SmartReg User Manual 5.0
Contents
1. Block Delimiter Block 1 Row Delimiter Row 1 Pacar Row 2 Delete Delete oo Cancel After selecting Create Rule you can modify the parameters of the new Rule GR Rule Builder Rule Name aca Rule Data Condition equals Variant Block 1 Column 1 After defining all the Rules which distinguish your custom card form all other cards and defining all the Fields you are ready to define a Profile and associate your new custom card with that Profile Decrypt Keys smartReg gives you the ability to encrypt the custom cards that you create This is accomplished with the Decrypt Keys feature To use this feature click on the Settings menu and then choose the Decrypt Keys See the sample image below Import All Settings Export All Settings Create Support File Reader Setup OCR Setup Hot Key Output Fields ers License Pop Up Dialog Activity Log Customize Errors Custom Cards Decrypt Keys Emulator Settings dail V Output Leading Char Keystroke Type Screen Recognition Recognition Type Title Bar Text Dimensions Drag this crosshair over text MV Compare Text C ent ensions M Use Title to Find Active Window After clicking the Decrypt Keys option you will see the dialog below Decrypt Key List Use this dialog to add a new decrypt key Begin by entering a value into the New Key text box2. Pop Up Dialog Activity Log Customize Errors Custom Cards Decrypt Keys Emulator Settings Output Leading Char Keystroke Type Screen Recognition Title Text Output Fields ers License Ss Space Text Execute Tab nter Auto Tab TabDelay Sec 0 0 m ormat Upper Lower Recognition Type Title Bar pe Drag this crosshair onto your form f Exact Match Title Contains Keystroke Type Import All Settings Export All Settings Create Support File Reader Setup OCR Setup Hot Key Card Type ers License S Pop Up Dialog Activity Log Customize Errors Custom Cards Decrypt Keys nter B TabDelay Sec Emulator Settings 0 0 Output Leading Char S Keystroke Type NET API Screen Recognition Tie Bar v Title Text Drag this crosshair onto your form The Keystroke Type feature within SmartReg gives you the ability to switch between NET and API keystroke types The NET type is the recommended keystroke type and as such is enabled by default Occasionally some forms can prove to be problematic to fill In those instances it sometimes can prove helpful to change to the API keystroke type Changing to API should definitely be a last resort though To change this feature click the Settings menu select Keystroke Type and finally choose either NET or API See the sample image below Output Fields Exact Match C Title Contains Profile Creation N
3. Drag this crosshair over text V Compare Text Use Component Dimensions F Use Title to Find Active Window Begin by left clicking the crosshair icon without releasing and dragging it to the form that you will be filling out Now place the crosshair icon over the form s text that you would like to match and release the left mouse button The Jext textbox should now be filled with the text you would like to match as well as the Title textbox should now be filled with the form s title bar text See the sample image below screen Recognition Recognition Type v Text Dimensions Microsoft Word Document axm Drag this crosshair over text V Compare Text Use Component Dimensions Use Title to Find Active Window Document Microsoft Word If you would like to match the text of the item then select the Compare Text checkbox To match the dimensions of the item at that location on the form select the Use Component Dimensions checkbox By choosing this option you can specify a margin that will allow the item to still match if it is not exactly the same size For example if you are matching an item that is 10 x 10 10 pixels long by 10 pixels wide and you specify a margin of 2 the form will match if there is an item on it that is 8 x 8 up to 12 x 12 tg Windows Controls Recognition To use the Windows Controls Recognition select Windows Controls from the Recognition Type drop down list The Screen Recognition section
4. OCC Please provide a Card Name for this Specal Card then swipe the card Block Delimiter Ei Delete Delete Cancel NOTE This form has a hierarchy requiring you to work from the top down outlined in the subsequent steps Fourth specify a Card Name and then swipe your card The data read from the card is placed in two sections Within the The raw data read from swiping the card section an overall view of the raw data on the card is displayed This data cannot be edited Also in the Block 1 gt Row 7 section all of the data read from the card is displayed However this data can be reorganized in a more meaningful manner To reorganize the raw data into more meaningful chunks provide a Block Delimiter to break the data into separate blocks and a Row Delimiter to further break each block into separate rows In the following diagram a custom card with the name My Custom Card Name is defined with a character as a Row Delimiter Custom Card Builder Card Name The raw data read from swiping the card 5s EPEE Card Naame 6007002212567 144546 9901 6007002212567144 ny US TOM Lard Name 546 9901 Block Delimiter Block 1 Row Delimiter B AND Row 1 66007002212567144546 9901 Row 2 6007002212567144546 9901 Row 3 zi Fields Cancel As the diagram depicts the raw data is now organized into one Block with two Rows NOTE Do not use useful data characters as delimiters Delimiter cha
5. comes with the scanner Simply click the Clean Scanner button under the Test section of the OCR Settings screen and follow the directions When using the ScanShell 800 Driver s License simply inserting the card into the device will initiate the scanning process The ScanShell 1000 Driver s License and Passport has three buttons to the right of the scan bed The top button is for scanning a Driver s License the middle button is for scanning Passport and the bottom button is non functional To use the SnapShell Camera you must place the credential on the ledge and press the button NOTE It is important to remember that OCR devices are port specific devices This means that if you unplug the device from its current USB port and plug it into another it will not function properly To resolve this issue you must reinstall the device Please the SmartReg Install manual for instructions on how to reinstall the SnapShell Camera Image Settings Tab The Image Settings tab in the OCR Settings is only enabled when the Enable OCR checkbox is checked This portion of the OCR feature allows you to configure if and how SmartReg will save the images of the OCR scanned credentials To begin using the image saving portion of the OCR feature click the Enable Image Saving checkbox See the image below OCR Settings om ee General Settings Image Settings Image Settings Enable Image Saving E C Image Type Fields Fi
6. up your SmartReg system and also introduce you to the newest features available in SmartReg Keep in mind this manual will not show examples of every capability of SmartReg The developers of SmartReg have equipped you with the tools to be flexible in most situations Use your imagination when thinking of scenarios to use SmartReg Recommended Specifications Processor OS Version OS Edition Memory Disk Space Other 2 6 GHz Single Core CPU or equivalent Multi Core CPU Windows XP SP3 Vista SP2 or Windows 7 Professional Business Enterprise or Ultimate 1 5 GB of RAM 5 GB of free hard disk space Microsoft NET Framework Version 4 0 or higher and sufficient number of USB Ports to accommodate hardware devices Glossary Term Customer Code Unlock Key Activity Logs Pop Up Dialog Support File Custom Card Delay Function SS Ses Execute Function Definition Configuration file for screen population containing all output input and screen recognition parameters Unique code created by SmartReg for registration purposes code will be needed at registration time if you reinstall SmartReg you will receive a new customer code that is different from the original Code entered into the SmartReg registration screen for the purpose of registration this code will be given to you by your SmartReg representative Text based logs that are populated with data from card scanning acti
7. when you would like for the pop up to appear If you leave the Always Show option selected then each time you swipe a card the pop up will appear You can also uncheck the Always Show option This will allow you to create a formula based on the swiped card s data to control how the pop up is displayed Finally select the exit method for the pop up Selecting the User Confirmation choice will cause there to be an OK button on the pop up to close the dialog Selecting the Timed Disappearance choice and entering the number of seconds will cause your pop up to disappear after the specified number of seconds has elapsed lf you are satisfied with the options that you have specified then select the OK button At this point you will see the previous screen again However this time you will see the pop up that you have just created listed within the dialog You can also edit or delete the selected pop up by selecting the appropriate pop up and then selecting the Edit or Remove buttons respectively Activity Log smartReg comes with a built in activity log builder This feature allows you to create a log file that will contain information that you specify from the swiped card First choose the Activity Log option from the Settings menu The following dialog will appear Activity Log Manager Activity Logs Add Activity Log Activity Log Name Card Type Drivers License Y File Type CommaDelimited Tab Delimited XML Ava
8. 3 gt TabDelay Sec Mail Address 4 0 0 Mail City Mail State m Output Format Mail ST Normal Upper C Lower m Screen Recognition Recognition Type Title Bar Title Text Casino Demo Search Page E Exact Match Drag this crosshair onto your form Title Contains Registration Click on the File menu item and go to the Register option There are two methods of registering SmartReg Phone or Internet The following shows how to register SmartReg using the Phone option In the Register menu click the Phone option The following dialog will appear Phone Number to Call 1 800 280 2651 Your Serial Number 65100016565 Your Customer Code DDDDDDDDDDDDDDDDDDDDDDDDDD Enter UnLock Key J Cancel Call the toll free number on this screen and give the representative your dealership information and the Customer Code from the screen Next enter the UnLock Key into the space provided and click the Register button The following message should appear Register Phone Number to Call 1 800 280 2651 Your Serial Number 65100016565 Your Customer Code DDDDDDDDDDDDDDDDDDDDDDDDDD Enter UnLock Key 000000000000000000000000 SmartReg was successfully registered We thank you SmartReg is now registered Click the OK button 7j lf you would rather register over the Internet click on the File menu item Register and click the nternet option
9. Activity Log Customize Errors Custom Cards Decrypt Keys TabDelay Sec Emulator Settings 0 0 Output Leading Char Smat Keystroke Type b C Ur Screen Recognition EPIR RE Recognition Type Title Bar Text Dimensions SS Drag this crosshair over text Mc LAR After clicking the Import All Settings option you will see the dialog below y Browse For Folder Select the directory that you wish to import from WARNING This process will override your existing profiles Bl Desktop c Libraries gt B Daniel Smith b Computer ui Network gt A Control Panel E Recycle Bin gt BadgePass Installers Use this dialog to browse to the location where the SmartRegExport zip file is located lt is important to note that you will not see the import file when using this dialog so it is always good practice to double check the file s location Once you have chosen the correct directory click the OK button fg PR Export All Settings SmartReg gives you the ability to export profiles and additional settings so that they may be easily transferred to different computers that are running or will run SmartReg This is accomplished by using the Export All Settings feature To use this feature click on the Settings menu and then choose Export All Settings See the sample image below Import All Settings Export All Settings Create Support File Reader Setup OCR Setup Hot Key Output Fie
10. BadocPass Secure Identity Solutions SmartReg User Manual htto www badgepass com Table of Contents Overview Recommended Specifications Glossary Configuration Manager Registration Feature Settings a Import All Settings b Export All Settings c Create Support File d Reader Setup e OCR Setup i General Settings Tab li Image Settings Tab f Hot Key g Pop Up Dialog h Activity Log J k ot e SY R Customize Errors Custom Cards Decrypt Keys l Emulator Settings DLL Location li Session List m Output Leading Character n Keystroke Type 7 Profile Creation a New Profile Functions Custom Fields Special Functions Modifiers Recognition Types i Title Bar Recognition ll Screen Scrape Recognition iii Image Capture Recognition iv Internet Explorer Recognition v Text Capture Recognition vi Windows Control Recognition 8 Appendices a Special Functions 2295 J1 Overview SmartReg is automated enrollment software designed to read data from any supported Driver s License Passport Military ID or standard Credit Card and automatically populate your proprietary enrollment screen Once setup properly the system will populate multiple screens with little to no user interaction The operator simply gets to the appropriate screen and scans or swipes the identification credential while SmartReg does the rest This document will guide you through the process of setting
11. Card Error Invalid Screen Error and Magnetic Stripe Error do not fall under the category of Application Errors aj ee Next you have the option of adjusting the default settings for the Invalid Screen Error the Invalid Card Error and the Magnetic Stripe Error To disable the nvalid Screen Error altogether uncheck the Screen Errors Enabled checkbox If you choose to leave it enabled then you will have the options of changing the message determining the Exit Method and allowing the user to manually select the profile when an Invalid Screen error occurs There are two choices for the Exit Method Selecting the User Confirmation choice will cause there to be an OK button on the error dialog to close the dialog Selecting the Timed Disappearance choice and entering the number of seconds will cause your error dialog to disappear after the specified number of seconds has elapsed Selecting the Allow user to manually select profile on error causes a dialog with your profiles listed on it to appear when there is an Invalid Screen Error Select a profile from the list and select the OK button and your form will be filled out using the profiles settings To disable the nvalid Card Error altogether uncheck the Card Errors Enabled checkbox If you choose to leave it enabled then you will have the options of changing the message determining the Exit Method and allowing the user to manually select the profile when an Invalid Card error occ
12. Decrypt Keys option from the Settings menu typing the new decrypt key into the New Key box and clicking Add Keys can be removed by either double clicking the key you want to remove or selecting the key right clicking the key then selecting delete option from the popup menu NOTE All subsequent steps should be performed for all cards encrypted and unencrypted Second choose the Custom Cards option from the Settings menu The following dialog will appear Custom Card Manager Custom Cards From this menu you can select a number of already defined custom cards from the list right click and choose the export option from the popup menu This feature is useful for backup purposes or to transport your custom card s to another machine or another vendor You can import custom card s previously backed up or given to you by another vendor by right clicking in this window pane and choosing the import option from the popup menu Imported custom cards will be added to you custom cards list Import cards with names equal to already existing custom cards will NOT be imported NOTE It is advisable that for back up purposed you use the Export All Settings option from the Settings menu This option exports ALL configuration parameters including custom cards Third click the New button to create a new custom card The following dialog will appear Custom Card Builder Card Name The raw data read from swiping the card itt
13. The following dialog will appear Internet Registration Please enter Registration Information below Name of Person Registering Product m Location of Product Installation m Cancel On this screen enter a name into the Name of Person Registering Product text box and a location into the Location of Product Installation text box The location should be descriptive such as John s Computer or Branch 2 Next click the nternet button This will instruct the application to contact our server and attempt to register the product If the process is successful and indication of Success is shown then the product is registered and registration is complete However if there was a problem with registration you may retry internet registration again or you may click the Phone option from the Register menu and use the instructions above to register your product NOTE Registration is NOT available for Trial versions of this software Feature Settings Import All Settings Profiles and additional settings that were previously configured in another SmartReg application can be imported by using the Import All Settings feature To use this feature click on the Settings menu and then choose Import All Settings See the sample image below 4 4 OnngQuration Manag File Settings Help Import All Settings Screen Profiles Export All Settings Create Support File Reader Setup OCR Setup Hot Key Pop Up Dialog
14. Truncate Right Sub string and Upper case All See Appendix A Special Functions for further explanation of how each functions works Modifiers The Modifiers function is mainly for use with single characters To apply a modifier to an output field simply right click on the desired field in the Output Fields list and select Modifiers See the image below Card Type Drivers License gt l Auto Enter l Auto Tab TabDelay Sec Lise 00 _ lt Output Format Normal Upper Lower Recognition Type Tite Bar Screen Recognition Title Text m E Exact Match Drag this crosshair onto your form Title Contains At this point you should the dialog below Modifiers oan You can add keyboard modifiers such as Ctrl and Alt to the field This allows for you to simulate shortcuts such as Ctrl Alt F12 To add a keystroke or combination of keystrokes simply press the key s you desire to use See the sample image below Modifiers ALT Cancel Recognition Types Title Bar Recognition To use Title Bar Recognition select Title Bar in the Recognition Type list The section should look like the image below Screen Recognition Recognition Type Title Bar Title Text pzy Exact Match Drag this crosshair onto your form C Title Contains Then place the cursor over the crosshair in the bottom right corner of the section Left click the mouse and your normal cu
15. ages Hot Key The Hot Key allows the SmartReg application to buffer card data until the next card is swiped Suppose several screens are being populated during the enrollment process Setting a hot key will allow the user to swipe a card one time and then press the set hot key in order to re output the data again to several screens In order to enable this option choose the Hot Key option from the Settings menu The following dialog will appear HotKey Manager Current Hotkey ALT Press Any Key To Change Cancel Press the key or combination of keys you would like your hot key to be In the image above pressing the Alt key would cause SmartReg to reprocess the data Pop Up Dialog SmartReg comes with a built in pop up message builder This feature allows you to display custom messages to the user when a credential is scanned or swiped First choose the Pop Up Dialog option from the Settings menu The following dialog will appear Pop Up Manager Pop Up Dialogs Next click the New button to create a new pop up The following dialog will appear Add New Pop Up Pop Up Name Message peeseege Pop Up When V Always Show Card Type Drivers License Field jAge Field Type Number Condition fequais tid Variant Exit Method User Confirmation Timed Disappearance of Seconds Mj To begin enter a value for the Pop Up Name as well as a Message to be displayed Next select
16. and clicking the Add button Itis important to note that valid keys must consist of a total of eight numeric 0 9 characters and letters A F If you attempt to add an invalid decrypt key the application will inform you of such Once you have added the desired number Decrypt Keys simply click the OK button sj Emulator Settings The Emulator Settings feature within SmartReg is important when trying use the Screen Scrape Recognition To change the Emulator Settings click on the Settings menu Now navigate to the Emulator Settings submenu and you will see that there two items to select here DII Location and Session List See the sample image below iS martreg File Drag this crosshair over text Use Title to Find Active Window Import All Settings Export All Settings Create Support File Reader Setup OCR Setup Hot Key Pop Up Dialog Activity Log Customize Errors Custom Cards Decrypt Keys Emulator Settings Output Leading Char Keystroke Type Card Type Output Fields ers License S v Space Text Execute Tab nter Auto Tab Recognition Type Title Bar Dimensions iv Compare Text Use Component Dimensions DLL Location The DII Location is how you can select the location for the HLLAPI DII for the desired emulator See the sample image below R Select the dll that contains the HLLAPI forthe dened emulator _ i GQ a gt Computer gt Local Disk C Wind
17. e into the Cmd Args text box Next choose either to Execute or Execute and Wait The Execute option will cause the external application to run while continually processing a profile In contrast Execute and Wait will cause the external application but will not continue to process the profile until the external executable is closed The Enter button will add an enter keystroke to the output list See the sample image below Card Type Output Fields Drivers License v Functions Keys Space Text Execute Tab Auto Tab The Tab button will add a tab keystroke to the output list See the sample image below Card Type Output Fields Drivers License Functions Keys Space Text Delay Execute Enter i l Auto Enter Auto Tab The Auto Enter checkbox will cause an ENTER to automatically be placed after every field you insert into the output list The Auto Tab checkbox will cause a TAB to automatically be placed after every field you insert into the output list The gt button is used to add a selected field to the output fields list In a similar fashion the lt button is used to remove a field from the output fields list Within the Functions region there is a smaller section labeled Outout Format Here you can choose to output ALL fields within the current profile Normal in an Upper case format or a Lower case format Custom Fields omartReg now gives you the ability to create Cust
18. ew Profile To create a new profile begin by selecting the New option within the File menu The dialog shown below will appear nnas R SmartReg Configuration Manager Yess Settings Help New Ctrl N Screen Profiles Save Ctri 5 POR eRe ee eee ee EEE eee ESE EES EEE ESEEEES EEE ESEEEESEEEESEEEESEEEESESEESESEEEESEEEESEEEESEEEEEESEEEESEEEEEEEESEEEESESE EEE EEE SED Save As Delete Ctrl D Card Type Register gt i Close Ctrl C At this point you should see the dialog below Add New Profile Profile Name Enter the desired name for the profile and select the OK button Your profile will now appear in the Screen Profiles list at the top of the form Next choose the Card Type that you wish to associate the new profile with As the card type changes so does the data in the Available Fields column Then choose the fields which you would like to be placed on your form and please choose them in the order that you would like for them to appear To move a field from the Available Fields column to the Output Fields column select the field that you wish to move and select the gt button or double click on the selected field Once the field is in the Output Fields column you can add Special Functions and Modifiers by right clicking on the field Next choose the Recognition Type that you wish to use to recognize your form The six methods are Title Bar Screen Scrape Image Comparison Internet Explorer Scraper Text Cap
19. ilable Fields Output Fields Drivers License Fields Prefix First Name First Init Middle Name Middle Init Last Name Last Init Suffix Mail Address 1 Mail Address 2 Mail Address 3 Mail Address 4 Mail City Mail State Mail ST Mail Zip Code Mail Zip 4 Next create a unique Activity Log Name and select the Card Type and the File Type The Card Type is the type of card for which you would like to make a log entry when that particular card type is swiped Depending on the chosen Card Type the list of Available Fields will change to reflect that choice The File Type determines the method of data delimitation associated with the activity log and the file type for the saved activity log SmartReg offers Comma Delimited data is separated by commas Tab Delimited data is separated by TABs and XML the widely accepted format for universal data transportation The final step is to select the fields whose data you would like to store in the activity log To do this simply select a field from the Available Fields column and then either double click it or click the gt button This will add the field to the Outout Fields column Repeat this process for all of the fields that you desire to be logged If you would like to remove any fields from the Output Fields column simply select the field that you wish to remove and click the lt button If you are satisfied with your settings click the OK button At this point you wil
20. ivers Licenses Passports and SnapShell Camera Drivers Licenses including 2D barcodes The Method box determines if the scanner will be able to get information out of a 2D barcode like an ordinary 2D barcode reader It should be noted that by choosing 2 D Barcode that the parameters for the device are automatically set and cannot be changed within the interface until the Method is changed back to Front of Card NOTE The installation process for the SnapShell Camera is much different than the other devices and its instructions are found in the installation manual for SmartReg It sj should also be noted that OCR is a less reliable way of gathering data when compared to reading barcodes or magstripes with the DG 250 reader Set the Resolution under the Device Parameters The recommended resolution is 300 Next set the Color to either Gray Color or True Color depending on your needs True Color almost always works better than Gray Color NOTE You should always calibrate the scanner before use to ensure you get the best possible scan If the reader begins to produce inaccurate results you should try cleaning the scanner The SnapShell does NOT require calibrating To calibrate the scanner you will need the calibration sheet that comes with the scanner Simply click the Calibrate Scanner button under the Test section of the OCR Settings screen and follow the directions To clean the scanner you will need the cleaning paper that
21. l return to the previous screen This time however the newly created activity log will be listed To edit or delete an activity log simply select it within the list and click the Edit or Remove buttons respectively Customize Errors smartReg allows for you to customize the error messages associated with an invalid card being scanned and or the screen not being recognized Begin by choosing the Customize Errors option from the Settings menu The following dialog will appear Custom Error Manager Application Errors MV Application Errors Enabled Invalid Card Error Invalid Screen Error V Card Errors Enabled MV Screen Errors Enabled Message Message The current card is not vali The current screen is not vai Exit Method f User Confirmation C Timed Disappearance of Seconds C Timed Disappearance of Seconds F Allow user to manually select profile on error Magnetic Stripe Error l Magnetic Stripe Errors Enabled Message An error occured while processing the data for the magnetic Exit Method User Confirmation C Timed Disappearance of Seconds Cancel Next you can enable or disable application errors Application errors are unexpected errors that occur while the SmartReg application is running If you disable these errors then you will NOT receive any popup error messages if an application error occurs However these errors will always be logged for support purposes The nvalid
22. lds Pop Up Dialog Text Activity Log Customize Errors CE Custom Cards Decrypt Keys enter F Auto Tab Emulator Settings Output Leading Char Keystroke Type Screen Recognition Recognition Type ae Text Dimensions aan Drag this crosshair over text M Compare Text F Use Component Dimensions F Use Title to Find Active Window Browse For Folder Select the directory were you want to save the export file to E Desktop gt Sy Libraries b r Daniel Smith b jE Computer gt Gig Network gt a Control Panel Recycle Bin gt J BadgePass Installers Use this dialog to browse to the location where you would like to save the SmartRegExport zip file Once you have chosen an appropriate location click the OK button fp PR Create Support File smartReg gives you the ability to create a support file that can be used by support personnel for further evaluation in the event of application errors that you cannot solve on your own This is accomplished by using the CreateSupport File feature To use this feature click on the Settings menu and then choose Create Support File See the sample image below Import All Settings Export All Settings Create Support File Reader Setup OCR Setup Hot Key Pop Up Dialog Activity Log Customize Errors Custom Cards Decrypt Keys Emulator Settings Output Leading Char Keystroke Type m Scree
23. le Type Text File Path _Remove Once the image saving feature is enabled you must select the Image Type The Image Type instructs SmartReg to save an image of the entire scanned credential or just the face image After specifying the image type you must next specify the File Type the image shall be saved as Support file types are BMP GIF JPEG and TIFF Next the file path where the image shall be saved must be provided To simply this process click the Browse button and navigate to the desired location Next the images file name format must be formatted Here SmartReg provides you with the ability to specify different file name formats for D Card and Passport To begin this process begin clicking the radio button for either ID Card checked by default or Passport Upon clicking your preferred card type the Fields drop down list will contain the available fields for that particular card type To add a particular field simply select it from the drop down list and click the Add button In addition to fields you can also add Static text This is easily accomplished by typing the text into the provided textbox See the sample image below for an example of a file format OCR Settings General Settings Image Settings Image Settings V Enable Image Saving ID Card Passport Image Type Entire Image Fields Last Name Add File Type JPEG Text First Name_Last Name_IDCard File Path C Entity Im
24. le bar and emulator recognition will not work Specific actions you can perform on a certain field I E Remove Replace Capitalize First Character Trim Specific keystroke combinations you can add to a character or field I E Shift Alt Ctrl Configuration Manager All configuration changes to the SmartReg application are made from within the SmartReg Configuration Manager To open the configuration manager use the steps that follow Next start the SmartReg application This can be accomplished by double clicking the SmartReg icon on the desktop See the below image Lal smartReg Once the application is launched the SA icon should appear in the computer s system tray See the image below ill d gt 1 13 PM Now right click the icon and select the Configure option or simply double click it At this point the SmartReg Configuration Manager should appear See the image below for an example of the configuration manager File Settings Help Screen Profiles Casino Add New Medical Search Patient Admission Available Fields Card Type Output Fields Drivers License Fields Drivers License Prefix a Functions TAB First Name First_Name First Init E Keys Space Text TAB Middle Name Middle_Init Middle Init Delay Execute TAB Last Name Birthdate Last Init TAB Enter Tab Suffix Enter __Tab_ ID_Number Mail Address 1 l Auto Enter Auto Tab TAB Mail Address 2 Mail Address
25. lf After the option is checked you should here an audible tone from the reader NOTE The DG 250 reader comes from the factory with Code 39 and Code 128 disabled This means that these barcode types will be ignored by the reader Also you can test the reader settings you have made by pressing the Start Test button under the Test Reader Settings section then simply swipe a card to assure data is getting to the application When you are finished testing the reader you must press the Stop Test button before exiting the Card Reader Manager A i _ OCR Setup With the release of SmartReg version 5 0 anew method of extracting data from a card was introduced OCR OCR Optical Character Recognition scanning is a way to translate scanned credentials into useable profile data To configure OCR navigate to the OCR Setup option under the Settings menu The dialog below will be displayed OCR Settings gt S puna General Settings Image Settings OCR Devices Enable OCR Device Method Resolution z Cancel A ci General Settings Tab To enable the OCR feature begin by clicking the Enable OCR check box If the OCR device was properly installed it should appear in the Device list The OCR device you will to use can be selected from the Device drop down list There are three supported devices at the time of this print ScanShel 800 Drivers Licenses and other cards ScanShell 1000 Dr
26. mage Capture Recognition To use the Image Capture Recognition select the Image option as your recognition type The section should then look like the image below Screen Recognition Recognition Type image eT ee Down Width 255 Reset Next place your cursor over the rectangle in the center of the section Press your left mouse button down and hold it This should cause your normal cursor should become a red rectangle Now move the cursor to the form that you wish to use and more specifically to the area of the form that is the most unique At this point release the left button of the mouse You should see the area that the cursor was over inside the rectangle in the center of the Screen Recognition section The view of the image can be adjusted by using the Up Down Left and Right buttons Additionally the width can be adjusted by changing the value in the Width textbox on the left side of the section Internet Explorer Recognition To use the nternet Explorer Recognition select the Internet Explorer Scraper option as your recognition type The section should then look like the image below Screen Recognition Recognition Type a HTML Text Contains Add Begin by typing the words or HTML that you want to match in the textbox titled HTML Text Contains For example Online Registration or you could use html tags such as lt a href Somepage php target body gt Next choose String o
27. n Recognition Recognition Type Title Bar Dimensions Drag this crosshair over text Compare Tex F Use Component Dimensions F Use Title to Find Active Window Select the directory were you want to save the support file to E Desktop gt ay Libraries gt JA Daniel Smith bj Computer b Ci Network gt BA Control Panel E Recycle Bin bai BadgePass Installers Use this dialog to browse to the location where you would like to save the SRSupportFile zip file Once you have chosen an appropriate location click the OK button fy Pe Reader Setup From the Settings menu choose the Reader Setup option The following dialog will appear Card Reader Manager S Reader Model Serial Port xe 250 com Custom Reader Settings Baud Rate Parity Data Bits Stop Bits None E fi Magstripe Initialization String 1 71 5 D E T2 S DE T3 9 S S Command Settings l Send Command each time Reader is Opened Send Now Barcode Setup lv F Code 39 Code 128 Logging Settings Enable Card Activity Logging Test Reader Settings Start Test Cancel lf using an DG 250 reader simply choose the appropriate Serial Port and press the OK button If the reader is attached at this time and you are going to be using 1D barcodes you can check either of the two enabled options under Barcode Setup in order to enable these barcode types in the reader itse
28. om Fields that you might possibly require data for yet might not appear on the form To create a new custom filed simply right click on the Available Fields list and choose New Custom Field See the image below File Settings Help Available Fields Card Type Drivers License Eielic 4 Drhceare i New Custom Field Auto Enter Auto Tab TabDelay Sec _ gt 0 0 ae Output Format Normal Upper Lower Recognition Type Title Bar v Screen Recognition Title Text pme IO PE Exact Match Drag this crosshair onto your form Title Contains At this point you should see the dialog below Cancel On the Custom Field Builder screen you will enter a value for the Name Label as well as choose a Type The list of types includes Phone Date Yes No Number Text and List See the image below The Phone type sets the field with a phone number mask An example of this would be 123 345 6789 The Date type sets the field with a date mask An example of this would be 01 02 2003 The Yes No type creates a list field with values Yes and No contained within The Number type sets the field so that only numeric values are allowed The Text type sets the field so that any valid ASCII characters are allowed The Listtype sets the field to be a list To add values type value you want to be added to the list in the text box adjacent to the Add button Then click the Add button Once you are done with y
29. our custom field click the OK button Special Functions The Special Functions option allows for you to apply a series of string manipulation functions on the field s data To apply a special function to an output field simply right click on the desired field in the Output Fields list and select Special Functions See the image below File Settings Help Available Fields Card Type Output Fields Drivers License Fields a Drivers License First Name J FREEEELELEEEEREREREREREREREREREL Special Functions Prefix Functions Kindness First Init Keys Space Text Middle Name Middle Init Delay Execute Last Name Last Init Suffix Enter Tab Mail Address 1 l Auto Enter Auto Tab Mail Address 2 Mail Address 3 TabDelay Sec Mail Address 4 Ey oo lt Mail City Mail State Output Format Mail ST a Normal Upper Lower Screen Recognition Renaa Tye Tite Bar gt IO oR Exact Match Drag this crosshair onto your form Title Contains At this point you should see the dialog below Manage Functions Functions To add a new function click the New button Upon doing so you should see the dialog below Function Capitalize First Letter In the drop down list you will find all of the available Special Functions that can be applied to the field The functions are Capitalize First Letter Lower case All Remove Replace Tab Character Count or less Truncate Left
30. ows gt Search Windows Organize v New folder Favorites B Name E Desktop i addins sb Downloads ad AppCompat S Recent Places d AppPatch p assembly di Boot P Branding P ccmsetup wi csc di Cursors d debug P diagnostics d DigitalLocker T Libraries Documents a Music i Pictures E Videos j Computer amp Local Disk C Date modified 7 14 2009 1 32 AM 7 13 2009 11 20 PM 11 2 2011 7 10 AM 2 16 2012 7 23 PM 7 14 2009 1 32 AM 7 14 2009 1 32 AM 9 2 2011 1 44 PM 1 27 2010 11 39 PM 7 14 2009 1 32 AM 9 24 2011 8 36 AM 7 14 2009 1 32 AM 7 14 2009 1 37 AM File folder File folder File folder File folder File folder File folder File folder File folder File folder File folder File folder File folder a File name Session List The Session List is the list of possible session letters Each time an emulator is open while another is already open the session increments by one letter A then B then C etc See the sample image below Session Name v DLL files dll Y oo Output Leading Character The Outout Leading Character feature within SmartReg serves a very simple purpose to output a Shift keystroke before outputting profile data To enable this feature click the Settings menu and select the Output Leading Char option See the sample image below Import All Settings Export All Settings Create Support File Reader Setup OCR Setup Hot Key
31. ption if you would like to match the string as a whole If you prefer to match words individually choose the Individual Words Here is an example of HTML for a website lt body gt lt img src picture jpg width 50 gt lt br gt lt center gt lt br gt lt div id attention gt Online Registration Screen lt div gt lt br gt lt a href somepage php target body gt Info Page lt a gt lt br gt Thank you for visiting our web site lt br gt lt a href contact html target body gt Contact Us lt a gt lt center gt lt body gt In the event for example all of the screens have the same title of Online Registration Screen you can specify other options You may like to test if the website has all of the following words Online Web and Contact then type Online Web Contact each word separated by spaces and choose the ndividual Words option If you would like to make sure this page has the phrase Contact Us then type Contact Us and choose the String option In order to look at the HTML for a particular page in most cases simply right click on the browser window and choose View Source This will vary from browser to browser 5 PR Text Capture Recognition To use the Text Capture Recognition select Text Capture from the Recognition Type drop down list The Screen Recognition section will now look like the image below Screen Recognition Recognition Type Text Dimensions OOO O
32. racters are markers separating chunks of meaningful data They are not meaningful in themselves as evident in the fact that our chunks of data no longer contain the character Now that the data is broken up into more meaningful chunks we can define our Fields and our Rules Fields are the useful chunks of data you will want to retrieve and send to your forms To define a Field highlight the character s which are to be included in your Field right click with your mouse and select Create Field option Card Name The raw data read from swiping the card My Custom Card N 6 6007002212567144546 9901 7 6007002212567144 my ustom Card Name 1 Block Delimiter EY Block 1 Row Delimiter E AND Row 1 uA ree Gy toon Row 2 rr Create Field Row 3 Create Rule Cancel After selecting Create Field you can modify the parameters of the new field including the name of the field Name the new field something meaningful that is relevant to the data Field Builder Field Name Account Number Field Data 6007002212567144546 Block 1 Row 1 Column 2 Length 19 F All Cancel To define a Rule highlight the character s which are to be included in your Rule right click with your mouse and select Create Rule option Cuctoen Cand Giskdor LAT TS Card Name The raw data read from swiping the card m Casom Cad Nae 6007002212567144546 9901 7 6007002212567144 Y Custom Card Name 1
33. rsor should be replaced with a crosshair Move the crosshair to form that you wish to recognize and release the mouse button The Title Text textbox should then be filled with the title bar information Screen Scrape Recognition To use Screen Scrape Recognition select Screen Scrape from the Recognition Type drop down list The section should look like the image below Screen Recognition Session List Position Length Clear You should first set the DII Location and create the Session List These two options are located under the Settings menu and the Emulator Settings submenu The DII Location is the DII where the emulators HLLAPI is located The Session List is the range of session ids that might be used by the emulator After these options are set choose the 8 _ Screen Scrape option as your Recognition Type The section should then look like the image above Next choose the session id from the Session List that matches the emulator session that you would like use and select the Get Data button The black area should then be populated with data from the presentation space of the emulator Next highlight a word that is unique in its placement in the presentation space Then right click the highlighted area and click Add Rule You should then see the rule in the table below the black area Repeat this process until you feel that this profile is completely unique from any other profiles that you have or might have I
34. ture or Windows Controls a J1 Functions smartReg gives you the ability to add extra functionality to the output fields of a profile in the form of the Functions found on the SmartReg Configuration Manager See the sample image below s w arth eg Co fic uratic File Settings Help Card Type Output Fields Drivers License Functions Keys Space Text Delay Execute Enter Tab I Auto Enter l Auto Tab TabDelay Sec E 00 ea Output Format le Normal Upper Lower Recognition Type Title Bar Y Screen Recognition Title Text pre Exact Match Drag this crosshair onto your form C Title Contains The Keys button is used to add extra key strokes See the sample image below The Space button is used to add a space keystroke to the output list See the sample image below Card Type Output Fields i s License Y Text Execute Tab er Auto Tab gg PR The Delay button is used to add a time delay Seconds to the output list See the sample image below Time Delay Number of Seconds Cancel The Execute button is used to run an external executable during the output of a profile See the sample image below Cmd Aras Build Function Execute Execute and Wait OK Cancel Click the Browse button to navigate to the location of an external application you want to run If the application can accept command arguments then type thos
35. urs There are two choices for the Exit Method Selecting the User Confirmation choice will cause there to be an OK button on the error dialog to close the dialog Selecting the Timed Disappearance choice and entering the number of seconds will cause your error dialog to disappear after the specified number of seconds has elapsed To disable the Magnetic Stripe Error altogether uncheck the Magnetic Stripe Errors Enabled checkbox If you choose to leave it enabled then you will have the options of changing the Message and determining the Exit Method There are two choices for the Exit Method Selecting the User Confirmation choice will cause there to be an OK button on the error dialog to close the dialog Selecting the Timed Disappearance choice and entering the number of seconds will cause your error to dialog to disappear after the specified number of seconds has elapsed lf you are satisfied with your modifications then select the OK button Custom Cards SmartReg comes with the ability to define your own custom cards This feature allows you to use uncommon cards such as those created specific to your organization A custom card can be encrypted requiring a decrypt key As you define a custom card keep in mind SmartReg uses the number of Blocks the number of Rows in each Block and the Rules to identify which custom card was swiped First if your custom card is encrypted add the decrypt key to your Decrypt Keys list by choosing
36. ves each instance of the function parameter from the field value See the example below Parameter 1 a Field Value banana Result bnn Replace This function takes every instance of the first parameter and replaces it with second parameter See the example below Field State Field Value Mississippi Parameter 1 Parameter 2 a Result Massassappa Tab Character Count or Less This function outputs a TAB keystroke if the field value length is less than the first parameter value See the example below Field Last Name Field Value Bond Parameter 1 3 Result No TAB outputted Truncate Left This function removes the first P1 Parameter 1 characters of the field value See the example below Parameter 1 2 Field Value apple Result ple Truncate Right This function removes the last P1 Parameter 1 characters of the field value See the example below Parameter 1 2 Field Value apples Result app Sub String This function returns a smaller portion of a particular string This is based upon the Start Index parameter 1 and the Length parameter 2 See the example below Field First Name Field Value Jonathan Parameter 1 2 Parameter 2 3 Result nat Upper case All This function causes all characters to output in upper case See the example below Field State Field Value Massachusetts Result MASSACHUSETTS
37. vity user can create as many of these as desired or none at all Customizable Pop Up messages on the screen can be configured to always show or to show on a conditional basis Buffers card data for use when populating multiple screens when pressed will mimic the action of swiping the same card again Fully encompassing support file created by user allows support personnel to further analyze application errors that user cannot resolve alone A card other than the standard set of supported cards that is added to the custom card library Function delays the remaining profile output for a specific of seconds Function can be used to execute an external application from within a profile Jo Title Bar Recognition Internet Explorer Scraper Emulator Recognition Screen Scrape Image Recognition Special Functions Most common recognition type how the profile recognizes if the appropriate screen is active use this type of recognition first if at all possible Another form of screen recognition I E how the profile recognizes if the appropriate screen is active matches the HTML of a web site displayed in an Internet Explorer browser of version 5 5 or later Recognition type is specific to AS400 emulator s when title bar recognition is not appropriate for your scenario and you are using an AS400 emulator then this is the preferable way to do your recognition Another type of recognition Use only if tit
38. will now look like the image below Screen Recognition Recognition Type Available Fields Hit Hotkey to Extract Use Sub Window as Parent Drag this crosshair over text Begin by left clicking the crosshair icon without releasing and dragging it to the form that you will be filling out Now release the left mouse button The title of the form will now be displayed in the drop down list beneath the Use Sub Window as Parent checkbox Next make the window you are trying match the active window and press the assigned Hot Key This will cause all of the available controls to be listed in the Available Fields area The Use Sub Window as Parent is used when a form has a child window within itself You can choose which child window you would like to count the items on This gives you the ability to match the form in case the parent form was to ever change Once the screen recognition is set you must save the profile You do this by selecting the Save option under the File menu Now your profile is complete Appendices Appendix A Special Functions Capitalize First Letter This function takes the first letter of the field value and capitalizes it See the example below Field Last Name Field Value manningham Result Manningham Lower Case All This function causes all characters to output in lower case See the example below Field Last Name Field Value McDaniel Result mcdaniel Remove This function remo
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