro ugh the c ard slo t.
CardV isor Opt ions M enu
The Optio ns me nu is us e d to c o nfigure the s o ftware . To ac c e ss it, c lic k o n the Me nu
Ic o n, jus t b e lo w the Applic atio n ico n (small ho us e in the graffiti are a -se e pre vio us
diagram). De pe nding o n the ve rs io n o f CardViso r so ftware , the re are thre e o r fo ur
ite ms o n the Optio ns me nu. The Re s e t o ptio n will re -initialize the CardTo o l hardware .
If the unit is no t re spo nding to a c ard swipe , try the re se t o ptio n. If suc c e ssful, the
“Swipe A Card” me ssage will be displaye d. If no t, se e the tro uble s ho o ting s e ctio n in
this do c um e nt.
Optio ns Me nu o f CardVis o r
CardVis o r I and II do NOT ha ve the
‘Te s t VIP/ Banne d Da tab ase ’ ite m
Sc re e n Afte r Re se t Co mm and
The ‘ Abo ut CardViso r’ dis plays info rmatio n o n the applic atio n and its de ve lo pe r. The
‘Age Thre sho ld and Alarms’ ite m se ts the age
thre s ho lds fo r vario us alarm e ve nts, alarm so unds ,
and dis play o ptio ns. Se e the Age Thre s ho ld and Alarm
se c tio n in this do c ume nt fo r additio nal de tails . The
‘Te s t VIP / Banne d Database ’ ite m is pre s e nt in
CardVis o r III & IV and sho uld be run whe ne ve r a ne w
Banne d/ VIP database is lo ade d into the handhe ld.
What is the Graffiti Area?
The Graffiti writing are a is divid e d into two pa rts: o ne
fo r writing le tte rs , and o ne fo r writing num be rs . The
little "ab c" o r "1 2 3 " a t the b o tto m c o rne rs o f the
Gra ffiti writing a re a te ll yo u whe re to write le tte rs o r
num be rs. Yo u c an also tap the "abc " o r "1 2 3 " to
b ring up the o ns c re e n ke yb o ard.

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Age T hre shold and Alarm s
The Age Thre sho ld and Alarm s cre e n c o nfigure s at what age CardViso r will alarm at
and what alarm so und will be playe d. The re are six so unds available fo r the unde r
1 8 , unde r 1 9 , under 2 0 , unde r 2 1 , and e xpire d lic e ns e c o nditio ns . Afte r s e le c ting a
ne w so und, CardVis o r will play it b e fo re updating the dis play.
The Expire d alarm m ay no t be disable d, o nly the alarm s o und may be c hange d. The
Happy Birthday song may be dis able d by un-c he c king the c he c k bo x. If c he c ke d, o ne
may se le c t e ithe r the lo ng o r sho rt ve rsio n o f the Happy Birthday. The Visual
indic atio n o f a birthday will be dis playe d o n the main s cre e n status line .
If the Age YYMMDD ite m is c he c ke d, the n the age will b e displaye d in ye ars mo nths
and days. This allo ws o ne to s e e ho w c lo s e so me bo dy’ s birthday is and wis h the m a
pre -happy birthday. If un-c he c ke d, the n the age is displaye d just in ye ars.
Me mo Pad
Pre ss the Me mo Pad Butto n to s e e the sto re d lic e ns e data. Tapping o n e ac h line will
pro vide a de taile d vie w o f the swipe d lic e ns e data. The drive r's lic e nse data is
pars e d and sto re d as Me mo s in Me mo Pad applic atio n (built-in Palm OS applic atio n)
unde r the CardVisor c ate go ry. Sho wn b e lo w is a list o f Pars e d transac tio ns o n the
main Me moPad sc re e n. On the right is the de taile d data sho wing the fo llo wing
pars e d info rm atio n; Firs t, Middle , Last Name , Title (Jr., Sr., II, 3 rd, etc.), Addre ss, City,
State , Zip, Drive r's Lic e nse numbe r (0 2 1 3 6 5 4 4 2 4 ), Expiratio n date (YYYYMMDD),
Date o f Birth YYYYMMDD o f birth, Ge nde r (M/ F), the s tatus o f the swipe (OK, Under
1 8 , Under 1 9 , ID Expire d, e tc.), and the sc an date & time . Also sho wn are the fie ld
se parato r c harac te rs (^), use d whe n im po rting the data into pro grams like Mic ro so ft
ACCESS o r Mic ro so ft Exc e l.
Unde r 1 8 and Unde r 2 1
age alarms c o nfigure d.
Po p Up me nu fo r Unde r 2 0
Alarm
Happy Birthday So ng –
Lo ng o r Sho rt Ve rs io n

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Me mo Pad s ho wing all
me mo Catego rie s
Pars e d Da ta in Card Vis o r
Ca te go ry
Individua l Me mo sho wing
pars e d data
In additio n to the parse d data, an unpars e d re c o rd is als o sto re d in the Me mo Pad
applic atio n unde r the RawData c ate go ry. This pro vide s a c o nve nie nt me tho d to c ro ss
c he c k the pars e d info rm atio n, pro vide te c hnic al fe e dbac k to To ke nWo rks and ve rify
additio nal fie lds fro m the drive r's lic e nse ..
Unparse d Data in
‘RawData’ Cate go ry
Individua l Me mo sho wing
unpars e d da ta
Be fo re a ne w Me mo is s to re d in Me mo Pad, the last me mo is c o mpare d to the ne w
pe nding Me m o. If it is ide ntic al in e ve ry re spe c t, inc luding the date and time stamp,
the n the ne w me mo is no t s to re d. If the ne w Me m o diffe rs in just the time , it is s till
sto re d. This fe ature pre ve nts re dundant Me mo s fo r the same lic e ns e swipe d
re pe ate dly in s uc c e ssio n.
Prot ect ing I D Scanne r Dat a
This fe ature s ho uld be use d with c autio n as fo rge tting the PIN c o de will re quire
e rasing all s ave d transac tio n data. Drive rs Lic e nse Transac tio n data re c o rds are
sto re d as Me mo s (in Me mo Pad applic atio n ) and are m arke d Private b y the CardViso r
so ftware . The y may be hidde n o r maske d by e nte ring a use r s e le c te d PIN c o de via
the s e c urity applic atio n (o ld fashio n ke y ic o n o n ho me sc re e n). Sho wn b e lo w is
what the trans ac tio n data sto re d in Me m o Pad lo o k like whe n maske d o r hidde n.

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Transac tio n Data Visib le Transac tio n Data Mas ke d Tra ns ac tio n Data Hidde n
To s e t the PIN c o de , se le c t the Se c urity Applicatio n (sho wn be lo w) fro m the Ho me
sc re e n. The n se le c t Mask Re co rds o r Hide Re co rds fro m the Curre nt Privac y Me nu.
Se le c ting e ithe r will pro mpt a Passwo rd o r PIN c o de to be e nte re d, whic h mus t the n
be c o nfirme d.
Se c urity App.-lo we r right Se le ct Sho w o r Ma sk Ente r Pa ss wo rd
No te : If the PIN c o de o r Passwo rd is fo rgo tte n, the re is no way to re c o ve r it via the
standard s e c urity applic atio n. Re s e tting the Passwo rd will de le te all the transac tio n
data. Use this fe ature with c autio n.
Co nfirm Pass wo rd Mas k Re c o rds Enable d Hide Re c o rds Enable

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No te : This s am e PIN c o de c an b e to 'lo c k' the s ys te m so that turning it bac k o n
re q uire s the PIN c o de . Se e the Hands pring Use r
guide fo r using this fe ature . Again, use the PIN
co de fe ature with cautio n as fo rge tting the PIN c o de
re q uire s a hard re s e t whic h will e rase all data in the
handhe ld.
No te : Ve rs io n 3 .5 o f the Palm OS Se c urity
applic atio n (Platinum, Ne o , Prism, Pro , Edge ) allo w
private data to b e hidde n o r m as ke d. Ve rs io n 3 .1
(De luxe & So lo have ve rsio n 3 .1 ) can o nly hide
private data. Be lo w is the Se c urity Sc re e n fro m
ve rsio n 3 .1 .
Tip - Appending N ot es t o Sw ipe Data via M emoPad
Afte r a lic e ns e has be e n swipe d, it is po s sible to add o ne o r m o re c o mme nts that will
be uplo ade d to o ne o r m o re c o lum ns in the Exc e l s pre ad she e t. This is a gre at way
fo r CardVis o r III & IV c lie nts to m ark a c us to me r as a VIP o r Banne d individual. It is
als o an e as y way to re c o rd additio nal fields suc h as email addre sse s o r pho ne
numbe rs . Whe ne ve r the Exc e l impo rt wizard s e e s the ^ c haracte r, it puts the
fo llo wing data into the ne xt c o lum n o f the spre ads he e t. At the e nd o f e ac h parse d
string (CardVis o r Cate go ry Me mo ), the re is the c arat c haracte r. Just tap the s tylus at
the e nd o f the line and start making no te s. No te s c an be m ade us ing the ke yb o ard
o r via Graffiti (s e e Graffiti chart in this manual).
Ins e rtio n po int sho wing c urs o r
after last carat (^) characte r
Adding d ata to a Me m o e ntry using
the ‘ Ke ybo ard’ ins te ad o f Graffiti.
Se c urity Palm OS ve r. 3 .1

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Additio nal c o lumns c an b e adde d to the s pre ads he e t b y appe nding additio nal ^
c harac te rs . Se e the Graffiti c hart o n ho w to write this c harac te r. No te : It is no t
ne c e ssary to have a c arat symbo l as the last c harac te r in the m e mo . Exc e l will put
the last fie ld in the pro pe r co lumn with o r witho ut a c arat symbo l at the e nd.
Appe nding Notes t o Lic ense Dat a (Ca rdV isor II I feat ure)
CardVis o r III so ftware allo ws additio nal no te s (up to 8 0 c harac te rs ) to be adde d to
the Parse d Lic e ns e Data Me m o . This is us e ful fo r re c o rding marke ting info rmatio n
suc h as pho ne numbe rs and e mail addre ss o r o the r signific ant info rmatio n abo ut an
individual.
Afte r Lic e ns e Sc a n Input No te (e ma il addre s s) Afte r hitting Appe nd b utto n –
No te Co nfirm atio n Me ssage
Only o ne no te c an be appe nde d to a lic e ns e that is swipe d suc ce ssive ly. In o the r
wo rds, if a lic e nse is swiped and a no te is appe nde d and the same lic e nse is swipe d
again and a ne w no te is appe nde d, the s e co nd no te will re plac e the firs t no te . If a
multiple fie ld no te is de sire d, the n ins e rt the ‘ ^’ c harac te r be twe e n e ac h fie ld whe n
inputting the no te .
Me mo e ntry after adding ‘ VIP’ to
the e nd o f the s tring
Me mo e ntry afte r adding ‘VIP’ & e m ail
addre s s to the e nd o f the . No te : ‘ ^’
c haracte r be twe e n fie lds

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Ca rdV isor IV – Ant i Ca rd Pa ss Ba ck
CardVis o r®IV age ve rific atio n s o ftware has all the fe ature s o f CardVis o r III plus an ID
Anti-Pass-Bac k fe ature . This fe ature m ay be us e d se ve ral ways;
• at the front door to detect licenses which ar e 'Passed- Back ' t o out siders,
• at t he bar t o ident ify individuals w ho are consum ing t oo m uch, or
• at t he bar t o ident ify individuals who are purchasing for their underage friends.
• at the front door t o confirm ret urning pat rons have paid cover charge.
• helps det ect fake I Ds which have t he sam e 'cloned' dat a st ripe.
So me c lubs us e the ID Pass-Back de te c tio n to e nsure wrist bands o r ink stamps have
no t be e n trans fe rre d fro m e xiting c us to me rs . If a c usto me r's ID was sc anne d whe n
the y firs t e nte re d and we re bande d/ marke d, the n whe n the y le ave & re turn, an 'ID
Pass-Bac k' alarm sho uld be ge ne rate d whe n the ID is re s canne d.
Sho ws lic e ns e num be r, DOB with c urre nt
scan time at the top o f the list and
pre vio us s c ans b e lo w.
Multiple sc ans in a sho rt pe rio d o f tim e
may indic ate o ve r se rving o r drinks are
be ing purc has e d fo r unde rage frie nds
Automa tic Anti Pass-Bac k Da taba se M anagem ent
The databas e us e d by the Anti Pass-Bac k c o de is auto matic ally de le te d afte r 1 2
ho urs o f inac tivity. In no rmal o pe ratio n, this me ans the database is c le are d and
re ady fo r use o n a nightly bas is , assuming no IDs are swipe d fo r 1 2 ho urs. This
auto matic manage me nt fe ature c an be o ve r ridde n by manually de le ting the
database fro m the handheld c o mpute r's m e mo ry.
Manually de le tio n o f Anti Pass-Bac k database
Select Delet e f rom main menu Select Ant iPassBack Dat abase Conf irm Delet ion

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CardTool Rem oval
To re mo ve the CardTo o l, e ithe r
use the thumb stop o n the back
o f the unit to gradually push it
o ut o f the e xpansio n slo t o r grab
the CardTo o l at the base o f the
c ard slo t and pull it away fro m
the Hands pring Viso r in the
same plane as the e xpans io n
slo t. Try no t to grab the
CardTo o l by the to p and bo tto m
but rathe r e ac h side at the b ase
o f the c ard slo t. Grabbing the
to p and bo tto m o f the CardTo o l
will ge ne rate a fo rc e c o mpo ne nt,
whic h will inc re ase the fric tio n
and make it harde r to re mo ve . No te : If the Vis o r is turne d o ff, re mo val o f the CardTo o l
(o r any o the r mo dule ) turns the Vis o r o n.
Ma int enance a nd Ge nera l Care
• The CardTo o l is no t wate rpro o f. Do no t e xpo se to rain o r m o is ture
• Do no t dro p the CardTo o l o r s ubjec t it to stro ng impac t.
• Pro te c t it fro m te mpe rature e xtre me s. Do no t le ave o n the das hb o ard o f a c ar
o n a ho t day and ke e p it away fro m he ate rs and o the r he at s o urc e s.
• Do no t s to re o r us e yo ur CardTo o l in any lo catio n that is e xtre me ly dusty, damp
o r we t.
• Ens ure the magne tic he ads are o c c asio nally c le ane d with c o mm e rc ially
available magne tic c le aning cards.
• Cle an e xte rio r o f c ase with a dry lint fre e c lo th and do no t us e abrasive c le aning
pro duc ts .

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Resett ing the Handhe ld
Unde r no rmal c irc umstanc e s, yo u will no t have to use the re se t butto n. On o c c asio ns ,
ho we ve r yo ur handhe ld may no lo nge r re spo nd to b utto ns , c ards wipe s o r sc re e n
taps . In this c as e , yo u ne e d to pe rfo rm a re se t to ge t yo ur handhe ld running again.
Performing a soft re se t
A so ft re s e t te lls the handhe ld to s to p what it’s do ing and start o ve r again. All re c o rds
and e ntrie s sto re d in yo ur handhe ld are re taine d with a so ft re s e t.
Lo c ate the Stylus o n the right s ide o f the handhe ld. If yo u uns c re w the tip o f the
Stylus (the e nd yo u write with), yo u'll no tic e a blunt plastic pin, whic h fits e xac tly into
yo ur handhe ld's re s e t ho le . Or, yo u c an unfo ld a pape r c lip (o r s im ilar o bje c t without a
sharp tip), to ge ntly pre s s the re s e t butto n inside the ho le o n the bac k pane l o f yo ur
handhe ld. Afte r a so ft re s e t, the Ge ne ral Pre fe re nc e s s cre e n will display the c urre nt
time and date. Make sure the date / time is ac c urate be fo re pro c e e ding. Re mo ve
and re -ins e rt the CardTo o l re ade r to re -as so ciate the Date Bo o k b utto n with the
CardVis o r applic atio n. The n pre ss the Date Bo o k butto n and swipe a c ard.
Lo c atio n o f Re set Ho le – Viso r De luxe , Pro , Ne o ,
Platinum,

Card Viso r Hardware Manual Page 1 6 o f 3 2
Performing a Hard Rese t
Warning: A HARD RESET WILL ERASE ALL TRANSACTION DATA
Do n't pe rfo rm a hard re s e t unle s s the s o ft re se t has no t wo rke d and yo u've bac ke d
up yo ur data, o r yo u're willing to lo s e the trans ac tio n data.
To pe rfo rm a hard re se t:
1 . Ho ld do wn the po we r (o n/ o ff) b utto n o n yo ur de vic e . The po we r butto n o n
Viso r o rganize rs is o n the fro nt.
2 . While ho lding do wn the po we r butto n, turn o ve r yo ur de vic e s o that yo u c an
se e the b ac k o f it. Using the re se t to o l, an unfo lde d pape r c lip o r a similar
small blunt-tippe d o bje ct, ge ntly pre ss the re se t ho le o n the b ac k. Se e
Whe re 's the re se t ho le in the Hardware Re fe re nc e Guide .
3 . Whe n the de vic e 's s c re e n displays the Palm Co mputing Platfo rm lo go , re le ase
the po we r butto n.
4 . A me ssage will appe ar warning that yo u are abo ut to e rase all the data sto re d
o n yo ur handhe ld. In re spo nse , do o ne o f the fo llo wing:
o Pre ss the up sc ro ll butto n o n the fro nt pane l o f yo ur handhe ld to
c o mple te the hard re se t, e rasing e ve rything o n yo ur de vic e
o r
o Pre ss any o the r b utto n to be gin a so ft re se t, le aving yo ur data intac t.
5 . Yo ur de vic e will the n take yo u thro ugh a se rie s o f s cre e ns to c alibrate the
digitize r and ve rify the time a nd date .
No te : A hard re s e t do e s no t de le te the c urre nt date and tim e . It do e s re s to re o the r
se ttings to the fac to ry de fault. .

Card Viso r Hardware Manual Page 1 7 o f 3 2
Pow er Dow n Rese t - AAA bat tery devic es only
A po we r do wn re se t e rase s all the data o n yo ur de vice , inc luding a fe w se ttings (like
date and time ) whic h are unto uc he d by a hard re s e t. By re mo ving yo ur AAA batte rie s,
yo u allo w the c apac ito r to drain, e s se ntially re turning yo ur de vice to its "facto ry s tate ."
A po we r do wn re se t is o nly fo r de vic e s that us e AAA alkaline b atte rie s (i.e . no t a
re c harge able handhe ld).
Warning: A po we r do wn re se t will e rase e ve rything o n yo ur de vic e e xce pt the
CardVis o r pro gram, whic h is s to re d in the CardTo o l re ade r. All yo ur data will be
re m o ve d, and fo rmats, pre fe re nc e s and o the r se ttings are re sto re d to the ir fac to ry
de fault se ttings . Do n't pe rfo rm a po we r do wn re se t unle ss yo u've bac ke d up yo ur
data, o r yo u're willing to lo se e ve rything. A POWER DOWN RESET WILL ERASE ALL
TRANSACTION DATA
1 . Re mo ve the AAA batte rie s fro m the b ac k o f yo ur handhe ld.
2 . Le ave the batte rie s o ut o f the handhe ld fo r at le ast 3 0 minute s .
3 . Pe rfo rm five o r mo re soft reset s in a ro w, e ve n if the sc re e n do e s no t appe ar to
turn o n.
4 . Inse rt the b atte rie s. If yo u have any do ubts abo ut ho w o ld yo ur batte rie s are ,
re plac e the m with ne w AAA alkaline b atte rie s, pre fe rably a go o d brand
o ptim ize d fo r lo w-drain de vic e s .
5 . If yo ur de vic e do e sn't auto matic ally turn o n whe n yo u ins e rt the b atte rie s (o r if,
o nc e it turns o n, the date and time have no t be e n re se t), yo u have n't
suc c e ssfully pe rfo rme d a po we r do wn re se t. Try the ste ps abo ve again. Wait a
little lo nge r this time be fo re ins e rting the batte rie s, and pe rfo rm a fe w m o re
so ft re s e ts while the b atte rie s are o ut.
6 . Afte r a suc c e ssful po we r do wn re se t, yo u’ll ne e d to pe rfo rm all the s te ps
asso ciate d with s e tting up the de vic e like s e tting the time , ins e rting the
CardTo o l re ade r, e tc .
Batte ry Life for Handheld Com put er
The CardTo o l use s the batte ry po we r fro m the Handspring Viso rhandhe ld
c o mpute r. If yo u le ave the m o dule ins talled and use it e ve ryday, yo u c an e xpe c t a
fre s h s e t o f alkaline AAA batte rie s to last abo ut 2 -3 we e ks o r 6 0 0 0 swipe s , whic he ve r
c o me s firs t. To c o ns e rve batte ry life , re m o ve the CardTo o l fro m the Viso r whe n no t in
us e .
1 . If the b atte rie s be c o me lo w in the c o urs e o f no rmal use , an ale rt appe ars o n the
handhe ld sc re e n de s c ribing the lo w batte ry c o nditio n. If this ale rt appe ars ,
pe rfo rm a Ho tSync ® o pe ratio n to b ac k up yo ur data b e fo re yo u re plac e the

Card Viso r Hardware Manual Page 1 8 o f 3 2
batte rie s. This he lps pre ve nt ac cide ntal data lo ss.
2 . Whe n re plac ing the b atte rie s b e gin by turning yo ur handhe ld o ff (so the re is no
sc re e n dis play). Ne ve r re mo ve the b atte rie s while yo ur handhe ld is turne d o n.
Whe n re plac ing the batte rie s , always us e ne w alkaline batte rie s. Batte rie s fro m
o the r de vic e s (TV re mo te , e tc .) will no t have e no ugh po we r to turn o n the Viso r.
3 . Whe n yo u re mo ve the b atte rie s, the b uilt-in b ac kup po we r o f yo ur handhe ld
maintains m e mo ry data fo r a pe rio d o f up to o ne minute . Whe ne ve r yo u re mo ve
the b atte rie s , re plac e the m im me diate ly. If yo u e nc o unte r any diffic ultie s in the
c o urs e o f batte ry re plac e me nt, re install the o riginal batte rie s and wait a fe w
minute s fo r the backup po we r to re c harge .
4 . If yo u le ave draine d batte rie s in yo ur handhe ld fo r an e xte nde d pe rio d o f time , yo u
will lo s e all o f the s to re d data. If yo u install use d batte rie s in yo u handhe ld, the
handhe ld may lo ck up. If this happe ns, re place the batte rie s with ne w o ne s and
re s e t yo ur handhe ld. (Se e “ Re se tting the handhe ld” se c tio n o f this guide fo r
de tails .) Afte r yo u re se t yo ur handhe ld, pe rfo rm a Ho tSync o pe ratio n to re sto re the
data fro m yo ur de skto p c o mpute r.
5 . Fo r Handspring Vis o rs with built-in re c harge able Lithium Io n batte rie s (Pris m,
Edge , Pro ), re turn the unit to the c harging base o r bar c o de re ade r c radle unde r
AC po we r whe ne ve r no t in us e . No te : This e ns ure the s e mo de ls ge t the ir batte rie s
c o nstantly to ppe d o ff.
6 . Fo r Handspring Vis o rs using alkaline b atte rie s , c o nside r purc hasing re c harge able
NiMH AAA batte rie s. A lis t o f batte rie s/ c harge rs is pro vide d o n the To ke nWo rks
we b site in the suppo rt se c tio n.

Card Viso r Hardware Manual Page 1 9 o f 3 2
Trouble Shoot ing – Ha ndhe ld Com put er & M a gne tic St ripe Re ader
Pro b le m Po s sib le Pro b le m Po s sible So lutio n
Viso r is stuc k in
po we r d own mo de
Try s o ft re se t – turn o ve r Ha nds pring Vis o r s o that yo u c an se e the b ac k o f it.
Us ing the re se t to o l, a n unfo lde d pa pe r c lip o r a s im ila r s ma ll b lunt-tippe d
o bje c t, ge ntly pre s s the re se t ho le o n the b ac k. Se e the Re s e tting the
Handhe ld se c tio n.
Batte rie s a re lo w o r
de a d
Re pla ce the b atte rie s a nd try s o ft re s e t. If this do e s no t wo rk, try diffe re nt
b atte rie s fo llo we d by ano the r s o ft re se t. If unit s till do e s wo rk, try hard re se t.
If a hard re s e t do e s no t wo rk, the n try a Po we r Do wn. Se e the Re s etting the
Handhe ld se c tio n.
Batte rie s o n Viso r
are ins ta lle d
inc o rre c tly.
Re ins tall b atte rie s c o rre ctly. Make s ure the (+) and (-) signs on the b atte rie s
line up with the s igns o n the ins ide o f the batte ry c o mpa rtm e nt. No te : if
b atte rie s we re m is -ins talle d, the n re mo ve batte rie s , wait 2 0 m inute s fo r
inte rnal c ap ac ito r to dis c harge and re ins tall
Unit d o e s no t po we r
up – Sc re e n Bla nk
Hardwa re fa ilure Co ntac t To ke nWo rks Te c hnic al s up po rt. No te : if Ha nds pring Viso r no t
purchas e d fro m To ke nWo rks , the n c o ntac t Handspring te chnic al supp o rt at
www.ha nd spring.c o m
Magne tic s tripe is
dirty
Cle a n s tripe with s o ft c lo th.
Ma gne tic Card m ay
be da ma ge d
Try ano the r c ard.
Card To o l is hung Run Re se t m e nu ite m fro m ma in m e nu. If s till e xpe rie nc ing pro b le ms ,
pe rfo rm so ft re s e t with s tylus o r p ape r c lip. Se e the Re s e tting the Ha ndhe ld
s e ctio n.
Ma gne tic Card m ay
be m is s-aligne d
during card swipe
Ensure c ard is be ing he ld flus h to b ase o f c ard trac k during swipe . Try s wiping
at diffe re nt s pe e ds , in a diffe re nt d irec tio n, ho ld ing the c ard a t diffe re nt
lo c a tio ns , o r c hanging the o rie ntatio n o f the Ha nd spring.
Card Vis o r is no t
de c o d ing s wipe d
cards - "swipe
again" dis playe d
Firmware m e mo ry
re q uire s re flas h
Re m o ve and re ins e rt CardTo o l re a de r. If Card We lc o me app lic atio n
auto ma tically re fla she s firmware , the n this pro ba bly will re so lve the pro b le m .
If no t, Re mo ve and re ins e rt Card To o l re a de r aga in. Do no t hit OK butto n to
la unc h Ca rd Vis o t b ut ins te ad, s e le c t p ull-do wn me nu ico n (b e lo w ho us e ic o n
in graffiti are a), and tap o n ‘ re flash no w’ me nu ite m. This will fo rc e a firm ware
re fla she d .
Firmware m e mo ry
re q uire s re flas h
Re m o ve and re ins e rt CardTo o l re a de r. If Card We lc o me app lic atio n
auto ma tically re fla she s firmware , the n this pro ba bly will re so lve the pro b le m .
If no t, Re mo ve and re ins e rt Card To o l re a de r aga in. Do no t hit OK butto n to
la unc h Ca rd Vis o t b ut ins te ad, s e le c t p ull-do wn me nu ico n (b e lo w ho us e ic o n
in graffiti are a), and tap o n ‘ re flash no w’ me nu ite m. This will fo rc e a firm ware
re fla she d .
Card Vis o r do e s no t
re s po nd to c ard
s wipe and d o es no t
display ‘ Swipe A
Card’ me ss age
whe n first
la unc he d. Card To o l is hung Run Re se t m e nu ite m fro m ma in m e nu. If s till e xpe rie nc ing pro b le ms ,
pe rfo rm so ft re s e t with stylus o r pa pe r c lip.
Card Vis o r
applic a tio n no t
vis ib le o n Main
applic a tio n
la unc he r s c re e n
Cate go ry no t s e t to
All o r unfile d.
Se le ct All o r unfile d in the to p right c o rne r o f the s c re e n.
Card Vis o r do e s no t
la unc h whe n Da te
Bo o k butto n is
pre ss e d
Date Bo o k b utto n
no t as so c iate d with
Card vis o r Applic atio n
Re m o ve and Re ins e rt the CardTo o l re a de r. This will a uto matic ally as so c iate d
the CardVis o r app lic atio n with the Da te Bo o k and Addre s s Butto ns (Ad dre s s
Butto n is fo r bar c o de s ve rs io n o nly)
Swipe data no t
displaye d in
Me m o Pad
Applic atio n
The Me mo Pad
Cate go ry is se t to
displa y o nly pe rso na l
o r b us ine s s m e mo s .
Change Cate go ry to ‘ All’ o r ‘ CardViso r.’ To s e e Unparse d lic e ns e d ata, se t
c ate go ry to ‘RawData’

Card Viso r Hardware Manual Page 2 0 o f 3 2
For ID Scanners w it h Bar Code Rea de r Cradle
This section applies to customers with the Bar Code Reader Cradle
Bar Co d e Re ade r Cra dle Upgrad e
Custo me rs may upgrade a m agne tic
stripe ve rs io n by purc hasing the Bar
Co de Re ade r Cradle
1 . Bar Co de Re ade r Cradle
2 . SC-2 0 0 0 Ho tSync Cable with
Ho tSync butto n
3 . AC – DC Po we r supply.
4 . Wall Charge r & 4 AAA NiMh
re c harge able batte rie s (no t
sho wn)
CV_ I_BC, CV_II_ BC, CV_III_BC
CardVis o r so ftware lo ade d into the
CardTo o l®Re ade r, a Handspring™
Viso r™ handhe ld c o mpute r, the Bar
Co de Re ade r Cradle with AC adapte r,
a USB Ho tsync ™ Cradle , Palm ™
De skto p applic atio n fo r Windo ws ™ o r
Macinto sh™, SC-2 0 0 0 USB Ho tsync
c ab le , a wall c harge r with fo ur
8 0 0 mAh AAA re c harge able b atte rie s,
CardVis o r CD and do c um e ntatio n.
CV_ II_ BC_ Pro , CV_ III_ BC_ Pro , CV_IV_ BC_ Pro
Pac kage inc lude s CardViso r s o ftware
lo ade d into the CardTo o l®magne tic
c ard re ade r, a Hands pring™ Viso r™
Pro handhe ld c o mpute r, the Bar
Co de Re ade r c radle with AC adapte r,
a USB Ho tsync ™ c harging Cradle with
AC adapte r, Palm™ De s kto p
applic atio n fo r Windo ws™ o r
Macinto sh™, SC-2 0 0 0 USB Ho tsync
c ab le , CardViso r CD and
do c ume ntatio n.