D-Tech Self Service Configuration

Software User Manual

Software Version 4 - Released 18.04.2009

Document: 0111
Classification: Customer
Author: Marvin Crisp
Last Saved 24.03.2010

D-Tech International Limited

Address: Building 136 Bentwaters Parks, Rendlesham, Woodbridge, Suffolk, IP12 2TW
Phone: +44 (0) 1394 420077
Fax: +44 (0) 1394 420086
Email: support@d-techdirect.com
Web: www.d-techdirect.com
Document History

Date Version Changes Responsible

18/04/2009 1.0 Reconstruction Marvin Crisp

23/12/2009 1.1 Review and release Marvin Crisp

24/03/2010 1.2 Updated and release Marvin Crisp

Registered Office: D-Tech International Ltd Building 136 Bentwaters Parks Rendlesham Woodbridge Suffolk IP12 2TW
Registration Number: 4436097 VAT Number: GB 796 1924 81
Table of Content

D-Tech RFID Self Service Configuration Manual:

Software Manual only

Document History

Table of Content

Documentation Overview
• Scope of the Document

Introduction
• Main Features

User Interface and Setup of Software

• Starting software in Admin Mode
• Configuration of self check setup (LMS and system construction)

Configuration:
• Screens GUI
• Languages
• Constants

Viewing
• Item Statistics
• Cash Statistics

Setting up the admin software on a staff PC

Registered Office: D-Tech International Ltd Building 136 Bentwaters Parks Rendlesham Woodbridge Suffolk IP12 2TW
Registration Number: 4436097 VAT Number: GB 796 1924 81
Documentation Overview
Scope of the Document

This document covers configuration of the self service software for the end user of the D-Tech
RFID self service kiosk range. The manual covers the setup of the software from the connection to
the LMS to the setup and configuration of all colours, text, fonts, sizes and images. If you are
unsure of the LMS connections please contact your LMS or D-Tech for advice.

As the software is running on different models of the Self Service Machines the hardware
description is not included. This document only includes software configuration together with the
staff user instructions.

If you are not sure how or what you are changing please contact your IT department or
contact D-Tech helpdesk

Introduction
Remote Admin Tool software application

Main Features

Easy to use
Remote access to all machines from one PC or local self-service machine
Change one machine or all machines
All screens customisable
Font
Image
Sound
Colour
Text
Logos
Viewing of Statistics and Cash statistical information.

User Interface and Setup of Software

The remote admin software is the same software used for the self service machines. Please follow
the instructions below to start the software in admin mode

Using the admin application on the self service machine:

Start the self-service software

Press the Issue button (may be named Issue – Account – Renew)
Scan your admin card like you would a normal user card
Select confirm on the admin promote as shown above

Registered Office: D-Tech International Ltd Building 136 Bentwaters Parks Rendlesham Woodbridge Suffolk IP12 2TW
Registration Number: 4436097 VAT Number: GB 796 1924 81
Once you have selected confirm, the system will display the following screen

You will notice the scroll bar on the right hand side, scroll down for more options.

This screen allows you to setup the self-check default configuration. The following can be set.
Once you have selected your option you need to click update. The following screen will be shown.
If you wish to change all machines select Global, if you wish to only change one machine select
your machine from the drop down menu, select this option first then make the changes. Then click
update

Registered Office: D-Tech International Ltd Building 136 Bentwaters Parks Rendlesham Woodbridge Suffolk IP12 2TW
Registration Number: 4436097 VAT Number: GB 796 1924 81
Global

Admin Mode = if this is ticked, all items that are set to invisible will be seen and be indicated by a
red cross. (In normal mode items with the red cross will not be visible).

Friendly Name = this is the name of the machine (default is the created date) you can change this
with your own name.

Selected Tab = selects the default screen after scanning your user card

Debit returned as a positive value = tick if LMS uses a positive value for payments.

Max Account Debit = max amount allowed on account before software blocks the user

Max Account Credit = min amount allowed by LMS. If no credit is allowed set this to 0, this will
then not allow over payments

Currency Symbol = local currency symbol

Currency Type = local currency type

Pin Keyboard type = select keyboard type or no pin needed

Synchronisation Interval = amount of time between updates on self service machines from
central SQL database (default setting 300)

Card Scanning Timeout = timeout for login screen when scanning user card

LMS Connection Check Interval = time set in between connection check, SIP2 LMS status
check. Used for offline and system connections (default 300)

Screen Idle Timeout = default timeout for all screens (default 120)

Auto Offline Mode = if ticked Offline mode is active

RFID Mode = select OFF if in EM mode, select ON in RFID mode and select AUTO if in Hybrid
mode.

User Card Prefix = first digit on the user card. (filter option)

Media Item Prefix = first digit on items (filter option)

CH, CK, CL Fields = these fields are for sorting items into different locations when items have
been returned. The information needed to input in these fields would be from the LMS, please
contact your LMS or D-Tech for more information. This is not part of the alert status on the SIP2
return response.

Default Week Starting for Cash Report = set to day of the week you wish the weekly cash report
to start from.

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Registration Number: 4436097 VAT Number: GB 796 1924 81
Design

Background Colour = setting of the background colour for self service. This is the colour behind
the pop-ups and admin screens

Background Image = setting to background image, this is the image you see behind the self
service screens.

General Failure Screen = system failure screen that will be displayed, can be edited.

Family Font = font used throughout the self service software

Print ID Type = tick if you wish to display user NAME or ID

Display

Tick the options you wish to display to the user, we recommend you select Show Bins (Bin
information on returning of items). Once the options have been ticked click Update.

Print

The print options allow you to select an option to print a receipt at different points of the
transaction, these can be forced or the user can just press the receipt button. The option End
session after printed will finish the transaction if the receipt print button is press as well as the
finished button. If this is not ticked then the receipt button will print the receipt but will not finish the
session.

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Registration Number: 4436097 VAT Number: GB 796 1924 81
LMS

The above configuration is for the LMS connection via SIP2. The details of the connection should
be given to you by the LMS. If you are unsure what settings should be added to this section,
please call the D-Tech helpdesk for advice.

Note: Do not change these settings unless instructed to by you IT department or by the D-
Tech support team.

III Payments

This section is only used for Triple III web based payment systems.
Tick enable III payments and fill in the correct details, these will be given by the LMS supplier
(Triple III)

Coins Accepted

This section will only be visible if you have the coin selector installed. Once installed each coin is
displayed. To disable a coin you do not want to accept just un-tick the box next to the coin and
click update.

Configuration:

This next session will guide you through the configuration of the screens on the self service
machine. This will include the following:
• Colour
• Text
• Font
• Image
• Sound
• Function

Registered Office: D-Tech International Ltd Building 136 Bentwaters Parks Rendlesham Woodbridge Suffolk IP12 2TW
Registration Number: 4436097 VAT Number: GB 796 1924 81
Screens GUI

To display the self-service screens in admin mode click on logout from the remote admin screen.
You will then notice the “hide mouse button” on the top right hand corner. This allows the mouse
curser to be visible. If you click or press this button the system will remove the mouse curser and
exit admin mode. You will need to rescan the admin card and then confirm and logout again. Once
in this mode all GUI settings can be changed.

To change text on the visible screen shown, right click on the text you would like to change. The
following screen will be shown.

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We have right clicked the text at the top of the screen. You will see the text that is already
displayed on the self-service machine and all the settings you can change. This is common for all
changes on all the screens for images and boxes and texts.

Apply To = select the machine name you wish to change the text on or set to global. This will
change all machines on the network.

Language = select the language you wish to change the text

Visible = makes text visible or invisible.

Font Size = Font size of text shown

Foreground = colour of text

Image = select image instead of text

Audio = add audio to text (to remove audio click Remove only)

Multilane Text = text displayed

Weight = Drop down menu for text format

Horz Alignment = text alignment

Vertical Alignment = text alignment

After changing a setting you must click update and then save/sync. To change more then one item,
click on all the updates and then save/sync.

Registered Office: D-Tech International Ltd Building 136 Bentwaters Parks Rendlesham Woodbridge Suffolk IP12 2TW
Registration Number: 4436097 VAT Number: GB 796 1924 81
Below is a sample of a configuration change in screen shots

Unchanged default screen Changing the “item” text and position

Changing the colour of the text box Changing the button text

You can see the format is the same for all changes on all screens. All items can be changed on
each screen in this way.

Below is a configuration change on the information grid. We are going to remove the Fee column
and change the colour of the grid.

Right click on the grid

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Registration Number: 4436097 VAT Number: GB 796 1924 81
The screen below is the grid information edit screen

We will change the Header Background colour to yellow and also remove the Fee column.

Click on Header background and pick a new colour. Remember to click the update box on the
admin screen

In column headings unclick the tick in the visible box on column 5 (Fee). You will notice the fee
column becomes grey. Extend the Borrowed until box to the right until you fill the place where the
Fee column was located. Remember to click the update box then save/sync.

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Below is the borrow screen with the changes made, you will notice three red crosses on the
buttons – Return – Pay – Reservations – This is because we have made them invisible. Once you
have clicked the hide mouse pointer button on the screen the buttons will disappear. To make the
buttons visible again you will need to start in admin mode and logout. Please remember to tick the
admin mode box in the self-check setup screen.

Languages

To add a new language you need to click on languages on the admin setup screen

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Then click on add language

Pick the language you require. You will also have to

give it a friendly name. Then click add language

The new language will then be added, However

this only adds it to the system as a format not a
completed language screen.

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Registration Number: 4436097 VAT Number: GB 796 1924 81
Click logout and then click languages, you will see an extra button has been added. You will need
to add the flag and text. Follow the same format to edit as before.

Once you have edited the button, click on this language. This will now be in the Arabic language
screens. You will need to fill in all the screens with Arabic text. This may have been done by D-
Tech if requested. However if not then D-Tech can add text but there is a cost. To edit text use the
same format as before.

Constants

Constants are the defaults text for pop-up massages, printer text and data that is displayed for the
user connected to the LMS information. This data would not be displayed unless a transaction was
completed; therefore any text that cannot be edited via a right click in admin mode will be located
in the constants and can be edited. We can also add text in constants, this means if you have a
message from the LMS displaying on the self service software (this item cannot be borrowed
because its is from another library) we can replace this with your own text, “Please see a member
of staff”

You can also change the other constants if you wish. These are Global changes and will effect all
machines.

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Registration Number: 4436097 VAT Number: GB 796 1924 81
Text that can be edited to your own message

Text that can be added (must be exactly the same as the text message from the LMS you wish to
change) and then substituted for your own message

Input message New message

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Registration Number: 4436097 VAT Number: GB 796 1924 81
Viewing Statistics

To view the statistics of a machine scan your admin card, in the self check setup screen click
Statistics. At the top of this screen you will need to choose the workstation you want to view. Once
you have the correct machine displayed you can also display a daily, weekly or yearly record, you
can also filter the start date and end date. The data can also be export in a CSV format file. To
export the file click export and follow the instructions.

Cash Statistics

To view the cash statistics click on Cash in

the Self Check setup menu.

This information can be printed when the

cash box is empted. The total cash reading
cannot be re-set. The week to date total start
date can be changed in the self-check setup
menu. The withdrawal figure will be re-set
after the print button is pressed.

Registered Office: D-Tech International Ltd Building 136 Bentwaters Parks Rendlesham Woodbridge Suffolk IP12 2TW
Registration Number: 4436097 VAT Number: GB 796 1924 81
Setting up the Admin Software on a Staff PC

This setup should be completed by the library IT department or D-Tech staff only. The
software should have already been installed on the PC and a license installed by D-Tech.

Go to the following folder

C:\Program Files\D-Tech\SelfCheck

Open the file (D.Tech.SelfCheck.FormApplication.exe) with notepad. The file is the CONFIG File
approx 3KB

You should see the following information

We will need to change some settings to

allow the admin software to start up without
the need of the admin card.

Please follow the instructions below, if you

are unsure please contact the D-Tech
helpdesk

Change the value from false to true in the following

<add key=”StartInAdminMode” value= “true” />

Registered Office: D-Tech International Ltd Building 136 Bentwaters Parks Rendlesham Woodbridge Suffolk IP12 2TW
Registration Number: 4436097 VAT Number: GB 796 1924 81