Tokenworks CardVisor Instructions for use

CardVisor® ID Scanner
Hardware User Manual - Edge
3511 Silverside Rd, Suite 105
Wilmington, DE 19810
Phone: [phone]
www.CardVisor.com - Product Information [email protected]
www.TokenWorks.com - Company Information Revision: 1.0 September 2005

CardVisor Hardware Manual - Edge Page 2 of 32
About This Document
This document describes how to use the CardVisor®ID hardware – the first part of
the manual focuses on the built in software and the latter part contains specific
instructions for the 2D Bar Code Reader Cradle.
This document should be used in conjunction with the Handspring Visor user manual
(on the Handspring CD or available on-line at Handspring.com), and the CardVisor
Software User manual that details installation and use of PC data transfer software.
What’s in the box
Bar Code Reader & Magnetic Stripe Version (Non-Portable Version)
1. CardTool®Reader with CardVisor®software installed in flash memory.
2. Bar Code Reader Cradle (Non-Portable) with AC charging adapter
3. Handspring Visor Edge Handheld computer
4. USB Hotsync™ charging Cradle
5. Green Handspring CD with Palm Desktop software and HotSync Manager
6. TokenWorks®White CD with User Manuals and VIP/Banned list utilities

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Table of Contents
About This Document____________________________________________________ 2
What’s in the box _______________________________________________________ 2
Bar Code Reader & Magnetic Stripe Version (Non-Portable 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_______________________________________ 12
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
Battery Life for Handheld Computer_______________________________________ 17
ID Scanners with Visor Edge handheld & non-portable bar code reader __________ 18
Parts Diagram – Edge Bar Code Reader Cradle non-portable___________________ 19
Connecting Power______________________________________________________ 20
How to scan a Driver’s license with a 2D Bar Code ___________________________ 22
How to scan a Driver’s license with a 2D Bar Code ________________________ 22
Installing Handheld into Bar Code Reader Cradle____________________________ 23
Removing Handheld into Bar Code Reader Cradle ___________________________ 24
HotSyncing ___________________________________________________________ 25
Trouble Shooting – Handheld Computer & Magnetic Stripe Reader Problems _____ 26
Trouble Shooting – Bar Code Reader Cradle Problems _______________________ 27

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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
Checking IDs _________________________________________________________ 31
Cross Check Data ___________________________________________________ 32
Handspring Visor Button & Icon Layout
Shown are the buttons and icons referred to throughout this manual. Note the
location of the Date Book button, Menu icon and Memo Pad button.

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Inserting the CardTool
To insert the CardTool, align the unit with the Handspring expansion slot (see figure
1) and gradually insert the unit. It should insert smoothly until it makes contact with
the expansion slot stops. Do not force the unit into the expansion slot. If resistance
is significant, withdraw CardTool and ensure there are no foreign objects in the
expansion slot and that CardTool is properly aligned with the Visor expansion slot,
then try again.
Figure 1 – CardTool Reader inserting into Handspring Visor Springboard expansion slot
CardVisor Application Installation
The CardVisor software is stored in the flash memory of the CardTool reader and
automatically launches after plugging in the CardTool reader into the handheld. A
welcome screen appears which instructs the user to press the Date Book button to
launch the main screen of CardVisor magnetic stripe application (shown below). If
the bar code reader cradle is installed, then pressing the Address Book button will
launch the bar code version of CardVisor.
It is VITAL to check the date and time displayed in the top right corner of the screen.
If the date is not correct, then the calculated age will be incorrect! To set the
date/time, click on the Applications Icon (looks like a small house in the graffiti area),
then click on the ‘Prefs’ icon. Tap on the box, which contains the date or time, and
then follow the prompts to change. Details also provided in the Handspring User
guide.

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Make Sure Date & Time at the top of the form is current
CardVisor III & IV Main Screen CardVisor I & II Main Screen
Main Screen Description
The main screen is where the magnetic card data and status is displayed after each
swipe. At the bottom of the screen is a dialog box where user messages such as
“Swipe Again” are displayed.
Swiping a Magnetic Card
1. With the CardVisor application running on the Handspring Visor, hold the unit in
your left hand (if you are a lefty, hold the unit in your right hand).
2. Using the other hand, hold the drivers license with the MagStripe facing towards
you and swipe the card towards your body. The above illustration is for a right-
handed person.
3. Ensure that the magnetic card’s edge remains in full contact with the base of the
card slot, swipe the card completely through the card slot.
4. It does not matter which way the card is swiped, but it is important that the card
is not skewed / tipped during the swipe. Skewing occurs if the card is tilted or
lifted as it is swiped through the slot.
5. The CardVisor age verification software will display the drivers license information
on the screen after a successful swipe and store the data in the Visor memo pad
application.

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Tip: Try a few practice swipes, hold the magnetic card in the center and maintain
pressure on the bottom edge of the card as it travels through the slot. Experiment
with the speed and orientation. Some find it easier to hold the Handspring Visor with
the screen facing left or right and swiping the card vertically through the card slot.
CardVisor Options Menu
The Options menu is used to configure the software. To access it, click on the Menu
Icon, just below the Application icon (small house in the graffiti area -see previous
diagram). Depending on the version of CardVisor software, there are three or four
items on the Options menu. The Reset option will re-initialize the CardTool hardware.
If the unit is not responding to a card swipe, try the reset option. If successful, the
“Swipe A Card” message will be displayed. If not, see the trouble shooting section in
this document.
Options Menu of CardVisor
CardVisor I and II do NOT have the
‘Test VIP/Banned Database’ item
Screen After Reset Command
The ‘About CardVisor’ displays information on the application and its developer. The
‘Age Threshold and Alarms’ item sets the age
thresholds for various alarm events, alarm sounds,
and display options. See the Age Threshold and Alarm
section in this document for additional details. The
‘Test VIP / Banned Database’ item is present in
CardVisor III & IV and should be run whenever a new
Banned/VIP database is loaded into the handheld.
What is the Graffiti Area?
The Graffiti writing area is divided into two parts: one
for writing letters, and one for writing numbers. The
little "abc" or "123" at the bottom corners of the
Graffiti writing area tell you where to write letters or
numbers. You can also tap the "abc" or "123" to
bring up the onscreen keyboard.

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Age Threshold and Alarms
The Age Threshold and Alarm screen configures at what age CardVisor will alarm at
and what alarm sound will be played. There are six sounds available for the under
18, under 19, under 20, under 21, and expired license conditions. After selecting a
new sound, CardVisor will play it before updating the display.
The Expired alarm may not be disabled, only the alarm sound may be changed. The
Happy Birthday song may be disabled by un-checking the check box. If checked, one
may select either the long or short version of the Happy Birthday. The Visual
indication of a birthday will be displayed on the main screen status line.
If the Age YYMMDD item is checked, then the age will be displayed in years months
and days. This allows one to see how close somebody’s birthday is and wish them a
pre-happy birthday. If un-checked, then the age is displayed just in years.
Memo Pad
Press the Memo Pad Button to see the stored license data. Tapping on each line will
provide a detailed view of the swiped license data. The driver's license data is
parsed and stored as Memos in MemoPad application (built-in Palm OS application)
under the CardVisor category. Shown below is a list of Parsed transactions on the
main MemoPad screen. On the right is the detailed data showing the following
parsed information; First, Middle, Last Name, Title (Jr., Sr., II, 3rd, etc.), Address, City,
State, Zip, Driver's License number (0213654424), Expiration date (YYYYMMDD),
Date of Birth YYYYMMDD of birth, Gender (M/F), the status of the swipe (OK, Under
18, Under 19, ID Expired, etc.), and the scan date & time. Also shown are the field
separator characters (^), used when importing the data into programs like Microsoft
ACCESS or Microsoft Excel.
Under 18 and Under 21
age alarms configured.
Pop Up menu for Under 20
Alarm
Happy Birthday Song –
Long or Short Version

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MemoPad showing all
memo Categories
Parsed Data in CardVisor
Category
Individual Memo showing
parsed data
In addition to the parsed data, an unparsed record is also stored in the MemoPad
application under the RawData category. This provides a convenient method to cross
check the parsed information, provide technical feedback to TokenWorks and verify
additional fields from the driver's license..
Unparsed Data in
‘RawData’ Category
Individual Memo showing
unparsed data
Before a new Memo is stored in MemoPad, the last memo is compared to the new
pending Memo. If it is identical in every respect, including the date and time stamp,
then the new memo is not stored. If the new Memo differs in just the time, it is still
stored. This feature prevents redundant Memos for the same license swiped
repeatedly in succession.
Protecting ID Scanner Data
This feature should be used with caution as forgetting the PIN code will require
erasing all saved transaction data. Drivers License Transaction data records are
stored as Memos (in MemoPad application ) and are marked Private by the CardVisor
software. They may be hidden or masked by entering a user selected PIN code via
the security application (old fashion key icon on home screen). Shown below is
what the transaction data stored in MemoPad look like when masked or hidden.

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Transaction Data Visible Transaction Data Masked Transaction Data Hidden
To set the PIN code, select the Security Application (shown below) from the Home
screen. Then select Mask Records or Hide Records from the Current Privacy Menu.
Selecting either will prompt a Password or PIN code to be entered, which must then
be confirmed.
Security App.-lower right Select Show or Mask Enter Password
Note: If the PIN code or Password is forgotten, there is no way to recover it via the
standard security application. Resetting the Password will delete all the transaction
data. Use this feature with caution.
Confirm Password Mask Records Enabled Hide Records Enable
Note: This same PIN code can be to 'lock' the system so that turning it back on
requires the PIN code. See the Handspring User guide for using this feature. Again,

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use the PIN code feature with caution as forgetting the PIN code requires a hard
reset which will erase all data in the handheld.
Tip - Appending Notes to Swipe Data via MemoPad
After a license has been swiped, it is possible to add one or more comments that will
be uploaded to one or more columns in the Excel spread sheet. This is a great way
for CardVisor III & IV clients to mark a customer as a VIP or Banned individual. It is
also an easy way to record additional fields such as email addresses or phone
numbers. Whenever the Excel import wizard sees the ^ character, it puts the
following data into the next column of the spreadsheet. At the end of each parsed
string (CardVisor Category Memo), there is the carat character. Just tap the stylus at
the end of the line and start making notes. Notes can be made using the keyboard
or via Graffiti (see Graffiti chart in this manual).
Insertion point showing cursor
after last carat (^) character
Adding data to a Memo entry using
the ‘Keyboard’ instead of Graffiti.
Additional columns can be added to the spreadsheet by appending additional ^
characters. See the Graffiti chart on how to write this character. Note: It is not
necessary to have a carat symbol as the last character in the memo. Excel will put
the last field in the proper column with or without a carat symbol at the end.
Memo entry after adding ‘VIP’ to
the end of the string
Memo entry after adding ‘VIP’ & email
address to the end of the. Note: ‘^’
character between fields

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Appending Notes to License Data (CardVisor III feature)
CardVisor III software allows additional notes (up to 80 characters) to be added to
the Parsed License Data Memo. This is useful for recording marketing information
such as phone numbers and email address or other significant information about an
individual.
After License Scan Input Note (email address) After hitting Append button –
Note Confirmation Message
Only one note can be appended to a license that is swiped successively. In other
words, if a license is swiped and a note is appended and the same license is swiped
again and a new note is appended, the second note will replace the first note. If a
multiple field note is desired, then insert the ‘^’ character between each field when
inputting the note.
CardVisor IV – Anti Card Pass Back
CardVisor®IV age verification software has all the features of CardVisor III plus an ID
Anti-Pass-Back feature. This feature may be used several ways;
• at the front door to detect licenses which are 'Passed-Back' to outsiders,
• at the bar to identify individuals who are consuming too much, or
• at the bar to identify individuals who are purchasing for their underage friends.
• at the front door to confirm returning patrons have paid cover charge.
• helps detect fake IDs which have the same 'cloned' data stripe.
Some clubs use the ID Pass-Back detection to ensure wrist bands or ink stamps have
not been transferred from exiting customers. If a customer's ID was scanned when
they first entered and were banded/marked, then when they leave & return, an 'ID
Pass-Back' alarm should be generated when the ID is rescanned.

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Shows license number, DOB with current
scan time at the top of the list and
previous scans below.
Multiple scans in a short period of time
may indicate over serving or drinks are
being purchased for underage friends
Automatic Anti Pass-Back Database Management
The database used by the Anti Pass-Back code is automatically deleted after 12
hours of inactivity. In normal operation, this means the database is cleared and
ready for use on a nightly basis, assuming no IDs are swiped for 12 hours. This
automatic management feature can be over ridden by manually deleting the
database from the handheld computer's memory.
Manually deletion of Anti Pass-Back database
Select Delete from main menu Select AntiPassBack Database Confirm Deletion

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CardTool Removal
To remove the CardTool, either
use the thumb stop on the back
of the unit to gradually push it
out of the expansion slot or grab
the CardTool at the base of the
card slot and pull it away from
the Handspring Visor in the same
plane as the expansion slot. Try
not to grab the CardTool by the
top and bottom but rather each
side at the base of the card slot.
Grabbing the top and bottom of
the CardTool will generate a
force component, which will
increase the friction and make it
harder to remove. Note: If the
Visor is turned off, removal of the CardTool (or any other module) turns the Visor on.
Maintenance and General Care
• The CardTool is not waterproof. Do not expose to rain or moisture
• Do not drop the CardTool or subject it to strong impact.
• Protect it from temperature extremes. Do not leave on the dashboard of a car
on a hot day and keep it away from heaters and other heat sources.
• Do not store or use your CardTool in any location that is extremely dusty, damp
or wet.
• Ensure the magnetic heads are occasionally cleaned with commercially
available magnetic cleaning cards.
• Clean exterior of case with a dry lint free cloth and do not use abrasive cleaning
products.

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Resetting the Handheld
Under normal circumstances, you will not have to use the reset button. On occasions,
however your handheld may no longer respond to buttons, cardswipes or screen
taps. In this case, you need to perform a reset to get your handheld running again.
Performing a soft reset
A soft reset tells the handheld to stop what it’s doing and start over again. All records
and entries stored in your handheld are retained with a soft reset.
If the handheld is mounted in the bar code reader cradle, it must be removed to
perform the reset operation.
Unfold a paper clip (or similar object without a sharp tip), to gently press the reset
button inside the hole on the back panel of your handheld. After a soft reset, the
General Preferences screen will display the current time and date. Make sure the
date/time is accurate before proceeding. Remove and re-insert the CardTool reader
to re-associate the Date Book button with the CardVisor application. Then press the
Date Book button and swipe a card.
Inserting Paper Clip into Reset Hole Location of Reset Hole – Visor Edge

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Performing a Hard Reset
Warning: A HARD RESET WILL ERASE ALL TRANSACTION DATA
Don't perform a hard reset unless the soft reset has not worked and you've backed
up your data, or you're willing to lose the transaction data. If the handheld is
mounted in the bar code reader cradle, it must be removed to perform the reset
operation.
To perform a hard reset:
1. Hold down the power (on/off) button on your device. The power button on
Visor organizers is on the front.
2. While holding down the power button, turn over your device so that you can
see the back of it. Using an unfolded paper clip or a similar small blunt-tipped
object, gently press the reset hole on the back of the PDA.
3. When the device's screen displays the Palm Computing Platform logo, release
the power button.
4. A message will appear warning that you are about to erase all the data stored
on your handheld. In response, do one of the following:
o Press the up scroll button on the front panel of your handheld to
complete the hard reset, erasing everything on your device
or
o Press any other button to begin a soft reset, leaving your data intact.
5. Your device will then take you through a series of screens to calibrate the
digitizer and verify the time and date.
Note: A hard reset does not delete the current date and time. It does restore other
settings to the factory default. .

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Battery Life for Handheld Computer
The CardTool uses the battery power from the Handspring VisorEdge handheld
computer. There is a Li-Ion battery inside the Visor Edge handheld that maintains the
memory when external power is removed (i.e. when the Visor Edge is removed for the
bar code reader cradle for HotSyncing). If fully charged, this memory will power the
unit for about 1 week. To preserve the transaction memory, make sure the unit
remains connected to the wall power supply.
If the batteries become low, an alert appears on the handheld screen describing the
low battery condition. If this alert appears, immediately reconnect the unit to power
and make sure the power button on the Visor Edge starts flashing green. This
indicates the unit is being powered.
Note: If you leave your handheld for an extended period of time with out power, you
will lose all of the stored data. The CardVisor ID Scanner program is stored in non-
volatile memory and will NOT be lost but the transaction logs will be. HotSync the
handheld to preserve this transaction data.

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ID Scanners with Visor Edge handheld & non-portable bar code reader
This section applies to customers using the Bar Code Reader Cradle. This
version of the Bar Code Reader Cradle does not have a built in battery and
must be powered from the AC adapter
Models: CV_II_BC_Edge, CV_III_BC_Edge, CV_IIV_BC_Edge
CardVisor®software loaded into the CardTool®Reader, a Handspring™ Visor™ Edge
handheld computer, Bar Code Reader Cradle with AC adapter, a USB Hotsync™
charging Cradle, Palm™ Desktop application for Windows™ or Macintosh™, CardVisor
CD and documentation.

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Parts Diagram – Edge Bar Code Reader Cradle non-portable
The power button on the Visor Edge will flash green while charging and remain green
with fully charged.

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Connecting Power