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BadgePass Client User Manual 4_0_3

1. Visit Purpose Visitor Type Visit Purpose Form Printer Tracking Use Server Setting Use Server Setting Visit Use Server Setting Use Server Setting Use Default Printer Allow User Selection Use Server Setting Tracey T322 M5 t522Rich Send To OneNote 2007 Microsoft XPS Document Writer Fax DYMO LabelWriter 400 The Printer drop down menu contains three built in options as well as an item for each printer found on the local computer Use Default Printer This option will cause the badge to be printed to the local computer s default printer Allow User Selection This option will cause a drop down menu to appear allowing the user to select which printer to use Use Server Settings This option will cause the global settings to be used This is the default setting Clear Print Queue Just as its name implies this option clears the printer queue Currently however this feature works ONLY with the DIS printer Imaging BadgePass Client gives users the ability to capture images in both Visitor Manager and Identity Manager through several different methods Image Capture Click the Imaging submenu and then select Image Capture This will open the mage Settings window where the image device and settings can be selected a 7 X Photo Photo 2 Image Source Load Image From File Twain O DirectShow BadgePass Camera Signature Capture D ID PIX Devices Show U
2. lt br gt lt a href somepage php target body gt Info Page lt a gt lt br gt Thank you for visiting our web site lt br gt lt a href contact html target body gt Contact Us lt a gt lt center gt lt body gt In the event all of the screens have the same title of Online Registration Screen you can specify HTML code from the page In order to look at the HTML for a particular page in most cases simply right click on the browser window and choose View Source This will vary from browser to browser Text Capture Recognition To use the Text Capture Recognition select Text Capture from the Recognition Type drop down list The Screen Recognition section will now look like the image below screen Recognition Recognition Type Text Capture 7 Text Dimensions o m a Drag this crosshair over text Compare Text E Use Component Dimensions Use Title to Find Active Window Begin by left clicking the crosshair icon without releasing and dragging it to the form that you will be filling out Now place the crosshair icon over the form s text that you would like to match and release the left mouse button The Jext textbox should now be filled with the text you would like to match as well as the Title textbox should now be filled with the form s title bar text If you would like to match the text of the item then select the Compare Text checkbox To match the dimensions of the item at that location on t
3. your server name reports Plugin Manager The Plugin Center is used to run third party executables based on a trigger or stimulus from a custom button Refer to Appendix A of this manual for the NSOPR setup Click Add to add a plug in the following screen will appear fn Select Plug in Type O National Sex Offender Public Website O ID Verification O aptiQmobile Custom build the plug in s settings On the Select Plug in Type window you will be presented with four options National Sex Offender Public Website ID Verification aptiQmobile and Custom build the plug in s settings If you select National Sex Offender Public Website and click Next you will see the following screen Here you can specify the Execution Setup for the plugin to either Execute plug in from Visitor Manager or Execute plug in from Identity Manager f you choose to execute from Visitor Manager the drop down list will populate with a few choices of when the event is executed See the image below for the entire list Occurs when a visitor is created Occurs when a visitor is checked in Occurs when a visitor is checked out Occurs when a visitor is denied access ee If you select Execute plug in from Identity Manager then the values in the first drop down list will change and a second drop down list will appear The second drop downlist is used to specify which entity in Identity Manager this particular event will
4. BadgcPass Secure Identity Solutions Visitor Manager Identity Manager Time Manager Client User Manual www badgepass co Table of Contents 1 Context Menu a Settings i Help Options 1 About 2 Manual 3 Get Latest Settings from BadgePass Server li Startup Options iii Reporting iv Plugin Manager v Screen Push Setup 1 Special Functions a Capitalize First Letter Lower case All Remove Replace Tab Character Count or Less Truncate Left Truncate Right Sub string i Upper case All 2 Modifiers 3 Recognition Types a litle Bar b Screen Scrape c Internet Explorer d Text Capture e Windows Controls vi Client Behavior Setup 1 Populate Screen 2 Set Default Entity vii Client Settings b Printing i VM Badge Printing 1 Auto Print Badge 2 Preferences a Form b Printer ii Clear Print Queue c Imaging sa 7oQ00 i Image Capture li OCR d Readers i Auto Check Out Reader li Smart Card Reader lil Card Reader 1 IDG 250 Barcode Setup 2 General Operating Instructions a Launching BadgePass Client Starting BadgePass Visitor Manager Searching and Adding a Visitor Defining a Visit Comments and Finishing the Visit f Viewing Visitor Status and Visit History 3 Visitor Tasks on Home Tab a Printing a Badge b Onsite List c Reports 4 Options Tab a Custom Card Setup b Interfaces 5 Visitor Info Tab a Approved Visitors b Visitor Informa
5. If you click on a mapped field you will see a balloon that will show you the Block Row Column location and the field Length Delete This will delete the highlighted field under Mapped Fields Now you MUST set up a rule so the program will be able to distinguish this card from any other card To create a rule Highlight a section of data that will ALWAYS be the same and unique for this particular card Right click and choose Map Rule a Define Card Type Block Delimiters wu Block 1 Row Delimite B Os Map Field Block 2 Row Delimite Block Delimiter Row 1 00 Block Split Block 3 Row Delimiter Row Delimiter Row 1 003 Block 4 Row Delimiter Rwa S Block 5 Rule O E Mapping Rule Data Column Condition Variant Verify that the information is correct and click OK To see your changes you can restart the client or right click in the context menu then go to Settings gt Help gt Advanced and select Get Latest Settings from BadgePass Server Interfaces The nterfaces feature of BadgePass Visitor Manager allows the user to specify the layout of various user interfaces found within the application Currently the Onsite List is the only interface that can be customized this way By clicking the Interfaces button the user is presented with the following window Header Value Item Visitor Full Name Last First Middle Name Action Date Time Check In Time Badg
6. Oo 6O aH ane s New Search Clear Print Print Read First Previous Next Last All Card Entity Data Card Actions Entity Navigation Employee Visitor Person 1 Type Person 2 Type Person 3 Type First Name Middle Name Last Name ID Number 7E Gender Male Female Birth Date Type Administrator Badge Preview Badge Preview oc f fea Card Information Technology Badge Number Actions Pin Number This action will Confirm automatically deactivate the existing Epic Exp Date card Security Groups Username Password Confirm Images CELD In this section on the Identity Manager screen the user will get a live preview of what a printed badge and or card would look like for any particular entity These badge previews will vary depending on how the printing rules have been designated with the Printing Rules area found within the BadgePass Management Console Entity Information The Identity Manager screen contains the fields that were selected in the BadgePass Management Console gt Clients gt Identity Manager gt Forms Layouts Refer to the BadgePass Management Console User Manual for details on selecting fields for the Identity Manager The Active checkbox determines if the entity is set to Active in the BadgePass system If you set the entity to not active then the entity will be disabled as well as the entity s card if one exists Example The form layout in the management console woul
7. Parity Data Bits and Stop Bits When you have finished with the reader settings you can test the reader by clicking on the Start Test button Scan the badge You should see the data from the barcode in the text box If no data is displayed or the data Is incorrect then click Stop Test adjust the reader settings and repeat the test The Features section allows you to specify what Visitor Manager does when the badge is scanned The Auto Visitor Search option will search for the visitor and pull up their record in the Visitor Manager Window The Auto Visitor Check Out will automatically check out the visitor without displaying the visitor s record When you have finished setting the Badge Reader Settings click the OK button to close the Badge Reader Setup window and return to the Visitor Manager Smart Card Reader Under the Reader submenu click the Smart Card Reader item A Smart Card reader can be used to read card numbers to assign to an entity in Identity Manager or it can be used by Time Manager users to clock in and out In the Smart Card Reader Choice window select the Prox MOCA reader that will be used for reading card information into the card area in Identity Manager and in Time Agent The same reader can be used for both functions or you can assign 2 different readers can Smart Card Reader Choice Primary Readers x Time Agent Readers v Canca Card Reader BadgePass Client uses a serial reader to collec
8. when removing that qualification from the entity it will not be added back to the list of available qualifications Campus Mapping By default this section is not visible within any of the entity tabs Just like many of the other sections it can be added to the entity s form layout in the BadgePass Management Console at Clients gt Identity Manager gt Form Layouts This new feature allows the user to now specify the campus or campuses that a particular entity can be associated with By specifying a campus for a particular entity that entity will only be visible in Visitor Mangers that have been given install locations that are on the same campus or campuses that have been added To add a campus or campuses simply click the Add button At this point you will be presented with the Add Campus window that will have a list of all campuses in a drop down list If you need to add more than one campus you will have to do so one at a time Time Manager By default this section is not visible within any of the entity tabs Just like many of the other sections it can be added to the entity s form layout in the BadgePass Management Console at Console at Clients gt Identity Manager gt Form Layouts To designate this entity as a Manager Time Editor or Payroll Administrator click the corresponding check box To set a manager for the entity click the search button next to the manager text box On the Entity Search window
9. Last Name Field Value McDaniel Result mcdaniel Remove This function removes each instance of the function parameter from the field value See the example below Parameter 1 a Field Value banana Result bnn Replace This function takes every instance of the first parameter and replaces it with second parameter See the example below Field State Field Value Mississippi Parameter 1 i Parameter 2 a Result Massassappa Tab Character Count or Less This function outputs a TAB keystroke if the field value length is less than the first parameter value See the example below Field Last Name Field Value Bond Parameter 1 3 Result No TAB outputted Truncate Left This function removes the first P1 Parameter 1 characters of the field value See the example below Parameter 1 2 Field Value apple Result ple Truncate Right This function removes the last P1 Parameter 1 characters of the field value See the example below Parameter 1 2 Field Value apples Result appl Sub String This function returns a smaller portion of a particular string This is based upon the Start Index parameter 1 and the Length parameter 2 See the example below Field First Name Field Value Jonathan Parameter 1 2 Parameter 2 3 Result nat Upper case All This function causes all characters to output in upper case See the example below Field State Field Value Massachusetts Result MASSACHUSETTS Mo
10. i Gan Onsite List f Tf esm Visitors Name Check In Time Contact Type Contact Name QP Current Location Check Out Print Badge Other Name Type Check In Time Check In Source Current Location Close To move an item up in the list simply reverse the steps listed above NOTE If an item cannot be moved up or down the list the respective arrow button will be disabled If you would like to add a new item to either one of the lists simply click the respective Add button below that list The following is an example of adding an item to the visitor list After pressing the Add button the user is presented with the following window Then choose your desired property from the drop down list In the image below we have chosen Campus Location Name Campus Location ID Campus Name Visit Type ID BadgePass Entity Type Value Visit Action Type ID Visit Type Value Action Date Time CluickPass Number Entity Tracking Visitors Current Location _ Campus Location Name Low AL ML hI Ml Next enter a value for the header and the column width Campus Location Name Location Name Then once you are satisfied with your choices click the OK button At this point you will see the newly added item at the end of your list OnSite List Item Visitor Full Name Last First Middle Name Action Date Time Check In Time Header Value BadgePass Entity T
11. to browse run and view the available reports The first screen will have a link to view BadgePass Reports Report Manager Windows Internet Explorer OG we de Report Manager SQL Server Reporting Services Home Qi New Folder New Data Source Upload File 3 Data Sources I BadgePass Reports The next screen will show a list of all available reports Report Manager Windows Internet Explorer 0L w Report Manager SQL Server Reporting Services Home gt BadgePass Reports pntents C New Folder o gt New Data Source J Upload File ES Visits By Date Range Click on the report you want to run and view The following is an example of the Visits By Date Range report Depending on what version of SQL Reports Server you are running you can export the reports in various formats including Excel and PDF Wh GE BReport Manager SQL Server Reporting Services Home gt 4 i gt 3 Visits By Date Range B End Oste 7 17 2008 Br 100 Find f Select a format Se t 3 Vist Date amp Time Campus Vien Purpose Acton Taken Contact Type Contaci Jul 7 2008 3 54 mM Main Campus Meet with Teacher Check in Erpicyee Foster James Jul 3 20068 9 50PM Main Campus Meet with Tescher Check hy Emgicyee Foster James Jul 32006 9 51PM Main Campus Meet with Teacher Check Out Emgioyes Foster James Jul 3 2008 9 30PM Main Campus Meet with Teacher Check in
12. type in a last and or first name and hit search or enter This will search for all entity types employee person etc and perform a like search So a search with J in the lastname field will return all entities of any type whose lastname starts with J gam Entity Search Entity Type ID Number Gender jones bill Employee 9393938 Vale jones will Employee 399393 Wale jones will Employee 11001332 Wale JoeD Jane Visitor 1230 J081 Jane Visitor Tri J01 Jane Visitor 1111 Joel Jane Visitor 1231 Inen ane Wicitnar 19700 If you need to remove the manager for an entity then hit the clear button All of these settings will not take effect until the Save button is clicked for the entity in the Identity Manager Ribbon menu Payroll By default this section is not visible within any of the entity tabs Just like many of the other sections it can be added to the entity s form layout in the BadgePass Management Console at Console at Clients gt Identity Manager gt Form Layouts This allows you to assign a payroll code to an entity Payroll Code Payroll 100 Ribbon Buttons All the ribbon buttons will act the same for all the entity tabs in the Identity Manager Entity Data Buttons EAA BD New Save Search Clear E ntity Data New Button The New button clears all of the fields on the currently selected tab and allows for a new entity to be created Save Button The Save button saves th
13. 123456 Actions Pin Number NewCard Active This action will Confirm automatically deactivate the existing Epic Exp Date 07 12 2011 card _ Inactive Security This section allows for the creation of the associated entity s username and password as well as the assignment of group membership Group membership determines the permissions for the associated entity s card and username Permissions for the group are assigned in the BadgePass Management Console The Username is based on the contingencies set up in the Management Console gt Clients gt Identity Manager gt Username Generation To generate a username click on the Generate button If you have not enabled automatic username generation then the Generate button will not be visible and you will be required to enter one manually Administrator new_emp001 Images This section is where you take the entity s picture Click on the Capture link and the image acquisition method that was set up in the Imaging section of the context menu will appear Example If you selected file input method then the windows explorer tree will open If you selected the BadgePass Camera then its capture screen will appear After taking or selecting the image the image crop box will appear Size the crop box to the image size you want Also you can double click in the area of the image where you want to center the crop box and the crop box will jump to that section Noti
14. Clock Out to be fired Time Management Console Open the Time Management Console by clicking on the Time Management Console menu item in the BadgePass Client system tray menu In order for the Time Management Console to be available you must check the option for it in the installer BadgePass Server or Client In addition you must have assigned permission to the logged on user s group from within the Management Console Te pe me ery See ne meee eres ee he checkbox at the top right of the day and then Settings Printing ed you canno it should set i cted time card Imaging gt Readers Visitor Manager 100 Identity Manager Time Management Console Exit me we Ka tt a qaa iq 3 rw To search for time data set a start date and an end date for the range of time to search for After you set the second value it will perform a search and list all of the people who clocked in or out during that data range To see the detailed view of their Time Card double click on the person on the left The data on the right in the time card is divided into dates Each date then has items that are paired clock in and outs If there is missing information it will be highlighted in red This would most likely occur if someone forgot to check out at the end of their shift then checked in again at the beginning of the next shift missing check out The system adds the missing check out for you however you will h
15. Employee Foster James Close the report window to return to Visitor Manager Options Custom Card Setup fam BadgePass Visitor rManager ra o i h Home Visitor Info Options pE Custom Interfaces Card BadgePass allows you to set up Custom Cards to use with the system To create a custom card click on the Custom Card button on the Options tab In the Define Card Type form type in a name for the custom card type and the swipe a card EE n g Define Cord Tre a Name Test Card Raw Data TC001 002 003 004 005 006 007 008 009 JD1 DOE JOHN Description Test Card Data Format Mapped Fields Block Splits Block Delimiter In order to be able to set up fields we must first parse the card data into Blocks and Rows Block Splits Delimiter values used to separate Blocks Block Delimiter A way to group data into logical sections Blocks base on a delimiter value e Define Cord ype a re Test Card Raw Data TC001 002 003 004 005 006 007 008 009 JD1 DOE JOHN Data Format Mapped Fields Block Splits Block Delimiters RowDelimite Rowt Ptcot 2 28 60 OCOS CNSNOOWWOWOOOOOOOUU Block 2 Row Delimiter Row 1 002 Block 3 Row Delimiter Rw iboa Block 4 Row Delimiter Row 1 1004 Block Delimiters and Row Delimiters can be entered as ASCII values or as Hexadecimal values Ex 0x1D Now that the
16. Path Visitor LastName autoAccept True Then select the trigger that will cause the plug in to execute O Occurs when a visitor is created Occurs when a visitor is checked in Occurs when a visitor is checked out Occurs when a visitor is denied access If you select the Execute the plugin and wait for it to finish executing option then the Visitor Manager will not proceed until the process for the plug in terminates Screen Push Setup fen ScreenPush Configuration Manager S f Settings an Output Lead Char 7 Dil Location New Popup y Sessio Setup Setup File Popups Output Settings Emulator Profil Available Fields Card Type Output Fields Functions Auto Enter Auto Tab Tab Delay Sec o m Output Forma Normal Upper Lower Screen Recognition g Title B Exact Match Title Contains The Screen Push feature is designed to read data from any supported Driver s License Passport Military ID standard Credit Card or Custom Card into BadgePass Client and automatically populate your third party application Once setup properly the system will populate multiple screens with little to no user interaction To add a new profile click the New button The following window will appear E BadgePass Name Demo Project Enter the desired name for the profile and select the OK button Your profile will now appear in the Pr
17. Properties Acquirer ID Customer ID IDV SOAP Username IDV SOAP Password Cancel Once the credentials have been entered correctly you will be presented with the Execution Setup window There are two options here Execute plug in from Visitor Manger and Execute plug in from Identity Manager Make your selection and click Done Aa Execution Setup 3 Execute plug in from Visitor Manager Execute plug in from Identity Manager Cancel If you choose to aptiQmobile plugin type you will be presented with the Run Context window On this window there are two options Staging and Production The Staging option allows for the plugin to be triggered without actually sending the person s credentials to aptiQmobile However the Production option will send to the peron s credentials to apiQmobile for live purposes The next window is the aptiQmobile Card Format window This window indicates the type of cards your system uses so aptiQmobile can provided your mobile device the correct card format rian aptiQmobile Card Format 0 Please select the Card Format The next window is the aptiQmobile User Pin number window aptiQmobile requires a user s pin number to finish the process of loading the person s card onto the person s mobile device You can choose to have to provide a pin number everytime the plugin is triggered This will give each person an opportunity to create their own personal pin number Or you can c
18. Purposes section of the BadgePass Management Console see BadgePass Management Console User Manual section Visitor Manager gt Visit Purposes For example you have mapped the Visit Purpose Sales Meeting to the Visit Actions Check In and Check Out When you select the Visit Purpose Sales Meeting the Visit Action field is hidden This is because it can only be Check In or Check Out and since the visitor is currently checked out the value for Visit Action must be Check In Next a value must be entered for the Visiting field This is the person or place that the visitor is visiting or having contact with This will need to be a contact of the same type that is chosen in the Visit Contact Type field or the type that is mapped to the selected Visit Purpose if the Visit Contact Type field is hidden There are several ways to search for a contact for the Visiting field If you Know the name of the person then you can type it in the Visiting field and when you click on the arrow to open the drop down list it will automatically be listed Alternatively you can type the name of the person and hit the right arrow key to open the list of contacts If you are searching for the name of a person you must enter the name in the form of Last Name First Name You can also type any portion of the name as long as it is in the above format For example you can search for John Doe by typing Doe John or Doe or Doe J or D Please not
19. Readers Visitor Manager Identity Manager i Exit N Searching for and Adding a Visitor You can search for a visitor by swiping a valid driver s license military ID credit card or custom card that was previously set up from within the BadgePass Management Console see BadgePass Management Console User Manual section Card Management gt Card Types or from the Configuration tab of the Visitor Manager see Custom Card Setup Additionally you can open the Visitor Manager and type in the name and or ID number of the visitor you would like to search for To search using a card simply swipe the visitor s card If the visitor has already been added to the system you will see the BadgePass Visitor Manager with the information already filled in F An BadgePass Visitor Manager ii 5 Home Visitor Info Options G gt 3 Print Onsite Reports Badge List Search Define Visit Status CHECKED OUT Last Name Visit Teste Visi Purpose One Tester Test ee Pho First Name Visit Contact Type Gender Male Employee Birthdate 3 4 1905 ID 12345 Employee Type Type One l Date of Birth Edit Visitor You can also search for a visitor by typing the visitor s last name first name ID number and or birthdate and click Search Visitor Manager will use the provided criteria to search for the visitor among the existing visitors If you do not provide all three
20. ave to assign it a location and set the time before you can approve the time card 4 bd OOO E a 5 00AM cafeteria Clock In __ _ __ x zooan s owon As of 4 0 3 you can also assign a location from a different campus SS b Time Card proved Monday 11 10 2014 Add Time G __ 12 00AM Main Lobby aol an aa ie Oe RE TOTAL 0 00 00 00 00 RSS A ET OT ER 4 Main Campus 4 Main Location Main Lobby 4 Alt SEY If you need to add time to a day that is not listed on the time card click the add button at the bottom If you need to add a clock in out pair to a day that is already listed click the Add Time hyper link beside the day You can delete clock in out pairs by clicking the X button next to them You can delete a whole day by checking the checkbox at the top right of the day and then clicking the delete button at the bottom Any clock ins or outs that are added manually will not cause the Clock In or Clock Out event system event to fire Approval of a timecard is done by someone designated as a Manager Time Editor Payroll Administrator see above Once a time card is set to approved you cannot un approve it However if you add a new clock in out pair or time to a new day it should set itself to un approved The Approve button approves only the currently selected time card The Approve All button approves all of the timecards for every entity listed in the left side on t
21. be executed for Focvistor Occurs when an entity is created Occurs when an entity is saved Occurs when an entity is searched for Occurs when an entity is found Occurs when an entity is printed faa Execution Setup Execute plug in from Visitor Manager Execute plug in from Identity Manager Occurs when an entity is created v For Visitor For Employee For Politician For Musician For Celebri The next plug in type is ID Verification m cen Select Plug in Type D Custom build the plug in s settings Cancel Next gt gt By selecting D Verification and clicking the Next button you will be presented with the Run Context window On this window there are two options Staging and Production The Staging option allows for the verification to be performed for testing purposes However the Production option allows for verification to be performed for live purposes This type will be real and you will be billed accordingly Aa Run Context _ Staging For testing and setup purposes The result wil not be real but neither will you be billed _ Production J For live opersting purposes The results sre real and you will be billed Cancel Next After selecting the desired context type you will now be required to enter some credentials into the D Verification Properties window Upon entering your credentials click the Next button ja ID Verification
22. ce that the image viewer on the right pane will show you the cropped image As you move the crop box around the cropped image box will change with the movement Then click OK Qualifications By default this section Is not visible within any of the entity tabs Just like many of the other sections it can be added to the entity s form layout in the BadgePass Management Console at Clients gt Identity Manager gt Form Layouts Description The list on the left will display all of the currently available qualifications while the list on the left will display all of the currently selected qualifications for a specific entity Below is a screenshot showing an example of this Name Description A AMTPAR Tier 1 Air Medical Transport pa AMTPIL Tier 1 Air Medical Transport F AMTRN Tier 1 Air Medical Transport F APWDL Tier 1 Assistant Public Works APWDO Tier 1 Assistant Public Works ARFF Tier Airnort Firefinhter 7 4 m gt lt should be noted that as you add specific qualifications for an entity they will be removed from the list of available qualifications Likewise when you remove qualifications for an entity they will be added to the list of available qualifications Also if at any time the list of Epic Qualifications is re imported into the BadgePass Management Console the available qualifications will change In the event that this happens and you have an entity who has a qualification that is no longer in the system
23. cord set Time Manager This is anew module like Visitor Manager and Identity Manager that can be installed along with the BadgePass Client This is a time tracking module It will allow an entity of any type to Clock In and Clock Out with BadgePass Reports and Exports can then be generated to view the time card data You can also designate managers who have certain permissions to edit and approve the time cards of certain individuals This will be configured from within Identity Manger Each entity can now be assigned a payroll code a department and a manager Each entity can also be designated as a Manager a Time Editor or a Payroll Administrator A Manager can edit and approve time for anyone they manage A Time Editor can edit and approve time for anyone in their own department A Payroll Administrator can edit and approve time for anyone in the system Time Agent The Agent runs in the systray whenever BadgePass Client is running Clock ins and outs require the entity to have a valid smart card assigned to them To clock in or out an entity will read their card at a BadgePass Client that has a smartcard reader configured GAA BadgePass Time Agent o Clock in Clock Out hudson summer Friday March 15 2013 3 42 10 PM lt will display the current time and a button for Clock In and a button for Clock Out Click the correct button according to whether you want to clock in or out This will cause the event system Clock In or
24. criteria or no exact match was found for all criteria you will be presented with a list of all possible matches From this window you can choose the visitor you are looking for and click the OK button or you can add a new visitor if necessary by clicking the Add Visitor button l an Choose a Visitor gt gt gt ID Number Last Name First Name MI Gender Birth Date i Add Visitor i 12345 Tester Test Male 3 4 1905 If you provide only the last name you will be presented a list of all visitors with that last name If you provide a last name and first name you will be presented a list of all visitors that have the matching last name and first name If you provide a last name first name and ID number and Visitor Manager finds a visitor that matches all three criteria exactly then you will not be presented with the Choose Visitor window The matching visitor will automatically be selected and loaded into the Visitor Manager However if no exact match was found the Choose Visitor window will present you with a list of all the visitors that have a matching first and last name If no existing visitors were found the Add Visitor Info screen will appear If you swiped a card the form will be filled out with all relevant information from the card fan Add Visitor Info Visitor Information LastName Tester FirstName Test Middle Name Birth Date 01 01 1901 Visitor Phone Phone Number 12345 ID Number PEREA Ge
25. d an approved visitor click on the Approved Visitors button on the Visitor Info tab ID Number Birth Date Gender ID Number Birth Date Gender In the Visit Contacts section search for the contact to which you want to add an approved visitor Select that contact from the list ID Number Birth Date Gender Admin Admin al 1 1 1900 Male artadigadfag fdgafvs 15915919159 Male Name ID Number Birth Date Gender HALL RICHARD ALLEN 800000000 Male At this point you will see any approved visitors that already exist for the contact in the Approved Visitor section at the bottom of the window If the visitor that you want to set as approved is not in the list click the Add button ID Number Birth Date Gender In this window you will search for the visitor that you want to add When you have selected the correct visitor click the OK button to return to the Approved Visitor window You will now see that visitor is in the Approved Visitor list at the bottom of the window If you want to remove an approved visitor click the Remove button When you are finished adding approved visitors click the red X in the top right of the window to close the window and return to Visitor Manager Visitor Information Visitor Manager allows you to view and edit a visitor s information including addresses and phone numbers You can also add visitors from the Visitor Manager Click on the Visitor Information button on the Visitor Info tab ID Numb
26. d look like the image below for the screen shot above that shows the Employee tab as selected Form Layouts Entity Employee Left Column Right Column Entity_Card a Security Last_Name Entity_Photo Add Add Operator Prompt Required Read Only Card Information NOTE Both the Card Information and Security sections MUST be filled in before a card will work in the Access Control system They can be filled in by different users with different security level at different times but the card will not work until both sections are filled out This area allows for the creation of a card associated with the selected entity The Technology field contains the available technologies that have been set to be associated with the selected entity type in the BadgePass Management Console gt Access Control gt Card Options ex Prox Magnetic Stripe MOCA The Badge Number field contains the actual data on the card that is used to authenticate and authorize the associated entity in Access Control The Pin Number field contains a pin code that can be used in substitution or addition to the entity card Obviously the pin number can only be used if you have an input device that supports pin codes The Active and Inactive radio buttons determines whether the current card is active in the system The New Card button is to create a brand new card for the associated entity Card Information Technology MOCA Badge Number
27. data is in a more manageable form you can start mapping fields To map a field highlight the area in the row that you want to become a field right click and choose Map Field a Define Card Type a Name Test Card Raw Data TC001 002 003 004 005 006 007 008 009 JD1 DOE JOHN Description Test Card Data Format Mapped Fields Block Splits Block Delimiters Map Rule Block Delimiter Block Split Row Delimiter Row Delimiter Row 1 fo Block 5 Row Delimiter Rwifos Block 6 Row Delimiter Row 1 006 CountryCode 002 Column 1 Length 3 M All Column The starting point in the row to start extracting data Length The amount of characters starting at the column value defined prior to extract from the row All Checking this box will cause the whole row to be extracted regardless of the number of characters in the row m a Define Card Type p Block Splits Block Delimiters i You can also separate blocks into more rows by using a Row Delimiter Go To Button This will take you to the Block Row of the highlighted field under Mapped Fields a Define Card Type o S james Name Test Card Raw Data 7C001 002 003 004 005 006 007 008 009 JD1 DOE JOHN Description Test Card Data Format Mapped Fields i Block Delimiters i Row 1 oos Block 6 Row Delimiter Go To Delete Row 1 006 Rule Co ces
28. difiers The Modifiers function is mainly for use with single characters To apply a modifier to an output field simply right click on the desired field in the Output Fields list and select Modifiers See the image below Demo Project 4 Available Fields Prefix FirstName MiddleName Title Text Enrollment Demo Drag this crosshair onto your form i You can add keyboard modifiers such as Ctrl and Alt to the field This allows for you to simulate shortcuts such as Ctrl Alt F12 To add a keystroke or combination of keystrokes simply press the key s you desire to use Recognition Types Title Bar Recognition To use Title Bar Recognition select Title Bar in the Recognition Type list The section should look like the image below Screen Recognition Recognition Type Title Bar 7 Tite Text Enrollment Demo Exact Match oOo oOo Drag this crosshair onto your form Title Contains Then place the cursor over the crosshair in the bottom right corner of the section Left click the mouse and your normal cursor should be replaced with a crosshair Move the crosshair to the form that you wish to recognize and release the mouse button The Title Text textbox should then be filled with the title bar information Screen Scrape Recognition To use Screen Scrape Recognition select Screen Scrape from the Recognition Type drop down list The section should look like the image below screen R
29. e Active Directory search button in the Identity Manager Ribbon Last Active Directory External Search you will see a search window with first name and last name fields You can search by first or last and it performs a like search So J in the last name field will return all entities of every type whose last name starts with J Ba ny Seon E FirstName LastName UserName Brian Jackson bjackson Brian Jones bjones Summer jones sjones After you choose the active directory user that you want to link to in the search window it will fill out Identity Manager with the fields that were mapped in the Management Console When you click save it will save the new or modified entity along with the mapping to the selected Active Directory user You can still assign a badgepass user and group membership from the Security section in Identity Manager if that will be used in a different part of the system Appendices Appendix A
30. e BadgePass Entity Type Name Type e Action Date Time Check In Time e Action Source Name Check n Source The order in which the columns will appear in the Onsite List can be controlled by utilizing the Up and Down arrow buttons found adjacent to each list view See the example below Select the item you want to move in the list Header Value Visitor Full Name Last First Middle Name Action Date Time BadgePass Entity Type Value Check In Time Contact Type Contact Full Name First Middle Lasi Contact Name QuickPass Number Visitors Current Location QP Current Location Entity Name BadgePass Entity Type Name Action Date Time Header Value Name Type Check In Time Check In Source Current Location Next click the down arrow OnSite List Item Action Date Time BadgePass Entity Type Value QuickPass Number Visitors Current Location Campus Location Name d aaa En oaee Header Value Check In Time Visitor Full Name Last First Middle Name Contact Type Contact Full Name First Middle Lasi Contact Name QP Current Location Location Name Entity Name BadgePass Entity Type Name Action Date Time Action Source Name Location Name Header Value Name Type Check In Time Check In Source Current Location Now the Name item has been moved down in the list and will appear to the right of the Check In Time column in the Onsite List window
31. e information for the currently selected entity If the entity is a new entity that was initialized by clicking on the New button then save will create the entity with the specified information If the entity already existed and was obtained through a search then the save will replace the entity s old information with the current information Search Button The Search button allows for you to search for entities of the type of the currently selected tab Leaving all the fields blank and hitting search will return ALL the records in the database This could be very resource consuming if your database has a large number of records in it It could potentionally cause timeouts if there is too much data This is more common but not limited to when you have upper thousands and tens of thousands of records Clicking the Search button will bring up the search screen as shown below Aa Entity Search Criteria Oo m Last Name ID Number Type Is Active Card Number Security Group canei This screen allows for you to search by a single piece of criteria ex Last name or combination of criteria ex First Name Last Name ID Number The fields that show up here are determined in the management console Refer to the BadgePass Management Console User Manual for details on selecting search fields for the Identity Manager Also the searches that are performed are always wildcard searches For example if you searc
32. e that typing only a portion of the name will return all contacts that match those criteria So if you type Doe instead of Doe John you will get all contacts that have the last name of Doe Another way to search for the contact in the Visiting Field is to use the Visit Contact Search form You can access this form by clicking the button next to the lt Entity gt Field drop down list The lt Entity gt value will change depending on the visit contact type chosen in the prior step Location i If it is a person then you will see the Visit Contact Search form r can Visit Contact Search Contact Type Employee X Last Name First Name ID Number Birth Date Gender From this form you can choose the Contact Type that you are looking for and then click Search to search for all contacts of that type Alternatively you can type in the person s name and click Search to find only the one you are looking for Once you find the contact click the OK button This will put the contact you chose in the Visiting field in the Visitor Manager and it will also choose the corresponding type value in the Visit Contact Type field If it is a location then you will see the following form Gia Location Choice Window Lo Navigate through the location list with the keyboard and press the Enter key once you have selected the desired location or simply click on the desi
33. ePass Entity Type Value Contact Type Contact Full Name First Middle Lasi Contact Name This window is comprised of tabs that specify the specific windows that can be customized by the user Here we see the tab Onsite List The contents of this tab look very similar to the actual contents of the Onsite List such that it is split into two list views with the top being used for Visitors and the bottom for Other Entities Within the Onsite List tab the user is able to control the columns that will appear in the Onsite List window as well as control the name and width of each column Each list view is comprised of three columns Item Header Value and Width Item The tem column indicates the property whose value will be displayed in the Onsite List Header Value The Header Value column specifies the name given to the column being added edited deleted Width The Width column specifies how wide in pixels the column will be in the Onsite List window For the visitors list the following values get added by default whenever the BadgePass Client software is installed e Visitor Full Name First Middle Last Name e Action Date Time Check In Time e BadgePass Entity Type Value Contact Type e Contact Full Name Contact Name e QuickPass Number QP For the other entities list the following values get added by default whenever the BadgePassClient software is installed e Entity Name Name
34. ecognition Recognition Type Screen Scrape Session List Get Data Text Position Length Clear Next select the desired session from the Session List dropdown list The Session List is the range of session ids that might be used by the emulator Click the Get Data button The black area should then be populated with data from the presentation space of the emulator Next highlight a word that is unique in its placement in the presentation space Then right click the highlighted area and click Add Rule You should then see the rule in the table below the black area Repeat this process until you feel that this profile is completely unique from any other profiles that you have or might have Internet Explorer Recognition To use the Internet Explorer Recognition select the Internet Explorer Scraper option as your recognition type The section should then look like the image below Screen Recognition Recognition Type Internet Explorer Scraper hd HTML Text Contains rs Add Begin by typing the words or HTML that you want to match in the textbox titled HTML Text Contains For example Online Registration or you could use HTML tags such as lt a href Ssomepage php target body gt Here is an example of HTML for a website lt body gt lt img src picture jpg width 50 gt lt br gt lt center gt lt br gt lt div id attention gt Online Registration Screen lt div gt
35. enu and another menu will appear Here the behavior of BadgePass Client features can be manipulated Additionally the Reporting re director and Help selections can also be accessed here Help Options Click the Settings submenu the Help submenu and finally the About item to launch an information window for BadgePass Client About BadgePass Client i Aw il Warning This computer program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under the law This window shows the name of company you bought BadgePass from their phone number website address the serial number and the version of BadgePass Client that you are currently running Click the OK button to close the window Click on Manual to launch the manual for BadgePass Client Click on Advanced to see other advanced options including Get Latest Settings from BadgePass Server Get Latest Settings from BadgePass Server This will get the latest changes made to the BadgePass Server in the BadgePass Management Console When you make changes those changes are automatically sent out to all the BadgePass Clients However if you do not see the changes that you made in the Management Console reflected at the client then it is advised that you use this feature to assure t
36. er Birth Date Gender If no visitor is selected in the Visitor Manager the window will be blank However if there is a visitor selected in the Visitor Manager that visitor s information will be loaded in the Visit Information window pin Visitor Information RICHARD Name ID Number Birth Date Gender HALL RICHARD ALLEN 800000000 5 18 1965 Male Line 1 456 HUNTERS Drive In the Visitor section at the top of the window you can add a new visitor by clicking on the Add button Fill out the Add Visitor form and click OK to add the visitor When you return to the Visit Information window the newly added visitor will be selected To edit an existing visitor click the Edit button This will display the same window as above but the visitor s information will be loaded and you will be able to edit any details necessary You can also delete a visitor from the Visit Information window by clicking the Delete button The bottom section of the Visit Information window lists the Addresses and Phone Numbers for the selected visitor You can follow the same process listed above to add edit or delete the visitor s addresses and phone numbers Fill out the form above to add or edit a visitor s address Please specify if this address is the primary address for the visitor by checking the Primary Address checkbox at the bottom gm Add Visitor Phone Prone Number Extension Phone Type Home Primary Phone Canee
37. es LastName Department Image Types DNumber b gt CustomData Address Types SSN 4 Field Groups Phone Types Gender Entity_Card States Provinces BirthDate Security Campuses Type Address ochedules i Arive sie Registration Se a eta ntity_Photo Say Card_Preview BadgePass Agent tlle Epic_Qualifications gt Bil Badge Management aaa Campus_Mapping E e Email_Address a a Pee ID_Verification solo ID_Verification_ Simple Time_Manager Jsemame Generation F b ining Rules 4 Visitor Manager If you choose to custom build the plugin then you will see the following screen after clicking the Next button Browse to the location of the executable If you have arguments you need to pass along to the plug in you can add them to the Arguments box Click Add First_Name MisitorinfoPluginEvaluator Path Visitor FirstName Middle Name First Name Entity Name Entity Type ID Entity ID Entity Class Location ID ID Number Name Last First Middle ID Name Last First Middle There will be a list of available fields in the left window or you can manually type a value in the right pane The example shown above is adding the first name to the plug in as an argument Next specify which module the plug in will be executed from C Users dsmith DGROUP Desktop Desktop Items De Brow IDGCode IDGCode First_Name VisitorinfoPluginEvaluator Path Visitor FirstName Last_Name VisitorInfoPluginEvaluator
38. h with a Last Name criteria of Ard it will return all results that start with a Last Name of Ard Such results might be Ardent Ardountillas etc Clear Button The Clear button clears all current search results and all current fields Card Actions Buttons A save is done automatically when you press the Print or Print All buttons Print Prnt Read AIl Card Card Actions The Print Button sends the associated card to the printer The card design that will print is determined in the Management Console gt Client gt Identity Manager gt Printing Rules section Refer to the BadgePass Management Console Users Manual for more details about Printing Rules The Print All button sends all the presently queried records to the printer The Read Card button will get prox or smart card card information from a stand alone reader Only works with MOCA cards in version 3 1 Entity Navigation Buttons The navigation buttons include First Previous Next and Last buttons The navigation buttons only apply if there are multiple results from a search O OO First Previous Next Last Entity Navigation The First button will go to the first record in the queried record set The Previous Button will navigate to the record immediately before the current record The Next Button will navigate to the record immediately after the current entity record The Last button will go to the last record in the queried re
39. hat your client has the latest configuration and will function as expected This function is NOT performed when the client starts up So simply restarting the client will not perform this action Startup Options The Startup Options is where either the Visitor Manager Identity Manager or Time Manager modules can be configured to launch automatically wnenever the BadgePass Client is ran Select the Settings submenu then the Startup Options item Once the window opens select Auto Startup Selected Module and then select either the Visitor Manager or Identity Manager module Gea Startup Options lero Auto Startup Selected Module Module Startup O Visitor Manager Identity Manager Time Manager ance Reporting BadgePass Client allows you to view reports of visit and visitor data By clicking on the Settings submenu then the Reporting item in the context menu the user is able to set the address for the reports This is useful if the report server is not a default install or exists on a machine other than the BadgePass Server does can Connection Settings Report Server Settings Report URL Cancel Enter the URL for the reports This is the URL that will be opened when the Reports button on the Home tab is clicked FA BadgePass Visitor Manager ff Home Visitor a G gt Print Onsite Reports Badge List If no URL is set the default URL will be opened which is http
40. he form select the Use Component Dimensions checkbox By choosing this option you can specify a margin that will allow the item to still match if it is not exactly the same size For example if you are matching an item that is 10 x 10 10 pixels long by 10 pixels wide and you specify a margin of 2 the form will match if there is an item on tt that is 8 x 8 up to 12 x 12 Windows Controls Recognition To use the Windows Controls Recognition select Windows Controls from the Recognition Type drop down list The Screen Recognition section will now look like the image below screen Recognition Recognition Type Window Controls Available Fields Hit Hotkey to Excract Use Sub Window as Parent Oo m Drag this crosshair over your text Begin by left clicking the crosshair icon without releasing and dragging it to the form that you will be filling out Now release the left mouse button The title of the form will now be displayed in the drop down list beneath the Use Sub Window as Parent checkbox Next make the window you are trying match the active window and press the assigned Hot Key This will cause all of the available controls to be listed in the Available Fields area The Use Sub Window as Parent is used when a form has a child window within itself You can choose which child window you would like to count the items on This gives you the ability to match the form in case the parent form was to ever change Once the scree
41. he window These buttons will only be enabled if the timecard for the selected entity for Approve and for all of the searched entities for Approve All are valid and have no missing information A X l i Approve Approve Export Re All Start Date 3 1 2013 Er Name hudson summer JONES WILMA The Export button will export the timecards for the currently searched for entities It will display a save as dialog so you can specify the file location and name It will format the data according to what fields you specified per entity type in the Management Console see above If you have an entity searched for but you have not set up the export configuration for that entity type in the Management Console the export will succeed but the information for that entity will be missing from the file There is a Reports button that will open reporting An event in the Event System has been added for each entity type for Clock In and Clock Out Employee Clock In Person 1 Clock In etc These will be fired when an entity performs a clock in or out by clicking the corresponding button from the Time Agent The specific roles Manager Time Editor Payroll Administrator are user based The current user is obtained when BadgePass Client starts and the user logs in with BadgePass Security or with Active Directory security the client gets the currently logged in active directory user That user is then referenced in the database to get the corre
42. hoose to set a global pin number can aptiQmobile User Pin SRS Would you like to set the User s Pin number now so you are not prompted each time the plugin needs it Please provide a User Pin consisting of at least an 8 Among the data contained on a smart card is a facility code The next window asks if you want to set the facility code mm aptiQmobile Facility Code aptiQmobile s service requires an account The next window asks if you would like to provide the username and password now If you don t provide a username and password then the plugin will ask for the username and password each time the plugin is triggered NOTE The username aptiQmobile sets up for your account is an email address can aptiQmobile Username Password The next window is the Execution Setup window which describes where what and for whome will the plugin trigger Since aptiQmobile plugin can only be triggered from Identity Manager Execute plug in from Identity Manager is the only Where available However all the standard What s and for Who s are available fm Execution Setup NOTE There is a corresponding aptiQmobile Form Layout item that can be added to Identity Manager via the Management Console Be BadgePass Management Console P J BadgePass System a Database Setup Employee 4 List Values Employee Types HS Add items Pi Types e pes FirstName Type P3 Types ee Is Active Department Types a SSN Payroll Cod
43. ill add an ENTER keystroke to the output list The Tab button will add a TAB keystroke to the output list The Auto Enter checkbox will cause an ENTER to automatically be placed after every field you insert into the output list The Auto Tab checkbox will cause a TAB to automatically be placed after every field you insert into the output list The button is used to add a selected field to the output fields list In a similar fashion the button is used to remove a field from the output fields list Within the Functions region there is a smaller section labeled Output Format Here you can choose to output ALL fields within the current profile Normal in an Upper case format or a Lower case format Special Functions The Special Functions option gives the ability to apply a series of string manipulation functions on a field s data To apply a special function to an output field simply right click on the desired field in the Output Fields list and select Special Functions 4 Available Fields Prefix FirstName MiddleName LastName Suffix Gender BirthDate IDNumber IDNumber2 IDNumber3 Type Te Artive Special Functions Capitalize First Letter This function takes the first letter of the field value and capitalizes it See the example below Field Last Name Field Value manningham Result Manningham Lower case All This function causes all characters to output in lower case See the example below Field
44. isit Purpose or Visitor Type NOTE Visit purpose takes precedence over the visitor type Auto Print Badge _ Auto print visitor badge on check in _ Auto print visitor badge on check point only Preferences Visit Purpose Visitor Type Visit Purpose Form Printer Tracking Use Server Setting Use Server Setting Visit Use Server Setting There are two tabs in this section Visit Purpose and Visitor Type Each tab contains a list of Form Printer settings for each of its respective properties The Form badge drop down menu contains three built in options as well as an item for each badge imported into the BadgePass Suite Auto Disabled This option will override the Auto Print Badge setting and cause the badge to NOT be printed automatically The user can still manually print a badge Allow User Selection This option will cause a drop down menu to appear allowing the user to select which badge to print Use Server Settings This option will cause the global settings to be used This is the default setting All Other Options In the above display the last two options are Parent and Visitor These are the names of the badges that have been imported into the BadgePass Server Choosing an imported badge will cause that badge to be printed Auto Print Badge _ Auto print visitor badge on check in _ Auto print visitor badge on check point only Preferences
45. l Fill out the form above to add or edit a visitor s phone number Please specify if this phone is the primary phone for the visitor by checking the Primary Phone checkbox at the bottom When you are finished with the visitor information click the OK button to close the window and return to the Visitor Manager Ban Visitor Banning a visitor prevents them from being admitted through the Visitor Manager amp s amp s amp Approved Visitor Ban Visitors Information Visitor To ban a visitor search for and select the visitor Go to the Visitor Info tab and click on the Ban Visitor button The following window will appear Entity Type E OK Remove Ban Cancel e If you want the visitor to be banned from all locations and entities then leave the Ban from All Entities check box checked However you can ban a visitor from specific locations or people by unchecking the Ban from All Entities check box Once you uncheck the Ban from All Entities box and click the Add button the window below will appear mn Add Banned Relationship smith John From here you can choose the entity you wish to ban the visitor from In this window you can search for an entity by choosing the type as well as entering the partial or exact values in the entity name fields If the name you entered is a valid entity the OK button will be active After you click OK the entity value will appear in the lower window Next ty
46. l determine what type of document is being fed into the scanner and will then set the width and height variables accordingly Use Default is simpler It will set the width and height depending on the scanner type only You can manually set the image size by choosing Use the following and typing the height and width of the image You should always calibrate the scanner before using to ensure you get the best possible scan If the reader begins to produce inaccurate information you should try cleaning the scanner NOTE The SnapShell Camera and SnapShell Passport do not require calibrating To calibrate the scanner you will need the calibration paper that comes with the scanner Simply click on Calibrate Scanner button under the test section of the OCR Device Preferences screen and follow the directions on the screen OCR Preferences _ Please insert the calibration card and click OK i Cancel To clean the scanner you will need the cleaning paper that comes with the scanner Simply click on Clean Scanner under the test section of the OCR Device Preferences screen and follow the directions on the screen OCR Preferences i Please insert the cleaning paper and press OK i Cancel To use the OCR scanning option just insert the card or passport into the reader when you are ready to search for a visitor The following screen will appear a Add Visitor Info Visitor Information LastName SMITH FirstName CHESNEE Midd
47. le Name Birth Date 02 25 1973 Visitor Phone Phone Number ID Number 300000000 sa Extension Gender Female Type Home Visitor Type Parent Primary Address Additional Information Line 1 P O BOX 32 Favorite Food Line 2 Hair Color Ridgeland Height Mississippi Weight 39000 Home NOTE Double check the accuracy of the information gathered to make sure it is correct You can also swipe your license in the IDG 250 reader and when the input screen appears you can run the card through the OCR scanner to add the picture NOTE If you are using the SnapShell Camera or SnapShell Passport as your OCR device it is important to know that when BadgePass Client is closed that it takes approximately 5 seconds for the device to be fully released by the application Once it has been released the green LED on the device will turn off and the device is ready to be used again NOTE It is important to remember that the OCR devices are port specific devices This means that if you unplug the device from its current USB port and plug it into another it will not function properly To resolve this issue you must reinstall the device Please see the BadgePass Client Install manual for instructions on how to reinstall the SnapShell Camera or SnapShell Passport The ScanShell 800 scanner is for scanning ID Cards only The ScanShell 1000 A scanner is for scanning ID Cards and Passports The SnapShell Camera is for scanning
48. n recognition is set you must save the profile You do this by selecting the Save or Save As buttons Now your profile is complete Client Behavior Setup The Client Behavior Setup tells the BadgePass Client how to behave when a card is read ina reader To access this configuration click the Settings submenu then Client Behavior Setup All the default cards and custom cards will show up under the Card tab section Me ee Cae ey river s Lice The Populate Screen option refers to which window will be populated when a card is read If Visitor Manager is selected then the Visitor Manager screen will be populated and if dentity Manager is selected then the Identity Manager screen will be populated when a card is read However if Current Window is selected then whatever window has focus when the card is read will be populated The Set Default Entity option applies to the Identity Manager It determines which entity to populate if the client is minimized iq Client Behavior Setup Card Entity Driver s License Popuste Se Populate Screen Set Default Entity Cance The Entity tab refers to how the data is treated in the Identity Manager screens If the Save Data checkbox is checked then the data in the Identity Manager screens will be saved to the BadgePass entity tables However if it is un checked the data will not be saved Also the Identity Manager screen will not show the navigation buttons or the Print All bu
49. nder Type Visitor Type Type One Primary Address Line 1 123 ANY STREET Line 2 City ANYTOWN State Prov Mississippi Zip Code 00000 Type Home Cancel lf you searched from the Visitor Manager and the visitor does not exist in the system already the form will only have the name and or ID number that you searched with filled out z mn Add Visitor Info N bo Visitor Information LastName Tester FirstName Test Middle Name Birth Date _ Visitor Phone Phone Number 12345 ID Number aia Gender Type Visitor Type Primary Address Line 1 Line 2 City State Prov Zip Code Type Cancel Fill out all required information and any other relevant information for the visitor and click OK If you have more than one visitor type available you will be required to select the proper visitor type If only one visitor type is configured then it will automatically populate the field Required fields are indicated by having a yellow background If the OK button is disabled this implies that some of the fields that are required have been left blank or that a value that was entered is invalid This commonly occurs if any part of the Primary Address section is filled out but an address type is not chosen This also commonly occurs if you have a custom data field see BadgePass Management Console User Man
50. ofiles list at the top of the form Next choose the Card Type that you wish to associate the new profile with As the card type changes so does the data in the Available Fields column Then choose the fields which you would like to be outputted and please choose them in the order that form fields appear To move a field from the Available Fields column to the Output Fields column select the field that you wish to move and select the arrow button or double click on the selected field Once the field is in the Output Fields column you can add Special Functions and Modifiers by right clicking on the field Next choose the Recognition Type that you wish to use to recognize your form The five methods are Title Bar Screen Scrape Internet Explorer Scraper Text Capture and Windows Controls Click here to see further explanations of each recognition type The Screen Push gives you the ability to add extra functionality to the output fields of a profile in the form of the Functions found on the ScreenPush Configuration Manager See the sample image below aa ScreenPush Configuration Manager r an _ f Settings OHN Lk o oac Dil Location New Save Save Delete Popup Net Set File Popups Output Settings Emulator Profiles Demo Project Available Fields e i Output Fields Employee x Driver s License z FirstName tomDa t F 3 TAB 4 System Fields Functions MiddleName Comp
51. ors Current Location Current Location _ Campus Location Name j Header Value Entity Name Name BadgePass Entity Type Name Type Action Date Time Check In Time Action Source Name Check In Source At this point the user will be prompted to confirm the deletion of this item If you are sure that you would like to delete the item then press Yes Otherwise press No Below are some sample images of what the Onsite List looks like after having added an item and editing the order of the list No visitors in the Onsite List Check In Time Contact Type Contact Name QP Current Location Print Badge Check In Time Check In Source Current Location Name Check In Time Contact Type Contact Name QP Current Location L HALL RICHARD ALLE 3 11 2011 3 22 31 Ph Employee Admin Admin Front Office Fr Check Out Print Badge Check In Time Check In Source Current Location Visitor Info Tab Approved Visitors A a m W d 2 RBadoeDPass Visitor zied bardd A A Pis l 1 Home Visitor Info Options s Visitor Ban Information Visitor Approved Visitors Visitor Manager allows you to approve certain visitors for a contact person or place For example you can approve a student s parents to visit them When a visitor is approved then the contacts that they are approved for will automatically be entered in the Define Visit section of the Visitor Manager when that visitor is selected To ad
52. pe a comment or reason why the visitor is banned and click the OK button Gaal Ban Visitor Ban Details _ Ban from All Entities Entity Entity Type Smith John Employee Comments Disruptive After a visitor is banned from within the Visitor Manager you will now see a window asking if the visitor tried to enter the premises lf you choose Yes then a Deny Access will be automatically created at that time without having to do the extra step of clicking the Deny Access button Ban Visitor Did Christopher Jacobson attempt to enter this location If you attempt to check the visitor into a banned location or associate the visitor with a person they have been banned from you will see a red banned message in the status section of the visitor manager screen To remove the ban from the visitor simply click the Remove Ban button in the screen above 4 BANNED Birthdate 1 1 1901 ID 12345 Type Type One Edit Visitor Visit History Date Time 4 26 2012 5 45 14 PM Visiting Location Room 2 Visit Purpose Visit Purpose One Action Check Out Source admin Comments Identity Manager Entity Screens Depending on how your permissions are set to in the BadgePass Management Console you will see a tab for each entity that you have been given permissions to at least View Below is what you will see if you have been given permissions to all entities an BadgePass Identity Manager o T Home o Gee
53. red location At this point you will return to the main form If you have enabled Campus Filtering in the Management Console see the manual for the Management Console then the only contacts that will be available will be the ones associated with the campus that the Client is installed to For example if your client is installed to Main Campus gt Office then when you attempt to visit an employee only the employees that have Main Campus added to their Campus Mapping this is done in Identity Manager will show up in the search Comments and Finishing the Visit Under the Comments section you can enter any text relevant to this visit This field is optional An example might be Checking Out student early for Doctor Appointment e i 5 g i Home Visitor Info Options Bo ony Go Print Onsite Reports Badge List Search eee Visit Last Name Visit Purpose Tester Visit T 2 First Name Visit Contact Type Tost Employee ID Employee 12345 S Date of Birth 01 01 1901 FINIS When you have filled out all of the necessary fields in the Define Visit section you will be able to finish the visit by clicking on the left most button in the Finish section The text on this button will say Accept if the Visit Action is Check Point Only t will say Check In if the Visit Action is Check In and it will say Check Out if the Visit Action is Check Out The Clear b
54. rint a badge by clicking on the Print Badge button on the Home Tab In order to print a badge you must have searched for and selected a visitor and you must have filled out all the fields in the Define Visit section Onsite List The Onsite List displays all visitors that are Checked In on the current campus It will not show visitors that are Checked In on other campuses an Onsite List se Visitors l Name Check In Tim Contact Type Con TESTER TESTERA 7 12 2011 3 10 30 Ph Employee User Setup Check Out Print Badge From the Onsite List you can check out and print badges for a single visitor or multiple visitors at once To select multiple visitors hold down the Contro key and click on the visitors that you would like to select If you want to select a range of visitors click on the first visitor you would like to select and hold down the Shift key and click on the last visitor in the range To check out a visitor or visitors click the Check Out button The current time is used as the Check Out time To print a badge for a visitor or visitors click the Print Badge button After you have finished click the Close button to close the window and return to the Visitor Manager Reports The Visitor Manager system will allow you to setup and run different reports of the visit and visitor data You can access these reports by clicking on the Reports button on the Home tab This will launch a new window that will allow you
55. s web cams BadgePass Camera will use the BadgePass camera for image acquisition Signature Capture will use the signature pad to capture a signature ID PIX will support Direct Show BadgePass Camera and Videology images and automatically crop the face Regardless of which means you use to acquire an image once an image is acquired the Format Image window will display the newly acquired image Here the user can use the crop control to crop the image if desired Additionally the user can double click in the area of the image that you would like for the crop control to be centered and the crop box will jump to that section Notice that image viewer on the right will show you what the cropped image would look like As the crop control is moved around on the captured image the image box on the right will change with the movement Once you are satisfied click OK Below is a sample image showing this screen can Format Image Cance OCR OCR Optical Character Recognition scanning is a way to extract the information from a valid driver s license or passport It can be used for check in as well as adding an image of the person Under the maging submenu select OCR Once the OCR Device Preferences window opens select the Enable OCR check box to enable OCR scanning OCR Devices Test Sig St paar y aaa Select Device Use Method Device Parameters Resolution Image Type Image Si
56. ser Select Device Window Use the following inPhoto ID PS Crop Settings Height 160 Width 120 Test Test Acquisition Load Image From File allows the end user to select a file for the image When you click on the Test Acquisition button you will get a Windows file navigation window for you to select the file E Lookin J 104__09 a ab Recent Places Desktop aS a Libraries A m Computer Network EJIMG_0238 JPG JIMG_0239 PG JIMG_0240 PG EJIMG_0241 JPG EJIMG_0242 PG IMG _0243 JPG EJIMG 0244 JPG IMG 0245 JPG IMG 0246 JPG EJIMG_0247 JPG IMG_0248 PG JIMG_0249 PG IMG _0250 PG IMG _0251 PG JIMG_0252 PG File name Files of type EJIMG_0253 PG JIMG_0254 JPG IMG _0255 JPG JIMG_0256 JPG IMG_0257 JPG IMG_0258 JPG JIMG_0259 PG IMG _0260 PG JIMG_0261 PG JIMG_0262 PG IMG 0263 JPG JIMG_0264 JPG IMG_0265 JPG JIMG_0266 JPG IMG_0267 JPG JPEG Files jpg jpeg v Cancel l The Twain option will allow you to use any twain compatible input device for image acquisition You can select whether you would like the user to select the device from a list that will show up when they go to take an image or default to a specific device Use WIA Device will allow you to use any WIA compliant input device for image acquisition Direct Show is another form of device input geared more toward
57. sponding entity employee person1 etc that owns that user This entity record hold the flags for determining if they are a Manager Time Editor Payroll Administrator This means that now when using Active Directory security you will have to create a connection between the logged on AD user and a BadgePass entity When you perform a search on a date range in the Time Management Console if the logged on user s associated entity is a Manager they will get back all of the people that they directly have been set to be a manager of in the Identity Manager If they are a Time Editor they will get back all of the people that are in their department If they are a Payroll Administrator they will get back all of the people that clocked in or out during that time range regardless of department or manager You can also search for a record within a specific entity End Date 12 5 2014 Start Date 12 4 2014 Employee Cravins Heather Employee Cravins Herman Employee Cancel Active Directory Search and Integration Active Directory integration is now built into the BadgePass core system You no longer need the active directory snap in or the Directory Sync application However you can still use these if you like in addition to the built in functionality In Identity Manager Active Directory can be searched to add a new entity or add data or create a connection to Active Directory for an existing entity Click th
58. t data from a visitor s driver s license or other valid standard or custom cards iv Use Card Reader Reader Model Se rial Port 4 Auto Detect IDG 250 COM1 Custom Reader Settings Baud Rate Paritv Data Bits Stop Bits 9600 None Eight ix Maastrive Initialization Strina 1 T1 8 D E T2 S D E T3 S S S S D E 2 Barcode Setup Logging l Code 39 L Code 128 Log Card Activity Test Reader Settings Start Test The first checkbox labeled Use Card Reader allows you to specify whether the BadgePass Client will use a card reader or not If this is un checked then all other settings are disabled To use the reader check this option Once checked the Auto Detect checkbox becomes enabled BadgePass Client is able to scan the computer s serial ports and to find the correct port automatically provided that you are using an IDG 250 reader If you choose Auto Detect you will not be able to change any other settings If you do not want to use the Auto Detect feature then uncheck it and you will have the option to choose the Reader Model that you are using and specify what serial port it is on After you are finished setting your reader options you can test the settings to make sure that the reader is functioning properly IDG 250 Reader Barcode Setup Click the check box next to the barcode type that you will be reading in the input reader There will be approximately a seven second delay and
59. the front of ID Cards and 2 D Barcodes often found on the back of ID Cards The SnapShell Passport is for scanning ID Cards and Passports NOTE When using the ScanShell 1000 A scanner and the SnapShell Passport devices the top most button with the ScanShell 1000 A the buttons on the right side of the scanner is for scanning ID Cards the middle button is for scanning passports and the bottom button doesn t do anything NOTE When using the SnapShell Camera or the SnapShell Passport you must push the button in order to initiate scanning Readers BadgePass Client gives users the ability to use various types of reader devices to perform various tasks The settings for these readers can be accessed from the Readers submenu Auto Check Out Reader To configure the Auto Checkout reader click on the Readers submenu then click the Auto Checkout Reader item Auto Visitor Search Auto Visitor Check Out Cancel To use the badge reader check the option Use Badge Reader This will enable the other options Test Reader Settir Start Test T Auto Visitor Search Auto Visitor Check Out When you scan a badge you can specify that the computer play an alert sound Check the option for Play Alert Sound to enable this This will only function if the computer system has a built in speaker or external speakers The Badge Reader Settings section allows you to specify the port that the reader is on as well as the Baud Rate
60. tion c Ban Visitor 6 Identity Manager First Run a Entity Screens Badge Preview Entity Information Card Information security Images Qualifications h Campus Mapping 7 Ribbon Buttons a New Save search Clear Card Actions 2290 oroa 2295 f Entity Navigation 8 Time Manager a lime Agent b Time Management Console 9 Active Directory Search and Integration 10 Appendices a Appendix A Setting uo NSOPR plugin for Visitor Manager b Appendix B New Features Context Menu The context menu is where the Visitor Manager and the Identity Manager are opened from Additionally all configuration interfaces for the hardware used by the two modules and the help menu are accessed from here Right click on the client icon in the systray to show the menu tree Settings Printing d Imaging Readers Visitor Manager Identity Manager Time Management Console Exit To open the Visitor Manager right click on the client icon in the systray and left click on the Visitor Manager selection To open the Identity Manager right click on the client icon in the systray and left click on the Identity Manager selection To open the Time Management Console right click on the client icon in the systray and left click on the Time Management Console selection Settings To configure the behavior of BadgePass Client right click on the client icon in the system tray drag your cursor over the Settings selection in the m
61. tton and the Save button will change to a Finish button z pe y FA Client Behavior Setup lc e Seal jala 2 Som Card Entity Employee Save Data OK Cancel S Client Settings Click on the Client Settings item in the Settings submenu and you will see the following screen GAA Client Options Hotkey Settings Open Default Client Hotkey ScreenPush Hotkey Silent Entity Tracking Desired Behavior Check In Check Out Current Location Move To Room 1 Set Use for Current Location Use Server Setting lf this option is chosen the Current Location of the visitor or other entity that is being checked in will be determined by the system wide settings in the Management Console Cancel The Open Default Client Hotkey will be the key you press to open the Visitor Manager screen when it is running minimized The Screen Push Hotkey is the key or key sequence you will press to output the data for the Screen Push The Silent Entity Tracking desired behavior feature of the client can be set to behave as a Check In Check Out or as a Check Point Only This feature can be set by changing the selection in the combo box under Silent Entity Tracking By default Check In Check Out is selected The Move To feature allows you to set the starting location for an entity when using entity tracking Printing BadgePass Visitor Manager has the ability to print badges forms for
62. ual section BadgePass System gt Database gt Setup that is set up as a Number but you have entered a character that is not a number After clicking OK the visitor that you just created will be active in the Visitor Manager z la 7 Home Visitor Info Options a ee 5 3 Print Onsite Reports Badge List Search Define Visit Status CHECKED OUT Last Name Visit Purpose i lester Tester Test Photo First Name Visit Contact Type Gender Test Employee Birthdate 1 1 1901 ID Employee ID 12345 12345 Type Type One Date of Birth Edit Visitor 01 01 1901 Comments Finish Clear Deny Access Defining a Visit Now that you have created or found the visitor you will define the visit by filling out the fields under the Define Visit section of the Visitor Manager E 7 Home Visitor Info Options oe amp og LS Print Onsite Reports Badge List Search Status CHECKED OUT Last Name Tester Tester Test First Name Visit Contact Type Gender mo Employee Zs Birthdate 1 1 1901 ID Employee ID 12345 12345 Type Type One Date of Birth Edit Visitor 11 01 1901 Comments Finish This section will have different fields available based on what kind of visit purpose you choose This is determined by the mappings that were created in the Visit
63. uter Name Keys Space Text TAB Current User Nam LastName z Date TAB Day Address Line 1 Day DD TAB Month Address Line 2 Month MM TAB Year YY gt Tab Delay Sec City Year YYYY m 0 0 Neale TAB Time State Raw Dat Output Format TAB 5 Normal Upper Lower State Screen Recognition Recognition Type Title Bar Title Text Enrollment Demo pamm Exact Match Drag this crosshair onto your form Title Contains The Keys button is used to add extra key strokes See the sample image below C Cance The Space button is used to add a space keystroke to the output list The Delay button is used to add a time delay seconds to the output list Click the button and enter the delay time in seconds The Execute button is used to run an external executable during the output of a profile See the sample image below Path Cmd Args Function Execute Execute and Wait OK Cancel Click the Browse button to navigate to the location of an external application you want to run If the application can accept command arguments then type those into the Cmd Args text box Next choose either to Execute or Execute and Wait The Execute option will cause the external application to run while continually processing a profile In contrast Execute and Wait will cause the external application to launch but will not continue to process the profile until the external executable is closed The Enter button w
64. utton will clear the current visit without saving it Viewing Visitor Status and Visit History When a visitor is selected Visitor Manager displays information about their current status and visit history in the right hand panel Search Define Visit Last Name Visit Purpose First Name Visit Contact Type The top half of the panel will list relevant details about the visitor If a picture has been taken for the visitor their picture will be shown However if no picture is available a default photo will be displayed The Status section will indicate the current status of the employee whether they are Checked In or Checked Out The bottom half of the panel will list the Visit History for the visitor All previous visits can be viewed by clicking on the arrows The right arrow will show older visits and the left arrow will show newer visits The buttons with the vertical lines move to the most recent or oldest visit 6 6 0 The right hand button will display the oldest visit and the left hand button will display the newest visit Visitor Tasks on the Home Tab can BadgePass Visitor Manager Home Visitor Print Onsite Reports Badge List Printing a Badge The Visitor Manager system will print badges for visitors Depending on what options you choose during setup see Badge Printing Setup Visitor Manager will automatically print a badge when the visitor is checked in or you can manually p
65. visitors While global badge printing preferences can be set in the BadgePass Management Console those global settings can be overridden locally Web Printing Statuses Web print is a part of BadgePass where you can print to a printer in the cloud which resides at BadgePass You save the cost of buying a printing system by printing over the web to our printer and we mail it to you The window allows you to see the badges you have printed and their statuses VM Badge Printing This is the section where the global badge printing preferences on the local BadgePass Visitor Manager are overridden NOTE With the exception of Auto Print Badge features all badge printing preferences are set to use the global settings by default Auto Print Badge The Auto Print Badge features allow BadgePass Visitor Manager to automatically print a badge for each time a visitor is checked in or checked point only By checking the Auto print visitor badge on check in check box BadgePass Visitor Manager will automatically print a badge for each visitor upon check in By checking the Auto print visitor badge on check point only check box BadgePass Visitor Manager will automatically print a badge for each visitor upon check point only Regardless of whether or not the Auto Print Badge options are checked the user can always choose to manually print a badge for a visitor Preferences This section allows you to set correlate badges and printers based on a V
66. you will hear a beeping from the IDG 250 reader After an additional five seconds you will see the check mark appear in the check box This will occur for all types DEURS an ans or pee Ga f F rea Ser A i 3 m I 5 o gt het she ahs F 5 e sien tens ada 2G A Wile Ca ERA ie 20 _ din 499 Vere ee ahi ate 7 Click the Start Test button and then swipe a card You should see the data from the card appear in the text box If no text appears then click the Stop Test button Adjust the reader settings and or check your hardware connection and retry the test until you get the correct data from the reader When you are finished with the reader setup click the OK button to close the window General Operation Instructions Launching the BadgePass Client Double click on the BadgePass Client icon F AY BadgePass Client If you are using Active Directory authentication and the user has permission to use the application then the client will start and the client icon will appear in the system tray However if BadgePass security is being used then you will be prompted with a login window Usemame Password cancel The default login is Username admin Password admin Starting BadgePass Visitor Manager Start BadgePass Visitor Manager by right clicking the client icon in the system tray and selecting Visitor Manager from the menu list Settings Printing Imaging
67. ype Value Contact Full Name First Middle Lasi QuickPass Number Visitors Current Location Campus Location Name Item Entity Name BadgePass Entity Type Name Action Date Time Action Source Name Location Name Contact Type Contact Name QP Current Location Location Name Header Value Name Type Check In Time Check In Source Current Location At this point your newly added item can be edited or deleted If you would like to edit your item you can do so by clicking the Edit button that is adjacent to the Add button you previously clicked Upon clicking the Edit button the user will be presented with a window similar to the one that is presented whenever the Add button is clicked However all of the fields will be set to those values that were previously set Here the user can make any changes that are necessary Below is an image of the window after our Campus Location Name item has been edited Then once you are satisfied with the changes you have made click the OK button At this point you will see newly edited item in your list If you would like to delete your item you may do so by clicking the Delete button that is adjacent to the Edit button you clicked See the image below Item Header Value Action Date Time Check In Time Visitor Full Name Last First Middle Name BadgePass Entity Type Value Contact Type Contact Full Name First Middle Lasi Contact Name QuickPass Number QP Visit
68. ze lt Auto Detect Use Default Use the following Width Height Calibrate Scanner Clean Scanner The device you wish to use can be selected from the Select Device drop down list There are four supported devices at the time of this print the ScanShell 800 driver licenses the ScanShell 1000 A driver licenses and passports the SnapShell Camera driver licenses including 2 D barcodes and the SnapShell Passport driver licenses and passports The Use Method box determines if the scanner will be able to get information out of a 2 D barcode like a regular 2 D barcode reader It should be noted that by choosing 2 D Barcode or 2 D Barcode amp Front of Card that the parameters for the device are automatically set and cannot be changed in the interface until the use method is changed back to Front of Card The installation processes for the SnapShell Camera and SnapShell Passport are much different than the other devices and the instructions are found in the installation manual for BadgePass Client It should also be noted that OCR is a less reliable way than reading barcodes or magstripes using the IDG 250 reader to gather data Always check the data before accepting Set the Resolution under the device parameters The recommended resolution is 300 Set the Image Type to either Gray Color or True Color depending on your needs Typically True Color works better than Gray Color Set the Image Size Auto Detect wil

BadgePass Client User Manual 4_0_3

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