IDVisor Hardware User Manual [Rev 1.1]
Contents
1. IDvisor ID Scanner Hardware User Manual Lipp Mobile _______ Counter Top 3511 Silverside Rd Suite 105 Wilmington DE 19810 Phone 800 574 5034 www IDvisor com Product Information Support TokenWorks com www lokenWorks com Company Information Revision 1 2 January 2010 This document describes how to use the IDvisor ID hardware the first part of the manual focuses on hardware and the later part on the built in software This document should be used in conjunction with the Palm Z22 user manual on the Palm CD or available on line at Palm com and the CardVisor Software User manual that details installation and use of PC data transfer software Mobile Version 1 IDvisor ID Scanner with CardVisor software installed in memory 2 USB Hotsync cable 3 AC Adapter 12 Volt 1 Amp DC output 4 Orange Palm CD Palm Desktop software and HotSync Manager 5 TokenWorks White CD with User Manuals and VIP Banned list utilities 6 Printed Software and Hardware User Manuals Desktop Software For VWindeaws and Mac InelLdas documentathaor i DVI p Einoras oo Oa oo kK i CO Docs NOT AUTO INSTAL O t OM NJ Mi IDvisor Hardware Manual Page 2 of 38 CounterTop Version IDvisor ID Scanner with CardVisor software installed in memory USB Hotsync cable For downloading data to PC USB AC Adapter Necessary to Power Operate Scanner Orange Palm CD Palm Desktop2. 5 IOl E Palm 05 Simulator Tigga_Release 5 15 xl E Palm OS Simulator Tigga_Releas BI mile XI Ail Preferences Preferences Security amp RR a B Password Bote Tim a Formats cesnsssennsssnn ve EE endar Card isor craffti aid Unassigned A Ls Power u Security Curre Seer ae Contacts Expense HotSy s Sounds Alerts Touchscreen r Mask Private Records Writing Area Auto Hide Private Records Communication Mever o BR uwaka Personal Tasks World clock Buttons Color Theme Eii Done Lock amp Turn Off Help OQ Q few Prefs Icon lower left Select Security elect Show or Mask 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 Palm 0S Simulator Tigga_Release_Simiag _ El Jij B Palm 0S Simulator Tigga_Release Simms nl fe Bx Palm 05 Simulator Tigga_Release Si Password Password Preferences Enter a password Verify your new password Baccara Hint Hint Current Privacy first four nurrbers JIJ frst four numbers Mask Private Records If you forget this password Auto Lock Handheld you can tap Lost Password to delete it but any private record will be deleted If you assign a password you must enter it to show private records
3. Enter Password CO Password ask ae Enabled 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 use the PIN code feature with caution as forgetting the PIN code requires a hard reset which will erase all data in the handheld IDvisor Hardware Manual Page 22 of 38 es 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 amp IV clients to mark a customer as a VIP or Banned individual if their scan data is not visible on the screen using the Notes field 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 Adding data to a Memo entry using after last carat character the Keyboard instead of Graffiti Memo entry after adding VIP to Memo entry after adding VIP amp email the end of the string address to the end of the Note character between fields Additional columns can be added to the spreadsh
4. Ill amp IV and should be run whenever a new Banned VIP database is loaded into the handheld IDvisor Hardware Manual Page 18 of 38 Aqe Threshold and Alarms The Age Threshold and Alarm screen configures at what age CardVisor software 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 it 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 Palm OS Simulator Tigga_Release Palm OS Simulator Tigga_Release Age amp Alarm Config i Age amp Alarm Config Min Age Min Age O Under 19 15 O Under 19 15 O Under 19 O Under 20 Alcohol O Under 2 Alcohol O Under 20 w Under 21 CC Muclea Min Age sz Under 21 Siren Min Age oe Under 21 e Muclea Expired Uh Oh Expired ki Expired e Uh Oh wir B Day w Long B Day lan O Age MIMD O Age
5. LOST SAVINGS OR OTHER INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OF OR INABILITY TO USE SUCH PRODUCT OR FOR ANY CLAIM BY ANY OTHER PARTY IRRESPECTIVE OF ANY NOTICE TO TOKENWORKS OF THE POSSIBILITY OF SUCH DAMAGES OR CLAIM THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS YOU MAY ALSO HAVE OTHER RIGHTS WHICH VARY FROM STATE TO STATE Age Verification Calculation Limitations The CardVisor application is warranted to read the date of birth information encoded on the machine readable magnetic or 2D bar code stripe and display the current age based on current date time information contained in the handheld computers real time clock RTC It will also read other information on the stripe and present it to the operator It should be understood that the displayed age may differ from the actual age of the person presenting the card for any one of a number of reasons Among the most likely are the card does not belong to the person presenting it the encoded machine readable stripe has been altered the date of birth presented to the issuing authority was misrepresented the issuing authority mis encoded the date of birth on the card the handheld computer real time clock is not set to the current date time The above list of reasons is not exhaustive State and Local Privacy Laws Ordinances or Rules some states and local government units regulate who how and what information from a driver s license can be electronically viewe
6. Magnetic Bar Code scanner requires External power IF THE PALM HANDHELD S BATTERY IS FULLY DEPLETED THE MAIN SCREEN WILL NOT TURN ON FOR ABOUT FIVE MINUTES Wait 5 minutes press the on button and if screen does not turn on try soft reset procedure described in this manual Reddy For Hest IB IDvisor Hardware Manual Page 11 of 38 Mobile Version Setup Operation 1 Press Red Scanner Power button 2 Press Scan License button listen for triple listen wait for triple beep and Green Ready LED beep and message to scan swipe a license 2D Bar Code Magnetic Stripe 3 Dunk license with 2D Bar Code into bar code 3 Swipe license with Magnetic Stripe facing reader slot until license is fully inserted The Red display in Magnetic reader slot using a smooth LED will start flickering and remove the license continuous motion If the reader beeps the display When the bar code reader beeps the display will will update If not try again from other direction update If not see scanning tips below See swiping tips below Mobile Version When unit is not in use for extended time turn scanner power off by pressing RED scanner power button to conserve the license scanner battery pack The Palm power manager will automatically power off after 2 minutes of inactivity which can be changed via the preference settings on the main screen but the scanner must be manually powered off IDvisor Hardware Manual Page 12 of 38 Counte
7. THE CARDVISOR PROGRAM Don t perform a hard reset unless the soft reset has not worked and you ve backed up your data You will need to reinstall the CardVisor Age Verification software after a hard reset and will lose the transaction data not back up to the PC Take this step as a last resort To perform a hard reset 1 Hold down the power on off button on your device 2 While holding down the power button turn over your device so that you can see the back of it Using the stylus gently press the reset hole on the back of the unit 3 When the device s screen displays the Palm Computing Platform logo release the power button 4 Amessage 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 IDvisor Hardware Manual Page 31 of 38 Problem Possible Possible Solution Problem Palm does not power Batteries are low or Connect charger and wait 5 minutes for Palm to up when any button dead charge Palm will take 5 minutes to
8. YY MINES 0K cancel ff 1 Min Clear 0K cancel Bf 1 Min clear Click oni button for help D Click oni button for help MENY Under 18 and Under 21 age Pop Up menu for Under Happy Birthday Song alarms configured 21 Audible Alarm Long or Short Version The Minimum Age for the Cigarette and Alcohol Icons are set using the pull down menus on the left side of the screen Options are 18 19 20 21 and off The Off option disables that alarm and is an option for bars that only allow those over 21 to enter for Alcohol The Icons will display REGARDLESS of the Under18 Under19 Under20 and Under21 check box settings The 1 Minute Clear Check box clears the screen data from the previous swipe after a one minute delay It is typically checked for Liquor C Stores when they do not want customer data to remain on the screen IDvisor Hardware Manual Page 19 of 38 E Palm 05 Simulator Tigga_Release Sima x E Palm 05 Simulator Tigga_Release Sim oO E Palm 05 Simulator Tiqga_Release_Sim Age amp Alarm Config Age amp Alarm Contig Age amp Alarm Contig Cigarettes mH Under 18 Min Age 5 O Under 12 O Under 1 PY Under 19 O Under 20 O Under 20 PY Under 20 ff Under 21 Mucle i Under21 Mucle in Under 21 Expired i Expired Expired B B Day B boy Long W E Doy O Age YRIMDD O Age YYMMDOC O Age YY MIME Tanel ff 1 Min Clear Ef 1 Min Clear OK O 1 Min Clear Click ont button for help Click ont
9. scanner One powers the bar code magnetic stripe scanner and its charge state is indicated by the LED on the side of the case The other battery is built into the Palm Z22 PDA and its charge state is visible at the top of the main screen A lightning bolt over the battery indicator means the handheld s battery is charging When it is fully charged the lightning bolt will change to a filled battery icon Charging the Batteries To charge the batteries just plug the wall adapter into the side of the Reader Cradle and the LED should turn red indicating the unit is charging Charge LED Color near power input jack a ee ee Charging Charge Complete Mini USB DC Input Jack j z IDvisor Hardware Manual Page 8 of 38 E Palm 05 Simulator Tigga_Release iol x CardVisor E j 127707 ETE The Red Lighting Bolt should display whenever the external power is connected to the unit If not contact support at Tokenworks as this may indicate a problem with the wall charger Reddy For Hest ID A full charge will require approximately 4 Battery Charging Red Battery at 40 Yellow hours The charger Lighting Bolt will automatically switch from full charge mode to standby as soon as the battery reaches full charge The charger will not overcharge the battery and it is recommended to leave the charger connected If the Charge LED is Yellow try turning the wall power on off If this
10. Age Verification Calculation Limitations State and Local Privacy Laws Ordinances or Rules Mobile Version Mag Stripe Reader gt Bar Code Scanner Scanner Ready LED Scanner Power Computer Power Launch I CardVisor IDvisor Hardware Manual I 7 Page 5 of 38 i Set Clock Screen Contrast License Transactions yy lt USB Port M xan Power Jack 12V DC E lt Charger LED Stylus 34 34 35 35 36 37 38 Counter Top Version Screen Contrast V Comput Power USB amp Power Port Stylus ty Lan U N din Launch ID Program Fj TER H e s i On License ban e ata We e n IDvisor Hardware Manual Page 6 of 38 Palm Z22 Button amp Icon Layout Display icon Tap to set the brightness and contrast of the sereen _ Syne Tap to synchronize Clock loon your handheld and desktop software Home Find Menu gt a Power butto a iis Contacts iada S Fress to turn on A handheld and handheld on off anen Daniae Calendar Fi Press to turn on j handheld and Dway navigator open Calendar Shown are the buttons and icons referred to throughout this manual Note the location of the Calendar and Contacts buttons Home and Menu icons IDvisor Hardware Manual Page 7 of 38 Mobile Version Battery Issues There are two batteries in the IDVisor
11. Select ShortCuts IDvisor Hardware Manual Page 25 of 38 E Palm OS Simulator Tigga_Release_5 zoi xj Preferences Shortcuts br Breakfast di Dinner ds Date Stamp dts Date and Time Stamp lu Lunch me Meeting ts Time Stamp Done New Edit Delete Select New Palm OS Simulator Tigga_Release Sje x Preferences Shortluts 1 Bonned E Palm OS Simulator Tigga_Release_5 Ioj xj Preferences Shortcuts Shortcut Entry a Shortcut Name E Palm OS Simulator Tigga_Release 5 Hl n x Shortcuts ShortCut Entry i Shortcut Name dts Date and Time Stamp lu Lunch me Meeting ts Time Stamp Done New _Edit_ Delete br gt e p MENY Create ShortCut Entry Enter ShortCut with Text Select New Congratulations you ve just defined a ShortCut To use the shortcut just tap on the Notes field after scanning a license enter the ShortCut character and the number one 1 IDvisor Hardware Manual Page 26 of 38 CardVisor IV age verification software has all the features of IDvisor 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
12. age sensitive products Tobacco Alcohol The number one cause for citations according to enforcement officers is mental errors such as failing to check an ID or making a math error when calculating the age from the date of birth In a busy retail environment it is easy to understand a new or tired clerk server skipping important steps or making calculation errors Recording the ID data ID status OK under21 etc with a date time stamp provides an affirmative defense for organizations cited for serving a minor Several states have affirmative defense legislation which helps defend an organization s liquor license if an ID Scanner was used The IDvisor ID scanners will help detect some fake or altered IDs Just having one will cause some people to think twice about presenting such an ID For example the ID scanner will help detect if the printed date of birth or expiration date has been altered using ink e g changing a 3 to an 8 by reading the unaltered date encoded on the data stripe and display an underage expired warning Another possibility is the encoded data stripe doesn t match the printed data on the front of the license e g John Smith is printed on the front but Mary Jones is encoded on the stripe In this case the ID scanner will NOT produce a warning but an operator who is cross checking the displayed versus printed data should notice the discrepancy However fake IDs are like counterfeit money in that if the person creatin
13. ally available magnetic cleaning cards e Clean exterior of case with a dry lint free cloth and do not use abrasive cleaning products e To clean the bar code scanner use commercially available canned air cleaning duster and direct air blast into bar code reader slot opening to dislodge any dust e Check bar code scanner slot for paper stickers or parts of broken licenses and remove by turning scanner upside down and gently tapping side of case IDvisor Hardware Manual Page 29 of 38 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 card swipes 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 Remove the built in stylus from the holder on the right side of the ID scanner Stylus Removed from holder Reset Hole IDvisor Hardware Manual Page 30 of 38 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 Then press the Date Book button and SW pe a card Performing a Hard Reset Warning A HARD RESET WILL ERASE ALL TRANSACTION DATA and
14. 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 amp return an ID Pass Back alarm should be generated when the ID is rescanned LD Re Scanned LD Re Scanned i License Already Read License ie Read DL Humber 123123123 DL Humber 123123123 DOBY mmidd 19850507 DOB Moa mmidd 19850507 i Soon Time Date Soon Time Date 12 36 gm 404 2 01 am 404 9 35 pr a 2a d 1 1 31 am rf 4 04 2 1 07 am T4704 3 12 36 orn rf 404 4 9 35 pr Tura 4d Total Records 2 Total Records 9 Shows license number DOB with current Multiple scans in a short period of time scan time at the top of the list and may indicate over serving or drinks are previous scans below 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 Ba
15. button for help Alcohol Age Threshold Option Cigarettes Age Threshold 1 Minute Screen Clear Menu Option Menu Check Box Bottom Right corner of screen 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 Dvisor 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 Il 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 amp time Also shown are the field separator characters used when importing the data into programs like Microsoft ACCESS or Microsoft 1x4 MemoPad showing all Parsed Data in IDvisor Individual Memo showing memo Categories Category 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 IDvisor Hardware Manual Page 20 of 38 check the parsed information provide technical feedback to TokenWorks and verify additional fields from the driver s license Unpa
16. ck database Free Memory 818E of 7936K Free Memory 818E of 7930k Category aes IL____ __ tT Info l ri C gt 1n tiPassBack 2K AntiPassBack 2K Crdvsr2D 52K Crdvsr2D 52K Crdver2eD Date Book Date Book Delete Application G dh Delete the Expense HotSync AntiPassBack e on application and all data iene Padi dear esate Select Delete from main menu Select AntiPassBack Database Confirm Deletion IDvisor Hardware Manual Page 27 of 38 To HotSync the data you must first install the Hotsync software on the Orange Palm See the CardVisor Software User Manual for step by step instructions Shown below is how to connect the handheld to the charging HotSync cradle after it is removed from the bar code reader cradle Connect the USB cable to the gt USB port on the back of the Connect the Mini USB connector to the IDVisor computer daka IDvisor Hardware Manual Page 28 of 38 e Install the included screen protector over the LCD This will protect the LCD against damage and surface scratches The ID Scanner is not waterproof Do not expose to rain or moisture e Do not drop it or subject it to strong impact e 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 e Do not store or use it in any location that is extremely dusty damp or wet e Ensure the magnetic heads are occasionally cleaned with commerci
17. d or recorded Check with the authorities in your jurisdiction before using the IDvisor product Purchaser is wholly responsible for insuring full compliance with the laws of the jurisdiction wherein the product is to be used TokenWorks fully disclaims any liability for any loss damages or untoward circumstances that may arise from the inappropriate use of the product or of the data retrieved through its use IDvisor Hardware Manual Page 35 of 38 fry Graffiti 2 Alphabet e Heavy Dot Indicates Starting Point Write these characters onthe Write these characters onthe Lett side of the writing area Right side of the writing area r B D E gg ny T WAE th NE hot J ed nil Dd Fy Gj ef mf e two sides IN p l s8 UV let ARLE hack space space tab return Accented Characters o s Follow letter on Left S R ZEH hacen on right I k A 7 w h A O I ZININ SO opecial Characters First enter the Punctuation Shit upstroke and then enter a special characteran either side then enter again 5s l B BAS Ta GS Slee EARMS cs eon ss 6 E B jit j s pr pee FE Her obp fS lt gt it OLB mE dle kK gt 0 I 1 2002 Palm nc All rights ezred cratitiand the Palm Ogo ae reg Be hed tadema of Palm ine IDvisor Hardware Manual Page 36 of 38 TokenWorks provides the IDvisor ID scanner to automate and document the ID checking process for purchasing
18. does not resolve the fault condition it means there is a problem with the battery charger or battery and technical support is required DO NOT OPEN THE CASE TO SERVICE THE BATTERY Contact support tokenworks com to obtain technical support Do not use a wall charger other than that supplied by Tokenworks Using one with a higher voltage or reversed polarity will damage the scanner Using one with a lower voltage or current rating will not charge the batteries IF THE PALM HANDHELD S BATTERY IS FULLY DEPLETED THE MAIN SCREEN WILL NOT TURN ON UNTIL FOR ABOUT FIVE MINUTES Wait 5 minutes and if screen does not turn on try soft reset procedure described in this manual Battery Life The battery which powers the License Scanner is oversized compared to the capacity of the Palm Z22 handheld Therefore use the battery level of the Palm Z22 handheld to determine remaining battery life IDvisor Hardware Manual Page 9 of 38 If the batteries become low an alert appears on the handheld screen describing the low battery condition If this alert appears reconnect the unit to power as soon as possible E Palm OS Simulator Tigga_Release _ j x E Palm OS Simulator Tigga _Release EEE j 1427 07 3 23 pm Battery Critical ity Time to replace AAA batteries Hotsync with PC now to save data Tip Remove one HAA battery insert ity Your battery is low replacement and Some services will be repeat If unit does not disabled Recharge t
19. e time to recharge The non volatile memory keeps your information safe even if your battery drains completely All you have to do is recharge to regain access to your information IDvisor Hardware Manual Page 15 of 38 Setting Date Time 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 clock Icon that is in the graffiti area see Palm Z22 Button amp Icon Layout in previous section Tap on the box which contains the date or time and then follow the prompts to change Details also provided in the Palm Z22 User guide Make Sure Date amp Time at the top right corner of the form is correct It will update on each swipe scan Note Only version Ill and IV have the Notes Field IDvisor Hardware Manual Page 16 of 38 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 are Alcohol Cigarette Icons which indicates the ID status depending on age threshold set in the configuration screen The Status line is highlighted if a person ID is underage or expired ID Scanned 11 39 am MENU Note Main Screen after an Under 21 Expired ID is scanned What is the Graffiti Area Write Write letters numbers here here The Graffiti writing area is divided into two parts one for writing letters and one fo
20. eans it is protected even if the battery drains completely All you have to do is recharge to regain access to your information If the application is manually deleted or erased due to a hard reset then it will be necessary to re install on the Palm computer using the Palm Desktop installation software i e HotSyncing Associating Calendar amp Contact Buttons with CardVisor and or MemoPad lication The Calendar and Contact Buttons are associated with the CardVisor and MemoPad application from the factory In the event of a Hard Reset which resets all the Palm settings and in the case when the Palm has not been backed up via the Hotsync Process it is necessary to re associate these buttons with the above applications To make the CardVisor application launch when the Calendar button is pressed or see the license data when the Contacts button is pressed tap on the Home icon in the graffiti area and then tap on the Prefs icon on the main screen Once in the preferences application select buttons and from the pull down menu next to the Calendar button highlight CardVisor Do likewise on the Contacts button for Memos Once completed these buttons will launch CardVisor or MemoPad which either starts the age verification program or reviews the stored transaction data Non Volatile Memory The Palm Z22 uses non volatile memory This means the information on your handheld is protected even if you re on the go and don t hav
21. eet 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 IDvisor Hardware Manual Page 23 of 38 CardVisor Ill amp IV 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 CardVisor waerd ded pr Card isor deer d ded pm CardVisor Waerd 4 24 pm F Hame JOHN een F Hame JOHN __ dicu IMIMBM JM L Name LI RENW BES L Name L JRENW BES oo LATE MIMIDIMMIDMDMIMIMIMMDMDI N pop WAED pop ABS DOB cms AGE 18 Exp S 7 05 AGE l Exp 5705 AGED a EXP Status Under 19 status Under 19 DNIE aaaME MMMIMMIDIDIM MMMM Ib 122122122 Sex M ID VCA A FE Sex M D re Sexi M Hote ee en Append Mote John AOL com La Prang Jahn amp RCL corm Mote Saved wil Driver License Scanned 4 24 pr Driver License Scanned 4 24 pm Swipe A Card I 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 sw
22. ff dirty Magnetic read head IDvisor Hardware Manual Page 33 of 38 Copyright 2002 gt 2007 TokenWorks Inc Printed in the USA www lokenWorks com Company Web Site www CardVisor com Product Web site Support tokenworks com Information in this document is subject to change without notice No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of TokenWorks Inc TokenWorks CardVisor IDvisor and CardTool are trademarks of TokenWorks Inc Palm and Hotsync are trademarks of Palm Inc TokenWorks Inc hereafter TokenWorks warrants the TokenWorks IDvisor ID scanner reader the CardVisor software and this Manual hereafter jointly or individually the product IN ITS ENTIRETY to be in good working order for a period of 90 days from the date of purchase Should this product fail to be in good working order at any time during this warranty period TokenWorks will at tts option repair or replace this product at no additional charge except as set forth below Repair parts and replacement products will be furnished on an exchange basis and will be either reconditioned or new All replaced parts and products become the property of TokenWorks This limited warranty does not include service to repair damage to the product resulting from accident disaster misuse abuse or modification of the product performed wit
23. g or a cut out piece of paper Whether it is an out of state license Use an ID checking guide when you re looking at an unfamiliar license 3 ASK About basic information on the card such as the birth date middle initial zip code age etc For a second form of ID People with fakes rarely carry back up identification 4 RETURN If you are satisfied that the proof of age is valid you may permit the individual to be served If you re not convinced however do not serve them IDvisor Hardware Manual Page 38 of 38
24. g them has sufficient skill and resources it is extremely difficult to detect without proper investigation resources Merchants serving age sensitive products are expected to make a reasonable effort when checking IDs and using an ID scanner is a significant indicator of such effort That is why many states have affirmative defense legislation for merchants who use an ID scanner IDvisor Hardware Manual Page 37 of 38 Cross Check Data Always cross check the data displayed on the scanner versus what is shown on the front of the ID Some fake IDs have a cloned or copied data stripe from another person who is over 21 years old Cross Checking IDs Di santero The F E A R method of carding from the PA Liquor Control Board 1 FEEL FOR Glue line or bumpy surfaces by the picture or birth date Pin holes on the surface Thickness of an ID If it s been re laminated it may be thicker 2 EXAMINE The photo and physical description They should match the person handing you the ID The expiration date You CANNOT accept an expired ID The birth date Do your math Are they 21 Whether or not the ID is a duplicate If it is ask for another form of ID The state logo If it s partially missing or appears altered the ID might be fake The hologram Is ita genuine hologram or a basic hologram added to a fake ID The card s reverse side lettering Some ID makers neglect the back side of the ID Look for blurred letterin
25. he turn on try soft reset device by connecting it procedure to the power cable 90 charge left Low Battery Alert when battery drops below 20 Alert when battery drops below 10 Ignore instructions to replace AAA batteries This applies to another version of product A fully charged unit will scan 6000 licenses which is more than enough to last one evening As a rule of thumb return the unit to the charger at the end of the night shift or leave it plugged in all the time The batteries will NOT over charge Note The Green Ready LED on the bar code scanner will always turn on when external power is supplied regardless if the red scanner power button is on or off Note When connected to external power the ID scanner display will not automatically power off so that it is always ready to scan IDvisor Hardware Manual Page 10 of 38 CounterTop Version In the CounterTop version there is only one battery in the Palm PDA which automatically charges when the scanner is connected to the AC wall adapter However since this version requires external power this battery charge status only matters if the unit has not been powered for several weeks See not below E Palm 05 Simulator Tigga_Release_ 5 _ x The Scanner Ready LEDs should turn CardVisor Exa 127 07 3 23 pm Green when powered AND the RED Lighting bolt should display in the battery icon at the top of the screen The PDA may power on without external power but the
26. hout the prior written approval of TokenWorks Limited Warranty service may be obtained by sending the product during the warranty period to TokenWorks Before sending material please obtain a Return Material Authorization RMA number by requesting one from TokenWorks To obtain additional return and contact information visit www tokenworks com If this product is to be returned you agree a to insure the product or assume the risk of loss or damage in transit b to prepay shipping charges to the warranty service location and c to use the original shipping container or equivalent ALL EXPRESS AND IMPLIED WARRANTIES FOR THIS PRODUCT INCLUDING THE WARRANTIES OF MERCHANTABILITY AND FITNESS FOR PARTICULAR USE ARE LIMITED IN DURATION TO A PERIOD OF 90 DAYS FROM THE DATE OF PURCHASE AND NO WARRANTIES WHETHER EXPRESS OR IMPLIED SHALL CONTINUE BEYOND SUCH PERIOD EACH PURCHASER UNDERSTANDS THAT THE TOKENWORKS PRODUCT IS OFFERED AS IS TOKENWORKS AND ITS SUPPLIERS ASSUME NO RESPONSIBILITY FOR ANY DAMAGE OR LOSS CAUSED BY DELETION OF DATA AS A RESULT OF MALFUNCTION DEAD BATTERY OR REPAIRS BE SURE TO MAKE BACKUP COPIES OF ALL IMPORTANT DATA ON OTHER MEDIA TO PROTECT AGAINST DATA LOSS IDvisor Hardware Manual Page 34 of 38 IF THIS PRODUCT IS NOT IN GOOD WORKING ORDER AS WARRANTED ABOVE YOUR SOLE REMEDY SHALL BE REPAIR OR REPLACEMENT AS PROVIDED ABOVE IN NO EVENT WILL TOKENWORKS BE LIABLE TO YOU FOR ANY DAMAGES INCLUDING ANY LOST PROFITS
27. iped 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 Palm Shortcuts using Palm Shortcuts to s Palm Shortcuts allow one or two characters to be used to enter an entire phrase or sentence Below is an example using the number one 1 for the word Banned E Palm OS Simulator Tigga_Release 10 x CardVisor i 1427407 5 33 pm ID Scanned 6 30 pm Scan ID and then tap on Write the ShortC Q Enter ShortCut name in Notes Field Cursor will aie g j sd ae this example the number appear DERO te wee Eee One 1 which is a vertical IDvisor Hardware Manual Page 24 of 38 E Palm OS Simulator Tigga Release Sir ID Scanned Da a pm O WENO Hl x TT TE m r 1 2707 5 33 prn stroke After graffiting in ShortCut character an the one 1 character the associated text will appear in the Note field saving keystrokes time 3 Defining a Palm Shortcut Step by Step directions E Palm OS Simulator Tigga_Release Sif cio EB Palm Os Simulator Tigga_Release S 2 5 xj 4 37 pm Dell Preferences Date amp Time Formats F Grattiti 2 keylock Pewer Security Sounds amp Alerts Touchscreen Writing Area Communication Connection Personal _____ Buttons Color Theme Owner Shortcuts EWS Select Prefs Icon lower left
28. r 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 IDvisor Hardware Manual Page 17 of 38 The Options menu is used to configure the CardVisor M software To access it click on the Menu lcon just below the Application icon small house in the graffiti area see previous diagram or tap on the word CardVisor in the top left corner of the screen Depending on the version of IDvisor software there are three or four items on the Options menu The Reset option will re initialize the program and you should hear a triple beep from the scanner If the unit is not responding to a card swipe try the reset option If successful the Scan or Swipe ID message will be displayed If not see the trouble shooting section in this document Bi Palm 05 Simulator Tigga_Release 5 _ x Ready For Mest ID Options Menu of CardVisor Screen After Reset Command CardVisor and ll do NOT have the Test VIP Banned Database item 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
29. rTop Setup Operation 1 Plug in Power listen wait for triple beep and Green Ready LED on Scanner 21D Bar Code f 2D Bar Code Insert amp Remove aa a j L 2D Bar Code must be facing Operator and be completely inserted and removed 1D Bar Codes will not scan 3 Dunk license with 2D Bar Code into bar code reader slot until license is fully inserted The Red LED will start flickering and remove the license with a smooth continuous motion If the bar code reader beeps the display will update If not see scanning tips at end of this section IDvisor Hardware Manual Page 13 of 38 2 Press Scan License button listen for triple beep and message on screen Magnetic Stripe must be facing Operator when swiping We May be swiped either direction 3 Swipe license with Magnetic Stripe facing display in Magnetic reader slot using a smooth continuous motion If the reader beeps the display will update If not try again from other direction See swiping tips at end of this section Tips on scanning 2D Bar Codes 1 Make sure the green reader LED is on If not press RED scanner power button 2 Insert the Driver s license into the bar code reader dunk slot with the bar code facing the display Make sure the license is fully inserted 3 The Red LED will start flickering Wait for the Red Led to stop flickering and remove the license with a smooth continuous motion 4 If the card was decoded prope
30. rly the bar code reader will beep and shortly thereafter the display will update If not try inserting amp removing the license until you hear the single good read beep Tip Try a few scans to get the feel and timing of the bar code reader It isn t always necessary to wait for the Red LED to stop flickering The scan time depends on the amount of data and the condition of the bar code In states like New York the licenses can be read as fast as the license can be fully inserted and withdrawn Swiping a Magnetic Card 1 Make sure the green reader LED is on If not press RED scanner power button 2 With the CardVisor application running hold the drivers license with the Magstripe facing towards the display and swipe the card through the slot 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 If the card was decoded properly the scanner will beep and shortly thereafter the display will update If not try swiping in the other direction and speed up or slow down the swipe IDvisor Hardware Manual Page 14 of 38 The CardVisor software is stored in the flash memory of the Palm Z22 computer It is stored in non volatile memory which m
31. rsed Data in Individual Memo showing RawData Category 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 Dvisor 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 Kw 2 Memo 1 S01502 4n534 rAAMVAS6O0 1 2 Oe a SO1S02 4n534 rAANVASEO0 1 4 D Mew I ransaction Data Visible ransaction 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 IDvisor Hardware Manual Page 21 of 38 Selecting either will prompt a Password or PIN code to be entered which must then be confirmed E Palm 05 Simulator Tigga_Release
32. screen visible on Main CardVisor Reinstall CardVisor software using Palm Desktop application launcher installation tool screen application has been deleted Bar Code Reader Bar Code is dirty Examine bar code for scratches dirty and clean with does not decode E soft cloth license No beep after withdrawing Bar Code is If sufficiently damaged it may be impossible to read license from reader Try another license License skewed Try reinserting and removing license while ensuring it tilted during insert goes in and comes out without tilting or skewing card IDvisor Hardware Manual Page 32 of 38 License withdrawn Wait for red LED to stop flashing before withdrawing from reader too license soon No 2D barcode or Make sure there is a 2D bar code and that it is facing 2D bar code not the PDA A 2D bar code looks like this EARE Foreign object in Try to clear objects by holding reader upside down and slot gently shaking Do not insert metal objects or other objects to clear slot Reader is broken Contact TokenWorks for support decoding swipe dirty be damaged Magnetic Card may Ensure card is being held flush to base of card track be miss aligned during swipe Try swiping at different speeds in a during card swipe different direction holding the card at different locations or changing the orientation of the Handspring Magnetic read head Use credit card reader cleaning card to clean dirty o
33. software and HotSync Manager TokenWorks White CD with User Manuals and VIP Banned list utilities Printed Software and Hardware User Manuals WE B ek a IDvisor Hardware Manual Page 3 of 38 About This Document What s in the box Mobile Version ___ CounterTop Version Table of Contents Parts Diagram Mobile Version_ Counter Top Version Palm Z22 Button amp Icon Layout Power Mobile Version Battery Issues __ gt o o Charging the Batteries ____ gt gt bTZs uuj xrj E j j kj Lj rImr i i lli vVk _ VW j _ Z _T Battery Life CounterTop Version How to scan a Driver s license Tips on scanning 2D Bar Codes ___ Swiping a Magnetic Card CardVisor Application Installation amp Setup Associating Calendar amp Contact Buttons with Card Visor and or MemoPad Application Non Volatile Memory Main Screen Description Options Menu Age Threshold and Alarms Memo Pad ____ Protecting ID Scanner Data Tip Appending Notes to Swipe Data via MemoPad Appending Notes to License Data CardVisor III amp IV feature Palm Shortcuts using Palm Shortcuts to speed Note Entry CardVisor IV Anti Card Pass Back HotSyncing Maintenance and General Care Resetting the Handheld ____ Performing a soft reset ___ Performing a Hard Reset Trouble Shooting IDvisor Hardware Manual Page 4 of 38 SAAN ANN A UNDA N Copyright Limited Warranty Graffiti Table Checking IDs Cross Check Data
34. turn on if battery is pressed Screen fully depleted does not light up Palm Computer Try soft reset turn over so that you can see the back Hung up of it Using the stylus gently press the reset hole on the back See the Resetting the Handheld section Hardware failure Contact TokenWorks Technical support Note if Handspring Visor not purchased from TokenWorks then contact Handspring technical support at www handspring com CardVisor does not Calendar button not See Associating Calendar amp Contact Buttons with launch when associated with CardVisor Application and or MemoPad above Calendar button is Cardvisor pressed instead Application Palm Calendar displays License data does Contacts button not See Associating Calendar amp Contact Buttons with not display when associated with CardVisor Application and or MemoPad above Contacts button is MemoPad pressed instead Application Contacts Screen displays License data does The MemoPad Change Category to All or CardVisor Tap on not display when Category is set to category displayed in upper right corner of screen Contacts button is display only from pull down menu select CardVisor or All pressed Swipe personal or data missing in business memos MemoPad PIN Code has been Open Security application and present PIN code Application set CardVisor Category not setto Select All or unfiled in the top right corner of the application not All or unfiled
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