L1 Identity Solutions 0B5000B B5000B IS A AUTHENTICATION SYSTEM WITH RFID SMART CARD CAPABILITY AND OPTIONAL FINGERPRINT READER User Manual

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148
iA-thenticate Administrator’s
Guide
5.5
Document Number PUB-00052-B-00
296 Concord Road, Billerica, MA 01821 • www.L1ID.com
L-1 Identity Solutions Technology
L-1 and the L-1 logo are registered trademarks of L-1 Identity Solutions, Inc. This documentation details
technology provided by L-1 Identity Solutions, Inc. Use of such technology requires a license from L-1.
Receipt of this document conveys no license under any L-1 patents, trademarks or copyright rights. All
other trademarks, service marks mentioned in this document are the exclusive property of their respective
owners. Any rights not expressly granted herein are reserved. All other products, names, brand names,
and company names mentioned in this document may be trademarks or designations of their respective
owners.
This product is not endorsed or sponsored by any of the companies whose products or services are
mentioned in this book. In particular, use of the term "AAMVA" is meant only to identify this version of the
product as supporting identity document production in jurisdictions that are members of AAMVA.
Confidential Information
This documentation contains confidential information, including trade secrets, of L-1. It is important that
this documentation be used, copied and/or disclosed only in accordance with confidentiality agreements
with L-1.
Notice
THE DOCUMENTS AND RELATED GRAPHICS COULD INCLUDE TECHNICAL INACCURACIES OR
TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION
HEREIN. L-1 AND/OR ITS RESPECTIVE SUPPLIERS MAY MAKE IMPROVEMENTS AND/OR
CHANGES IN PRODUCT(S) AND/OR PROGRAM(S) DESCRIBED HEREIN AT ANY TIME.
THIS DOCUMENT CONTAINS PROPRIETARY INFORMATION OF L-1 IDENTITY SOLUTIONS, INC.
AND ITS RECEIPT AND POSSESSION DOES NOT CONVEY ANY RIGHTS TO REPRODUCE,
DISCLOSE ITS CONTENTS, OR MANUFACTURE, USE OR SELL ANYTHING IT MAY DESCRIBE OR
REPRESENT. REPRODUCTION, DISCLOSURE OR USE OF ANY SUCH INFORMATION WITHOUT
SPECIFIC LICENCE OR WRITTEN AUTHORIZATION IS STRICTLY FORBIDDEN.
L-1 AND/OR ITS RESPECTIVE SUPPLIERS MAKE NO REPRESENTATIONS ABOUT THE
SUITABILITY OF THE INFORMATION CONTAINED IN THIS DOCUMENT AND RELATED GRAPHICS
PUBLISHED. ALL SUCH DOCUMENTS AND RELATED GRAPHICS ARE PROVIDED "AS IS"
WITHOUT WARRANTY OF ANY KIND. L-1 AND/OR ITS RESPECTIVE SUPPLIERS HEREBY
DISCLAIM ALL WARRANTIES AND CONDITIONS WITH REGARD TO THIS INFORMATION,
INCLUDING ALL WARRANTIES AND CONDITIONS OF MERCHANTABILITY, WHETHER EXPRESS,
IMPLIED OR STATUTORY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NONINFRINGEMENT. IN NO EVENT SHALL L-1 AND/OR ITS RESPECTIVE SUPPLIERS BE LIABLE FOR
ANY SPECIAL, INDIRECT OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER
RESULTING FROM LOSS OF USE, DATA OR PROFITS, WHETHER IN AN ACTION OF CONTRACT,
NEGLIGENCE OR OTHER TORTIOUS ACTION, ARISING OUT OF OR IN CONNECTION WITH THE
USE OR PERFORMANCE OF THE INFORMATION CONTAINED IN ALL SUCH DOCUMENTS.
Administrator’s Guide
RADIO AND TELEVISION INTERFERENCE
NOTE: This equipment has been tested and found to comply with the limits for a Class A digital
device, pursuant to Part 15 of the FCC rules. These limits are designed to provide reasonable
protection against harmful interference when the equipment is operated in a commercial
environment. This equipment generates, uses and can radiate radio frequency energy and, if not
installed and used in accordance with the instruction manual, may cause harmful interference to
radio communications. Operation of this equipment in a residential area is likely to cause harmful
interference in which case the user will be required to correct the interference at his own
expense.
In order to maintain compliance with FCC regulations shielded cables must be used with this
equipment. Operation with non-approved equipment or unshielded cables is likely to result in
interference to radio & television reception.
Changes and Modifications not expressly approved by L1 Identity Solutions can void your authority to
operate this equipment under Federal Communications Commissions rules.
This device complies with Industry Canada license-exempt RSS standard(s). Operation is subject to
the following two conditions: (1) this device may not cause interference, and (2) this device must accept
any interference, including interference that may cause undesired operation of the device.
About this Guide
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Administrator’s Guide
About this Guide
The iA-thenticate Administrators Guide describes how to install, configure, and manage the
L-1 iA-thenticate applications.
Who Should Read this Guide
This guide is intended for technical personnel and system administrators responsible for
installing, configuring and managing the iA-thenticate system. Personnel should be familiar with
Microsoft Windows applications.
Related Documents
PUB-00051-A-14
iA-thenticate 5.4 User Guide
PUB-00008-B-00
iA-thenticate 5.5 Release Notes
PUB-00190-A-00
iA-thenticate 5.5 Quick Configuration Guide
Revision History
Rev
Date
0.1
iv
Comments
Preliminary review draft.
0.2
8/4/2010
First Technical Review
0.3
8/17/2010
Second Technical Review
1.0
9/1/2010
5.5 Release
1.1
5/6/2011
Added FCC/IC statements
642182A Revision 0.2
About this Guide
Administrator’s Guide
Table of Contents
About this Guide ................................................................................................................... iii
Who Should Read this Guide ....................................................................................................... iv
Related Documents ..................................................................................................................... iv
Revision History .......................................................................................................................... iv
CHAPTER 1.
INTRODUCTION ...................................................................... 11
BorderGuard and ID-Guard ................................................................................................. 12
BorderGuard ............................................................................................................................. 12
ID-Guard/J1000......................................................................................................................... 14
Setting Up Your System ............................................................................................................. 15
CHAPTER 2.
SETTING UP A COLOR BORDERGUARD UNIT .................... 17
PC System Requirements ................................................................................................... 18
Hardware .................................................................................................................................. 18
Configuration............................................................................................................................. 18
Supported Operating Systems ................................................................................................... 19
Other Software Requirements .................................................................................................... 19
Installing Software .............................................................................................................. 20
Setting the PC’s Power Scheme (Windows XP) .......................................................................... 20
Setting the PC’s Power Scheme (Vista) ...................................................................................... 20
Setting the PC’s Power Scheme (Windows 7)............................................................................. 20
Installing DirectX (Windows XP) ................................................................................................. 20
Installing the iA-thenticate Security Software .............................................................................. 22
Installing iA-Examiner ................................................................................................................ 22
Installing DL-Alert ...................................................................................................................... 23
Installing Other Optional Software .............................................................................................. 23
Restart your PC......................................................................................................................... 23
Connecting Hardware and Installing Drivers ........................................................................ 24
Connecting Hardware ................................................................................................................ 24
Installing Drivers ........................................................................................................................ 24
Installing the Custom Calibration File ......................................................................................... 25
Configuring Hardware and Software.................................................................................... 27
Configuring a Smart-Card Unit ................................................................................................... 27
Configuring a Non-English Version of Windows .......................................................................... 27
Running the Software for the First Time .............................................................................. 29
Testing the Smart Card Reader (B4500/B5000) .................................................................. 30
Enabling Automatic Logon and Application Start ......................................................................... 31
Controlling Access ..................................................................................................................... 32
Installing an Optional Reader or Scanner ................................................................................... 35
Hardware Startup and Shutdown................................................................................................ 36
CHAPTER 3.
SETTING UP AN ID-GUARD/J1000 UNIT ............................... 37
PC System Requirements ................................................................................................... 38
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Installing Software .............................................................................................................. 39
Installing DirectX ....................................................................................................................... 39
Uninstalling Regula software ...................................................................................................... 40
Installing the Regula SDK .......................................................................................................... 40
Installing the iA-thenticate Security Software .............................................................................. 40
Installing iA-Examiner ................................................................................................................ 41
Installing DL-Alert ...................................................................................................................... 41
Installing Other Optional Software .............................................................................................. 41
Restarting ................................................................................................................................. 41
Connecting Hardware and Installing Drivers ........................................................................ 42
Connecting Hardware ................................................................................................................ 42
Installing Drivers ........................................................................................................................ 42
Configuring Hardware and Software.................................................................................... 45
Configuring a Non-English Version of Windows .......................................................................... 45
Controlling Access .............................................................................................................. 46
Creating Local User Groups and Users ...................................................................................... 46
Assigning File and Folder Permissions ....................................................................................... 46
Installing an Optional Reader or Scanner ............................................................................ 49
CHAPTER 4.
INSTALLING AN OPTIONAL READER OR SCANNER .......... 51
Installing the E-Seek or Intelli-Check Reader ...................................................................... 52
Serial Model .............................................................................................................................. 52
USB Model ................................................................................................................................ 53
Installing a Flatbed Scanner ................................................................................................ 55
CHAPTER 5.
USING THE ADMINISTRATION TOOLS ................................. 59
iA-Administrator .................................................................................................................. 60
iA-Examiner ........................................................................................................................ 61
CHAPTER 6.
CONFIGURING IA-THENTICATE ............................................ 65
Viewing Unit Information ..................................................................................................... 66
Setting Options for Basic Operations................................................................................... 68
ICAO Expiration Test ................................................................................................................. 69
Signals and Alerts...................................................................................................................... 69
Startup ...................................................................................................................................... 70
Restoring Normal Logon ............................................................................................................ 70
Hardware .................................................................................................................................. 71
Software.................................................................................................................................... 72
Advanced .................................................................................................................................. 73
Setting Options for Saving Images and logs ........................................................................ 75
Two Ways to Save Images and Logs ......................................................................................... 75
Captured Images ....................................................................................................................... 77
Document Results log................................................................................................................ 78
Saving Based on Test Results ................................................................................................... 78
Jpeg Image Quality.................................................................................................................... 79
Temporary Images and Logs ..................................................................................................... 80
CHAPTER 7.
CONFIGURING IA-EXAMINER ................................................ 81
System Configuration Screens ............................................................................................ 82
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Configuring Peripherals ............................................................................................................. 82
Configuring Printing ................................................................................................................... 85
Configuring Data Saving ..................................................................................................... 87
Data Saving Options.................................................................................................................. 87
Using a Networked Database..................................................................................................... 91
Configuring Tests................................................................................................................ 93
Configuring Document Processing ...................................................................................... 98
Configuring Verification Databases ................................................................................... 102
Configuring Data Entry...................................................................................................... 103
Configuring a Custom ID Type .......................................................................................... 105
Configuring Static Database Information ........................................................................... 106
Configuring Debugging ..................................................................................................... 107
Configuring the Processing of Unidentified Documents ..................................................... 108
Configuring System Directories ......................................................................................... 110
Configuring Display Options .............................................................................................. 111
Configuring Smart Card Options ....................................................................................... 116
About Basic Access Control ..................................................................................................... 116
Smart Card Options ................................................................................................................. 116
Configuring Bar Code and Mag Stripe Options .................................................................. 118
Configuring Reference Database Options ......................................................................... 119
Configuring Test Suppression ........................................................................................... 120
Configuring Test Override Options .................................................................................... 121
Configuring Alerts for Indeterminate Tests......................................................................... 122
Configuring Credit Card Options ....................................................................................... 123
Configuring Data Transmission Options ............................................................................ 124
Configuring iA-Examiner Document Log Options............................................................... 125
Configuring Miscellaneous Options ................................................................................... 127
CHAPTER 8.
MANAGING IA-EXAMINER ................................................... 129
Purging Saved Data.......................................................................................................... 130
Backing-Up Saved Data .................................................................................................... 132
CHAPTER 9.
USING IA-DATAPORT ........................................................... 133
Preparing to Use iA-DataPort ............................................................................................ 134
Choosing Where to Send Data................................................................................................. 134
Sending Data to a Program ...................................................................................................... 134
Sending Data through a Serial Port .......................................................................................... 134
Sending Data through a Virtual Port ......................................................................................... 135
Using the Optional Keyboard Filter ........................................................................................... 135
Starting iA-DataPort .......................................................................................................... 137
Starting the iA-DataPort Utility.................................................................................................. 137
Running the Utility Minimized ................................................................................................... 137
Viewing Captured Data ..................................................................................................... 138
Configuring Settings.......................................................................................................... 139
Configuring General Settings ................................................................................................... 139
Configuring Communication Port Settings ................................................................................ 141
Administrator’s Guide
Configuring Data Format Settings ............................................................................................ 141
Configuring MRZ Data Format Settings .................................................................................... 143
Configuring Data Transmit Settings .......................................................................................... 145
Configuring Display Settings .................................................................................................... 146
Configuring Startup Settings .................................................................................................... 147
APPENDIX A. SETTING UP A MONOCHROME BORDERGUARD UNIT .... 149
PC System Requirements ................................................................................................. 150
Installing Software ............................................................................................................ 151
Setting the PC’s Taskbar and Display Properties ...................................................................... 151
Installing the iA-thenticate Security Software ............................................................................ 152
Installing iA-Examiner .............................................................................................................. 152
Installing DL Alert .................................................................................................................... 153
Installing the Custom Calibration File ....................................................................................... 153
Installing Other Optional Software ............................................................................................ 153
Restarting ............................................................................................................................... 153
Installing Hardware ........................................................................................................... 154
Installing the PCI Card ............................................................................................................. 154
Connecting the BorderGuard Cables ........................................................................................ 155
Finishing the Installation.................................................................................................... 156
Starting Up and Checking Installation ....................................................................................... 156
Configuring a Non-English Version of Windows ........................................................................ 156
Controlling Access ............................................................................................................ 157
Creating Local User Groups and Users .................................................................................... 157
Assigning File and Folder Permissions ..................................................................................... 157
Installing an Optional Reader or Scanner .......................................................................... 160
APPENDIX B. SOLVING PROBLEMS .......................................................... 161
Color BorderGuard ........................................................................................................... 162
Capture Timeout Errors ........................................................................................................... 162
Drivers Do Not Install As Expected ........................................................................................... 162
Camera Driver Installation Problems ........................................................................................ 163
iA-Examiner Reports a COM Port Error .................................................................................... 164
USB Device Errors .................................................................................................................. 164
Color BorderGuard B4500/B5000 ..................................................................................... 166
Capture Timeout Errors ........................................................................................................... 166
Drivers Do Not Install As Expected ........................................................................................... 167
Camera Driver Installation Problems (Windows XP) .................................................................. 169
Uninstalling and Reinstalling the Camera Drivers (Windows XP) ............................................... 169
iA-Examiner Reports a COM Port Error .................................................................................... 170
USB Device Errors .................................................................................................................. 170
Smart Card Reader Errors ....................................................................................................... 171
ID Guard/J1000 ................................................................................................................ 174
Scanning Produces Unexpected Behavior ................................................................................ 174
Camera Driver Installation Problems ........................................................................................ 175
Monochrome BorderGuard ............................................................................................... 177
iA-Examiner Reports an IACOM0 Error .................................................................................... 177
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E-Seek or Intelli-Check Magstripe and Bar Code Reader .................................................. 178
Scanning a Magstripe or Bar Code Produces an Error .............................................................. 178
Flatbed Scanner ............................................................................................................... 179
APPENDIX C. PERIODIC MAINTENANCE ................................................... 181
Cleaning the Glass Platform.............................................................................................. 182
Cleaning the BorderGuard Sensor Switch ......................................................................... 183
Defragmenting the Hard Drive........................................................................................... 184
INDEX
………………………………………………………………………185
Administrator’s Guide
Chapter 1. Introduction
iA-thenticateÂŽ is a hardware and software system for testing the authenticity of travel and ID
documents and for checking the identity of document owners.
Basic document testing includes verifying the checksum digits in a document’s machine-readable
zone (MRZ), checking its expiration date, and confirming the proper use of IR-absorbent (B900)
ink.
With optional software and hardware, the system can test documents in additional ways and also
check a document owner’s identity. For example:
•
With ID-PassportÂŽ software, the system can verify additional features such as UV patterns
and security laminate.
•
With ID-License™ and DL-Alert™ software and a magnetic stripe and bar code reader, the
system can read and verify driver’s licenses and non-driver IDs.
•
With TextWatchÂŽ software, the system can compare information read from the document
against a custom database of names, stolen document numbers, or other important data.
•
With an integrated smart card reader, the system can read, verify, and cross-check
information from an embedded smart chip.
Introduction
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Administrator’s Guide
BorderGuard and ID-Guard
The system includes a BorderGuardÂŽ or ID-GuardÂŽ unit and a PC running iA-thenticate software.
BorderGuard
BorderGuard processes passport-size documents as well as smaller wallet-size cards. It captures
document images using a color camera and often uses an attached reader to read magnetic
stripes (magstripes) and two-dimensional (2D) bar codes. Some units have an integrated smartcard reader for reading chips embedded in the front and back pages (covers) of documents.
Note:
The BorderGuard unit has also been called an iA-thenticate unit. Your unit may have
either label.
Note:
12
Some older BorderGuard units have a monochrome camera.
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Introduction
Administrator’s Guide
Figure 1.
Color BorderGuard with Smart Chip Reader
Figure 2.
Color Border Guard B4500/B5000
Introduction
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Administrator’s Guide
ID-Guard/J1000
ID-Guard/J1000 processes standard wallet-size cards such as driver’s licenses and IDs. It
captures document images using a color camera, and has an integrated magstripe reader. It
can also read 2D bar codes directly from the captured document images without additional
hardware.
Figure 3.
14
ID-Guard/J1000
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Administrator’s Guide
Setting Up Your System
To set up your iA-thenticate system, carefully follow the instructions in the appropriate chapter:
•
See Chapter 2 to setup a Color BorderGuard unit.
•
See Appendix A to setup a Monochrome BorderGuard unit.
•
See Chapter 3 to set up an ID-Guard/J1000 unit.
•
See Chapter 4 to setup additional hardware
•
See Chapter 5 to familiarize yourself with the administrative tools you need to configure your
system.
•
See Chapters 6 and 7 to Configure your system.
•
See Chapters 8 and 9 to Manage your system.
Introduction
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Administrator’s Guide
Chapter 2. Setting Up a Color BorderGuard Unit
This chapter explains how to set up your iA-thenticate system if you have a BorderGuard (iAthenticate) unit with a color camera. This includes:
•
Color BorderGuard units, which have a text panel above the document platform
•
Color BorderGuard B4500/5000 units, which have indicator lights instead
Before you proceed with installation, check the Release Notes for new information.
If you are upgrading from a previous version, you may need to follow additional steps. Refer to
the iA-thenticate 5.5 Release Notes for additional information.
Note:
Although setting up this system is similar to setting up a PC, there are important
differences. Follow the instructions in this chapter carefully, or your system may not work
properly.
If you are not experienced in setting up and managing PCs in a networked environment,
you should not attempt to do the setup yourself.
Setting Up a Color BorderGuard Unit
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Administrator’s Guide
PC System Requirements
You install the iA-thenticate software on a Windows PC, and you connect the BorderGuard unit to
the PC through a USB cable. Some units also connect using a standard serial cable. Your PC
must meet the following requirements:
Hardware
 
•
Processor: 1.6 GHz Pentium 4 or better recommended; 2.8 GHz or better for a smart-card
unit
•
RAM: 256 MB minimum; 512 MB minimum for a smart-card unit
•
Free disk space: 300 MB minimum; 1 GB or more recommended when saving captured
images and data
•
Video display: 1024x768 resolution, 65536 colors, or better
•
An available USB 2.0 port (high speed, 480 Mbps)
•
An available standard serial port (for units that require it)
Note:
For Color BorderGuard units with USB ports, adding USB devices may increase the
minimum system requirements. L-1 recommends using the USB ports on your computer
before using any ports that may be on the back of the BorderGuard unit.
 
   

•
Processor: 2.8 GHz Pentium 4 or better
•
RAM: 512 MB minimum
•
Free disk space: 16 GB
•
Video display: 1024x768 resolution, 65536 colors, or better
•
An available USB 2.0 port (high speed, 480 Mbps)
•
An available standard serial port (for units that require it)
Configuration
•
18
Swap file: L-1 recommends 768 MB minimum and 1024 MB maximum for drive C and for the
data drive (where you store captured images).
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Setting Up a Color BorderGuard Unit
Administrator’s Guide
Supported Operating Systems
•
Windows XP Professional Service Pack 2
•
Windows Vista
•
Windows 7
Other Software Requirements
•
Internet Explorer 6.0 Service Pack 1 or higher with update 832894 (Microsoft Security Bulletin
MS04-004)
•
Current Microsoft USB driver recommended; third-party USB drivers may also perform well.
Setting Up a Color BorderGuard Unit
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Administrator’s Guide
Installing Software
Note:
Do not connect the BorderGuard hardware yet.
Setting the PC’s Power Scheme (Windows XP)
For optimal performance, the Power Scheme for the host computer should be set to Always on.
This setting applies to laptops and PCs running Windows XP.
1. From the Windows Start button, select Control Panel > Power Options.
2. Click the Power Schemes tab.
3. In the Power schemes drop down list, select the Always on option.
Setting the PC’s Power Scheme (Vista)
1.
2.
3.
4.
From the Windows Control Panel, select Power Options.
Select Adjust Power Settings.
Select the High Performance power plan.
Make sure that the Put the Computer to Sleep option is set to Never.
Setting the PC’s Power Scheme (Windows 7)
1. From the Windows Control Panel, select System and Security.
2. Select Power Options.
3. Select the Balanced Power Plan and then click on Change plan settings. The Edit plan
settings screen appears. Change both dropdown items (Turn off Display and Put the
computer to sleep) to Never.
4. Expand the Sleep option and select Change Advanced power settings. The Advanced
Power settings screen appears.
5. Set both the Sleep after and Hibernate after settings to Never.
6. Click OK and Save Changes on both this screen and the Edit plan settings screen.
Installing DirectX (Windows XP)
This software requires that DirectX 9.0c End-User Runtime be installed on your PC. To find out
whether you already have this software installed:
1. Select Start>Run, type dxdiag, and click OK.
2. Find the DirectX version listed under System Information on the System tab.
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Administrator’s Guide
If the version is not 9.0c or later, you must install DirectX 9.0c:
Note:
Installer
Instructions
iA-thenticate CD:
iA-thenticate… \
iA-thenticate… \
DirectX \
directx_9c_oct05sdk_redist.exe
Follow the on-screen instructions.
This release has been tested with DirectX 9.0c. Later versions of DirectX may also be
compatible.
Note:
The CD’s folder names include the name of the software plus version information—for
example, iA-thenticate 5.3 Install (SFW-00099-A-00). For simplicity, these instructions
use just the first part of the name, iA-thenticate…., for example.
Setting Up a Color BorderGuard Unit
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Administrator’s Guide
Installing the iA-thenticate Security Software
Note:
If you are upgrading, the screens you see may differ slightly from the ones listed. Just
follow the on-screen instructions.
Installer
Screen
Instructions
iA-thenticate CD:
iA-thenticate… \
iA-thenticate… \
1_iA-thenticate \
Setup.exe
Intro
Click Next.
License
Click Yes to agree.
Setup
Type
For Windows XP only:
If you have a Color BorderGuard unit with a text panel
above the document platform, select BorderGuard color unit.
If you have a Color BorderGuard B4500/5000 unit with
indicator lights rather than a text panel, select
BorderGuard - B4500/B5000
For Windows Vista and Windows 7:
For BorderGuard – B4500/B5000, click Next.
Data
Drive
If you want to change the drive for storing data, click
Browse and choose any mapped drive.
Click Next.
Summary
Click Next to proceed with installation.
Complete
Accept No, I will restart my computer later. Click
Finish.
Installing iA-Examiner
22
Installer
Screen
Instructions
iA-thenticate CD:
iA-thenticate… \
iA-thenticate… \
2_iA-Examiner \
Setup.exe
Intro
Click Next.
Data Drive
If you want to change the drive for
storing iA-Examiner data, click Browse
and choose a location.
Click Next to proceed with installation.
Complete
Click Finish.
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Installing DL-Alert
If you have the optional DL-Alert™ software, either the Intelli-Check or Positive Access®
version, install it now.
Installer
Screen
Instructions
iA-thenticate CD:
iA-thenticate… \
DL-Alert-IC… \
DL-AlertIntelli-Check.exe
or
iA-thenticate… \
DL-Alert-PA… \
DL-Alert-PositiveAccess.exe
Intro
Click Next to proceed with
installation.
Warning
Note the message and click OK. You
will find instructions later in this
document for configuring iAExaminer.
Click Finish.
Complete
Installing Other Optional Software
If you have other optional software such as ID-Passport or ID-License or Global-ID, install it
now. Follow the instructions included with the optional software.
Restart your PC
After installing all your software, restart your PC.
Setting Up a Color BorderGuard Unit
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Administrator’s Guide
Connecting Hardware and Installing
Drivers
Connect the BorderGuard hardware only after you have installed the software as described in the
previous section.
Connecting Hardware
Each BorderGuard unit ships with a USB cable and a power supply and cord. Some units also
include a standard serial cable.
Note:
The included power supply might not have a power cord suitable for your country. In this
case you must obtain and use a 3-conductor grounded supply cord with a plug cap
suitable for your country. It must have a minimum internal conductor area of 0.75 mm2
and have a standard IEC 320 female connector.
  

1. Restart the PC after installing the software, and log on as an administrator.
2. Plug the BorderGuard power cable into the connector on the back of the Border-Guard unit,
and plug the line cord into a surge-protected power source (100–240 VAC, 47–63 Hz, 170
W).
3. Turn on the power switch on the BorderGuard unit, and wait for the Welcome message to
appear on its text panel.
4. If your unit includes a serial cable, connect it from the serial port on the back of the unit to the
appropriate COM port on your PC.
5. Connect the USB cable from the USB port on the back of the BorderGuard unit to an
available USB 2.0 port (high-speed, 480 Mbps) on your PC. When you do this, Windows
automatically starts installing drivers.
Installing Drivers
Driver installation varies with the version of Windows and the type of BorderGuard unit. When the
unit is connected and powered on, the drivers should install automatically. If Windows indicates
that there was a problem with the installation, follow the problem-solving instructions in the
Drivers Do Not Install As Expected section of Appendix B for color BorderGuard units.
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Administrator’s Guide
Installing the Custom Calibration File
Each BorderGuard unit comes with custom calibration files. For reliable operation, you must
install the correct calibration file for each unit.
To install the custom calibration file on Color BorderGuard B4500/5000 units:
1. Insert the SampleScan CD.
2. Double-click the file DistributeSampleScan.exe to start the DistributeSampleScan utility.
The utility scans your system to identify your hardware unit and displays the serial number
along with the default installation path.
3. Click Copy Files. The utility installs the correct calibration files for your hardware unit.
4. Verify that at least three files are copied.
5. Close the utility.
Setting Up a Color BorderGuard Unit
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Administrator’s Guide
Note:
If the utility does not detect a BorderGuard B4500/B5000 unit, a Hardware Not Found
message appears.
To restart the initialization, click OK to close the message, connect the iA-thenticate unit,
and click Reset.
To continue the installation without connecting hardware, click OK to close the message
and then manually enter the serial number. You can also change the installation path.
Use this procedure if you are installing the calibration file for multiple units over a
network.
     
1.
2.
3.
4.
Insert the SampleScan CD.
On the CD, find the folder that matches the serial number on the BorderGuard unit.
For reliable operation, you must use the correct calibration file for each unit.
Copy the SampleScan.cfg file from the folder to this directory:
C:\BorderGuard\Config\
5. Right-click the copied SampleScan.cfg file and choose Properties. De-select Read-only
and click OK.
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Configuring Hardware and Software
After installation you may need to set some basic configuration options.
Configuring a Smart-Card Unit
If you have a smart-card unit, follow these steps to configure it:
1. Run iA-Administrator by choosing Start>Programs>iA-thenticate>iA-Administrator.
2. On the Configuration tab, under Signals and Alerts, deselect both of the Beep when...
options. (These are currently incompatible with smart-card processing.)
3. Click Apply and exit iA-Administrator.
4. Run iA-Examiner using the desktop shortcut or by choosing Start>Programs>iAthenticate>iA-Examiner.
5. Click Mgmt Funcs and then System Config.
6. On System Configuration Page 1, select Smart Card Reader.
7. Click Apply and Done.
8. Exit iA-Examiner.
Configuring a Non-English Version of Windows
If you install this software on a unit running a non-English version of Windows, you may need to
follow some additional steps.
 
!""  
1. Select Start>Run, type DCOMCNFG, and click OK.
2. Open Component Services, then Computers, then My Computer, and then DCOM
Config.
3. Right-click BGServer and choose Properties.
4. On the Security tab, under Launch and Activation Preferences, select Customize and
click Edit.
5. If the displayed list does not include INTERACTIEF (Dutch), INTERACTIF (French), or
INTERATIVO (Portuguese), add the appropriate name and select all the Allow permissions.
6. In the same list, select all the Allow permissions for SYSTEM. Then click OK.
7. Back on the Security tab of the BGServer Properties window, under Access Permissions,
select Customize and click Edit.
8. In the displayed list, select both of the Allow permissions for SYSTEM and for INTER-ACTIF,
INTERATIVO, or INTERACTIEF. Then click OK.
9. In the BGServer Properties window, click OK. Then close the Component Services window.
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Administrator’s Guide
 
   
 !""  
1. Select Start and type DCOMCNFG into the edit box. Click OK.
2. Open Component Services, then Computers, then My Computer, and then DCOM
Config.
3. Right-click BGServer and choose Properties.
4. On the Security tab, under Launch and Activation Preferences, select Customize and
click Edit.
5. If the displayed list does not include INTERACTIEF (Dutch), INTERACTIF (French), or
INTERATIVO (Portuguese), add the appropriate name and select all the Allow permissions.
6. In the same list, select all the Allow permissions for SYSTEM. Then click OK.
7. Back on the Security tab of the BGServer Properties window, under Access Permissions,
select Customize and click Edit.
8. In the displayed list, select both of the Allow permissions for SYSTEM and for INTER-ACTIF,
INTERATIVO, or INTERACTIEF. Then click OK.
9. In the BGServer Properties window, click OK. Then close the Component Services window
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Running the Software for the First Time
After you finish installation:
1. Restart the system and log on as an administrator.
2. Run iA-Examiner using the desktop shortcut or by choosing Start>Programs>iAthenticate>iA-Examiner.
If you see an error message about a COM port when you start iA-Examiner, follow the
instructions in Appendix B to correct the problem.
This ensures that all settings are properly registered. After that, you can run the software using
non-administrator accounts.
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Administrator’s Guide
Testing the Smart Card Reader
(B4500/B5000)
If you have a smart-card reader on a Color BorderGuard B4500/5000 unit, verify that it is
functioning correctly. The following two procedures will check the smart card reader functionality.
You can use either the iA-Examiner test or the OMNIKEY applet test.
To test the smart card reader using iA-Examiner:
1. In iA-Examiner, process a smart card document that has its chip in the front cover side of the
document (on the glass).
2. Process a smart card document that has its chip in the back cover side of the document (on
the platform in front of the glass).
3. Check the smart card test results for both documents.
If iA-Examiner displays smart card test results for both documents, the unit is operating correctly.
If iA-Examiner fails to recognize the smart card, follow the instructions for fixing the problem in
Repairing the OmniKey Registration Settings on page 172.
To test the smart card reader using the OMNIKEY applet:
1. In Control Panel, run the OMNIKEY 55x3 Driver Applet.
2. Right-click in the title bar of the applet and select Antenna Configuration.
3. On the Antenna tab, verify that Enable Multi-Antenna Mode is checked.
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If Enable Multi-Antenna Mode is not checked, follow the instructions for fixing the problem in
Repairing the OmniKey Registration Settings on page 172.
Enabling Automatic Logon and Application Start
For Windows Vista and Windows 7 systems, the iA-Administrator application must run with
elevated privileges in order to enable automatic logon and to configure the applications to
automatically start.
##$   
1. Click the Start button.
2. Select All Programs and select the iA-thenticate group.
3. Right click the application and select Run as administrator.
## % $ 
1.
2.
3.
4.
5.
6.
7.
Click the Start button.
Select All Programs and select the iA-thenticate group.
Right-click iA-Administrator and click Properties.
Select the Compatibility tab.
Click the Change settings for all users button.
Under Privilege Level, select Run this program as an administrator,
Click OK twice to leave the configuration screens.
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Administrator’s Guide
Note:
If the Run this program as an administrator option is unavailable, it means that the
application is blocked from always running elevated, the application does not require
administrative credentials to run, the application is part of the current version of
Windows Vista, or you are not logged into the computer as an administrator.
Controlling Access
This section explains how to create local user groups and set file permissions for your system so
that different users have just the access they need.
&' #  '  
1. Create these two local user groups:
•
•
iA-thenticate Users
iA-thenticate Administrators
2. Create as many users as you need for the people who will use the system, and make each
one a member of the appropriate user group:
Note:
For Windows Vista and Windows 7 systems, a local user group for iA-thenticate
Administrators must be created as described below as the PC’s existing local
Administrator group cannot be used.
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Local User Group
Users Who Should Belong to this
Group
Access Allowed
iA-thenticate
Users
Personnel who use iA-Examiner to
test and examine documents
iA-Examiner: user
functions
iA-thenticate
Administrators
Technical administrators, security
managers, and operations
managers
iA-Examiner:
user and management
functions
iA-Administrator:
All Users startup folder
(      
Assigning file and folder permissions insures that each group of users can run the appropriate
programs.
To assign file and folder permissions:
1. Follow steps a–c for each file in the table below:
a. Right-click the file and choose Properties.
b. Select the Security tab.
c. In the Name list, remove the entries for Everyone, Users (if listed) and Authenticated
Users (if listed). Then add Read & Execute permissions for user groups as indicated in
the table.
For this file in
C:\BorderGuard\Bin\
Assign Read & Execute permissions for these groups
iA-Administrator.exe
(iA-Administrator)
iA-thenticate Administrators
BGDataPort.exe
(iA-DataPort)
iA-thenticate Users
iA-thenticate Administrators
BGExaminer.exe
(iA-Examiner)
iA-thenticate Users
iA-thenticate Administrators
BGServer.exe
(ID-Server)
iA-thenticate Users
iA-thenticate Administrators
ExaminerConfiguration
(iA-Examiner
configuration)
iA-thenticate Administrators
ExaminerManager
(iA-Examiner
management)
iA-thenticate Administrators
ExaminerReport
(iA-Examiner
reporting)
iA-thenticate Administrators
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Administrator’s Guide
For this file in
C:\BorderGuard\Bin\
Assign Read & Execute permissions for these groups
ExaminerViewer
(iA-Examiner document
review)
iA-thenticate Administrators
iASecondaryStation.exe
(Secondary Station)
iA-thenticate Users
iA-thenticate Administrators
2. Set permissions for your system, as follows:
 
iA-thenticate Administrators must be able to change startup settings for All Users. Follow
these steps to assign the needed permissions to C:\Documents and Settings\ All
Users\Start Menu\Programs\Startup:
a.
b.
c.
d.
Right-click folder C:\Documents and Settings and choose Properties.
Select the Security tab.
Add Full Control permissions for the iA-thenticate Administrators group.
Repeat steps a–c for each successive folder in the path:
All Users (inside Documents and Settings)
Start Menu (inside All Users)
Programs (inside Start Menu)
Startup (inside Programs)
 
   

Before you can see the folders in the steps below you must first enable the viewing of
system/hidden files.
Open Windows Explorer. Select Organize>Folder and Search Options.
From the View tab select Show hidden files, folders, or drives.
Select Apply to Folders at the top of the window and then Apply at the bottom of the
window to exit.
Follow these steps to assign the needed permissions to
C:\ProgramData\Microsoft\Windows\Start Menu\Programs\Startup:
a. Right-click folder C:\ProgramData\ and choose Properties.
b. Select the Security tab.
c. Add Full Control permissions for the iA-thenticate Administrators group.
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d. Repeat steps a–c for each successive folder in the path:
Microsoft (inside Program Data)
Windows (inside Microsoft)
Start Menu (inside Windows)
Programs (inside Start Menu)
Startup (inside Programs)
3. If you use Windows security to limit users’ access to various folders on your system, all iAthenticate Users must have the following permissions:
•
Full control to the work folder, normally C:\BorderGuard\Working
•
Read and execute access to C:\BorderGuard and all of its sub-folders
•
Read, write, and execute access to:
– C:\BorderGuard\Config\SampleScan.cfg
– The folder for storing captured images—for example, E:\BorderGuard\Images
– The folder containing the iA-Examiner database BGExaminer.mdb, normally
C:\BorderGuard\Bin
– If you use TextWatch, the folder containing the TextWatch database iAT.sys, normally
C:\BorderGuard\Bin
In addition, iA-thenticate Administrators must also have these permissions:
•
Write access to:
– The folder containing the iA-Administrator database Administrator.mdb, normally
C:\BorderGuard\Bin
– The Windows registry
•
Read, write, and execute access to:
– The configuration folder, C:\BorderGuard\Config and all sub-folders.
Installing an Optional Reader or Scanner
If your system includes a bar code and magstripe reader or a flatbed scanner, install it now by
following the instructions in Chapter 4, Installing an Optional Reader or Scanner.
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Administrator’s Guide
Hardware Startup and Shutdown
Follow these shutdown and startup procedures to avoid problems with communication between
the PC and the camera.
    % 
1. Shut down the PC. If it has a mechanical power switch, turn it off.
2. Turn off the power switch on the BorderGuard unit.
  % 
1. If you have just shut down the system, wait 30 seconds before restarting.
2. Turn on the power switch on the BorderGuard unit.
3. Start the PC.
To turn a Color BorderGuard unit off and on again, without rebooting the PC, eject both smart
card readers before turning off the Color BorderGuard unit. Double-click the Safely Remove
Hardware icon in the Windows task bar at the bottom of the screen, select the smart card
readers from the list of devices and click Stop.
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Chapter 3. Setting up An ID-Guard/J1000 Unit
This chapter explains how to set up your iA-thenticate system if you have an ID-Guard/J1000
unit, which processes standard wallet-size cards such as driver’s licenses and IDs. IDGuard/J1000 has an integrated magstripe reader and can read 2D bar codes directly from the
captured document images without additional hardware.
Before you proceed with installation, check the Release Notes for new information.
If you are upgrading from a previous version, you may need to follow additional steps. Refer to
the iA-thenticate 5.5 Release Notes for additional information.
Note:
Although setting up this system is similar to setting up a PC, there are important
differences. Follow the instructions in this chapter carefully, or your system may not work
properly.
If you are not experienced in setting up and managing PCs in a networked environment,
you should not attempt to do the setup yourself.
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Administrator’s Guide
PC System Requirements
You install the iA-thenticate software on a Windows PC, and you connect the ID-Guard/J1000
unit to the PC through a USB cable. Your PC must meet the following requirements:
)

•
Processor: 2.4 GHz Pentium 4 or better recommended
•
RAM: 512 MB minimum
•
Free disk space: 300 MB minimum; 1 GB or more recommended when saving captured
images and data
•
Video display: True color mode (24 or 32 bit)
•
An available USB 2.0 port (high speed, 480 Mbps) with adequate power
•
For computers that do not supply adequate power through a single USB port (especially
laptops running on batteries), a second USB port is required

•
Swap file: Recommended 768 MB minimum and 1024 MB maximum for drive C and for the
data drive (where you store captured images)
*## # %  
•
Windows XP Professional Service Pack 2
+  , 
38
•
Internet Explorer 6.0 Service Pack 1 or higher with update 832894 (Microsoft
•
Security Bulletin MS04-004)
•
Current Microsoft USB driver recommended; third-party USB drivers may also perform well
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Installing Software
Note:
Do not connect the ID-Guard/J1000 hardware yet.
Installing DirectX
This software requires that DirectX 9.0c End-User Runtime be installed on your PC. To find out
whether you already have this software installed:
1. Select Start>Run, type dxdiag, and click OK.
2. Under the Systems tab, find the DirectX Version listed under System Information. If the
version is not 9.0c or later, you must install DirectX 9.0c:
Installer
iA-thenticate CD:
Instructions
Follow the on-screen instructions
iA-thenticate…\
iA-thenticate… \
DirectX \
directx_9c_oct05sdk_r
edist.exe
Note:
This release has been tested with DirectX 9.0c. Later versions may also be compatible.
Note:
The CD’s folder names include the name of the software plus version information. For
example, iA-thenticate 5.3 Install (SFW-00099-A-00). For simplicity, these instructions
use just the first part of the name, iA-thenticate…., for example.
Note:
If you are upgrading, the screens you see may differ slightly from the ones listed. Just
follow the on-screen instructions.
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Administrator’s Guide
Uninstalling Regula software
Before installing the Regula SDK version 4.10, you must uninstall any previous versions. To find
out whether you already have this software installed and uninstall any previous versions:
1. Select Start>Settings>Control Panel>Add/Remove Programs.
2. Look for Regula programs (for example, Regula Document Reader SDK or Regula
Document Reader Core Components).
3. Select each program and click Remove.
Installing the Regula SDK
To install Regula SDK version 4.10:
Installer
iA-thenticate CD:
iA-thenticate… \
iA-thenticate… \
Regula_SDK-4.10\
setup.exe
Instructions
Follow the on-screen instructions in the Installshield Wizard.
Installing the iA-thenticate Security Software
40
Installer
Screen
Instructions
iA-thenticate CD:
iA-thenticate… \
iA-thenticate… \
1_iA-thenticate \
Setup.exe
Intro
Click Next.
License
Click Yes to agree.
Setup Type
Select ID-Guard/J1000.
Data Drive
If you want to change the drive
for storing data, click Browse
and choose any mapped drive.
Click Next.
Summary
Click Next to proceed with
installation.
Complete
Accept No, I will restart my
computer later. Click Finish.
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Installing iA-Examiner
Installer
Screens
Instructions
iA-thenticate CD:
iA-thenticate… \
iA-thenticate… \
2_iA-Examiner \ Setup.exe
Intro
Click Next.
Data Drive
If you want to change the drive
for storing iA-Examiner data,
click Browse and choose a
location.
Click Next to proceed with
installation.
Complete
Click Finish.
Installing DL-Alert
If you have the optional DL-Alert™ software, either the Intelli-Check or Positive Access® version,
install it now.
Installer
Screen
Instructions
iA-thenticate CD:
iA-thenticate… \
DL-Alert-IC… \
DL-AlertIntelli-Check.exe
Intro
Click Next to proceed with
installation.
Warning
Note the message and click OK.
You will find instructions later in
this document for configuring iAExaminer.
Complete
Click Finish.
or
iA-thenticate… \
DL-Alert-PA… \
DL-AlertPositiveAccess.exe
Installing Other Optional Software
If you have other optional software such as ID-Passport, D-License, or Global-ID, install it now. Follow the
instructions included with the optional software.
Restarting
After you finish installing software, restart your PC.
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Administrator’s Guide
Connecting Hardware and Installing
Drivers
Note:
Connect the ID-Guard/J1000 hardware only after you have installed the software as
described in the previous section.
Connecting Hardware
Your ID-Guard/J1000 unit may have a Y-shaped USB cable for use with computers that do not
supply adequate power through a single USB port. For additional power (especially with a laptop
running on batteries), you can plug the extra USB connector into a second USB 2.0 port on the
computer. See Appendix B for problem-solving instructions.
Note:
You may not need to use the second USB connector on the Y cable. This is included to
help users who experience power issues. If you do not need the extra connector, simply
leave it disconnected.
To connect the ID-Guard/J1000 hardware:
1. Restart the PC after installing the software, and log on as an administrator.
2. Connect the USB cable from the USB port on the back of the ID-Guard/J1000 unit to an
available USB 2.0 port (high-speed, 480 Mbps) on your PC. When you do this, Windows
starts automatically installing drivers.
Installing Drivers
Installation of additional drivers varies with the version of Windows. Follow the appropriate
instructions below. If the drivers do not install as described here, follow the problem-solving
instructions in Appendix B.
Note:
Make sure you note the name of the hardware device on the first page of the installation
wizard. You will need the name of the device to select the correct driver in step 4.
To install each device driver (repeat as needed):
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1. Make sure you can see the small window that shows the name of the hardware device; this is
sometimes hidden behind the wizard.
2. If the first wizard screen asks about connecting to Windows Update to search for software,
select No, not this time and click Next.
3. Select Install from a list or specific location (Advanced) and click Next.
4. Select Don’t search. I will choose the driver to install. Click Next.
5. Click Have Disk and browse to the folder shown in the table below. (If there is no Have Disk
button, first click Next and then click Have Disk.)
6. If you see a warning about the digital signature, click Continue Anyway. If you are asked
whether you want to overwrite a newer file, click Yes.
7. Click Finish.
!$   
For This Hardware Device
Browse to this file:
ID Tech USB Serial Converter
USB 2.0 Camera or
Crescentec DC-1100
ID Tech USB Serial Port or
USB Serial Port
C:\BorderGuard\Tools\ID-Tech USB\FTDIBUS.INF
C:\BorderGuard\Tools\Crescentec\dc1100.inf
C:\BorderGuard\Tools\ID-TechUSB\FTDIPORT.INF
 
Note:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
If you connect to a different ID-Guard/J1000 hardware unit, you must re-calibrate.
Select Start>Programs>Regula>Document Reader SDK 4.1>Test40.
Click Load Library.
Click Initialize. A status message displays the progress.
Click Connect. (You may see a message stating that the firmware does not support device
ID storage; this is not an error.)
Click Calibrate.
Capture the Test Object side 1 by placing the blank side down on the glass and clicking OK.
Capture the Test Object side 2 by placing the checkerboard side down on the glass and
clicking OK.
When the message displays Verify: Device_Calibration return=0x000000000, calibration is
successful.
Click Disconnect.
Click Free Library.
Close the Test40 application.
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Administrator’s Guide
-*#. 
1. Open Device Manager. (Right-click My Computer, choose Manage, and click Device
Manager.)
2. Expand the Ports (COM & LPT) item and find the COM port number assigned to the IDTech
USB Serial Port (for example, COM3).
3. Record the port number for use in step 8.
4. Select Start>Programs>iA-thenticate>iA-Examiner.
5. In iA-Examiner, select Mgmt Funcs>System Config.
6. Select Magnetic Stripe Reader.
7. Select Serial.
8. Verify that the Comm Port setting is the number assigned to the IDTech USB Serial Port in
Device Manager. If necessary, enter the correct port.
9. Click Apply.
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Configuring Hardware and Software
After installation, you may need to set some basic configuration options.
Configuring a Non-English Version of Windows
If you install this software on a unit running a non-English version of Windows, you may need to
follow some additional steps.
 
!""  
1. Select Start>Run, type DCOMCNFG, and click OK.
2. Open Component Services, then Computers, then My Computer, and then DCOM
Config.
3. Right-click BGServer and choose Properties.
4. On the Security tab, under Launch and Activation Preferences, select Customize and
click Edit.
5. If the displayed list does not include INTERACTIEF (Dutch), INTERACTIF (French), or
INTERATIVO (Portuguese), add the appropriate name and select all the Allow permissions.
6. In the same list, select all the Allow permissions for SYSTEM. Then click OK.
7. Back on the Security tab of the BGServer Properties window, under Access Permissions,
select Customize and click Edit.
8. In the displayed list, select both of the Allow permissions for SYSTEM and for INTERACTIF,
INTERATIVO, or INTERACTIEF. Then click OK.
9. In the BGServer Properties window, click OK. Then close the Component Services window.
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Administrator’s Guide
Controlling Access
This section explains how to create local user groups and set file permissions for your system so
that different users have just the access they need
Creating Local User Groups and Users
First, create two local user groups and assign users to these groups as needed.
1. Create these two local user groups:
•
iA-thenticate Users
•
iA-thenticate Administrators
2. Create as many users as you need for the people who will use the system, and make each
one a member of the appropriate user group:
Local User Group
Users Who Should Belong
to this Group
Access Allowed
iA-thenticate Users
Personnel who use iAExaminer to test and examine
documents
iA-Examiner: user functions
iA-thenticate Administrators
Technical administrators,
security managers, and
operations managers
iA-Examiner: user and
management functions
iA-Administrator All Users
startup folder (C:\Documents
and Settings\All Users\Start
Menu\ Programs\Startup)
Assigning File and Folder Permissions
Assigning file and folder permissions ensures that each group of users can run the appropriate
programs.
To assign file and folder permissions:
1. Follow steps a–c for each file in the table below:
a. Right-click the file and choose Properties.
b. Select the Security tab.
c. In the Name list, remove the entries for Everyone and Users (if listed). Then add Read
& Execute permissions for user groups as indicated in the following table.
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For this file in C:\BorderGuard\Bin\
Assign Read & Execute permissions for these
groups
iA-Administrator.exe
(iA-Administrator)
iA-thenticate Administrators
BGDataPort.exe
(iA-DataPort)
iA-thenticate Users
iA-thenticate Administrators
BGExaminer.exe
(iA-Examiner)
iA-thenticate Users
iA-thenticate Administrators
BGServer.exe
(ID-Server)
iA-thenticate Users
iA-thenticate Administrators
ExaminerConfiguration
(iA-Examiner configuration)
iA-thenticate Administrators
ExaminerManager
(iA-Examiner management)
iA-thenticate Administrators
ExaminerReport
(iA-Examiner reporting)
iA-thenticate Administrators
ExaminerViewer
(iA-Examiner document review)
iA-thenticate Administrators
iA-SecondaryStation.exe
(Secondary Station)
iA-thenticate Users
iA-thenticate Administrators
2. iA-thenticate Administrators must be able to change startup settings for All Users. Follow
these steps to assign the needed permissions to C:\Documents and Settings\ All
Users\Start Menu\Programs\Startup:
a. Right-click folder C:\Documents and Settings and choose Properties.
b. Select the Security tab.
c. Add Full Control permissions for the iA-thenticate Administrators group.
d. Repeat steps a–c for each successive folder in the path:
All Users (inside Documents and Settings)
Start Menu (inside All Users)
Programs (inside Start Menu)
Startup (inside Programs)
3. If you use Windows security to limit users’ access to various folders on your system, all iAthenticate users must have these permissions:
•
Full control to the work folder, normally C:\BorderGuard\Working
•
Read and execute access to C:\BorderGuard and all of its sub-folders
•
Read, write, and execute access to:
– C:\BorderGuard\Config\SampleScan.cfg
– The folder for storing captured images (C:\BorderGuard\Images for example)
– The folder containing the iA-Examiner database (BGExaminer.mdb, normally
C:\BorderGuard\Bin)
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– If you use TextWatch, the folder containing the TextWatch database (iAT.sys, normally
C:\BorderGuard\Bin)
In addition, iA-thenticate administrators must have these permissions:
•
Write access to:
– The folder containing the iA-Administrator database (Administrator.mdb, normally
C:\BorderGuard\Bin)
– The Windows registry
•
Read, write, and execute access to:
– The configuration folder C:\BorderGuard\Config, and all sub-folders
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Installing an Optional Reader or Scanner
If your system includes a bar code and magstripe reader or a flatbed scanner, install it now by
following the instructions in chapter 4, Installing an Optional Reader or Scanner.
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Chapter 4. Installing an Optional Reader or
Scanner
You can add bar code and magstripe readers to your system for processing documents that have
2D bar codes and magnetic stripes. You can also add a flatbed scanner for capturing images of
documents that are larger than the glass platform on your BorderGuard or ID-Guard unit.
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Administrator’s Guide
Installing the E-Seek or Intelli-Check
Reader
L-1 recommends and supplies the E-Seek or Intelli-Check combination bar code and magstripe
reader for your BorderGuard unit. It is available in serial and USB models. The reader is
preconfigured to work with your iA-thenticate system. However, if it should lose its settings, you
can restore them as explained in Appendix B.
Serial Model
Follow these instructions if your reader has a serial connection.
 /0*1201  
1. Locate the longer serial cable supplied with the reader. Plug its 9-pin D connector into a serial
port on your PC.
2. Plug the other end of the cable into the reader.
3. Plug the cable from the supplied power adapter into the reader. Then plug the power adapter
into a surge-protected power source that meets the requirements printed on the adapter. The
reader beeps three times when you connect the power.
4. If you are using iA-Examiner, configure it to use the reader:
a. Start iA-Examiner by double-clicking its icon on the desktop or by selecting
Start>Programs>iA-thenticate>iA-Examiner.
b. In iA-Examiner, click Mgmt Funcs and then System Config.
c. On System Configuration Page 1, under Peripherals, select E-Seek Reader.
d. Click Apply and then Done.
5. If you are using iA-DataPort, configure it to use the reader:
a. Start iA-DataPort by double-clicking its icon on the desktop or by selecting
Start>Programs>iA-thenticate>iA-DataPort.
b. Choose Settings>Comm Ports Settings.
c. For 2D Bar Code Port, select the port you chose in step 1.
d. Click OK.
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This completes the installation of the serial reader.
USB Model
Follow these instructions if your reader has a USB connection.
 /0*1201'* 
1.
If you are using iA-Examiner, configure it to use the reader:
a. Plug the reader’s USB cable into an available USB port and wait while the system
automatically installs drivers. (If this doesn’t happen, and the new hardware wizard runs
instead, refer to Appendix B for troubleshooting instructions.)
b. Start iA-Examiner by double-clicking its icon on the desktop or by selecting
Start>Programs>iA-thenticate>iA-Examiner.
c. In iA-Examiner, click Mgmt Funcs and then System Config.
d. On System Configuration Page 1, under Peripherals, select E-Seek Reader.
e. Click Apply and then Done.
2. If you are using iA-DataPort, configure it to use the reader:
a. If you have already followed step 1 to configure iA-Examiner, find the reader’s port
number by going back to System Configuration Page 1 and noting the Comm Port
Number assigned to the E-Seek reader. Then skip to step e.
b. Otherwise, with the system running, open the Device Manager. (Right-click My
Computer, choose Manage, and click Device Manager.)
c. Expand the Ports (COM & LPT) item so you can see any entries under it. The list may
already contain an entry named USB Serial Port. In the next step an additional entry
named USB Serial Port will appear with a different COM number.
d. Plug the reader’s USB cable into an available USB port. As you do, watch for the new
USB Serial Port entry to appear. Note the COM number assigned to the new entry. For
example, it might be listed as USB Serial Port (COM4).
e. Start iA-DataPort by double-clicking its icon on the desktop or by selecting
Start>Programs>iA-thenticate>iA-DataPort.
f. Choose Settings>Comm Ports Settings.
g. For 2D Bar Code Port, select the number you found in step c. Click OK.
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Administrator’s Guide
This completes the installation of the USB reader. If you later unplug the reader and plug it into a
different USB port, your system may want to reinstall USB drivers and assign a different COM
port number. In this case you must reconfigure iA-DataPort for the new port number.
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Installing a Flatbed Scanner
The iA-thenticate system is designed to work with any TWAIN-compliant USB flatbed scanner. L1 has tested and qualified two models: Canon CanoScan LiDE 500F and Epson Perfection 3490
Photo.
   
Note:
Follow the manufacturer’s instructions for installing the scanner software and hardware.
To configure the system to use the scanner:
1. Run iA-Examiner (Start>Programs>iA-thenticate>iA-Examiner). Click Mgmt Funcs, and
then System Config.
2. On System Configuration Page 1, under Peripherals, select Scanner.
3. From the drop-down list, select the scanner you have installed. If you see two similar entries
for your scanner, select the one that does not start with WIA.
Note:
Be careful not to select the iA-thenticate camera, listed as OVT SuperCam.
Note:
If your scanner does not appear in the list, make sure it is properly installed. Test it using
the software provided by the manufacturer.
4. For Pixel Type, select either Color or Grayscale to choose the type of image you want to
scan, display, and store. Because of JPEG compression, color images take only slightly more
disk space than grayscale.
5. For Resolution, select a value that provides the readability and detail you need. The default
value of 100 dpi gives decent readability, small files, and quick scanning. Higher resolutions
give better detail but also larger files and slower scans. The system stores scans in JPEG
format using the Image Quality setting specified under Saving Data. Here are some sample
file sizes for an 8.5x11-inch document with Image Quality set to Medium:
Resolution
Pixel Types
File Size
100 dpi
Grayscale
Color
38 KB
40 KB
200 dpi
Grayscale
Color
Grayscale
Color
152 KB
167 KB
314 KB
349 KB
300 dpi
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Administrator’s Guide
6. For T/O (timeout), use the default value of 60 seconds unless you have a reason to change it.
This is the amount of time the system will wait for a scan to finish before it cancels the scan.
7. Select Crop Scanned Image unless you always want to display and save the scanner’s
entire platform area.
Note:
The automatic cropping option does not currently work properly with the Canon model.
8. Under Saving Data, be sure to select Save Document Images and Visible, or the scanned
images will not be saved. Whether you select Convert Images to JPEG or not, scanned
images are always saved as JPEGs using the Image Quality setting.
9. Click Apply. Restart iA-Examiner to put the changes into effect.
Note:
If you see an error message or unexpected behavior when using the scanner, refer to the
problem-solving section in Appendix B.
You can also change the scanned document types and how they are grouped, if necessary.
When scanning a document, the operator sees these types displayed on the screen and chooses
one:
You can change the name above each group of buttons, the number of buttons in each group,
and the document type that appears on each button.
This procedure requires you to directly edit an important configuration file. Do not proceed unless
you are comfortable editing such files. Make no changes other than to the indicated text, and be
sure to keep all quotation marks as they are.
  0 %#  # 
1. In My Computer or Windows Explorer, find
C:\BorderGuard\Config\BGExaminerLanguage.cfg and make a backup copy of it for
safekeeping.
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2. Open BGExaminerLanguage.cfg in a Unicode text editor such as Notepad, and find this
section (about halfway through the file):
Document Types Control
Document Types Frame
DOC_TYPES_FRAME"Document Types"
; Document Group Frames
DOC_TYPES_GROUP_1"Document Group 1"
DOC_TYPES_GROUP_2"Document Group 2"
DOC_TYPES_GROUP_3"Document Group 3"
; Document Types
DOC_TYPES_DOCUMENT_1"Birth Certificate"
DOC_TYPES_DOCUMENT_2"Marriage License"
DOC_TYPES_DOCUMENT_3"Social Security Card"
DOC_TYPES_DOCUMENT_4"Military ID"
DOC_TYPES_DOCUMENT_5"Government Employment ID"
DOC_TYPES_DOCUMENT_6"Immigration Document"
DOC_TYPES_DOCUMENT_7""
DOC_TYPES_DOCUMENT_8"Certified School Record"
DOC_TYPES_DOCUMENT_9"Divorce Decree"
DOC_TYPES_DOCUMENT_10"Court Document"
DOC_TYPES_DOCUMENT_11"Proof of Residence"
DOC_TYPES_DOCUMENT_12"Insurance Document"
DOC_TYPES_DOCUMENT_13""
DOC_TYPES_DOCUMENT_14""
DOC_TYPES_DOCUMENT_15"Baptismal Certificate"
DOC_TYPES_DOCUMENT_16"Pilot License"
DOC_TYPES_DOCUMENT_17"Other"
DOC_TYPES_DOCUMENT_18"Multiple Documents"
DOC_TYPES_DOCUMENT_19""
DOC_TYPES_DOCUMENT_20""
DOC_TYPES_DOCUMENT_21""
3. To change the names above the button groups, replace Document Group 1, Document
Group 2 and Document Group 3 with the names you want displayed.
4. To change the document types, replace Birth Certificate and so on with the names you want
on the buttons. Types 1–7 belong to the first group, 8–14 to the second group, and 9–21 to
the third group. If you leave a type blank (""), no button will be displayed in that position.
5. Save the changed file and test iA-Examiner for proper operation. If anything goes wrong,
replace the changed file with the backup copy you made of the original file.
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Administrator’s Guide
Chapter 5. Using The Administration Tools
You use two administration tools to configure iA-thenticate:
•
iA-Administrator
•
iA-Examiner (Management Functions)
This chapter introduces these tools, and the following chapters explain how to use them to
configure your iA-thenticate system.
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iA-Administrator
You use iA-Administrator to:
•
View information about your system
•
Set options for basic system operation
•
Set options for saving captured images and document logs (if you do not use iA-Examiner to
save images and logs)
(0(  
Note:
iA-Administrator has to be run with elevated privileges on Vista and Windows 7 systems.
Refer to the Enable Automatic Logon and Application Start section on page 31 for details.
1. Log on as a local administrator or member of the iA-thenticate Administrators user group.
2. Select Start>Programs>iA-thenticate>iA-Administrator. The iA-Administrator screen
appears:
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iA-Examiner
iA-Examiner is the primary program that operators use for processing documents. In addition to
its operator screens, it has a section of Management Functions screens that let you set options
beyond those you set with iA-Administrator.
You use the iA-Examiner management screens to:
•
Set options for saving captured images and document logs
•
Control details of iA-Examiner appearance and behavior
•
Choose document testing options
•
Enable optional iA-Examiner features
•
Configure a magstripe and bar code reader and a printer
 (0/34  
1. Log on as a local administrator or member of the iA-thenticate Administrators user group.
2. Run iA-Examiner by double-clicking the iA-Examiner icon on your desktop or by selecting
Start>Programs>iA-thenticate>iA-Examiner.
3. On the main iA-Examiner screen, click Mgmt Funcs. You can then click System
Management or System Config to accomplish various management and configuration
tasks.
Note:
Access to the management screens is restricted when you use the recommended
security setup described on page 22 for BorderGuard units or 38 for ID-Guard/J1000
units.
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The System Management screen mostly lets you manage saved data:
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The System Configuration screen lets you set a variety of options (on multiple pages) for
peripheral configurations, driver’s license and ID processing, printing, data saving, document
testing, screen display, and other features:
Note:
Use the More and Back button to move between the System Configuration pages in iAExaminer.
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Chapter 6. Configuring iA-thenticate
This Chapter explains how you use iA-Administrator to:
•
View information about your system
•
Set options for basic system operation
•
Set options for saving captured images and document logs (if you do not use iAExaminer to save images and logs)
Refer to the iA-thenticate Quick Configuration Guide as it may contain all the information you
need to get your system up and running.
Refer to Chapter 5 Using the Administration Tools, for an introduction to iA-Administrator.
Refer to Chapter 7, Configuring iA-Examiner, for additional information on ways to control and
configure your system using iA-Examiner.
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Administrator’s Guide
Viewing Unit Information
The left side of the iA-Administrator screen shows your system’s computer name, the name of the
logged-on user, and the iA-thenticate software version. It also includes a button for viewing
detailed version information.
Clicking the Version Details button runs the iA-thenticate Version Utility, which shows detailed
information about the installed software:
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Note:
You can also run the iA-thenticate Version Utility by choosing Start> Programs> iAthenticate> iA-VersionUtility
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Administrator’s Guide
Setting Options for Basic Operations
To set options for basic operation, run iA-Administrator (Start>Programs>iA-thenticate>iAAdministrator) and click the Configuration tab.
Note:
iA-Administrator has to be run with elevated privileges on Vista and Windows 7 systems.
Refer to the Enable Automatic Logon and Application Start section on page 31 for details.
In each section of the screen, set the options according to the following descriptions and
recommendations.
Note:
Some options appear only for certain hardware configurations, as noted in the
descriptions.
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ICAO Expiration Test
Option
Description
Recommendations
For an ICAO document, show
an alert if the document will
expire within: (a configurable
number of) days
(30 days shown)
Displays an alert for an ICAO
document if it expires within
this number of days. (When
iA-Examiner tests the
expiration date of a non-ICAO
license or ID by reading the
magstripe or bar code, it
displays an alert only if the
document has already
expired.)
Use the default value of 30
days unless you want the alert
displayed farther in advance or
not as far.
Signals and Alerts
You can use audio signals and alerts with an iA-thenticate Plus unit (which has a small built-in
speaker) and with a standard iA-thenticate unit attached to a PC with a sound card and speaker.
Option
Description
Recommendation
Beep when the operator may
remove the document
Beeps (using the standard
system beep) when testing is
complete and the operator
may safely remove the
document.
Deselect this if you are using a
smart card reader.
Otherwise, select it if you want
this feature.
Warn when the operator
removes a document too
soon
Displays a message when the
operator removes a document
before testing is complete.
Beep when the operator
removes a document too
soon
Beeps at the selected
frequency and for the selected
time when the operator
removes a document before
testing is complete.
(This option does not apply to
ID-Guard/J1000 units.)
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Deselect this if you are using a
smart card reader.
Otherwise, select it if you want
this feature. If several systems
are located near each other,
you can choose different beep
frequencies to make them
distinctive.
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Startup
You can set up your system to log on and run programs automatically at startup.
Option
Description
Recommendations
Log on automatically at
startup
Bypasses the Windows logon screen at
startup and logs on as user autologon.
You can change this setting only if your
user account allows you to edit the
Windows registry.
We do not recommend
using this option in a
production environment,
because it bypasses
normal Windows logon
security.
Run these programs
automatically at startup
After Windows starts, runs the selected
programs automatically. To add a
program, type its full path name.
Selected programs are added to the
Startup program group for All Users:
C:\Documents and Settings\All Users\
Start Menu\Programs\Startup (for XP)
Select the programs you
want to run at startup.
If you select more than one
program, one may hide
another after startup. If you
select no programs, the
Windows desktop appears
after startup.
C:\ProgramData\Microsoft\Windows\Start
Menu\Programs\Startup (for Vista and
Windows 7)
Restoring Normal Logon
If you select Log on automatically at startup, Windows never displays the logon screen. To
temporarily bypass automatic logon and disable automatic logon, you must follow special
procedures, as follows:
Note:
It has been reported that this process does not work for certain systems. You should
verify autologon processing in your environment before proceeding.
%# #%
1. While starting or restarting the system, press and hold the Shift key until the Logon dialog box
appears.
2. Log on in the usual way.
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1. Log on as a local administrator or using another account that allows you to edit the Windows
registry.
2. Run iA-Administrator.
3. Deselect Log on automatically at startup and click Apply.
Hardware
These settings may vary depending on your hardware unit.
Option
Description
Recommendations
Enable the reset button
Activates the reset button on
the back of some older
BorderGuard units, so that
pressing it shuts down the
unit. This works only when the
iA-thenticate software is
running.
Select this only if you have a
BorderGuard Plus unit (with
built-in PC) that you are using
as a compact, self-contained
unit without monitor or
keyboard, as explained in the
iA-Administrator’s Guide that
came with your unit. The reset
button lets you properly shut
down such a unit.
Operate as an MRZ reader
only
Captures and tests only visible
and IR images and skips all
pattern and brightness tests.
Select this only if you need
maximum processing speed
and you do not need the
excluded images and test
results.
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Software
These settings apply only to the Color BorderGuard B4500/B5000.
72
Option
Description
Recommendations
Best Quality Mode
Default setting; provides
highest image quality.
Keep this setting for most
document authentication
environments. You must use
this setting to read bar codes
on the B4500/B5000.
Fast Mode
Increases processing speed
but reduces image quality.
Use only if processing speed is
more important than image
quality. Do not use if reading
bar codes on the B4500/5000.
Reboot after switching modes.
Read bar code from iAthenticate unit
Enables bar code reading
when capturing documents on
the B4500/B5000 (as opposed
to using an external reader).
Disable if you do not want to
read bar codes on the
B4500/B5000 (for example, if
processing passports only and
no licenses). Disable if running
in Fast Mode.
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Advanced
You will probably never need to change any of the following advanced options. You should leave
them alone unless you have a specific reason to change them.
Option
Description
Recommendations
Display delay
How long the system displays
the test results from the last
document processed before it
starts looking for a new
document to process. After it
starts looking, it keeps polling
according to the Polling delay
value (next).
Use the default value of 0 ms.
Capture delay
Adjusts capture timing.
(Appears only if you have an
ID-Guard/J1000 unit.)
Do not change unless needed
for troubleshooting.
You may need to increase the
capture delay if the system fails
to identify documents and the
visible image looks like an IR
image, or if you experience
other problems associated with
underpowered PC. See IDGuard/J1000 in Appendix B for
troubleshooting instructions.
Polling delay
How long the system waits
between checks to see if a
new document has been
placed on the document
platform.
Use the default value.
Configure BorderGuard text
panel or indicator lights.
Configure for which program
controls the messages on the
built-in text panel, or the
indicator lights, on a
BorderGuard unit.
If you use iA-Examiner as your
primary application, select iAExaminer. If you use iADataPort as your primary
application, select ID-Server or
iA-DataPort.
If you use a custom program as
your primary application, and it
is designed to write information
to the text display, select iAExaminer. Otherwise select IDServer or iA-DataPort.
Ignore iA-thenticate hardware
Operates as if the hardware
components (camera, lights,
and so on) are not connected.
Do not select this except for
testing purposes.
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Option
Description
Recommendations
Allow ID-Server commands
from client programs
Not currently used.
Leave this deselected.
Log ID-Server activity
Records ID-Server activity in a
log file named iaT_Log.txt.
This file is saved in the work
directory (see below).
Do not select this except for
troubleshooting purposes.
Display iA-thenticate error
messages
Displays extra error messages
that do not normally affect
operation and are not normally
displayed.
Do not select this except for
troubleshooting purposes.
Update status file
BGStatus.txt located in
Constantly updates a file
named BGStatus.txt in the
specified directory with the
system’s current status. Other
programs can then monitor the
status by reading this file.
Do not select this unless you
are running a custom program
that needs to read this file.
Work directory
The directory used for storing
various work files.
Use the default directory
(C:\BorderGuard\Working\)
unless you have a reason to
change it.
Color camera COM port
The COM port where the color
camera is connected, set
during installation.
Appears only if you have a
Color BorderGuard or Color
BorderGuard B4500/B5000
unit.
For further information refer to
the Installing Software section
of Chapter 2.
A value of INV (invalid) means
the port number is greater than
255. Contact Customer Support
if you need help resolving this
issue.
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Setting Options for Saving Images and
logs
You can configure the system to save captured document images as well as text logs containing
document information and test results. You may want to save these files for various reasons
related to security, operations, and record-keeping.
Two Ways to Save Images and Logs
You can set options for saving images and logs here in iA-Administrator or in iA-Examiner. The
two ways are independent of each other, and you can use either one.
•
If you use iA-Examiner to process documents, it’s generally easiest to use iA-Examiner to
save images and logs as well. And it offers more options than iA-Administrator.
•
Unless you have a special reason to do so, you should not save images and logs using both
iA-Administrator and iA-Examiner.
The following table compares the two ways:
Using iA-Administrator…
Using iA-Examiner…
You can save images in JPEG (.jpg) format with
several levels of compression, or in uncompressed
Bitmap (.bmp) format.
The same.
You can select the image types you want to save—
any combination of visible, IR, UV, seal, and
tamper.
In addition to the visible, IR, UV, seal, and tamper
images, you can save the ID photo from the visible
image, the ID photo from a 2D bar code, and the ID
photo and fingerprint image from a smart card.
On monochrome BorderGuard systems you can
save grayscale images. On Color BorderGuard,
Color BorderGuard B4500/B5000, and IDGuard/J1000 systems you can save color images,
grayscale images, or both.
On monochrome BorderGuard systems you can
save grayscale images. On Color BorderGuard,
Color BorderGuard B4500/B5000, and IDGuard/J1000 systems you can save only color
images.
You can save the selected images and logs for all
documents, or only for those that pass all tests, or
only for those that fail a test.
You can save the selected images and data for all
documents. Or, for documents that pass
all tests, you can save the visible image alone.
You save document results in an individual plaintext (.txt) log file for each document.
You save document results in a single database
(.mdb) file for all documents. You can also save
individual XML log files for custom processing.
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Using iA-Administrator…
Using iA-Examiner…
The document results lack some of the information
that iA-Examiner is able to record.
The document results contain additional
information, including details about licenses and
IDs, data retrieved from verification databases,
data the operator enters manually, data from smart
cards, and more.
Administrator includes no facility for viewing
previously captured images and linking them to
saved document information and test results.
You can use the Viewer feature in iA-Examiner to
view prior documents processed by the system and
see their captured images, extracted information,
and test results (as explained in the iA-Examiner
User’s Guide).
Note:
ID-Guard/J1000 does not capture UV, seal, or tamper images.
To set data-saving options here in iA-Administrator, click the Saving Data tab, and use the
descriptions and recommendations in the following tables. Or, to set data-saving options in iAExaminer, see Configuring Data Saving on page 87.
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Captured Images
Option
Description
Recommendations
Save
Saves color or grayscale images, or both, to
the location specified.
Names each file using the document type
and number (if known), date and time
processed (if needed to make the name
unique), and image type. For example, for a
typical ICAO document:
USA_P_12345678_VC.jpg where USA is
the country code, P is the ICAO document
type, 12345678 is the document number,
and VC is the image type (can be I, S, T, U,
or V, plus C if the image is color).
Set these options to suit your
needs. Be sure the location you
use for saving images has
enough disk space. If the disk
fills up, the system will no
longer operate properly.
To reduce file sizes, use the
JPEG format rather than BMP.
See JPEG Image Quality,
below, for more information.
Image format
The graphics file format for saving images,
JPEG or BMP. JPEG files are compressed
according to the JPEG Image Quality setting
(below).
Location
The full pathname of the directory for saving
images, on a local drive or mapped network
drive.
Image types
The types of images to save—Visible (white
light), IR, UV, Seal, Tamper. Only Visible
and IR appear for ID-GUARD units.
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Document Results log
Option
Description
Recommendations
Save document
results
Saves an individual text file of test
results for each document processed.
Select this if you want a record
of document information and
test results for each document.
Location
The full pathname of the directory for
saving the logs, on a local drive or
mapped network drive.
Usually it’s most convenient to
use the same directory you use
for saving images (above).
Saving Based on Test Results
78
Option
Description
Recommendations
Save images and
logs as specified
above
Saves images and logs based on whether
they pass or fail these tests only:
checksum, expiration, B900 ink, patterns
(visible, IR, UV, seal), brightness (IR, UV),
and tamper.
For all documents: Saves all images and
logs regardless of test results.
Only for documents that fail a test:
Saves images and logs only for
documents that fail one of these tests.
Only for documents that pass all tests:
Saves images and logs only for
documents that pass all these tests.
Select the option that meets
your needs.
Note: You must also select the
kinds of images you want to
save (above): Color images,
Grayscale images, or both.
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Jpeg Image Quality
Option
Description
Recommendations
Use this quality
setting for all
JPEG images
The quality setting to use when saving
JPEG images, from Best (highest image
quality, largest file) to Low (lowest image
quality, smallest file).
The list below shows the approximate file
size of a single saved image. (JPEG sizes
vary with the document and image type.)
Use Medium for decent quality
and relatively small files. For
better quality, use High or
Best.
Do not use Low if you want to
be able to analyze images later
for authenticity.
Format
BMP
JPEG Best
JPEG High
JPEG Medium
JPEG Low
Configuring iA-thenticate
Grayscale
430 KB
170 KB
110 KB
50 KB
15 KB
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Color
3800 KB
460 KB
220 KB
100 KB
30 KB
B4500/5000
9200 KB
700 KB
400 KB
200 KB
100 KB
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Temporary Images and Logs
As the system captures images and creates logs, it holds them in memory while it processes the
document. As explained above, you can have the system preserve these images and logs by
saving them to a disk directory; otherwise they are discarded.
In addition, you can have the system write the images and logs from memory to the work
directory, where they stay only until the next document is processed. Because this takes extra
time, you should not use this option unless you have a reason to do so.
80
Option
Description
Recommendations
Write temporary
images and logs to
the work directory
Writes the selected images and logs
from the system’s memory to the work
directory (see the Advanced table, page
73).
The images and logs from each
document overwrite those from the
previous document.
Do not select any of these
except for a specific purpose,
such as collecting the images
and logs using a custom
program.
Note: If you want to use the
Doc Log option described in the
Configuring iA-Examiner
Document Log Options section
(page 125), you must select
Document and MRZ Logs here.
Image format
The graphics file format for saving the
temporary images, JPEG or BMP. JPEG
files are compressed according to the
JPEG Image Quality setting (above).
Select the format you want to
use.
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Administrator’s Guide
Chapter 7. Configuring iA-Examiner
Note:
Before you read this chapter, see the iA-thenticate Quick Configuration Guide as it may
contain all the information you need to get your system up and running.
iA-Examiner is the primary software interface an operator uses for viewing and analyzing the
results of the system’s document testing. Using iA-Examiner’s configuration screens, you can
customize many details about the way it works. This chapter explains how.
Before you do so, you should first configure the basic operation of your system using the iAAdministrator program as explained in Chapter 6. Configuring iA-thenticate.
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System Configuration Screens
You set configuration options for iA-Examiner from several System Configuration screens.
To display the System Configuration screens:
1.
2.
3.
4.
Run iA-Examiner (Start>Programs>iA-thenticate>iA-Examiner).
On the iA-Examiner screen, click Mgmt Funcs.
On the Management Functions screen, click System Config.
To display additional System Configuration pages, click More (and Back, when appropriate).
This chapter describes the options on these screens and recommends appropriate settings.
Configuring Peripherals
Note:
Examiner and iA-DataPort cannot both use the same reader at the same time. If you use
iA-DataPort and you select a reader here, you must deselect it in iA-DataPort. Refer to
the Sending Data Through a Serial Port section on page 134.
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*%  5 # 
Option
ID-Server
Description
Recommendations
Automatically starts ID-Server
when iA-Examiner starts. IDServer is the authentication
“engine” that must be running to
process documents. When
running, its icon appears in the
Windows taskbar.
The time allowed for ID-Server
startup and hardware calibration
when starting iA-Examiner
Leave this selected for normal
operation.
E-Seek Reader (Bar code and
magnetic stripe)
Enables the E-Seek or IntelliCheck combination bar code and
magstripe reader (either serial or
USB).
Select this if you use one of the
readers; otherwise deselect it.
(See note)
Comm. Port
The COM port used for
communicating with the reader.
Details of the communication
protocol between the PC and the
E-Seek bar code reader
Do not change this setting; the
system sets it automatically.
Leave these set at their default
values: 38400, N, 8, 1
Magnetic Stripe Reader
Enables an optional magstripe
reader other than an E-Seek or
Intelli-Check reader.
Kybd Serial
The type of magstripe reader:
one that connects between the
keyboard and the PC or one that
connects to a serial port.
Comm. Port
The COM port used for
communicating with the reader
Select this if you have an
ID-GUARD unit or if you are
using an add-on magstripe
reader other than E-Seek or
Intelli-Check. Otherwise deselect
it.
Select the correct type for your
reader. For the ID-Guard/J1000’s
built-in reader, select Serial.
If you select Kybd and you also
use iA-DataPort, you must
deselect both Mag Stripe
Reader and Keyboard Filter in
iA-DataPort (page139).
Otherwise iA-Examiner will not
receive magstripe data.
For an ID-Guard/J1000 unit,
follow the setup instructions
in Chapter 3.
Baud Rate
Parity Data Bits Stop Bits
Details of the communication
protocol between the PC and a
serial magstripe reader
ID-Server Startup Timeout
Baud Rate
Parity Data Bits Stop Bits
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Leave this set at its default value
of 60 seconds.
Leave these set at their default
values (38400, N, 8, 1) unless
your reader requires different
settings.
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Administrator’s Guide
Option
Bar Code Reader
Description
Recommendations
Enables an optional 2D bar code
reader other than an E-Seek or
Intelli-Check reader.
Select this if you are using a bar
code reader other than E-Seek or
Intelli-Check; otherwise deselect
it. (See the note at the beginning
of this table).
Select the reader’s port number
Comm Port
The COM port used for
communicating with the reader
Baud Rate
Parity Data Bits Stop Bits
Details of the communication
protocol between the PC and the
bar code reader.
Smart Card Reader
Enables an optional smart card
reader (for reading embedded
chips).
Leave these set at their default
values (38400, N, 8, 1) unless
your reader requires different
settings.
Select this if your unit has a
smart card reader. Otherwise
deselect it.
Option
Description
Recommendations
Scanner
Pixel Type
Resolution
T/O
Crop scanned image
Enables an optional flatbed
scanner and sets options for its
use.
For instructions about installing
and configuring a flatbed
scanner, see Chapter 4,
Installing an Optional Reader or
Scanner
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Configuring Printing
*%  5 
You can configure iA-Examiner so the operator can print document results to the system’s default
printer as shown in the following figure:
Before this feature will work, you must set up your default printer in the usual way using the
Printers control panel.
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Option
Description
Recommendations
Enable Print Button
Activates the Print button on the
iA-Examiner screen.
Select this if you want operators
to be able to print document
results.
Print in Color
Sends color information when
printing, including green and red
text to mark passed and failed
tests. On a color unit, document
images print in color.
Select this if you are using a
color printer and want the
printout in color.
Display Printer Errors
Displays any printer error
messages on the iA-Examiner
screen.
Select this if you want the
operator to see printer error
messages.
Print All Images
Prints all captured images on a
second page (in addition to the
visible image on the main page).
Select this if you want all the
images included in the printout.
Print Text Watch List Information
Prints the detailed results of the
TextWatch test.
Select this if you have the
optional TextWatch feature and
want the detailed results included
in the printout.
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Configuring Data Saving
*%  5*$!
You can set data-saving options here in iA-Examiner or in iA-Administrator. See Two Ways to
Save Images and Logs (page 75) to compare the two methods and decide which options you
want to use.
Data Saving Options
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Administrator’s Guide
Option
Description
Recommendations
Save Document
Results
Saves information and test results for each
processed document in the document-results
database (.mdb) file you specify.
Select this if you want a text
record of each document
you process.
Database Path
The full pathname of the database file, on a
local or mapped network drive. This file,
BGExaminer.mdb, is in BorderGuard\Bin\ on
the drive designated for storing data.
Use the default directory or
one that suits your needs.
If you use a directory other
than the default, copy the
BGExaminer.mdb file from
the BorderGuard\Bin
directory on the data drive
to the directory you specify.
iA-Examiner will not create
a new file from scratch.
You can also specify the
same file for several
networked units, as
explained in the Using a
Networked Database
section on page 91.
Backup
Directory Path
The full pathname of the directory for saving a
backup copy of the current database, on a
local drive or mapped network drive.
Specify the directory you
want to use for backing up
the database, as explained
in the Backing-up Saved
Data section on page 132.
Maximum Database
Retry Count
If the database is on a network drive, a
network or server problem could break your
connection to it. The Retry Count tells the
system how many times to try reconnecting
when this happens. For more information, see
the Using a Networked Database section on
page 91
Depending on your network
and the type of problem, the
default 30 tries could take
from 15 seconds to several
minutes. You may want to
experiment by
disconnecting the network
cable or shutting down the
file server, and then adjust
the number for a reasonable
delay under those
conditions.
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Option
Description
Recommendations
Save Document
Images
Saves the images you specify for each
document you process, in either Windows
Bitmap (.bmp) or JPEG (.jpg) format.
Gives each file a unique name based on the
document type and number (if known), date
and time processed, and image type.
For example, a Rhode Island, USA driver’s
license #987654321, processed 2007-March18 at 11:55:33, IR image:
DL_USA_RI_987654321_070318115533_I.jpg
Image type can be I (infrared), S (seal), T
(tamper), U (ultraviolet), or V (visible), plus C if
the image is color. Other image types are SCP
for smart card photo and BCP for bar code
photo.
Select this if you want to
save some or all of the
images for later reference.
Color images take a lot of
disk storage space. To
avoid problems, your drive
should have plenty of free
space.
To reduce file sizes (but
also reduce image quality),
use JPEG compression
(below).
To avoid saving
unnecessary images, select
only the types you want
using Save the following
images, below.
Images Directory Path
The full pathname of the directory for saving
images, on a local drive or mapped network
drive.
If you specify the same directory for several
networked units, you can then view reports
that include all the units, as explained on page
91.
If you set data-saving
options in iA-Administrator
as well as here (not
recommended) be sure to
specify different directory
paths to avoid file naming
conflicts.
Also see the next item,
Save in Subdirectory with
Unit’s Name.
Save in Subdirectory with
Unit’s Name
Saves each unit’s images in a subdirectory of
the images directory (previous item) rather
than in the images directory itself. The
subdirectory’s name is the unit’s computer
name.
Select this if you want to
keep the saved images from
different units separate.
Important: Do not select
this if you want to be able to
review prior documents as
described in the iAExaminer User’s Guide.
That feature does not work
with images saved in
separate directories.
Minimum Free Disk
Space
The amount of disk space (on the specified
drive partition) that must be available for iAExaminer to continue saving images. If the
space falls below this amount, iA-Examiner
displays a message and stops saving images.
If you are saving images on
your C: drive, a setting of at
least 100 MB is
recommended in order to
avoid problems with the
operating system.
Disk Space Partition
The drive partition to monitor for free disk
space.
Set this to the same drive
you use for the Images
Directory Path.
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Administrator’s Guide
Option
Description
Recommendations
Convert Images to JPEG
Saves the images in JPEG (.jpg) format rather
than Windows Bitmap (.bmp) using the Image
Quality setting you specify (below).
Select this if you want to
reduce file sizes at the cost
of some image quality.
Image Quality
The quality setting to use when saving JPEG
images, from Best (highest image quality,
largest file) to Low (lowest image quality,
smallest file).
The list below shows the approximate file size
of a single saved image. (JPEG sizes vary
with the document and image type.)
Use Medium for decent
quality and relatively small
files. For better quality, use
High or Best.
Do not use Low if you want
to be able to analyze
images later for authenticity.
Format
BMP
JPEG Best
JPEG High
JPEG Medium
JPEG Low
Grayscale
430 KB
170 KB
110 KB
50 KB
15 KB
Color
3800 KB
460 KB
220 KB
100 KB
30 KB
B4500/5000
9200 KB
700 KB
400 KB
200 KB
100 KB
Save the following
images
The types of images and logs to save. In
addition to Visible (white light),IR, UV, Seal,
and Tamper images, you can also save:
Photo: ID photo from visible image
SC Photo: ID photo from smart card
BC Photo: ID photo from bar code
SC FP: Fingerprint from smart card
Doc Log: Log detailing how the system
initially read and analyzed the document, the
same as the Extended Doc Log Data listed
on System Configuration Page 7 (page 125) in
the Configuring iA-Examiner Document Log
Options section).
Select each image type you
want to save.
To save the document log:
1. Select Doc Log here.
2. Also select Document
and MRZ Logs using iAAdministrator, as described
in the Temporary Images
and Logs section on
page80.
Also, see the next item.
If Doc Passes, Save
Visible Only
For documents that pass all tests, save only
the visible image. For documents that fail any
test, save all the selected images.
This does not affect saving the document
results log.
Select this if you need only
a simple photocopy of
documents that pass all
tests. This lets you save
disk space while keeping
important forensic
information about
documents that cause
alerts.
Note:
90
ID-Guard/J1000 does not capture UV, seal, or tamper images.
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Using a Networked Database
Examiner saves document data and test results in the BGExaminer.mdb database, located by
default in directory \BorderGuard\Bin on the drive designated for storing data.
If you have several networked iA-thenticate systems, you can save their data in a single database
on a mapped network drive. You can then review the combined data and generate reports from it,
as explained in chapters 3 and 4 of the iA-Examiner User’s Guide.
If you want to review captured images along with the combined data, you can also save the
images from all the units to a common network location.
 .%
Before you decide to use a networked database, you should consider performance and reliability.
•
Saving data on a network takes longer than on a local disk, especially if you save images as
well. Be sure your network is fast enough for your application. Instead of saving
uncompressed Bitmap images, use JPEG compression to reduce file size.
•
A problem with the network or the file server can disrupt your operations.
If a system loses its connection to the database, it tries several times to reconnect, as
specified by the Maximum Database Retry Count (see the table in the Configuring Data
Saving section on page 87). During this time it displays a progress bar and prevents any
operator actions.
If it cannot reconnect, it lets you proceed but displays No database connection in red. As
long as this message appears, the system is not working normally. You should not continue
using it for production work until the connection is restored.
When the network or server problem is resolved, the system reconnects automatically within
10 seconds, the red message disappears, and normal operation resumes.
*'#6 1 ! 
To set up a networked database:
1. Copy BGExaminer.mdb from its default location on one of your iA-thenticate systems to a
network-accessible folder.
2. On each iA-thenticate system:
a. Map the database older or its drive as a network drive.
b. Run iA-Examiner. click Mgmt Funcs then System Config.
c. On System Configuration Page 1, under Saving Data, select Save Document
Results.
d. In the Database Path field, fill in the complete pathname of the networked database, for
example, G:\Data\BGExaminer.mdb.
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e. Specify the Maximum Database Retry Count as explained in the table in the
Configuring Data Saving section on page 87.
f. To save images to the network folder as well:
– Select Save Document Images.
– In the Images Directory Path field, fill in the pathname of a network folder G:\Data, for
example.
– In the Disk Space Partition field, fill in just the drive letter associated with the network
folder, G:\, for example.
– To keep images from different systems in different subfolders, Select Save in
Subdirectory with the unit’s Name.
– To make image saving faster, select Convert Images to JPEG and select only the
image types you need to save. To review document data and images, you must select at
least the Visible image.
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Configuring Tests
*%  7  
Note:
The iA-Examiner User’s Guide has more information about each test.
Option
Description
Recommendations
When a document fails the
checksum test, iA-Examiner
shows the MRZ and highlights
any characters it had trouble
reading. But if there are more
questionable characters than the
number you specify here, iAExaminer won’t highlight any at
all.
Use the default value of 5 to
avoid overwhelming the operator
with too much information when
many of the MRZ characters are
questionable
Hide Expected Checksum
Suppresses display of the
checksum that the system
expected to find.
Select this if you do not want the
operator to have access to the
expected checksum.
Hide Questionable Character
Count
Suppresses display of the total
number of questionable
characters.
Select this if you think displaying
the number would not help the
operator
Checksum Test
Max. Questionable Characters
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Option
Description
Recommendations
Enable MRZ Data Edit
Allows the operator to change
the captured MRZ data onscreen
to correct reading errors
Select this option only if your
operators are equipped to do
such detailed analysis of test
results.
MRZ Edits Affect All Data and
Tests
Accepts the operator’s MRZ edits
as permanent corrections, and
changes the results of any
affected tests. Otherwise the
original data and test results are
retained.
Note: If the operator changes
MRZ characters to remedy a
smart card BAC failure (see the
table in the Smart Card Options
section on page 116), those
changes are never permanent
and do not affect other tests.
Select this if you want the
operator’s edits to become
permanent, overriding the
captured data.
Display Checksum Correct.
Screen on Alert
Automatically displays the MRZ
editing screen when there is a
problem with the checksum
Select this if you want the editing
screen displayed automatically.
Otherwise the operator must click
Edit MRZ to display it.
If you have a smart card unit and
you process any cards that use
Basic Access Control, select this
to ensure that the operator will
not be asked to correct the same
MRZ read error twice.
Activates the TextWatch test,
which checks a watch list for
matching names and document
numbers.
Select this if you have the
optional TextWatch feature and
want to use it.
TextWatch Database Path
The full pathname of the
TextWatch database. The default
is C:\BorderGuard\Bin\iAT.sys.
Use the default pathname, or a
different one if you have
customized it.
Match by Name
Searches the watch list for a
matching name.
Match by Document Number
Searches the watch list for a
matching document number.
Select the matching options you
want to use. If you select both
Match By Name and Match By
Document Number, you will see
an alert if either one matches.
TextWatch Test
Enable TextWatch
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Option
Document Watch Test
Enable Document Watch
Document Watch Database Path
Configuring iA-Examiner
Description
Recommendations
Activates the Document Watch
test, which checks to see if the
document number falls within
specified ranges.
Select this if you have the
optional TextWatch feature and
want to use its Document Watch
feature.
The full pathname of the
Document Watch database. The
default is
C:\BorderGuard\Bin\iAT.sys.
Use the default path name, or a
different one if you have
customized it.
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Option
Description
Pattern Test
Display Pattern Confidence
Reserved for future use.
Legal Age Test
Enable Legal Age Test
Minimum Legal Age
Document Cross-Check Test
Enable Document Cross-Check
Test
Smart Card Cross-Check Test
Enable Smart Card Cross-Check
Test
96
Recommendations
Activates the Legal Age test,
which checks to make sure the
document owner is at least a
certain age.
Select this if you want to test for
legal age.
Defines the legal age you are
testing for.
Set this to the legal age you want
to test for, such as 21.
Activates the document crosscheck test, which compares
information across the
documents in a set.
Select this if you have enabled
document sets (see the table in
the Configuring Document
Processing section on page 98)
and want to use this cross-check
test.
Activates the smart card crosscheck test, which compares MRZ
information read from the smart
chip and the document image.
Select this if you have a smart
card reader and want to use this
cross-check test.
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Option
Identification Test
Enable Identification Test
Reverse Side Test
Enable Reverse Side Test
Custom Tests 1-3
(see figure, below)
Configuring iA-Examiner
Description
Recommendations
Tells the system to report, along
with the other test results,
whether it was able to
automatically identify the
document.
Note: The system always tries to
identify the document
automatically. This option only
affects whether Identification is
listed as a separate test.
Keep this selected unless you do
not want to display Identification
as a separate test.
Activates the reverse side test.
This test is performed on the
second side of a two-sided
document and verifies that the
document captured is the proper
back for the front that was
captured.
Select this if you want to check
the reverse side of documents.
Controls additional tests
designed for custom applications.
For further information, contact
Customer Support and request
the Tech Note titled Information
for iA-thenticate Integrators.
Leave all the Enable Custom
Test options deselected unless
you know they apply to your
application.
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Configuring Document Processing
*%  8!  
Option
Description
Recommendations
Another Program Opens iAExaminer
Used when the operator works
primarily with a program other
than iA-Examiner, and works with
iA-Examiner only as a
supplement to the primary
program.
Select the appropriate option for
your work environment, either
this one or iA-Examiner as the
Primary Program (below).
If you select this, you must
deselect Display Doc Info
Screen on Alert (see the table in
the Configuring Display Options
section on page111.
Note: For a few kinds of
documents, iA-Examiner prompts
you to capture the reverse side
after you capture the front side.
Depending on how you use your
system, some of the choices
available with this option may not
be compatible with the reversecapture feature. Contact
Customer Support for assistance.
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Option
Description
Recommendations
Automatically Return to Primary
Program
Causes the primary program
to come to the front
automatically when the
operator finishes reviewing a
document. iA-Examiner
finishes processing the
document if the document
had no alerts.
Select this if you want to return
to the primary program
automatically without having to
click Clear, Cancel, or the
program’s button (below).
Minimize iA-Examiner When Returning
Causes the iA-Examiner
screen to be minimized
(rather than simply hidden
behind the primary program
screen) when returning to the
primary program.
Select this if you want the iAExaminer screen out of the
way when it isn’t in use.
Maximize on Alert
Causes the iA-Examiner
screen to come to the front
automatically whenever a
document requires review.
Note: iA-Examiner normally
maximizes if it requires some
action by the operator (but
see the next item). It then
minimizes automatically if
Minimize iA-Examiner When
Returning is selected (below).
If you want iA-Examiner to
appear automatically, select
this. If you want the operator to
see iA-Examiner only after
manually selecting it from the
primary program, deselect this.
Don’t Auto Maximize for User Input
Prevents iA-Examiner from
maximizing automatically
when it requires some action
by the operator. Instead, the
primary program controls
whether iA-Examiner
maximizes or not.
Automatically sends a report
to the default printer when
the operator leaves one or
more problems unresolved
during a review.
When the operator returns
from the primary program, iAExaminer displays an alert if
any of the document’s
possible problems were not
resolved during the iAExaminer review.
If you want to control
maximizing behavior through
your primary program, select
this. Otherwise deselect it.
Automatically Print Alerts
Alert Warning on Return
Configuring iA-Examiner
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Select this if you want a paper
record of unresolved
document problems.
Select this if you want an extra
warning for the operator that
the document has unresolved
problems.
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Administrator’s Guide
Option
Description
Recommendations
Supervisor Finish Only
A special-purpose option that
works only with the settings
shown at left.
Select this only in consultation
with Customer Support.
Send User Messages
Sends to the primary
program the messages iAExaminer displays on its
screen about what is
happening and what the
operator should do next.
Sends to the primary
program certain indicators
about iA-Examiner’s status,
such as “document inserted”
and “document removed too
soon.”
The name that appears in the
title bar of the primary
program. Specifying this
name ensures that iAExaminer properly returns
control to the primary
program.
The program name to display
on the Return to button that
takes the operator back to
the primary program. For
example, if you type Master
here, the button will say
Return to Master.
Select this only if your primary
program is set up to process
these messages.
Send Examiner Status
Primary App Window Name
Primary App Name (for button)
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Select this only if your primary
program is set up to process
these status indicators.
Enter the name exactly as it
appears in the program’s title
bar.
Specify the program name for
the button. (This does not
need to match the name in the
program’s title bar.)
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Administrator’s Guide
Option
Description
Recommendations
iA-Examiner is the Primary Program
Used when the operator
works primarily with iAExaminer (rather than with
another program).
Select the appropriate option
for your work environment—
either this one or Another
Program Opens iA-Examiner
(above).
Don’t Use Document Sets
Store each document’s
results independently of other
documents.
Let the operator group 2–4
documents together in a set
so their results are linked and
can be compared.
If you want to be able to group
several related documents
together in a set, select Let
Operator Add Documents to
Set. In addition, on System
Configuration Page 1, you
must:
• Select Save Document
Results.
• Select Save Document
Images, and select at least the
Visible image.
If you don’t want to group
documents in sets, select
Don’t Use Document Sets.
Requires the operator to take
the extra step of clicking
Clear Display before iAExaminer will process the
next document.
Select this only if you want to
require this extra step.
Let Operator Add Documents to Set
Require Clear Key Prior to a New
Document
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Administrator’s Guide
Configuring Verification Databases
*%  8!  
A verification database is an external database that the system can reach through an Internet
connection to verify certain information about documents and their owners. To use a verification
database, you must be a registered subscriber.
For more information about using iA-Examiner with verification databases, please contact L-1.
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Configuring Data Entry
*%  9!/%
Option
Description
Recommendations
Field #1 thru Field #9
A list of fields for the data entry
screen, which allows the operator
to enter any missing information.
The data entry fields appear in
the same order you select here.
If you mark a field as Required,
then the system automatically
displays the data entry screen
whenever it can’t find the
required information.
From the drop-down lists, select
each field you want to appear on
the data entry screen. If you want
the data entry screen to appear
automatically whenever the
system can’t find the information
for a certain field, select
Required.
To include a custom field, select
User Field #1, #2, or #3 and see
Configuring Static Database
Information (page 106). If you
select Required for one of these
fields, the system will always
display the data entry screen.
Note: To also let the operator
display the data entry screen
manually, select Enable Edit
Button (page 111).
Comment
Specifies whether the data entry
screen includes a Comment field
where the operator can type
additional information.
Select Yes or No to include the
Comment field or not.
To include the Comment field
and always display the data entry
screen, select both Yes and
Required.
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Administrator’s Guide
Option
Description
Recommendations
Enable Previous Doc Info Button
Enables or disables the Use
Previous Doc Info button on iAExaminer’s data entry screen,
which lets the operator copy
information from the previous
document processed. (See
Processing a Document Using
BorderGuard in Chapter 1 of the
iA-Examiner User’s Guide.)
Select or deselect to enable or
disable this function.
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Administrator’s Guide
Configuring a Custom ID Type
*%  9 2!%#
Option
Description
Recommendations
Enable Custom ID Button
Displays an additional button on
the document selection screen
for processing a custom type of
ID—or any other kind of
document, such as a ticket or
boarding pass.
Select this if you want the
operator to be able to use this
button.
Custom ID Type
The name to display on the
button.
Use a name no more than about
30 characters long. After you
configure the custom ID button,
check the document selection
screen to make sure the text fits
on the button.
Default Image Display
The image to display by default
on the test results screen, either
Visible or IR.
Select the image that shows the
most relevant information for the
operator. The operator can also
display the other images as
usual.
Don’t Save Custom ID Images
Tells iA-Examiner not to save
document images whenever the
operator uses the custom ID
button.
This prevents saving images if
you have selected Save
Document Images in iAExaminer (page 87). However, it
does not prevent saving images
if you have enabled image saving
using iA-Administrator (page 77).
Select this if you don’t want the
images of this custom document
type saved for any reason, such
as privacy or security.
Note the important condition in
the description.
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Administrator’s Guide
Configuring Static Database Information
*%  9*! 2
Option
Description
Recommendations
Customer Name
Site Name
Names stored in the document
results database (page 87),
intended for use in custom
reports that you might generate
from the database.
Fill in any suitable names.
User Field #1
User Field #2
User Field #3
Names for custom fields, to hold
any kind of information you want
collected along with the
documents you process.
For example, you might name
two fields Spouse’s Name and
Child’s Name so the operator
can enter this information as
needed.
Assign suitable names for up to
three custom fields.
To make these fields appear on
the data entry screen so the
operator can fill them in, see the
earlier section Configuring Data
Entry on page 103.
To fit more characters into the
name, avoid using lots of capital
letters.
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Configuring Debugging
*%  9!
Option
Description
Recommendations
Log Debugging Information
Creates a log of information
useful for diagnosing problems.
Do not select this unless
Customer Support asks you to do
so for troubleshooting purposes.
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Administrator’s Guide
Configuring the Processing of
Unidentified Documents
*%  9  '  ! 
Note:
For information about creating and using a custom document database, contact
Customer Support.
The system can automatically identify ICAO documents and, with optional document databases,
many non-ICAO documents as well. But what should happen if the operator processes a
document that the system cannot automatically identify?
If you have an optional document database such as ID-License or Global-ID, iA-Examiner can
display selection screens that let the operator manually identify the document, or iA-Examiner can
process every unidentified document in a predetermined way.
The following table explains the four available options. In most cases, either the first or last option
is most suitable:
•
If you have an optional document database such as ID-License:
- Use the first option (Go to the document selection screen) for the most flexibility in
identifying and testing documents.
- Use the last option (Process as a nonstandard document) if you usually want to simply
capture unidentified documents without trying to identify or test them.
•
108
If you do not have an optional document database, always use the last option (process as a
nonstandard document).
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Administrator’s Guide
Option
Description
Recommendations
Go to the document selection
screen
For an unidentified document,
display the document selection
screen, for selecting the
document type using an
Explorer-like list of countries,
issuers, and types.
If you have an optional document
database such as ID-License or
Global-ID, this is the most flexible
option.
Go to the following document
selection screen
For an unidentified document,
display the document selection
screen, with the list already open
to the country and jurisdiction
you choose. For example, if you
choose USA and Alabama, the
list will open like this:
Consider this option if:
• You have an optional document
database such as ID-License or
Global-ID, but you regularly
process documents that the
system doesn’t identify, all from
the same jurisdiction.
• You have a custom document
database for a certain
jurisdiction, but the database
does not include automatic
document identification.
You must make a choice for
Country. You may make a
choice for Jurisdiction or leave
it blank.
Process as category
Always process an unidentified
document as a certain exact
type. To use this, you must know
the document’s type code—for
example, USA_AL_DL01 for a
USA Alabama (AL) driver’s
license (DL) of a certain series
(01).
Consider this option if most of the
unidentified documents you
process are of the same type.
The operator can still use the
Retest button (if enabled) to
retest a document as a different
type.
Process as a nonstandard
document
For an unidentified document,
don’t display the document
selection screen. Simply display
the document’s image without
testing it.
Use this option if you don’t have
an optional document database
such as ID-License or Global-ID.
Also consider it if you want the
system to simply capture
unidentified documents without
testing them, or you only
occasionally want to test
unidentified documents (using
the Retest button).
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Administrator’s Guide
Configuring System Directories
*%  9*% ! 
Option
Description
Recommendations
Document Summaries Directory
The directory used for:
• The results of searches you
perform using the Document
Viewer (iA-Examiner User’s
Guide, chapter 3)
• Temporary files for the data
transmission feature (see the
Configuring Data Transmission
Options section on page 124).
Use the default pathname:
C:\BorderGuard\Summaries
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Configuring Display Options
*%  :! #%+# 
-*
Option
Description
Recommendations
Enable Clear Button
Adds a Clear button that lets the
operator clear out the data
shown on the main Examiner
screen. This may be done for
privacy reasons, for example.
Select this if you want the
operator to be able to clear the
data from the Examiner screen
when processing of a document
is complete.
Enable Cancel
Button
Adds a Cancel Document
button that lets the operator
cancel evaluation of a document
after capturing it.
This button does not delete any
saved test results or captured
images, but it does exclude the
canceled document from reports.
Select this if you want the
operator to be able to cancel
evaluation of documents.
Enable Edit
Button
Adds an Edit button that lets the
operator display the data entry
screen for manually entering
information.
This option applies only if you
have selected fields to appear on
the data entry screen as
described under Configuring
Data Entry (page 103).
Select this if you want the
operator to be able to display the
data entry screen even when the
system doesn’t display it
automatically.
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Administrator’s Guide
Option
Description
Recommendations
Enable Retest
Button
Adds a Retest button that lets
the operator retest the document
(usually without having to
recapture it) as a different type of
document. This is used when the
system doesn’t identify the
document type correctly the first
time. It requires an optional
document database such as IDLicense or Global-ID.
Select this if you have IDLicense, Global-ID, or a custom
document database and want to
enable this feature.
See Configuring Processing of
Unidentified Documents (page
108) for more information.
Enable No Reverse Button
Adds a No Reverse button that
becomes available once the
operator captures the first side of
a two sided document and is
being prompted to capture the
second side. The button allows
the operator to skip processing of
nd
the 2 side.
Select this if you want the
operator to be able to complete
processing of a two sided
document by capturing the first
side only.
Display
Security Level
Used with ID-Passport, displays
a number after the word REVIEW
indicating the level of security
testing done—for example,
REVIEW 2. See the ID-Passport
Database Reference (on the IDPassport CD) for security level
information.
Select this if you have IDPassport and you want the
operator to see and consider this
information.
Display Doc Info Screen on Alert
When a document causes an
alert, iA-Examiner normally
displays information about the
first alert. Selecting this option
causes iA-Examiner to display
general document information
instead—as it does when a
document passes all tests. The
screen still lists all passed and
failed tests and the operator can
click any one for more
information.
If you select Another Program
Opens iA-Examiner (page 98),
you must deselect this.
Otherwise, select the behavior
you prefer.
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Configuring iA-Examiner
Administrator’s Guide
2! #%
When the iA-Examiner screen is not displaying the results of a selected test, it displays
Identification Data—general document information including ID type, last and first names,
document number, and so on. The operator sees this information,
•
When a document passes all tests
•
When a document causes an alert and the Display Doc Info Screen on Alert option (above)
is selected, or,
•
By clicking Doc Info anytime
You can use the following options to let the operator see several kinds of additional information.
The Doc Info button then becomes More Doc Info, and clicking it displays each kind of
information in turn.
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Administrator’s Guide
You can also tell iA-Examiner which kind of additional information to display first.
Option
Description
Recommendations
Display Reference Image
Shows the sample or reference
image for the processed
document, if there is one.
Display Raw MRZ Data
Shows the captured MRZ and
the system’s reading of it (ICAO
documents only)
Select each kind of information
you want to let the operator see.
Under Primary, select the kind of
information you want to appear
first (even if you’ve selected only
one kind of information).
Display Document Images
Img 1
Img 2
Shows two of the captured
document images side-by-side
for comparison. You select the
two images from the Img1 and
Img2 lists.
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Administrator’s Guide
*! #% 
By default, iA-Examiner displays this information under Identification Data:
ID Type
Last Name
First Name
Doc Number
Nationality
Expiration Date
Sex
* Age
* Postal Code
* (blank field)
You can customize the last three fields (marked with *). For each one you can choose Age,
Postal Code, SSN (Social Security Number), Birth Date, or one of three custom fields.
Option
Description
Recommendations
Display Field #1
Display Field #2
Display Field #3
The last three fields to display
under Identification Data
(shown when the operator clicks
Doc Info).
UserField1, UserField2, and
UserField3 correspond to the
matching entries for Static
Database Information (page
106).
Choose the information you want
displayed.
Option
Description
Recommendations
Display Viewer
Image Path
When using the document viewer
(Mgmt Funcs>Viewer), show
the full pathname of the
displayed document image.
Select this if you want to be able
to easily locate the saved image
file while using the document
viewer.
! 
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Administrator’s Guide
Configuring Smart Card Options
*%  :* +# 
If your unit has a smart card reader, you can use the options in this section to adjust the way it
operates.
About Basic Access Control
Some smart cards use Basic Access Control (BAC). To read information from the chip, the
system must supply codes based on information it has already read from the document’s printed
MRZ. If iA-thenticate misreads the MRZ, access to the chip may be blocked. In this case the
operator must correct the information manually before the chip can be read.
Smart Card Options
Option
Description
Recommendations
Smart Card Timeout (sec)
The amount of time allowed to
read the information from the
smart card.
Use the default value of 20
seconds.
Placement Timeout (sec)
The amount of time allowed to
detect a smart card after the
system prompts the operator to
place the document on the
platform.
Use the default value of 5
seconds— long enough to let the
operator place the document but
short enough to time out quickly
if no chip is present.
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Option
Description
Recommendations
Placement Timeout Action
The test result to record if the
system does not detect a smart
card before the Placement
Timeout expires.
Fail Smart Card Test: Records
the smart card test as failed
Ignore Smart Card: Records no
result for the smart card test, just
as if the document had no smart
card
Choose Fail Smart Card Test
unless you have a specific
reason to choose the other
option.
Prompt for Smart Card
No longer supported.
Do not select this option.
Automatically Display MRZ Edit
Screen for BAC
If access to the card is blocked
because the system has misread
the MRZ, automatically displays
the screen that lets the operator
correct misread MRZ characters.
Select this to display the edit
screen automatically as needed.
Otherwise the operator must click
Retry to display the edit screen
when needed.
Country Signing Certificate
Folder Path
The folder where you keep
country signing certificate files
that you have obtained from
issuing authorities.
You can specify any folder on a
local or mapped drive.
Disable Reading of These
Optional Data Groups
Ignores the selected data groups
when reading a smart card.
These groups may or may not be
present on the cards you
process.
Select any data groups that you
do not care about, that are never
present on the cards you
process, or that cause too many
reading errors to make them
worthwhile.
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Administrator’s Guide
Configuring Bar Code and Mag Stripe
Options
*%  :  -*#+# 
Option
Description
Recommendations
Bar Code and Magnetic Stripe
Analyzer
Enables validation of the
magstripe or bar code on a
license or ID card using optional
software.
This selection is made
automatically during DL-Alert
installation—ID Check for the
Intelli-Check version or ID Code
for the Positive Access version.
You should not change it unless
you are asked to do so by
Customer Support.
Prompt for Bar Code or Magnetic
Stripe
If the system is configured to
process magstripes and bar
codes, and the bar code or
magstripe has not been scanned
when a document is finished
processing, the system asks the
operator to either do the scan or
click the Skip Scan button. The
operator should process the bar
code or magstripe using either
the B4500/5000 or an external
reader, or click Skip Scan.
Select this if you want to give the
operator a second chance to
scan a document’s bar code or
magstripe.
Read Bar Code from MRZ
documents
Examiner will read the bar code
from MRZ documents such as
passports.
Select this if you want to read bar
codes from passports or other
documents with MRZ.
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Configuring Reference Database
Options
*%  :.! +# 
Option
Description
Enable Reference Database
Reserved for future use.
Reference Database Config Files
Path
Reserved for future use.
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Administrator’s Guide
Configuring Test Suppression
*%  ;*##   .  
Option
Description
Recommendations
Checksum
VIZ Match
Expiration
…
Ignores the selected test when
evaluating a document for
problems and does not display its
results for the operator.
(Your list of tests may differ
slightly from the one shown.)
However, if the test is included in
the document profile, the system
still performs the test and records
its results in the documentresults database as usual.
Leave all the tests deselected so
they are not suppressed.
Do not select any tests to
suppress except for
troubleshooting or other special
purposes.
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Configuring Test Override Options
*%  ;!    +$  
Option
Description
Recommendations
Checksum
VIZ Match
Expiration
…
Prevents the operator from
overriding the results of the
selected type of test.
(Your list of tests may differ
slightly from the one shown.)
Select any tests the operator is
not allowed to override because
of security or operational policies.
If you select Supervisor Finish
Only (see the System
Configuration Page 3 Document
Processing table starting on
page98), you must select all the
tests.
Note: Even if you select
Checksum here, the operator
may still be able to change the
results of the checksum test. To
prevent that, you must deselect
Enable MRZ Data Edit, as
explained on page 93.
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Administrator’s Guide
Configuring Alerts for Indeterminate
Tests
*%  ;  2 
Option
Description
Recommendations
Fail Tests If Results Are
Indeterminate
Some tests can show an
indeterminate result if their
results are incomplete or
inconclusive. These include
Verification Database, DL Alert
2D, DL Parser 2D, DL Alert
MSR, DL Parser MSR, and
custom tests.
(Your list of tests may differ
slightly from the one shown.)
This option tells the system to
treat such a result as a failure so
that it causes an alert.
Select this if you want
indeterminate results to cause an
alert.
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Configuring Credit Card Options
*%  ;  +# 
Option
Description
Recommendations
Display the Card Number As
Displays either all or part of the
credit card number (read from
the magstripe) onscreen. Also
affects the number saved when
you use the Create Results
button (Mgmt Funcs>
Viewer>Create Results).
If the operator needs to see the
full number, select Full Number.
Otherwise select Last 4 Digits.
Save the Card Number in the
Database As
Saves either all or part of the
credit card number in the
document results database and
in the iA-Examiner Doc Logs
(page 125).
If you need to save the full
number, select Full Number.
Otherwise select Last 4 Digits.
Default Image Display for Credit
Cards
The image to display by default
on the test results screen, either
Visible or IR.
Select the image that shows the
most relevant information for the
operator. The operator can also
display the other images as
usual.
Don’t Save Credit Card Images
Tells iA-Examiner not to save
document images for credit cards
(if you have selected Save
Document Images in iAExaminer as explained on page
87).
Important: Selecting this does
not prevent saving credit card
images if you have enabled
image saving using iAAdministrator (page 77).
Select this if you don’t want iAExaminer to save credit card
images because of privacy or
security concerns.
You may also need to disable
image saving using iAAdministrator (page 77).
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Administrator’s Guide
Configuring Data Transmission Options
*%  !  +# 
Option
Description
Recommendations
Enable Document Transmit
Button
Activates the Send Current
Document button on the
Management Functions screen.
Select this if you want to be able
to transmit document images and
test results to another computer
on your network for archiving or
further analysis.
Enable Results Transmit Button
Reserved for future use.
Response File Timeout
For information about using the data transmission feature, contact
Customer Support
Batch File Path
Response File Path
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Configuring iA-Examiner Document Log
Options
*%  (0/3!&+# 
As explained under Configuring Data Saving (page 87), iA-Examiner can save document
information and test results in the document-results database.
In addition, iA-Examiner can create XML log files containing document information and test
results. In general, these log files are useful only if you have custom software that reads
information from them as they are created. If you have no specific use for such files, you should
leave all of the following Doc Log options deselected.
You can preserve the final document logs if you like. All the others are temporary files,
overwritten with each new document.
Option
Description
Recommendations
Examiner Doc
Log Directory
The directory for creating iAExaminer document logs.
Save in Subdirectory with Unit’s
Name
Creates each unit’s logs in a
subdirectory of the log directory
rather than in the log directory
itself. The subdirectory’s name is
the unit’s computer name.
Use C:\BorderGuard\Working
unless you have a reason to use
a different directory. You might
want to use a network directory
accessible to a number of iAthenticate units.
Select this if you want to create
the logs from different units in a
common location but in separate
subdirectories.
Save Extended Doc Log Data
Includes additional information in
the initial and final document logs
detailing how iA-thenticate read
and analyzed the document.
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Do not select this unless you
need the additional details.
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Administrator’s Guide
Option
Description
Recommendations
Create Smart Card MRZ Log
Creates a file containing MRZ
information from the smart card:
ExaminerSmartCardMRZLog.xml.
This same information is included
in the initial and final document
logs.
Select these options only if you
use software that reads and
processes this information.
Create Preliminary Doc Log
Creates a file containing
preliminary document information
and test results—after the
operator has finished entering
any data and before the system
has checked the results of any
custom tests:
ExaminerPreliminaryDocLog.xml.
Create Initial
Doc Log
Creates a file containing initial
document information and test
results, before the operator takes
any actions to correct or override
test results:
ExaminerInitialDocLog.xml.
Creates a file containing final
document information and test
results— after the operator has
finished with the document:
ExaminerFinalDocLog.xml,
unless you select the next option.
Create Final Doc Log
Save Final Doc Logs with Unique
Names
126
Gives the final document log a
unique name rather than
overwriting it with each new
document.
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Select this if you use software
that reads and processes the
information, or if you want to
preserve the final logs for later
use.
Select this if you want to
preserve a copy of each final
document log.
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Administrator’s Guide
Configuring Miscellaneous Options
*%  ++# 
Option
Description
Recommendations
Update Text Panel
Displays document information on
BorderGuard’s built-in text panel.
Leave this selected.
Allow Photo Lightening
Adds Lighten and Restore buttons
to let the operator adjust the
appearance of the document’s ID
photo. If you are saving the photo
image, it is saved as displayed on
the screen.
Select this if you notice that ID
photos tend to be too dark on
the screen and when saved as
images.
Gamma Correction
The amount of lightening to apply to
the displayed ID photo when the
operator uses the Lighten button,
from 1 to 10:
1: No lightening at all
10: Extreme lightening
(Values between 0 and 1 actually
darken the image.)
Try the default value of 2.1. If
the lightened photo is still too
dark, try a slightly higher value
such as 2.5 or 3.0. If it’s too
light, try a slightly lower value
such as 1.8 or 1.5.
External Data Timeout (secs)
The maximum total time you are
willing to wait for responses from all
external databases.
Use the default value of 60
seconds unless this is
unacceptably long in your work
environment or you are willing
to wait longer for results.
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Option
Description
Recommendations
Use a Custom Font
Displays screen text using the font
you select from the list.
Leave this deselected unless
you have a special reason to
use it. Changing the font can
make the screen hard to read or
even unusable.
To restore the default font,
deselect this option.
Restart iA-Examiner after
making any font change.
Primary Country Code
Displays the specified country at the
top of the country list on the
document selection screen. For
example, specifying USA would
change the display order like this:
Leave this blank to display all
countries in alphabetical order,
or specify a country’s ICAO
code to move it to the top of the
list.
Inhibit the Windows Print
Screen Button
Disables the Print Screen key so the
operator cannot use it to capture an
image of the screen while iAExaminer is running.
Select this if you want to disable
this function for security,
privacy, or other reasons.
Hide Control Box
Hides the
shutdown/maximize/minimize
control box for the iA-Examiner
window.
Select this if you want to prohibit
the operator from performing
those functions with this control
box and plan to control those
functions in some other way.
Start Examiner Minimized
Causes iA-Examiner to stay
minimized in the task bar upon
starting up.
Select this if you are using a
program other than Examiner as
the primary application and
want iA-Examiner to start
minimized.
Viewer Results for Displayed
Document only
When selecting Create Results on
the iA-Examiner Viewer Screen,
only the document showing will be
included in the summary file instead
of all of the documents that met the
search criteria.
Select this if you want the iAExaminer summaries to only
include the doc currently being
viewed.
Ignore Document Reverse Side
If this option is selected, the
operator will not be prompted to
capture the 2nd side of a document
that has test features on both sides.
The subsequent capture will not be
nd
treated as the 2 side of the
document and the Reverse Side
Test will not be run if enabled.
Select this if you only want to
process one side of documents
that have test features on both
sides.
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Chapter 8. Managing iA-Examiner
iA-Examiner includes management functions for purging and backing up saved data. You perform
these tasks on the System Management screen.
Note:
Before you read this chapter, refer to the iA-thenticate Quick Configuration Guide, as it
may contain all the information you need to get your system up and running
To access the System Management Screen:
1. On the iA-Examiner screen, click Mgmt Funcs, followed by System Management.
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Administrator’s Guide
Purging Saved Data
Option
Description
Recommendations
Retain Document Results For
Number of day’s worth of
document results to keep in the
database when using either
manual or automatic purging.
For example:
0: Purge everything
1: Keep only today’s data
2: Keep today’s and yesterday’s
data
3, 4, 5, etc.: Keep data from the
specified number of days
Set to suit your needs.
Purge Results
Purges document results now,
retaining recent results as
specified.
Use this for manual purging, or
set up automatic purging (below).
Retain Document Images For
How many days’ worth of
document images to keep in the
saved images folder when
purging.
Set to suit your needs.
Purge Images
Purges images now, retaining
recent images as specified.
Use this for manual purging, or
set up automatic purging (below).
Retain Administration Data For
How many days’ worth of actions
to keep in the administration
report when purging.
(See Admin Report, below.)
Set to suit your needs.
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Option
Description
Recommendations
Purge Admin Data
Purges the administration report
now, retaining recent actions as
specified.
Use this for manual purging, or
set up automatic purging (below).
Enable Automatic Purging
Purges document results,
images, and administration data
automatically each day, retaining
recent results, and data as
specified.
Use this if you want to purge data
automatically.
The system does not back up
files automatically, so be sure to
do regular backups (page 132) if
you need to keep files and data
beyond the retention period you
set.
Purge At (hh:mm)
Sets the time of day for
automatic purging, using 24-hour
time (0:00–23:59).
Specify a time when the system
is running but not in heavy use.
Ask for Confirmation Each Time
Requires the operator to confirm
each automatic purge before it
happens.
Select or deselect this to suit
your needs.
Compact and Repair the
Database
Runs the Compact and Repair
Database utility within Microsoft
Access, which optimizes
performance and repairs
damage.
Periodically use this option to
improve performance and
prevent problems.
Admin Report
Displays a report of
administration actions, including
manual and automatic purges
and database maintenance.
Use this to see the report
anytime.
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Administrator’s Guide
Backing-Up Saved Data
<*% -1'#*$ !=
Option
Description
Recommendations
Back Up Results
Copies the document results database
from the database directory to the
backup directory. You specify these
directories on System Configuration
Page 1, as explained in the table on
page 87.
Note: Each backup copy overwrites
the previous backup copy.
Periodically use this option to
preserve a backup copy of the
database in a safe location.
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Chapter 9. Using iA-DataPort
iA-thenticate includes a data transmission feature called iA-DataPort™. It can route data captured
from a document’s MRZ, magstripe, and 2D bar code to:
•
A program running on the iA-thenticate PC
•
Another PC through a standard serial port
•
A virtual serial port (using third-party software)
Your own software can then process and store the data to meet your needs.
Note:
At this time iA-DataPort does not work with ID-GUARD or with smart card units.
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Administrator’s Guide
Preparing to Use iA-DataPort
Choosing Where to Send Data
iA-DataPort can send captured data to a program, a standard serial port, or a virtual port.
Sending Data to a Program
If you want to send data to a program running on the iA-thenticate PC, select the Simulated
Keyboard option and choose related options as explained in the Configuring General Settings
section on page 139.
Sending Data through a Serial Port
If you want to send data to another PC through a standard serial port, you need:
•
An available serial port on your iA-thenticate PC
•
An available serial port on the other PC
•
A null-modem serial cable
  #
1. Attach the null-modem cable between the serial ports on the iA-thenticate PC and the other
PC.
2. Select the Communications Port option as explained Configuring General Settings section
on page 139. By default, iA-DataPort sends data through the COM 1 port. If your
BorderGuard unit is already using this port, you must change the port settings accordingly.
Note:
134
On a BorderGuard unit with built-in PC, COM 1 is the lower serial connector.
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Sending Data through a Virtual Port
Sending data through a virtual serial port allows another program running on the iA-thenticate PC
to receive and process the data as if it were coming in through a standard serial port.
 $ #
1. Install and configure appropriate third-party software for setting up a virtual serial port on your
iA-thenticate PC.
2. Select the Communications Port option as explained Configuring General Settings section
on page 139.
Using the Optional Keyboard Filter
Note:
If you use the E-Seek or Intelli-Check reader, you do not need this filter.
If you want to transmit data from a magstripe reader other than the E-Seek or Intelli-Check
combined magstripe and bar code reader, you may want to install and use the optional keyboard
filter provided with iA-DataPort.
A magstripe reader sends data as if it were typed on a keyboard. Depending on how you use
your unit, magstripe and keyboard data can sometimes be sent to the wrong program. The
keyboard filter can prevent this problem by recognizing magstripe data and sending it to iADataPort, no matter which other programs are running.
After installing the filter, you can enable or disable it anytime as explained on page 139.
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Administrator’s Guide
 
1. Open the System control panel. On the Hardware tab, click Device Manager.
2. In the Device Manager window, expand the Keyboards item. Then right-click the current
keyboard and select Properties.
3. On the Driver tab, click Update Driver.
4. On the Welcome to the Hardware Update Wizard screen, select Install from a list or
specific location and click Next.
5. On the next screen, select Don't search. I will choose the driver to install. Then click
Next.
6. On the next screen, click Have Disk.
7. On the Install from Disk screen, click Browse and select the file
C:\BorderGuard\Tools\MagStripeFilter\IAMSFilter.inf
8. On the Install from Disk screen, click OK.
9. On the next screen, when you see the message This driver is not digitally signed, click Next.
10. On the Upgrade Driver Warning screen, click Yes.
11. On the next warning screen, click Continue Anyway.
12. On the Completing the Hardware Update Wizard screen, click Finish.
13. Close the IAI Magstripe Filter Driver Properties window. In the System Settings Change
window, click Yes to restart.
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Starting iA-DataPort
You start iA-DataPort by running the iA-DataPort Utility. As explained in the rest of this chapter,
the utility lets you:
•
View data as it is captured from the MRZ, magstripe, and 2D bar code
•
Configure various settings for capturing, displaying, formatting, and transmitting the captured
data
•
Test the operation of each information-capture device
Starting the iA-DataPort Utility
To run the iA-DataPort Utility and start iA-DataPort:
1. Double-click the iA-DataPort Utility icon on your desktop. Or,
Select Start>Programs>iA-thenticate>iA-DataPort.
Running the Utility Minimized
In most cases you can run the iA-DataPort Utility minimized (if you want to do so) while you
process documents. See Configuring Startup Settings on page 147.
However, you cannot run the utility minimized if you are using a keyboard wedge magstripe
reader without using the optional keyboard filter described on page 135.
In addition, selecting this option will prevent the application from being maximized. The menus
will not be available and you will only be able to close the application via a Windows shutdown or
using the Windows Task Manager.
If you are running iA-DataPort minimized and need to disable this option, open the config file
C:/BorderGuard/Config/BGDataPort.cfg. Under Startup Settings, edit the setting to
RunMinimizedOnly=No.
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Administrator’s Guide
Viewing Captured Data
The iA-DataPort Utility window shows the data capture from the MRZ lines, magstripe, and 2D
bar code, highlighted in yellow. You can clear the displayed data by clicking Clear.
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Configuring Settings
Using the Settings menu, you can configure:
•
General Settings
•
Communication Port Settings
•
Data Format Settings
•
MRZ Data Format Settings
•
Data Transmit Settings
•
Display Settings
•
Startup Settings
Configuring General Settings
General settings let you configure your input devices, specify how you want iA-DataPort to handle
the data they capture, and set up logging.
  
1. Select Settings>General Settings
2. If you want iA-DataPort to delete images and document logs from the work directory after
processing each document, select Delete Images and Doclogs. (You set the location of the
work directory using iA-Administrator, as explained in the Advanced table on page 73).
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Administrator’s Guide
3. Specify the logging options you want to use:
•
Select one of the options for logging iA-DataPort activity: Disable Logging or Logging
Level 1, 2, or 3, as described on the screen.
•
If you enable logging, specify the maximum size for the log file and what you want done
with the file when it reaches that size:
– To discard the existing file and start a new one, select Delete It.
– To retain the existing file and start a new one, select Save It.
4. Select each input device you are using:
Note:
For magstripe readers, iA-DataPort and iA-Examiner cannot both use the same reader at
the same time. If you select the magstripe reader or the bar code reader here, you must
deselect that reader in iA-Examiner (page 82).
Do not select a reader if you don’t have the device attached.
– Select Mag Stripe Reader.
– To use the optional keyboard filter to route magstripe data to iA-DataPort, select
Keyboard Filter. See page 135 for installation instructions and more information about
the filter.
Note:
If you want magstripe data routed to a different program, such as iA-Examiner, be sure to
deselect both Keyboard Filter and Mag Stripe Reader.
– For Character Timeout, use the default value of 400 ms.
•
•
5.
If you are using a 2D bar code reader, select 2D Bar Code Reader. (See note above.)
If you are using the E-Seek or Intelli-Check combined magstripe and bar code reader,
select E-Seek.
Select one of the output connections:
•
To send output to a serial communications port, select Communications Port.
•
To send output to an application, as if the data were being typed using an ordinary
keyboard, select Simulated Keyboard and choose the options you want to use:
– To send the output to the front program window, select Send data to the application
which has focus.
– To send the output to a specific program window, select Send data to the window
with the following title. Enter the window’s full title (exactly as it appears in the title
bar), or enter enough characters from the beginning or end of the window’s title to
identify it uniquely. For example, if the window’s title is Log0001.txt - Notepad, you
might enter either Log or Notepad.
– To restore the specified program window after each read (if it’s minimized), select
Restore Window if it is Minimized.
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Configuring Communication Port Settings
You must configure the port settings so that they match those of your BorderGuard unit and your
bar code reader.
To configure communication port settings:
1. Select Settings>Comm Ports Settings
2. If you want to send data to another PC through the PC serial port as described on page 134,
select the appropriate values under Data Output Port Settings. The Comm Port number
must match the port to which the null modem cable is attached.
3. For the 2D Bar Code Input Port settings, select values that match those set for your bar
code reader. The default values for the E-Seek or Intelli-Check reader are 2, 38400, 8, N, 1.
4. Click OK.
Note:
To restore factory set values, click Restore Default Settings.
Configuring Data Format Settings
You can format the data that the system sends to your application by specifying the characters
used for starting, ending, and delineating each group of data.
For MRZ data, you can specify as many as three characters to start the block of data, three
characters to end the block of data, and three characters to insert after each line of the MRZ
within the block of data, as well as a calculated check digit. Similarly, you can specify starting,
ending, delineating, and check digit characters separately for magstripe data and 2D bar code
data.
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Administrator’s Guide
   
1. Select Settings>Data Format Settings.
2. Under MRZ Format Options:
a. Specify as many as three characters to send at the start of the MRZ data. To specify a
character, you can:
– Select it from the drop-down list of special characters, including NUL, STX, ETX, EOT,
ENQ, ACK, HT, LF, VT, FF, CR, and ESC.
– Or, select Other from the drop-down list and type the character’s decimal ASCII value
in the box to the right of the list.
b. Specify as many as three characters to insert at the end of the first line of MRZ data. Do
the same for the second line and third line of MRZ data.
c. Specify as many as three characters to send at the end of the entire block of MRZ data.
d. Specify that a check digit be sent at the end of the data, calculated using the CRC16ARINC algorithm.
3. Similarly, specify starting, delineating, and ending characters under Mag Stripe Format
Options and 2D Bar Code Format Options. You can also select the check digit option for
each.
4. Click OK.
Note:
To restore the default settings for one of the kinds of data, click the matching Restore
Defaults button.
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Configuring MRZ Data Format Settings
In addition to the MRZ formatting options you set on the Data Format Settings screen, you can
also format the MRZ data in other ways.
-.>   
1. Select Settings>MRZ Format Settings.
2. To make the data length the same for each MRZ line in a document, filling out shorter lines
with extra characters to be the same length as the longest line, select Pad Shorter MRZ
Lines. Specify the pad character you want to use.
3. To replace any character that the system has trouble reading with a different character:
a. Select Replace Low Confidence Characters.
b. For Minimum Confidence, specify how low the system’s confidence must be before it
replaces a character. The range is 0.0 to 1.0, and the default is 0.8.
– Lowering the value tells the system to allow lower confidence in its readings, so it
replaces fewer characters.
– Raising the value tells the system to require higher confidence in its readings, so it
replaces more characters.
c.
For Replacement Character, specify which character you want substituted for each
doubtful character. For example, you might want to use a question mark (?) or
underscore (_).
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Administrator’s Guide
4. To send a notation or other text when the system is unable to automatically identify the
document as a specific type (whether ICAO or non-ICAO), select MRZ1 Non-standard
Output and enter the text you want to send. For example, you might want to send a notation
such as [Unknown document].
5. Leave Custom MRZ Format deselected unless you have created a custom MRZ-processing
application in consultation with Customer Support.
6. To process the captured MRZ data and send it in a different format, select Reformat MRZ
Data and then choose how you want to format each field, in order. For each field:
a. Under Field, select the name of the field—for example, Surname.
b. If you want the field to be no longer than a certain length when iA-DataPort sends it,
specify that length under Max Len. iA-DataPort then truncates longer fields to this length. If
you don’t want a long field truncated, leave Max Len blank.
c. If you want the field to be at least a certain length when iA-DataPort sends it:
– Under Min Len, specify the minimum number of characters the field should contain.
– Under Pad Character, type the character you want to use to fill out a short field to the
minimum length. The default is a space.
If you don’t want the field padded to any minimum length, leave Min Len blank or enter 0
(zero).
d. If you want all spaces in the field removed, select Delete Spaces. For example, VAN LIND
would become VANLIND.
e. Under Termination Char, specify the character to insert immediately after a variablelength field to mark its end. You can select various untypeable characters (such as NUL)
from the drop-down list, or you can enter any typeable character (such as >) in the second
box.
Finally, specify the Date Format you want to use for sending dates. This determines the daymonth-year order, the punctuation used between elements, the month format (number or
abbreviation), and the year format (2 or 4 digits). For example, for August 14, 2003:
This date format...
Sends this data...
mm/dd/yy
08/14/03
yyyy-mm-dd
2003-08-14
dd mmm yyyy
14 Aug 2003
7. Click OK.
Notes: One field you can select is Pass/Fail. This is not MRZ data but an extra field for sending
overall test results. Select this to send P when a document passes all tests, E when it
fails only the expiration test, or F when it fails any other test.
• Setting Max Len and Min Len to the same number results in a fixed-length field.
• If you select Delete Spaces, iA-DataPort removes the embedded spaces before
adjusting the field’s length using the Max Len and Min Len settings.
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Configuring Data Transmit Settings
You can select which kinds of data you want the system to transmit—any combination of MRZ
data, magstripe data, and 2D bar code data.
To configure data transmit settings:
1. Select Settings>Data Transmit Settings.
2. Select all the kinds of data you want the system to transmit to your application.
3. If you select MRZ Data, you can also select either or both of these options, to prevent
transmission of faulty or questionable data:
• Don’t transmit if MRZ length is incorrect
• Don’t transmit if MRZ has a checksum error
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Configuring Display Settings
You can make several choices about:
•
What kinds of information the iA-DataPort Utility displays on its main screen
•
What additional kinds of information the system displays during operation (apart from the iADataPort Utility screen)
  #%  
1. Select Settings>Display Settings.
2. Under iA-thenticate Display:
•
If you have a BorderGuard unit with a text panel and you want DataPort to show extra
messages there about magstripe and bar code processing, select Display Reads on iAthenticate.
3. Under DataPort Display:
•
If you select Replace Low Confidence Characters (page 140) and you want the
displayed MRZ to show the replacement characters (rather than the original, doubtful
ones), select Display Corrected MRZ Data.
4. Under DataPort Error Display:
•
•
146
If you want DataPort error messages to appear onscreen and on BorderGuard’s built-in
text panel whenever they occur, select Display DataPort Errors. You may want to do
this when you first set up iA-DataPort and to troubleshoot any problems.
To suppress such error messages so that the operator does not see them, deselect this
option.
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Configuring Startup Settings
iA-DataPort includes settings to set startup delays and to run the utility minimized so the operator
doesn’t see its screen.
 #  
1. Select Settings>Startup Settings.
2. For Startup Delay, use the default value of 0 seconds. But if your unit is set up to run iADataPort automatically at startup, and you see error messages during startup, try increasing
this value.
3. If you want the iA-DataPort utility to run minimized each time you start it, select Run
Minimized Only. Do not select this option unless you have determined that you can run the
utility minimized, as explained under Running the Utility Minimized on page 137.
4. For iA-thenticate Startup Timeout, use the default value of 60 seconds.
5. Click OK.
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Appendix A. Setting up a Monochrome
BorderGuard Unit
This chapter explains how to set up your iA-thenticate system if you have a BorderGuard (iAthenticate) unit with a monochrome camera.
?
•
Check the Release Notes for new information.
•
If you are upgrading from a previous version, you may need to follow additional steps.
•
Although setting up this system is similar to setting up a PC, there are important differences.
Follow the instructions in this chapter carefully, or your system may not work properly.
•
If you are not experienced in setting up and managing PCs in a networked environment, you
should not attempt to do the setup yourself.
•
If you have a monochrome BorderGuard Plus system (with built-in CPU), see the
Administrator’s Guide that came with your system for hardware setup information. For
software upgrade instructions, see the Release Notes that came with the new software.
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PC System Requirements
You install the iA-thenticate software on a Windows PC, and you connect the monochrome
BorderGuard unit to the PC through a plug-in PCI interface card. Your PC must meet these
requirements:
)

•
Processor: 800 MHz Pentium 4 or better recommended
•
RAM: 256 MB minimum
•
Free disk space: 300 MB minimum; 1 GB or more recommended when saving captured
images and data
•
Video display: 1024x768 resolution, 65536 colors, or better
•
An available PCI-bus master slot, 2.0-compliant, capable of supplying 1.2 A at
•
12 VDC

•
Swap file: Recommended 768 MB minimum and 1024 MB maximum for drive C and for the
data drive (where you store captured images)
*## # %  
•
Windows XP Professional Service Pack 2
+  , 
•
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Internet Explorer 6.0 Service Pack 1 or higher with update 832894 (Microsoft Security
Bulletin MS04-004)
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Installing Software
Note:
Do not connect the BorderGuard hardware yet.
Setting the PC’s Taskbar and Display Properties
Your system should be configured so the taskbar displays on top of other windows and the font
size is Normal. These are the default Windows settings. If you have changed these settings,
follow these steps to restore the defaults:
1. Start the PC, log on as an administrator, and exit from all programs.
2. Right-click the taskbar and choose Properties.
3. On the Taskbar Properties screen, deselect Keep the taskbar on top of other windows
and click OK.
4. Right-click the Windows desktop and choose Properties.
5. On the Appearance tab, in the Font Size drop-down list, select Normal if it is not already
selected.
6. Follow any further on-screen instructions for confirming your choice and installing fonts. You
do not need to restart the system at this point unless Windows requires you to do so.
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Installing the iA-thenticate Security Software
Note:
The CD’s folder names include the name of the software plus version information—for
example, iA-thenticate 5.3 Install (SFW-00099-A-00). For simplicity, these instructions
use just the first part of the name—for example, iA-thenticate….
Note:
If you are upgrading, the screens you see may differ slightly from the ones listed. Just
follow the on-screen instructions.
Installer
Screen
Instructions
iA-thenticate CD:
iA-thenticate… \
iA-thenticate… \
1_iA-thenticate \ Setup.exe
Intro
Click Next.
License
Click Yes to agree.
Setup Type
Select BorderGuard monochrome unit.
Data Drive
If you want to change the drive
for storing data, click Browse
and choose any mapped drive.
Click Next.
Summary
Click Next to proceed with
installation.
Complete
Accept No, I will restart my
computer later. Click Finish.
Installer
Screen
Instructions
iA-thenticate CD:
iA-thenticate… \
iA-thenticate… \
2_iA-Examiner \ Setup.exe
Intro
Click Next.
Data Drive
If you want to change the drive
for storing iA-Examiner data,
click Browse and choose a
location.
Click Next to proceed with
installation.
Click Finish.
Installing iA-Examiner
Complete
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Installing DL Alert
If you have optional DL-Alert™ software, either the Intelli-Check or Positive Access® version,
install it now.
Installer
Screen
Instructions
iA-thenticate CD:
iA-thenticate… \
DL-Alert-IC… \
DL-AlertIntelli-Check.exe
or
iA-thenticate… \
DL-Alert-PA… \
DL-Alert-PositiveAccess.exe
Intro
Click Next to proceed with
installation.
Warning
Note the message and click
OK. You will find instructions
later in this document for
configuring iA-Examiner.
Complete
Click Finish.
Installing the Custom Calibration File
Each BorderGuard unit comes with a custom calibration file, supplied on a CD labeled
SampleScan. One SampleScan CD may contain calibration files for several units.
1. Insert the SampleScan CD.
2. On the CD, find the folder that matches the serial number on the BorderGuard unit.
For reliable operation, you must use the correct calibration file for each unit.
3. Copy the SampleScan.cfg file from the folder to the following directory:
C:\BorderGuard\Config\
4. Right-click the copied SampleScan.cfg file and choose Properties. Deselect Read-only and
click OK.
Note:
Older BorderGuard units have a SampleScan diskette rather than a CD
Installing Other Optional Software
If you have other optional software such as ID-Passport, Global-ID, or ID-License, install it now.
Follow the instructions included with the optional software.
Restarting
After you finish installing software, restart your PC.
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Installing Hardware
Install the BorderGuard hardware only after you have installed the software as described starting
on page 151.
Use proper antistatic procedures for the following steps, grounding yourself with a wrist strap or
carefully discharging static by touching the metal case of the power supply.
Installing the PCI Card
To install the PCI card into your PC:
1. Shut down the PC and disconnect the power and other cables.
2. Remove the PC’s case to gain access to the PCI slots, following the instructions supplied by
the PC manufacturer.
3. Remove the slot cover from an available PCI master slot.
4. Carefully align and insert the BorderGuard PCI card into the slot, applying just enough
pressure to seat it fully.
5. Replace the screw from the removed slot cover to secure the PCI card.
6. Replace the PC’s case and reattach its cables. Do not start the PC until you connect the
BorderGuard cables as explained next.
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Connecting the BorderGuard Cables
BorderGuard comes with a cable for connecting it to the PCI card you installed in your PC. It also
comes with its own power supply and cord.
To connect the BorderGuard cables:
1. Plug one end of the BorderGuard cable into the connector on the PCI card you installed in
your PC.
2. Plug the other end of this cable into the matching connector on the back of the BorderGuard
unit.
3. Make sure the power switch on the BorderGuard unit is off.
4. Plug the cable from the BorderGuard power supply into the power connector on the back of
the BorderGuard unit.
5. Plug the line cord from the power supply into a surge-protected power source that can supply
170 W at 100–240 VAC, 47–63 Hz
Note:
The included power supply might not have a power cord suitable for your country. In this
case you must obtain and use a 3-conductor grounded supply cord with a plug cap
suitable for your country. It must have a minimum internal conductor area of 0.75 mm2
and have a standard IEC 320 female connector.
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Finishing the Installation
Starting Up and Checking Installation
1. Turn on the BorderGuard unit using its power switch.
2. Start the PC and log in as an administrator. You will see a message saying that the system
has found new hardware.
3. When you see a message about the Windows Logo testing (XP), click Yes or Continue
Anyway.
4. Double-click the iA-Examiner icon on your desktop. After an initialization process, you should
see the iA-Examiner screen. If you see an error message instead, you must reinstall the
driver as described on page 177.
5. Exit by clicking the Close button or selecting File>Exit.
Configuring a Non-English Version of Windows
If you install this software on a unit running a non-English version of Windows, you may need to
follow some additional steps.
 
!""  
1. Select Start>Run, type DCOMCNFG, and click OK.
2. Open Component Services, then Computers, then My Computer, and then DCOM
Config.
3. Right-click BGServer and choose Properties.
4. On the Security tab, under Launch and Activation Preferences, select Customize and
click Edit.
5. If the displayed list does not include INTERACTIEF (Dutch), INTERACTIF (French), or
INTERATIVO (Portuguese), add the appropriate name and select all the Allow permissions.
6. In the same list, select all the Allow permissions for SYSTEM. Then click OK.
7. Back on the Security tab of the BGServer Properties window, under Access Permissions,
select Customize and click Edit.
8. In the displayed list, select both of the Allow permissions for SYSTEM and for INTERACTIF,
INTERATIVO, or INTERACTIEF. Then click OK.
9. In the BGServer Properties window, click OK. Then close the Component Services window.
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Controlling Access
This section explains how to create local user groups and set file permissions for your system so
that different users have just the access they need.
Creating Local User Groups and Users
First, create two local user groups and assign users to these groups as needed.
1.
Create these two local user groups:
•
iA-thenticate Users
•
iA-thenticate Administrators
2. Create as many users as you need for the people who will use the system, and make each
one a member of the appropriate user group:
Local User Group
Users Who Should Belong
to This Group
Access Allowed
iA-thenticate Users
Personnel who use iAExaminer to test and examine
documents
iA-Examiner: user functions
iA-thenticate Administrators
Technical administrators,
security managers, and
operations managers
iA-Examiner: user and
management functions
iA-Administrator
All Users startup folder
(C:\Documents and Settings\
All Users\Start Menu\
Programs\Startup)
Assigning File and Folder Permissions
Assigning file and folder permissions ensures that each group of users can run the appropriate
programs.
To assign file and folder permissions:
1. Follow steps a–c for each file in the table below:
a. Right-click the file and choose Properties.
b. Select the Security tab.
c. In the Name list, remove the entries for Everyone and Users (if listed). Then add Read
& Execute permissions for user groups as indicated in the table.
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157
For this file in C:\BorderGuard\Bin\
Assign Read & Execute permissions for
these groups
iA-Administrator.exe
(iA-Administrator)
iA-thenticate Administrators
BGDataPort.exe
(iA-DataPort)
iA-thenticate Users
iA-thenticate Administrators
BGExaminer.exe
(iA-Examiner)
iA-thenticate Users
iA-thenticate Administrators
BGServer.exe
(ID-Server)
iA-thenticate Users
iA-thenticate Administrators
ExaminerConfiguration
(iA-Examiner configuration)
iA-thenticate Administrators
ExaminerManager
(iA-Examiner management)
iA-thenticate Administrators
ExaminerReport
(iA-Examiner reporting)
iA-thenticate Administrators
ExaminerViewer
(iA-Examiner document review)
iA-thenticate Administrators
iA-SecondaryStation.exe
(Secondary Station)
iA-thenticate Users
iA-thenticate Administrators
2. iA-thenticate Administrators must be able to change startup settings for All Users. Follow
these steps to assign the needed permissions to C:\Documents and Settings\ All Users\Start
Menu\Programs\Startup:
a. Right-click folder C:\Documents and Settings and choose Properties.
b. Select the Security tab.
c. Add Full Control permissions for the iA-thenticate Administrators group.
d. Repeat steps a–c for each successive folder in the path:
All Users (inside Documents and Settings)
Start Menu (inside All Users)
Programs (inside Start Menu)
Startup (inside Programs)
3. If you use Windows security to limit users’ access to various folders on your system, all iAthenticate users must have these permissions:
•
Full control to the work folder, normally C:\BorderGuard\Working
•
Read and execute access to C:\BorderGuard and all of its sub-folders
•
Read, write, and execute access to:
– C:\BorderGuard\Config\SampleScan.cfg
– The folder for storing captured images—for example, E:\BorderGuard\Images
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– The folder containing the iA-Examiner database BGExaminer.mdb, normally
C:\BorderGuard\Bin
– If you use TextWatch, the folder containing the TextWatch database iAT.sys, normally
C:\BorderGuard\Bin
In addition, iA-thenticate administrators must have these permissions:
•
Write access to:
– The folder containing the iA-Administrator database Administrator.mdb, normally
C:\BorderGuard\Bin
– The Windows registry
•
Read, write, and execute access to:
– The configuration folder, C:\BorderGuard\Config and all sub-folders
Setting Up a Monochrome BorderGuard Unit PUB-00052-B-00
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Installing an Optional Reader or Scanner
If your system includes a bar code and magstripe reader or a flatbed scanner, install it now by following
the instructions in chapter 4.
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Administrator’s Guide
Appendix B. Solving Problems
This appendix has instructions for solving specific problems mentioned elsewhere in this guide.
For additional help, please contact Customer Support:
support-ia@l1id.com
+1 978-932-2200
+1 800-555-8784 toll-free (North America
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Color BorderGuard
The first step in troubleshooting any problem should be to completely shut down and turn off the
system, including any attached PC. Wait 30 second and restart. In many cases, restarting will
resolve the problem. If not, follow the troubleshooting procedures in this section.
Capture Timeout Errors
If you see a Capture Timeout error at startup, or if you start up successfully but see Error01 and
the VFD (two-line text panel) reads Capture Timeout when attempting to capture a document,
follow these troubleshooting steps:
1. Verify that the Power Scheme setting on the host computer is set to Always on. From the
Windows Start button, select Control Panel > Power Options and click the Power
Schemes tab. In the Power schemes drop down list, the Always on option should be
selected.
2. Verify that the computer meets minimum requirements.
3. Check for any unnecessary USB devices attached (even a memory stick or USB drive can
contribute to bandwidth issues).
4. Contact Customer Support.
Drivers Do Not Install As Expected
Note:
During driver installation, never allow the new hardware wizard to search for drivers by
connecting to Windows Update. Installing drivers other than the ones supplied by L-1 can
cause software malfunctions and system instability.
After you install software and then start Color BorderGuard for the first time, Windows should
automatically install several drivers, as described on page 24.
If this automatic process fails, and the new hardware wizard runs to ask for your help installing
additional drivers, follow these instructions each time the wizard runs. You may also need to
follow these steps if the drivers for an E-Seek or Intelli-Check USB reader do not install as
expected.
  $ $<#   =
1. Make sure you can see the small window that shows the name of the hardware device; this is
sometimes hidden behind the wizard.
2. If the first wizard screen asks about connecting to Windows Update to search for software,
select No, not this time and click Next.
3. Select Install from a list or Specific Location (Advanced) and click Next.
4. Select Don’t search. I will choose the driver to install. Click Next.
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5. Click Have Disk and browse to the folder shown in the table below. (If there is no Have Disk
button, first click Next and then click Have Disk.)
6. If you see a warning about the digital signature, click Continue Anyway. If you are asked
whether you want to overwrite a newer file, click Yes.
7. Click Finish.
Notes: For a smart-card unit, you may need to install each of the SCR331-DI drivers twice.
During driver installation, you may also be asked to locate the file ftser2k.sys. If so,
browse to C:\BorderGuard\Tools\ USB Serial.
Clicking Have Disk and manually selecting the device driver will ensure that the correct
driver is installed.
!$   
For this hardware device:
Browse to this file:
USB 2.0 Camera
or Color Camera 01
C:\Borderguard\Tools\BorderGuard
Camera\OVtcam2.inf
USB Fast Serial Adapter
C:\Borderguard\Tools\USB
Serial\FTDIBUS.INF
USB Serial Port
C:\Borderguard\Tools\USB
Serial\FTDIPORT.INF
SCR331-DI USB Smart Card Reader
C:\Borderguard\Tools\SCM SCR331-DI
Reader\S331DI2K.INF
SCR331-DI Contactless Reader
C:\Borderguard\Tools\SCM SCR331-DI
Reader\S331DICL.INF
Camera Driver Installation Problems
If you have followed the steps in the table above and still experience problems, you may need to
uninstall and reinstall the camera driver.
    $
1. In Add/Remove Programs, select Uninstall OmniVision SuperCAM and remove the
program.
2. Open Device Manager (Right-click My Computer, choose Manage, and click Device
Manager).
3. In the imaging devices section, look for an OmniVision camera entry with a yellow
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exclamation point. If the OmniVision entry is there right-click the entry and choose Uninstall.
4. Right-click the computer name at the top of the list and select Scan for Hardware Changes.
5. When prompted for the camera driver, follow the steps in the table above to install.
iA-Examiner Reports a COM Port Error
With a Color BorderGuard unit that has no serial cable, when you start iA-Examiner after
installing software as described on page 2-8, you should see the main iA-Examiner screen. If you
see an error message about a COM port, use the following steps to find the port number
assigned to the camera and configure the system to use it.
1. Open the Device Manager (right-click My Computer, choose Manage, and click Device
Manager.)
2. Expand the Ports (COM & LPT) item and find any USB Serial Port listings.
•
If there is only one entry, note the COM port number assigned to it. For example, it might
be listed as USB Serial Port (COM3).
•
If you have an E-Seek or Intelli-Check magstripe and bar code reader, you will see two
USB Serial Port listings. To determine which one belongs to the color camera, unplug
the E-Seek reader and watch to see which entry disappears. Note the COM port number
assigned to the remaining entry. Then reconnect the E-Seek or Intelli-Check reader.
3. Run iA-Administrator by choosing Start>Programs>iA-thenticate>iA-Administrator.
4. On the Configuration tab, under Advanced, select the number for Color camera COM port
that matches the one you found in Device Manager.
5. Click Apply and exit iA-Administrator.
If the problem persists when you run iA-Examiner again, contact Customer Support.
USB Device Errors
For Color BorderGuard or Color BorderGuard B4500/5000 systems, follow this shutdown and
startup procedure to avoid problems with communication between the PC and the camera.
    % 
1. Shut down the PC. If it has a mechanical power switch, turn it off.
2. Turn off the power switch on the BorderGuard unit.
  % 
1. If you have just shut down the system, wait 30 seconds before restarting.
2. Turn on the power switch on the BorderGuard unit.
3. Start the PC.
If you need to turn a Color BorderGuard unit off and on again without rebooting the PC, eject both
smart card readers before turning off the unit.
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@   
1. Double-click the Safely Remove Hardware icon in the Windows task bar at the bottom of the
screen.
2. Select the smart card readers from the list of devices and click Stop.
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Color BorderGuard B4500/B5000
The first step in troubleshooting any problem should be to completely shut down and turn off the
system, including any attached PC. Wait 30 seconds and restart. In many cases, restarting will
resolve the problem. If not, follow the troubleshooting procedures in this section.
Capture Timeout Errors
If you see a Capture Timeout error at startup, or if you start up successfully but get an Error01 or
see a red blinking light when attempting to capture a document, follow these troubleshooting
steps:
1. Check that the PC’s Power Scheme is set properly:
For Windows XP
For optimal performance, the Power Scheme for the host computer should be set to Always
on. This setting applies to laptops and PCs running Windows XP.
a. From the Windows Start button, select Control Panel > Power Options.
b. Click the Power Schemes tab.
c. In the Power schemes drop down list, select the Always on option.
For Windows Vista
a.
b.
c.
d.
From the Windows Control Panel, select Power Options.
Select Adjust Power Settings.
Select the High Performance power plan.
Make sure that the Put the Computer to Sleep option is set to Never.
For Windows 7
a. From the Windows Control Panel, select System and Security.
b. Select Power Options.
c. Select the Balanced Power Plan and then click on Change plan settings. The Edit plan
settings screen appears. Change both dropdown items (Turn off Display and Put the
computer to sleep) to Never.
d. Expand the Sleep option and select Change Advanced power settings. The Advanced
Power settings screen appears.
e. Set both the Sleep after and Hibernate after settings to Never.
f. Click OK and Save Changes on both this screen and the Edit plan settings screen.
2. Verify that the computer meets minimum requirements.
3. Check for any unnecessary USB devices attached (even a memory stick or USB drive can
contribute to bandwidth issues).
4. Contact Customer Support.
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Drivers Do Not Install As Expected
After you install software and then start the B4500/5000 for the first time, Windows should install
several drivers automatically, as described on page 24.
If this automatic process fails, and the new hardware Wizard runs to ask for your help installing
additional drivers, follow these instructions each time the wizard runs. You may also need to
follow these steps if the drivers for an E-Seek or Intelli-Check USB reader do not install as
expected.
Important!: During driver installation, never allow the new hardware wizard to search for drivers
by connecting to Windows Update. Installing drivers other than the ones supplied by L-1
can cause software malfunctions and system instability.
Note:
Cicking Have Disk and manually selecting the device driver will ensure that the correct
driver is installed
  $ $ 
Note:
<#   =
During driver installation, you may also be asked to locate the file ftser2k.sys. If so,
browse to C:\BorderGuard\Tools\ USB Serial.
1. Make sure you can see the small window that shows the name of the hardware device; this is
sometimes hidden behind the wizard.
2. If the first wizard screen asks about connecting to Windows Update to search for software,
select No, not this time and click Next.
3. Select Install from a list or specific location (Advanced) and click Next.
4. Select Don’t search. I will choose the driver to install. Click Next.
5. Click Have Disk and browse to the folder shown in the table below. (If there is no Have Disk
button, first click Next and then click Have Disk.)
6. If you see a warning about the digital signature, click Continue Anyway. If you are asked
whether you want to overwrite a newer file, click Yes.
7. Click Finish.
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!$  & 
For this hardware device:
Browse to this file:
USB 2.0 Camera
or Color Camera 01
C:\Borderguard\Tools\BorderGuard
Camera\OVUSB2.inf
USB Fast Serial Adapter
C:\Borderguard\Tools\USB
Serial\FTDIBUS.INF
USB Serial Port
C:\Borderguard\Tools\USB
Serial\FTDIPORT.INF
USB Converter or OMNIKEY 55x3
C:\Borderguard\Tools\ACG\ACG2.inf
  $ $ 
   
<#   =
1. Right-click on any instances of Unknown Device or any instance of a device with an
exclamation mark or question mark on it.
2. Click Update Driver Software.
3. Select Browse my computer for driver software.
4. Select Let me pick from a list of device drivers on my computer.
5. Click Have Disk (If there is no Have Disk button, click Show all devices and Next).
6. Browse to the file location (see the following table), select the file and click OK and Next.
   
168
!$  & 
For this hardware device:
Browse to this file:
Color Camera 01 or
B5000 Camera
Try C:\Borderguard\Tools\BorderGuard
Camera\x86\b5000_device.inf. If you get a
message that the driver is not right for your
hardware, try:
C:\Borderguard\Tools\BorderGuard
Camera\x86\b5000_driver.inf
USB Fast Serial Adapter
C:\Borderguard\Tools\USB
Serial\FTDIBUS.INF
USB Serial Port
C:\Borderguard\Tools\USB
Serial\FTDIPORT.INF
USB Converter or
OMNIKEY 55x3 Reader (USB)
C:\Borderguard\Tools\ACG\ACG2.inf
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Note:
After the process is run for every instance of Unknown Device and any device with an
exclamation mark or question mark on it, reboot the PC and look for any new instances of
Unknown Device or any device with an exclamation mark or question mark on it.
Repeat the entire process until no more of these instances exist after a reboot.
Note:
If you need to manually load the camera drivers, see the Windows Vista and Windows 7
paragraph of the Camera Driver Installation Problems section below for additional steps.
Camera Driver Installation Problems (Windows XP)
In some cases, the camera driver may try to load automatically during installation. A digital signal
warning may appear and you may be prompted for a file you cannot find in the
C:\Borderguard\Tools\BorderGuard Camera directory. If this happens, exit the wizard and use
the following steps to update the drivers using Device Manager.
Also use this procedure if any of the following problems occur:
•
Error message No Camera Found at startup
•
Images are upside down
•
Documents inserted in B4500/5000 are not recognized
To update drivers using Device Manager for Windows XP:
1. Open Device Manager (Right-click My Computer, choose Manage, and click Device
Manager).
2. In the Imaging Devices folder, right-click OmniVision SuperCam and select Properties.
3. On the Drivers tab, verify that the Driver Version is 2.1.0.1 and the Driver Date is 10/15/2007.
4. If the driver has the wrong version or date stamp, or if an exclamation point or question mark
appears next to the icon in Device Manager, click Update Driver. Use the Have Disk path
and locate the driver file specified in the table above.
Uninstalling and Reinstalling the Camera Drivers (Windows
XP)
If you have followed the steps above and still experience problems, you may need to uninstall
and reinstall the camera driver.
1. In Add/Remove Programs, select Uninstall OmniVision SuperCAM and remove the
program.
2. Open Device Manager (Right-click My Computer, choose Manage, and click Device
Manager).
3. In the imaging devices section, look for an OmniVision camera entry with a yellow
exclamation point. If the OmniVision entry is there, right-click the entry and choose Uninstall.
4. Right-click the computer name at the top of the list and select Scan for Hardware Changes.
5. When prompted for the camera driver, follow the steps in the table above to install.
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iA-Examiner Reports a COM Port Error
With a Color BorderGuard unit that has no serial cable, when you start iA-Examiner after
installing software as described in Chapter 2, you should see the main iA-Examiner screen. If you
see an error message about a COM port, follow these steps to find the port number assigned to
the camera and configure the system to use it.
1. Open Device Manager (Right-click My Computer, choose Manage, and click Device
Manager).
2. Expand the Ports (COM & LPT) item and find any USB Serial Port listings.
• If there is only one entry, note the COM port number assigned to it. For example, it might
be listed as USB Serial Port (COM3).
• If you have an E-Seek or Intelli-Check magstripe and bar code reader, you will see two
USB Serial Port listings. To determine which one belongs to the color camera, unplug the
E-Seek reader and watch to see which entry disappears. Note the COM port number
assigned to the remaining entry. Then reconnect the E-Seek or Intelli-Check reader.
3. Run iA-Administrator by choosing Start>Programs>iA-thenticate>iA-Administrator.
4. On the Configuration tab, under Advanced, select the number for Color camera COM port
that matches the one you found in Device Manager.
5. Click Apply, then exit iA-Administrator.
If the problem persists when you run iA-Examiner again, contact Customer Support.
USB Device Errors
Follow these shutdown and startup procedures to avoid problems with communication between
the PC and the camera.
     9:AAB:AAA % 
1. Shut down the PC. If it has a mechanical power switch, turn it off.
2. Turn off the power switch on the BorderGuard unit.
   9:AAB:AAA % 
1. If you have just shut down the system, wait 30 seconds before restarting.
2. Turn on the power switch on the BorderGuard unit.
3. Start the PC.
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  /
If you get the startup error message There is a document on the platform. Please remove it and
restart the application but there is definitely no document on the glass, this may be a hardware
issue. Please contact Customer Support to return the unit for repair.
For emergency purposes, the following temporary step can be taken to use the unit, but this is not
a supported operating mode.
1. Open c:\BorderGuard\Config\BGScan.cfg.
2. In the [Document Detection] section, edit the DetectionModule parameter.
Change from: DetectionModule=6
To: DetectionModule=4
3. Save the file.
Smart Card Reader Errors
* !$2   < 
=
To check and reinstall the smart card drivers if necessary:
1. Open Device Manager (right-click My Computer, choose Manage, and click Device
Manager).
2. Look for OmniKey55x3 or USB Converter in the SmartCard Devices folder or the Other
Devices folder.
3. If an exclamation point appears next to the icon, right-click the icon, select Properties, and
select the Drivers tab. Click Update Driver and use the Have Disk path to locate the driver
file specified in the table on page 168.
* !$2   <   
=
To check and reinstall the smart card drivers if necessary:
1. Open Device Manager (right-click My Computer, choose Manage, and click Device
Manager).
2. Look for OmniKey55x3 Reader (USB) or USB Converter in either the SmartCard Readers
or Other Devices folder.
3. If an exclamation point appears next to the icon, right-click the icon, select Properties, and
select the Drivers tab. Click Update Driver Software and use the Have Disk path to locate
the driver file specified in the table on page 168.
 * . 
The following two procedures will check the smart card reader functionality. You can use either
the iA-Examiner test or the OMNIKEY applet test.
To test the smart card reader using iA-Examiner:
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1. In iA-Examiner, process a smart card document that has its chip in the front cover side of the
document (on the glass).
2. Process a smart card document that has its chip in the back cover side of the document (on
the platform in front of the glass).
3. Check the smart card test results for both documents.
If iA-Examiner displays smart card test results for both documents, the unit is operating
correctly. If iA-Examiner fails to recognize the smart card, follow the instructions for fixing the
problem in Repairing the OmniKey Registration Settings on page 172.
To test the smart card reader using the OMNIKEY applet:
1. In Control Panel, run the OMNIKEY 55x3 Driver Applet.
2. Right-click in the title bar of the applet and select Antenna Configuration.
3. On the Antenna tab, verify that Enable Multi-Antenna Mode is checked.
If Enable Multi-Antenna Mode is not checked, proceed to the next section, Repairing the
OmniKey Registration Settings
.#+C%. * 
Follow this procedure if any of the following occurs:
•
172
iA-Examiner fails to recognize a smart card after you configured the smart card unit (see
PUB-00052-B-00
Solving Problems
Testing the Smart Card Reader (B4500/B5000) on page 30 ).
•
The OmniKey applet test on the previous page shows that Enable Multi-Antenna Mode is
not checked.
To repair the registration settings:
1.
2.
3.
4.
5.
In the folder C:\BorderGuard\Tools\ACG, double-click the file settings_L1ID.reg.
Click Yes to add the information in the file to the registry.
In the dialog box that confirms the information was entered, click OK.
Reboot the system.
Retest the smart card reader.
Solving Problems
PUB-00052-B-00
173
ID Guard/J1000
Scanning Produces Unexpected Behavior
174
If this happens...
The problem may be:
To solve the problem:
Images display incorrectly and
the system fails to identify
documents. The visible image
may look like an IR image.
This problem is usually due to
an underpowered PC,
especially if running a laptop
on batteries.
Each ID-Guard/J1000 unit
ships with a Y-shaped USB
cable for use with computers
that do not supply adequate
power through a single USB
port. For additional power,
plug the extra USB connector
into a second USB 2.0 port on
the computer.
You may be also able to
increase laptop power
changing the default battery
setting for higher performance.
Additionally, you may be able
to resolve the problem by
adjusting the capture timing for
the ID-Guard/J1000 unit (the
default value for Capture
Delay is 100). In iAAdministrator, click the
Configurations tab. Change
the Capture Delay to 200 and
reboot the PC. If the problem
persists, increase the value in
increments of 100, restarting
each time, until the problem
stops.
ID-Guard/J1000 system fails
to read bar codes after
installation.
Previous version of Regula
software was not properly
uninstalled before installing
the ID-Guard/J1000 software.
In Add/Remove programs,
look for two instances of
Regula Document Reader
SDK. (Note that Regula
Document Reader Core
Components may be present
and is not related to this
problem.) Uninstall both
instances of Regula Document
Reader SDK.
Reinstall Regula Document
Reader SDK 4.10.
PUB-00052-B-00
Solving Problems
Camera Driver Installation Problems
In some cases, the camera driver may try to load automatically during installation. A digital signal
warning may appear and you may be prompted for a file you cannot find in the
C:\Borderguard\Tools\BorderGuard Camera directory. If this happens, exit the wizard and use
the following steps to update the drivers using Device Manager.
You can also use this procedure as a troubleshooting tool if you encounter any problems with
camera operation.
To update drivers using the Device Manager:
1. Open Device Manager (Right-click My Computer, choose Manage, and click Device
Manager).
2. In the Imaging Devices folder, right-click Crescentec DC-1100 and select Properties.
Select the Driver tab and verify that the driver version is correct (Windows XP shown):
3. If the wrong driver version is installed or if an exclamation point or question mark appears
next to the icon in Device Manager, click Update Driver, and install the device driver using
the following instructions:
a. Make sure you can see the small window that shows the name of the hardware device;
this is sometimes hidden behind the wizard.
b. If the first wizard screen asks about connecting to Windows Update to search for
software, elect No, not this time and click Next.
c. Select Install from a list or specific location (Advanced) and click Next.
d. Select Don’t search. I will choose the driver to install. Click Next.
e. Click Have Disk and browse to the folder shown in the table below. (If there is no Have
Disk button, first click Next and then click Have Disk.)
Solving Problems
PUB-00052-B-00
175
f.
If you see a warning about the digital signature, click Continue Anyway. If you are asked
whether you want to overwrite a newer file, click Yes.
g. Click Finish.
!$  & 
176
For this hardware device:
Browse to this file:
ID Tech USB Serial Converter
C:\Borderguard\Tools\ID-Tech
USB\FTDIBUS.INF
USB 2.0 Camera or
Crescentec DC-1100
C:\Borderguard\Tools\Crescentec\dc1100.inf
ID Tech USB Serial Port or
USB Serial Port
C:\Borderguard\Tools\IDTechUSB\FTDIPORT.INF
PUB-00052-B-00
Solving Problems
Monochrome BorderGuard
iA-Examiner Reports an IACOM0 Error
With a monochrome BorderGuard unit, when you start iA-Examiner after installing software as
described in Appendix A, you should see the main iA-Examiner screen. If the driver for the PCI
card was not properly installed for some reason, you will see one of these error messages
instead:
•
IACOM0: The system cannot find the file specified.
•
IACOM0: The port does not exist. Please check for its availability.
If you encounter either message follow the steps below to reinstall the driver:
1. Open the System control panel. On the Hardware tab, click Device Manager.
2. Under Imaging Devices (or possibly Other Devices) find the item named Multimedia
Controller (displayed with an exclamation point). Right-click it and select Properties.
3. On the Driver tab, click Update Driver.
4. On the first screen of the wizard, select Install the software automatically... and click Next.
5. When you see a message about Windows Logo testing, click Continue Anyway.
6. On the final screen, click Finish.
Now try starting iA-Examiner again. If you still get an error message, contact Customer Support.
Solving Problems
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177
E-Seek or Intelli-Check Magstripe and
Bar Code Reader
Scanning a Magstripe or Bar Code Produces an Error
Note:
iA-DataPort displays errors only if Display DataPort Errors is selected as described on
page 146).
If you have an E-Seek or Intelli-Check magstripe and bar code reader, and iA-Examiner or iADataPort keeps displaying an error message when you scan a magstripe or bar code, the reader
may have lost its correct settings. Typical error messages include:
•
iA-Examiner: E-Seek identifier code not found
•
iA-DataPort: E-Seek header is not enabled or an extra beep after reading a document
To reset the E-Seek or Intelli-Check reader to its correct settings:
•
Find the setup card supplied with the reader.
If you can’t find the supplied card, make a clean photocopy of this page on heavy, stiff paper,
and cut out the card. (Or use ordinary paper and tape the photocopied bar code onto a blank
ID card.)
•
178
With the reader powered on, scan the bar code by briskly inserting and removing the card.
The reader should respond with a warbling beep indicating that the settings have been
accepted.
PUB-00052-B-00
Solving Problems
Flatbed Scanner
*   /'3# $
If this happens...
The problem may be:
To solve the problem:
When you start iA-Examiner,
you see the message
Component VSTwain.dll or
one of its dependencies not
correctly registered.
The scanner software is not
correctly installed.
Follow the scanner
manufacturer’s instructions for
installing the scanner
software.
When you start iA-Examiner,
you see the message
Warning! The flatbed
scanner is off-line.
The scanner is turned off or its
USB cable is disconnected.
Check the scanner’s power
source, power switch, and
USB cable.
If that doesn’t work, restart iAExaminer.
When you click Scan, you see
the message Scanner error.
Ready for new document.
You may also see a message
about the scanner driver.
The scanner has lost
communication with the
computer.
Wait a few moments and click
Scan again.
If that doesn’t work, restart iAExaminer.
While the scanner is scanning,
you see the message
Scanner error. Ready for
new document.
The scanner timeout is too
short.
On System Configuration
Page 1, enter a longer time for
T/O (timeout).
After you replace one scanner
with a different model, you see
the message Warning! The
flatbed scanner is off-line.
iA-Examiner is still expecting
the previous scanner.
On System Configuration
Page 1, first deselect
Scanner. Then select
Scanner again, and choose
your new scanner model from
the list.
After you properly install and
configure a scanner and try to
use it to scan a document, it
always times out without
scanning.
Previously installed scanner
software may be interfering
with the current scanner.
Exit iA-Examiner. Run the
software provided by the
scanner manufacturer for
capturing images. If it displays
a list of scanners to use, be
sure to choose your current
model. Use it to scan a test
document and then exit. Run
iA-Examiner and try scanning
again.
When you try to configure the
scanner options on System
Configuration Page 1, iAExaminer seems
unresponsive.
An error may have occurred
that is preventing you from
selecting the options.
Minimize iA-Examiner and
look for a window with a
system error message.
Solving Problems
PUB-00052-B-00
179
Even though you have
selected the Crop Scanned
Image option, images are not
correctly cropped.
The system takes a long time
to process a document placed
on the iA-thenticate unit (as
much as a minute or more), or
the captured image is black.
180
The scanner’s glass platform
may be dirty or dusty.
The cropping software may be
malfunctioning.
Cropping does not currently
work properly with the Canon
CanoScan LiDE 500F.
The scanner may have
disrupted communication with
the iA-thenticate unit.
PUB-00052-B-00
Clean the scanner’s glass
according to the
manufacturer’s instructions.
If you have chosen a
resolution higher than 100 dpi,
try returning to the default
resolution of 100 dpi.
Use a different scanner.
Disconnect the USB cable
from the scanner, wait a few
seconds, and reconnect it.
Solving Problems
Administrator’s Guide
Appendix C. Periodic Maintenance
Follow these procedures to keep your BorderGuard or ID-Guard unit working accurately and
efficiently.
Periodic Maintenance
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181
Cleaning the Glass Platform
During normal use, the glass document platform becomes dusty and smudged with fingerprints. It
can also become sticky with adhesives from the documents you process.
To keep the unit working properly, you must keep the glass clean. You should clean the glass
routinely at least once a week, and immediately if it becomes sticky.
We strongly recommend using pre-moistened optical wipes to clean the glass. They are effective,
safe, convenient, and inexpensive.
Warnings:
Never spray liquid onto the glass or any other part of the unit.
Never use an abrasive cleaner or pad of any kind.
Use only wipes that are specifically for cleaning optical surfaces.
 #
•
Gently wipe the glass with a pre-moistened optical wipe.
As an alternative, you can use a clean, soft, lint-free cloth slightly moistened with denatured
alcohol or a nonabrasive glass cleaner.
182
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Periodic Maintenance
Cleaning the BorderGuard Sensor
Switch
Some BorderGuard units use a mechanical sensor switch to detect an inserted document. Dirt
and bits of paper can slip underneath this switch and interfere with its operation, so that the unit
doesn’t always respond when you place a document on the platform.
About once a month, or whenever a unit has problems responding to a document, you should
check and clean the sensor switch.
  

1. Raise the light shield and locate the sensor switch lever, at the back left corner of the
platform.
2. Gently vacuum the switch area, being careful not to mar the glass.
3. Carefully remove any bits of paper stuck under the lever.
Periodic Maintenance
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183
Defragmenting the Hard Drive
During normal use, the files and free space on your PC’s hard drive become fragmented. As
fragmentation becomes worse, your system runs less efficiently.
About once a month, you should use Disk Defragmenter to check your hard drive for
fragmentation and to defragment it as necessary. The check takes just a few moments;
defragmentation can take 15 minutes or more.
1    $
1. Log on as an administrator.
2. Run Disk Defragmenter (Start>Programs>Accessories>System Tools>Disk
Defragmenter).
3. Select the C drive and click Analyze.
4. If Disk Analyzer reports that the volume needs defragmenting, click Defragment to proceed.
Note:
Even if Disk Analyzer reports that the volume does not need defragmenting, you can
defragment it as a preventive measure.
5. If your system has additional drives, check and defragment them in the same way
184
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Periodic Maintenance
Administrator’s Guide
Index
Capture Timeout Errors, 166
Access
controlling, 32
problem solving, 162
Administrator
Captured Images
privileges, 31
iA-Administrator, 77
Advanced
checksum digits, 11
Checksum Test
iA-Administrator, 73
Alerts for Indeterminate Tests
iA-Examiner, 93
configuring, iA-Examiner, 122
Color BorderGuard B4500/5000
Automatic Logon and Application Start
problem solving, 166
enabling, 31
COM Port Error
B4500/5000
for iA-Examiner, 164
iA-Examiner, 170
color BorderGuard units, 17
Backing-Up Saved Data, 132
Bar Code and Mag Stripe Options
Communication Port Settings
configuring, iA-DataPort, 141
Configuration
configuring, iA-Examiner, 118
for Color BorderGuard units, 18
Bar Code Reader
Configuring Hardware and Software
problem solving, 178
BorderGuard, 27
bar codes
Controlling Access
two-dimensional (2D), 12
ID-Guard/J1000, 46
Monochrome BorderGuard, 157
Basic Access Control, 116
BorderGuard, 12
Credit Card Options
setting up a monochrome unit, 149
configuring, iA-Examiner, 123
BorderGuard Cables
connecting for Monochrome BorderGuard, 155
Custom Calibration File
installing, 25
installing for Monochrome BorderGuard, 153
BorderGuard Sensor Switch
cleaning, 183
BorderGuard software
Custom ID Type
configuring, iA-Examiner, 105
installing, 20
BorderGuard Unit, Color
Data Entry
configuring, iA-Examiner, 103
system setup, 17
BorderGuard, color
Data Format Settings
configuring, iA-DataPort, 141
problem solving, 162
calibrating the reader, 43
Camera Driver Installation
problem solving, 163
problems, 169
Camera Driver Installation Problems, 175
Camera Drivers
uninstalling and reinstalling, 169
Index
Data Saving Options
iA-Examiner, 87
Data Transmission Options
configuring, iA-Examiner, 124
Data Transmit Settings
configuring, iA-DataPort, 145
Debugging
PUB-00052-B-00
185
configuring, iA-Examiner, 107
Defragmenting, 184
DirectX
Glass Platform
cleaning, 182
Hardware
installing, 20
connecting for ID-Guard/J1000, 42
iA-Administrator, 71
installing for Monochrome BorderGuard, 154
startip and shutdown, 36
DirectX, installing
ID-Guard/J1000, 39
Display Options
configuring, iA-Examiner, 111
Hardware and Software
configuring for ID-Guard/J1000, 45
Display Settings
configuring, iA-DataPort, 146
Hardware, connecting
BorderGuard, 24
DL Alert
installing for Monochrome BorderGuard, 153
iA-Administrator, 60
unit information, 66
DL-Alert
defined, 11
installing for ID-Guard/J1000, 41
iA-DataPort
starting, 137
using, 133
Document Cross Check Test
iA-Examiner, 96
iA-DataPort Utility
running minimized, 137
starting, 137
document images, captured, 12
Document Processing
configuring iA-Examiner, 98
iA-Examiner, 61
configuring, 81
installing, 22
installing for ID-Guard/J1000, 41
installing for Monochrome BorderGuard, 152
Document Results log
iA-Administrator, 78
Document Viewer, 115
Document Watch Test
iA-Examiner, 95
Driver files and locations, 163
Driver Files and Locations, 168, 176
Drivers
installation problems, 162
installation problems, B4500/B5000, 167
installing for ID-Guard/J1000, 42
Drivers, installing
iA-Examiner Document Log Options
configuring, 125
iA-Examiner, Managing, 129
iA-thenticate
configuring, 65
defined, 11
system setup, 15
iA-thenticate Security Software
installing, 22
installing for ID-Guard/J1000, 40
installing for Monochrome BorderGuard, 152
BorderGuard, 24
E-Seek
installing, 52
problem solving, 178
File and Folder Permissions
assigning, 33
assigning for Monochrome BorderGuard, 157
ID-Guard/J1000, 46
Flatbed Scanner
iA-thenticate unit. See BorderGuard
ICAO Expiration Test
iA-Administrator, 69
ID Guard/J1000
problem solving, 174
ID-Guard/J1000, 14
2D bar code reader, 14
color camera, 14
magstripe reader, 14
setting up, 37
installing, 55
problem solving, 179
General Settings
configuring, iA-DataPort, 139
186
PUB-00052-B-00
Index
ID-License
Optional Reader
defined, 11
installing, 35, 51
installing for Monochrome BorderGuard, 160
ID-Passport
Optional Scanner
defined, 11
installing, 35, 51
Installing
Optional Software
Color BorderGuard Software, 20
installing, 23
installing for ID-Guard/J1000, 41
installing for Monochrome BorderGuard, 153
Installing Software
ID-Guard/J1000, 39
Monochrome BorderGuard, 151
Options
Intelli-Check, 23
Intelli-Check Magstripe
setting for iA-Administrator, 68
Pattern Test
problem solving, 178
iA-Examiner, 96
Intelli-Check Reader
PC Power Scheme
installing, 52
setting, 20
Jpeg Image Quality
PC System Requirements
iA-Administrator, 79
for Color BorderGuard units, 18
legal notice, 2
Local User Groups, 32
PCI Card
installing for Monochrome BorderGuard, 154
ID-Guard/J1000, 46
Monochrome BorderGuard, 157
Periodic Maintenance, 181
Peripherals
machine-readable zone, 11
Mag Stripe Options
configuring, iA-Examiner, 82
Positive Access, 23
Printing
configuring, iA-Examiner, 118
Magnetic Stripe Reader
configuring, iA-Examiner, 85
configure for ID-Guard/J1000, 44
Problem solving, 161
Processing of Unidentified Documents
magnetic stripes
(magstripes), 12
configuring, iA-Examiner, 108
Main Screen, 111
Miscellaneous Options
Purging Saved Data, 130
Reference Database Options
configuring, iA-Examiner, 127
configuring, iA-Examiner, 119
Monochrome BorderGuard
Regula SDK
problem solving, 177
installing, 40
MRZ
Regula software
machine-readable zone, 11
uninstalling, 40
MRZ Data Format Settings
related documents, iii
revision history, iii
Saving Based on Test Results
configuring, iA-DataPort, 143
Networked Database
iA-Examiner, 91
setting-up, 91
iA-Administrator, 78
Non-English Version of Windows
Saving Images and logs, setting options
configuring, 27
configuring for Monochrome BorderGuard, 156
Normal Logon
iA-Administrator, 75
scanned-document types and groups, 56
Scanner
iA-Administrator, 70
OMNIKEY applet, 30
Index
installing for Monochrome BorderGuard, 160
Scanning a Magstripe or Bar Code Produces an
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187
Error, 178
Scanning Produces an Error or Unexpected
Behavior, 179
Scanning Produces Unexpected Behavior, 174
Selectable Display Fields, 115
Send Data
iA-DataPort, 134
Sending Data through a Serial Port
iA-DataPort, 134
Sending Data through a Virtual Port
System Configuration Page 1: Saving Data, 87
System Configuration Page 2: Tests, 93
System Configuration Page 3: Document
Processing
iA-Examiner, 98
System Configuration Page 3: Verification
Databases, 102
System Configuration Page 4: Custom ID Type,
105
System Configuration Page 4: Data Entry
iA-Examiner, 103
iA-DataPort, 135
Sending Data to a Program
iA-DataPort, 134
serial reader
install, 52
with a USB connection, 53
Settings
configuring, iA-DataPort, 139
Signals and Alerts
iA-Administrator, 69
Smart Card Options, 116
configuring, iA-Examiner, 116
smart card reader, 11
Smart Card Reader
testing, 30
Smart Card Reader Errors, 171
smart chip, 11
smart-card reader, 12
Smart-Card Unit
configuring, 27
Software
iA-Administrator, 72
running for the first time, 29
Starting Up
Monochrome BorderGuard, 156
Startup
iA-Administrator, 70
Startup Settings
configuring, iA-DataPort, 147
System Configuration Page 4: Debugging, 107
System Configuration Page 4: Processing
Unidentified Documents, 108
System Configuration Page 4: Static Database
Information, 106
System Configuration Page 4: System
Directories, 110
System Configuration Page 5: Bar Code and
Magnetic Stripe Options, 118
System Configuration Page 5: Display Options,
111
System Configuration Page 5: Reference
Database Options, 119
System Configuration Page 5: Smart Card
Options, 116
System Configuration Page 6: Credit Card
Options, 123
System Configuration Page 6: Disallowed Test
Overrides, 121
System Configuration Page 6: Fail Tests on
Indeterminate, 122
System Configuration Page 6: Suppressed Test
Results, 120
System
Configuration
Page
7:
Data
Transmission Options, 124
System Configuration Page 7: iA-Examiner Doc
Log Options, 125
System Configuration Page 7: Other Options,
127
System Configuration Screens
iA-Examiner, 82
Static Database Information
configuring, iA-Examiner, 106
System Directories
configuring, iA-Examiner, 110
Supported operating systems
for Color BorderGuard units, 19
System Configuration Page 1: Peripherals, 83
System Configuration Page 1: Printing, 85
188
System Management: Back Up Saved Data, 132
System Requirements
ID-Guard/J1000, 38
PUB-00052-B-00
Index
Monochrome BorderGuard, 150
Users
Taskbar and Display Properties
ID-Guard/J1000, 46
Monochrome BorderGuard, 157
Monochrome BorderGuard, 151
Temporary Images and Logs
Verification Databases
iA-Administrator, 80
Test Override Options
configuring, iA-Examiner, 102
Viewing Captured Data
configuring, iA-Examiner, 121
Test Suppression
iA-DataPort, 138
Windows 7
configuring, iA-Examiner, 120
Tests
supported, 19
Windows Vista
configuring, iA-Examiner, 93
TextWatch
supported, 19
Windows XP
defined, 11
supported, 19
USB Device Errors, 164, 170
Index
PUB-00052-B-00
189

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