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Asure ID Exchange - User Manual

1. Select Color Page 24 of 319 Exchange User Manual Step 12 Add another data field and repeat the steps in steps 10 and 11 This time instead of First Name type Last Name into the Field Name area Step 13 Add a field for a photograph by pressing the Photograph button on the left hand side of the screen and positioning the cursor on the front side of the card and clicking the left mouse button Name the new photograph field Employee and enable a frame by selecting the box next to the words Enable Frame and set the Frame Width to 8 When you have completed your selections click OK Name Photo 1 Card Side Front Back I Conditional Display Edt I Transparency p 198 I ChromaKey 12 eho IV Maintain Aspect Ratio Height frie Frame in 1 100 inch IV Enable Frame Select Color Frame Width E Orientation Rotation In Degrees Horizontal Step 14 To finish our card template add a logo image to the front of the card by clicking on the Logo button positioning the cursor on the front side of the card and clicking the left mouse button From within the Logo dialog box that appears press the Load button to locate and load an image in the same way that you selected the background image for the card If you would like to crop or edit the image again in the same manner as
2. Print Preview Select this item to view a print preview of the current template You must have a card printer driver installed on your local computer to use this option Page 224 of 319 Exchange User Manual Preview Both Sides Front Back Both Zoom Zoom in Side Side Sides in cut Reftesh Close Print Choose this item to print the current template on a local printer Edit Undo Select this item to reverse the last action performed in the Card Design Center Selecting Undo again will reverse the action previous to the one just reversed and so on Redo Select this item to duplicate the last action performed by Card Design Center or to reverse the effects of an Undo operation Cut Select this item to cut the currently selected object on the card s design and place it on the Windows clipboard You need to select either Cut or Copy if you want to paste an object to a different location You can also perform a Cut operation by right clicking on the object you would like to cut and selecting Cut Copy Select this item to place a copy of the currently selected object from the card s design onto the Windows clipboard A copy of the object can then be placed on a different location on the card by choosing the Paste option You can also perform a Copy operation by right clicking on the object you would like to cut and selecting Copy Paste Clone Select this item a
3. button beside the 1 box that can be used to browse to select an existing Microsoft Access database on your computer or network Whatever database driver you have selected you will need to select the database itself or Server and database for a SQL Server as described above as well as any authentication information that may be required by the database If your database does not use authentication check the Blank Password box When you have made the appropriate database and authentication settings press the Test Connection button to test the settings If you see a message stating that the database connectivity tests were successful you have made the correct settings and can press OK to save the database configuration and close the window you have now successfully selected and authenticated your database for Import Wizard operations and may move on to the second step mapping the fields If the database connectivity test fails you will need to check the settings and ensure that you have configured the database correctly The Advanced and All Fields tabs of the window may be used to access all configuration options specific to the selected Data Source and may be used by system administrators and advanced users to troubleshoot connection problems resulting from the choices made on the standard options presented by this window Page 286 of 319 Exchange User Manual Import Wizard x Sele
4. Page 122 of 319 Exchange User Manual Field Description Alternate Values Y N Book The Book number combining with Page App Area and Y depending on chip format Block denotes the location to which the data information is Select from values offered in the stored drop down menu See CAUTION note before The Book field has a value of 0 or 1 depending on the chip making a change format you selected in the Chip Properties box For iCLASS 16 k the value is 0 For iCLASS 32 k the value can be either 0 or 1 Page The Page number combining with Book App Area and Y Select from values offered Block denotes the location to which the data information is in the drop down menu stored See CAUTION note before making a change AppArea The AppArea combining with Book Page and Block Y Select from values offered denotes the location to which the data information is stored in the drop down menu See CAUTION note before making a change Block The Block number combining with Book Page and Y Select from values offered App Area denotes the location to which the data information in the drop down menu is stored See CAUTION note before making a change Pre The keystrokes that will be sent to the system before the field Y See description for Keystrokes data is processed Example ALT u wil
5. Page 13 of 319 Exchange User Manual Register Online Select Register Online if you would like to use the built in product activation This is the standard registration procedure that is recommended for the majority of users who are connected to the Internet After selecting Register Online you will see a customer information page Please fill out the different items and press Next to continue as long as your computer has web access you should be registered automatically If the Online Registration program is unable to communicate with the registration servers you will see a communication error message Please check your Internet connection disable any firewalls if needed just for the duration of the registration and press the Try Again button If the communication failure persists press Cancel and use Register Offline instead If the product license has already been registered multiple times you will see a message stating that the product cannot be automatically activated Exit the Online Registration application and select Register Offline when next prompted to register Register Offline If you select Register Offline for the registration option you will see the Offline Registration window Please phone the number shown on the window and select the option for Asure ID Product Registration You will have to read the number displayed in the Initialization ID column to
6. Page 85 of 319 Exchange User Manual Field Data Linking lt RecordlD gt ae lt Print Count gt lt Cash Refills Left gt Static data f Link the QI Purse fields to your created fields e g Cash on Hand to Amount g Once your card is designed and saved go to the Data Entry Center screen Click on the Add Card selection The following screen displays Page 86 of 319 Exchange User Manual FI Asure ID New Template 11 Data Entry Center Admin Center Card Templates New Template 11 x h Enter the values in the fields where Your custom field 1 i e Cash on Hand in the screen above equals the value you set for your cards to a maximum of 655 00 Note The values for this field are expressed only in dollars Value 1 1 00 Value 655 655 00 Your custom field 2 i e Refills in the screen above equals the value you set for your cards to a maximum of 655 times i Save the card Page 87 of 319 Exchange User Manual Biometrics Bioscrypt Fingerprint Required This section contains the steps to take to add the Biometrics component to a card where only the Required Template fields will be added to the card 1 Logon to Asure ID 2 Go to Card Design Center CDC 3 Click on the New button located in the top left quadrant of the screen The Template Properties screen displays Template Properties echnology aay ete
7. tab Page 147 of 319 Exchange User Manual Template Properties Vv Bing Text Field Text Field List O Organization Text Field O Department Text Field O Phone Text Field O Title Text Field O IssueD ate Date Field Expiration ste Date Field a2 Signature Signature 9 Select the IDCardMakerMasterTable template 10 Check the Bind to host selection 11 Verify that the desired data image field has been checked Example In the screen shot above it is the Signature box that is checked 12 Click OK 13 Save the template 14 Open the Data Entry Center DEC 15 Click on the Database selection on the menu bar 16 Click on the selection Refresh Database Page 148 of 319 Exchange User Manual The data image field has been added to your template and both the field and the template have been bound to the IDCardMakerMasterTable Steps to add other IDCardMakerMasterTable fields to a template 1 Open Card Design Center 2 Open the IDCardMakerMasterTable template 3 Take note of the spelling of the field name you wish to add to your unbound new or existing template 4 Create your new template or open your existing unbound template in the Card Design Center 5 Add at least one data field that matches a field from the IDCardMakerMasterTable 6 Save your template 7 Open the Data Entry Center 8 Select your
8. 7 Import Wizard Export Wizard Archive This Card Archive Selected Cards Archive All Cards Restore Import from SASI Format Export to SASI Format Mobile ID Import from ID Card MA Refresh Database 2 Fields from your card design will populate the Mobile ID template You can move these fields around the Mobile ID template screen to create the layout you would like to see on your Handheld PC device If you do not see a field that you created and you want to display it on your Mobile ID template do the following Click View on the Mobile ID Template menu bar b Click Show Non printing Fields from the drop down list c Select the desired field from the list of non printing fields and click the Show button The field is now displayed on your Mobile ID template Note Only one of Photo field or Signature field can be displayed on the Mobile ID template Mobile ID displays whichever of the two fields were added to your card design template first EXAMPLE If you added your Photo field before you added your Signature field and you wish to display the Signature field on your Mobile ID template complete the following steps 1 On your Mobile ID template right click the Photo field and click Mobile ID Hide Your Photo field is now hidden 2 Click View Show Non printing fields on the menu bar of your Mobile
9. Exchange User Manual 5 Data Link Properties Microsoft Jet 4 0 OLE DB Provider Microsoft OLE DB Provider for Indexing Service Microsoft OLE DB Provider for Internet Publishing Microsoft OLE DB Provider for ODBC Drivers Microsoft OLE DB Provider for OLAP Services Microsoft OLE DB Provider for Oracle Microsoft OLE DB Provider for SOL Server Microsoft OLE DB Simple Provider MSDataShape OLE DB Provider for Microsoft Directory Services The list may be different from one computer to the next as the entries are all the ADO data source types that are installed and registered with your computer If there is not an entry for the database type you want to work with you will need to either install a registered ADO driver from your database vendor or configure a functioning ODBC connection to the database and then restart the Live Link configuration tool If the database type you wish to link to is displayed select it and then press the Next button on the lower left to continue If you wish to use an existing ODBC connection to your database instead of a registered ADO driver select Microsoft OLE DB Provider for ODBC Drivers SQL Server and MS Access are some of the most commonly used databases If you would like to use SQL Server select Microsoft OLE DB Provider for SQL Server or if you wish to use a Microsoft Access database select Microsoft Jet 4 0 OLE DB Provider Page 304 of 319 Exchange User
10. Expiry Date nm ae Address 1 1123 Maisonneuve Drive Address 2 fi 23 Maisonneuve Drive City Gatineau tia Ontario posal 967654 County Canada gt If you select Invoice then a bill will be shipped to the billing address for the production of your cards If Credit Card is selected you may choose from various card types and enter a cardholder name card number and expiry date In this case your credit card will be billed for the card production Please note that the information in this form will be encrypted before being sent from your computer and that you can rest assured that your credit card number is safe to transmit in this format The third option is Use P O Number and when this is selected the user will have the option to enter a P O number for billing at the time that each card transaction is sent to the Asure ID Card Service Bureau Page 182 of 319 Exchange User Manual When you have entered all of the correct information press the Finish button to transmit your enrollment request to the Card Service Bureau Please note that you must have an active Internet Connection as well as have completed the Admin Center Communication configuration as discussed above for the enrollment request to be sent to the Card Service Bureau Within a few seconds you should receive a message stating that the user has been successfully enrolled Congratulations This user is now able to send cards from Asure ID
11. S None V e IssueDate one re en ae foe 7 ae e RecordID Database y Test x Read Write We have now configured the first field for Live Link Hopefully you are starting to get a feel for what a powerful yet intuitive tool Live Link is All other fields will be configured in the same manner that is Select the Operator then the Table and then the Field This procedure allows any of Asure ID s template fields to be linked intuitively to an external database Within a given Live Link configuration you may link to as many different tables as you would like however they all must be within the same database instance You may now link any or all of the other fields to your database in the same manner that you used for the primary key field The Folder Operator The only difference you may encounter from the above procedure is with the Folder option found on the Operator column As stated above this option may only be used for image fields that is photograph signature or biometric images The purpose for this operator is to allow the storage of image files within a file folder instead of a database If you select Folder for an image field you will have a button in the Table Path column that can be used to browse for a folder in which to store the files Additionally when selecting a Folder operator the Field column will refresh to show all of the template fields since Asure ID needs to know the filenam
12. when you are done f Repeat the steps a e for your other two customized fields Perform steps 6 9 from the Logical Access Control RFIDeas Air ID Required section then perform step 10 below Note After step 10 the Logical Access Control RFIDeas Air ID template fields are being customized and only general guidance can be provided Page 67 of 319 Exchange User Manual 10 Add the Logical Access Control RFIDeas Air ID Application In this step you have to add the Logical Access Control RFIDeas Air ID application a Click on the Chip icon located on the right hand side of the Card Design Center screen b Click on the Add Application button The Add Application box displays Add Application Logical Access Control BES AF IDeas Air ID Electronic Purse Biometrics FlDeas Air ID application that simulates keyboard input Can be ed for logical access solution G Ensure that the Automatically Add Required Template Fields box does not contain a check mark Deselect it if needed d Click the Add button The Chip Properties box displays Page 68 of 319 Exchange User Manual Chip Properties Lard Gone Notel All the fields contain a question mark This is because you will be configuring them in a further step Note2 Credentiall Credetial2 contain a red question mark because they represent the required fields of the RFIDeas Air ID application
13. Add LLF to create a new Live Link File or Edit LLF to modify an existing Live Link File The No Live Link item which is checked by default when there is no active Live Link File is used both to denote when there is no active Live Link File as well as an option that can be selected to switch the card record set from an active Live Link File back to the original Asure ID database Please note your Asure ID account must have been granted permissions to use the Live Link tool in order to access the items on this menu If you do not have the appropriate rights ask your Asure ID administrator to edit your account in Asure ID s Admin Center so that you will have the appropriate permissions To get started we will want to add a new Live Link File so select Add LFF from the menu and the Live Link configuration tool will appear Page 36 of 319 Exchange User Manual ive Link Template Demo File Path lt New Live Link EE a ee see Data Fields P umoa Sent aon User Defined Fields IV System Fields I Asure ID Card Service Bureau Fields New Open Lewe Save ds Delete Data Source Close The Live Link configuration tool includes drop down menus to select the template that the Live Link File will apply to as well as the path to save the Live Link configuration file to The main section of the window lists all of the fields that are included with the template and after configura
14. All Live Link configurations are per template that is only affect a single template within Asure ID When a Live Link configuration is established for a given template other templates will still read and write from Asure ID s default database unless they have also been given their own Live Link configuration A user may create as many Live Link configurations as they would like every template can have its own unique database relationship In fact within a given template multiple Live Link configurations may be created and saved and the user can switch between them at will Please note that for a given template each Live Link configuration represents a unique set of cardholder records If you save multiple Live Link configurations to a single template switching between them is similar to switching templates each configuration will bring up a set of records that is unique to the chosen Live Link configuration and not necessarily related to the data stored in other Live Link configurations Page 299 of 319 Exchange User Manual Finally when establishing a new Live Link configuration to a given template no records are discarded from the default Asure ID database or the other Live Link configurations Within a given template a user may have a set of records stored within Asure ID s own database the No Live Link option as well as separate and unrelated sets of records stored in external databases and accessed through
15. Bind Templates Tan 10 In the section Select Host template for binding select the template you want to use as the host template from the drop down list Note In the example this is New Template 5 11 Click the Bind button Note The host template is designated on this binding group Page 266 of 319 Exchange User Manual Bind Templates F aE ae 12 Click the Close button to return to the DEC 13 Select Database on the menu bar and click on Refresh Database 14 In the Card Design Center click on Template Properties and then click on the Binding tab The fields you created that matched the host template are checked Page 267 of 319 Exchange Template Properties Text Field Photo Number User Manual Page 268 of 319 Exchange User Manual Notes on Unbinding Templates If you have templates in a binding configuration you may also use the Templates Properties feature in the CDC and the Bind Templates feature in the DEC to break a binding Note Unbinding templates will not cause records to be removed the host template will continue to read and write from the same record set that was available during the binding relationship and any secondary bound templates will revert back to their original data set i e the data set that was preset before the binding took place In the CDC 1 Call up the Template Properties screen for your bound templat
16. Exchange User Manual 6 Complete the fields as follows Field Name Value Description Report Name Enter the name that you want to give your report Select by date Click to add a checkmark to this field Doing so enables you to select more options Select by Click on the down arrow to the right of the field and select Scanned on Handheld From Click the date you wish to scan from Note The from and to dates will depend on how often you wish to report daily weekly etc To Click the date you wish to scan to Note The from and to dates will depend on how often you wish to report daily weekly etc User Name This field is grayed out for this report type 7 Click on one of Run Save Save and Run to create your report Page 171 of 319 Exchange User Manual Admin Center Detail This section is designed to complement the information provided in the Quick Start Guide Please ensure that you begin by reading the Quick Start Guide and then proceed to this section if you need to find more detailed information In this section you will find a comprehensive listing of all the options found in Admin Center and their various functions Fl asure ID l Add User Steve l Enroll User l Update User l Delete User l Card Bureau Admin Center Main Interface amp Functionality As described in the Quick Start Guide the Admin Center of Asure
17. No Live Link If there is currently a Live Link configuration active selecting this option will disable the Live Link configuration and return Asure ID Exchange to its own native database for the reading and storage of cardholder data Live Link Saved Entries If you have previously configured and saved a Live Link configuration all recently used configurations will be listed in this section You may switch to or enable one of the configurations simply by clicking on it in this menu Please note that this will disconnect Asure ID Exchange from the current database and instead read write cardholder records using the database specified in the Live Link configuration The previous cardholder records are not deleted they are simply no longer shown as the software is now looking to a different database Image The following items are found in the Drop Down Menu heading Tmage located at the top of the Data Entry Center main interface Page 258 of 319 Exchange User Manual Image Type Settings This item is used to select the format of images that are to be used when performing external image saves under Live Link as well as to set the default image type for Import Wizard operations Selecting this item will bring up an Image Type Settings window shown below On this window the default setting is to Use any matching image file Ignore type This option will be used most of the time however if you have multiple imag
18. Page 46 of 319 Exchange User Manual Quick Start Guide Using An Asure ID Card Service Bureau Introduction Asure ID allows you to easily use the Internet to securely transfer card data in a ready to print format to an Asure ID Card Service Bureau for primary or backup card production It s easy and means that you can produce cards no matter what Let s take a look at the simple steps involved so that you can see how simple and convenient using an Asure ID Card Service Bureau is Connecting to a Card Bureau From within the Asure ID Admin Center you will see a button on the lower left labeled Card Bureau If you click on it you will be able to enter the IP address or URL of the Asure ID Card Service Bureau Asure ID Partner that you would like to have produce print personalize your cards l Card Bureau In the screen that appears simply click the Add button type in the IP address example 209 146 244 66 or URL example www asureid com of your Asure ID Card Service Bureau into the space provided press the OK button and then press OK again to close the window and save your settings Card Bureau www asureid com Page 47 of 319 Exchange User Manual If you do not have the IP address or URL you will need to contact your Asure ID Card Service Bureau for this information If the Asure ID Partner who sold you the Asure ID software does not support this service then you will need to contact
19. Selecting this item provides identical functionality as pressing the Data Field button on the main Card Design Center window Logo Select this item to add a logo to your card template More information on Logos is available in the section on Function Buttons Selecting this item provides identical functionality to pressing the Logo button on the main Card Design Center window Photo Select this item to add a photograph field to your card template For more information see Photograph in the section on Function Buttons Selecting this item provides the same functionality as clicking on the Photograph button on the main Card Design Center window Signature Select this item to add a signature field to your card template For more information see Signature in the section on Function Buttons Selecting this item provides identical functionality to pressing the Signature button on the main Card Design Center window Barcode Select this item to add and set the options for a barcode on your card template For more information on barcodes see Barcodes in the section on Function Buttons Choosing this item provides identical functionality as pressing the Barcode button on the main Card Design Center interface MagStripe Select this item to add and set the options for a magstripe on your card template For more information see Magstripe in the section on Function Buttons Choosing this item provides identical functionali
20. This will happen without any messages or warnings from the Data Entry Center so please exercise caution when duplicate cards are a consideration e When a template is configured to use the Live Link functionality the Import Export Archive and Restore features are disabled Live Link Asure ID Exchange includes the brand new Live Link feature designed to let users work with existing third party databases instead of the standard Asure ID database Some situations where Live Link would prove useful include e Any organization that already has their cardholder info stored in an existing database and wants to work with this existing information instead of re entering it This database may have been a custom creation for the organization or it could have been created by an Access Control or Human Resources software application e Any organization that wants to share the cardholder data between multiple different applications without having to add new records to one application and then manually updating the other one e Any organization that wants to use different database types other than the native Asure ID MS Access or MS SQL database The Live Link feature is intended for integrators and advanced users with some database experience and allows for Asure ID to be configured to no longer read and write from its own native database and instead be directed to an external database to read existing records as well as storing new records
21. button to begin the import Page 152 of 319 Exchange User Manual 22 Click OK when the dialog box similar to the one below displays This dialog box signifies that the import is complete SASI Import Asure ID New Template 5 Data Entry Centen aooo Admin Center 6 Her C Card Templates New Template 5 4of4 Picture displays here Edit Card Select Deselect Send Cards Print Export SASI Format Use this procedure when you want to export Asure ID photos into the SASI format Page 153 of 319 Exchange User Manual Before you begin create the folder into which your exported data will go OR check the name and the path for this folder if it has already been created 15 Open Data Entry Center 16 Call up the template from which you want to perform the export 17 Select Database from the menu bar and click on Export Import to SASI format The following screen displays Export to SASI Database user Number Photo 1 Preferred Fhoto Imaga Fie Type Pct 18 Complete the following fields Page 154 of 319 Exchange User Manual Field Value Description Field Name Export to Folder Type in the name of the folder where the exported photos are to be placed OR Click on the Browse button to select the folder Note You may have to create this folder before you begin this procedure Get Identity Number From Use the drop do
22. tab of the properties box 9 Highlight the iClass folder 10 Click on the Add Application button The Add Application box displays Page 75 of 319 Exchange User Manual Add Application E Logical Access Control lt RFIDeas Air ID Electronic Purse BI Purse Biometrics Note Ensure that only the Automatically Add Required Template Fields box contains a check mark 11 Double click on the Electronic Purse selection 12 Click to highlight QI Purse 13 Click on the Add button to return to the Chip Properties box The following box displays Page 76 of 319 Exchange User Manual Chip Properties Chip Application Custom ICLASS QI Purse l Remove E Counter Configure Linked fields data Notel Only the required field Amount is checked off Note2 The Counter field in this case defaults automatically to 255 times that the card may be refilled If you wish it to be set to another value refer to the Electronic Purse QI Purse Required plus Optional section of this document 14 Click OK on the Chip Properties box You are returned to the Card Design Center 15 Design and save your card Refer to the Quick Start Guide A Step by Step Tutorial for more information about designing a card Once your card is designed and saved go to the Data Entry Center screen 16 Click on Add a card
23. will revert the template selection back to display all records for the template If you would like to see a similar display of all the cards that match your Select operation select Show Selected Cards from the Cards drop down menu mmary o SYNERCARD3 Template Department Extension Quick Find Selecting this item brings up a Quick Find dialog similar to a Select or Query operation only much simpler The Quick Find will bring up a simple dialog box shown below asking for a line of text and it will search for matches to this text in the Quick Find Field selecting the cards that match Page 248 of 319 Exchange User Manual Please note that you must first configure the hot Quick Find Field before you can use this feature The field can be chosen using the Quick Find Settings option found on the Settings drop down menu If you have not configured the hot field you will be prompted to do so the first time you select Quick Find The Quick Find feature can be accessed at any time within Data Entry Center from the keyboard by pressing lt CTL gt lt F gt Quick Find xj Find by First Name Mike J Automatically edit found record _ Cancel Exit Exits the Data Entry Center You will be asked to confirm this choice in order to protect your data and prevent accidentally leaving the application Card Print The following items are found in the Drop Down Menu heading Card Print locate
24. ww asureid com Communication Method DCOM Communication TCP IP Communication OK Auto detect the best method In the screen that appears simply click the Add button type in the IP address example 209 146 244 66 or URL example www asureid com of your Asure ID Card Service Bureau into the space provided press the OK button and then press Close If you do not have the IP address or URL you will need to contact your Asure ID Card Service Bureau Asure ID Partner for this information If the Asure ID Partner who sold you the Asure ID software does not support this service then you will need to contact Asure ID technical support by either phone fax email or through our online customer support to obtain the contact information of the Asure ID Card Service Bureau nearest you Page 276 of 319 Exchange User Manual Web www AsureID com online_support htm Now that the IP address or URL is properly entered you will need to register this should not be mistaken with software registration the user s who will be responsible for sending card data including template information to the Asure ID Card Service Bureau Enrolling With An Asure ID Card Service Bureau It is important to note that any user you enroll must have both the send record s and send template s privileges in their user profile if they are to be successful in sending card data To enroll a user simply click on that user s na
25. 7 Click the Schedule Task tab HID_30db8b1 64b0 45a2 ab19 329a9d4a3c9 a At 9 00 4M every day starting 23 06 2007 Schedule Task Start time bay DEJTE Schedule Task Daily Every day s C Show multiple schedules Page 293 of 319 Exchange User Manual For this tab the following Asure ID information applies Field Description Schedule Task Choose the frequency of the task e g Daily Weekly Monthly Start Time This is a twenty four hour clock Select the start time for your task Schedule Task This field changes according to the value of the Schedule Task field Daily Complete this field according to how you would like to run your task For another example of the Schedule Task when the At Logon value is selected in the Schedule Task field see below Note For information about any of the fields on the screen click the question mark in the upper right hand corner of the screen and then click the field for which you required more information When you select At Logon the following screen displays 1 Run at user logon Schedule Task Start time E 3 Advanced Show multiple schedules Page 294 of 319 Exchange User Manual 8 Click the Settings Tab HID_8cedc0e 63db 401e a904 a7a36be8d21 Scheduled Task Completed C Delete the task if it is not scheduled to run again Stop the task if it runs for hou
26. Asure ID technical support to obtain the contact information of the Asure ID Card Service Bureau nearest you Now that the IP address or URL is properly entered you will need to enroll the user s who will be responsible for sending card data to the Asure ID Card Service Bureau Enrolling With An Asure ID Card Service Bureau It is important to note that any user you enroll must have both the send record s and send template s privileges in their user profile if they are to be successful in sending card data To enroll a user simply click on that user s name to highlight it and then press the Enroll User button on the left hand side of the main Admin Center screen A confirmation window will appear confirming the user name you are about to enroll press OK if you are certain you want to proceed Enroll User User Contact Information You will now see the same User Properties dialog box you filled out when you originally added this user Confirm this is the user account you would like to register and press Next to move to the User Billing Information dialog box Page 48 of 319 Exchange User Manual User Contact Information User Billing Information To finish the registration process you will need to fill out the billing and shipping information associated with the user being enrolled in the User Billing Information dialog box When you are finished press the OK button to complete
27. Auto Print Mode icon located in the bottom right hand corner of your computer screen Auto Print Mode cancels and you are returned to the DEC screen e Right click the Auto Print Mode icon located in the bottom right hand corner of your computer screen Click once on the Stop Auto Print selection Auto Print Mode cancels and you are returned to the DEC screen 2 To stop Auto Print Mode and exit the DEC screen e Right click the Auto Print Mode icon located in the bottom right hand corner of your computer screen Click once on the Exit DEC selection Auto Print Mode cancels and the DEC quits Sheet Print The following items are found in the Drop Down Menu heading Sheet Print located at the top of the Data Entry Center main interface and are used when performing multi card sheet printing as opposed to single card printing Set Printer Settings Choose this option to select a printer and configure the various options available for your printer driver Asure ID will remember any settings that you make here and will use these instead of the Windows default settings whenever you print cards from within Asure ID Page 253 of 319 Exchange User Manual Print Setup 2 x Printer Name P420i USB Card Printer Properties Status Ready Type P420i USB Card Printer Where USB001 Comment Paper Orientation Size 86mmx54mm Card 7 Portrait Source Card Fee
28. Capture and Verification Note Ensure your capture device is installed and ready 19 Capture the Fingerprint using your capture device When you are done return to the Data Entry Center screen Note For more information on capturing fingerprints refer to the Section Capture Load or Verify Biometrics 20 Save the card Page 96 of 319 Exchange User Manual Biometrics Bioscrypt Fingerprint Customized This section contains the steps to take to add the Biometrics component to a card where customized Template fields will be added to the card Perform steps 1 7 from the Biometrics Bioscrypt Fingerprint Required section Note After step 7 the Biometrics Bioscrypt Fingerprint template fields are being customized and only general guidance can be provided 8 Create and Link Your Customized Fields There are two fields associated with the Biometrics Bioscrypt Fingerprint application They are Fingerprintl and Fingerprint2 To customize these fields you must first create your custom data fields on your card and later link them to the fields above a On the Card Design Center screen click on the Biometrics button located on the left hand side of the screen The following screen displays Page 97 of 319 Exchange User Manual New Biometric Biometric Specific F Send to Asure ID Server Data Type co retard b Inthe Field Name box en
29. Card Gone contains a green question mark because it represents the optional field of the application e Highlight the first field to be configured and click on the Configure button The Field Data Linking box displays Page 69 of 319 Exchange User Manual Field Data Linking lt RecordiD gt lt Print Count gt lt Date Printed gt Static data WiteAs Tex MES f Link the RFIDeas Air ID fields to your created fields IMPORTANT Regarding the customized field for Card Gone field only When you link your customized field to the Card gone field you must also do the following Click on the Properties button on the Field Data Linking box and enter the value for the Pre keystrokes field e g CRTL ALT DEL ENTER and click OK Page 70 of 319 Exchange User Manual Properties CRTL ALT DEL ENTER g Once your card is designed and saved go to the Data Entry Center screen Click on Add Card The following screen displays Data Entry Center Card Templates New Template 3 New Record ld gt gt I Rid fgit Save Card Page 71 of 319 Exchange User Manual h Enter the credentials in the fields where Your custom field 1 equals the credentiall value as set by you e g User Name Your custom field 2 equals the credential 2 value as set by you e g User Password Your custom field 3 is an op
30. Cards button to perform a query identical to the main Select function described above After you have configured your selections press the Update button to perform the update operation Page 247 of 319 Exchange User Manual Show Selected Cards When chosen after performing a Select also known as a Query operation this option displays a listing of all the selected records This feature is identical to the listing that is provided under Show All Cards described below except that it will only display the records contained within the selected set Show All Cards Displays a listing example shown below of all the existing cards and cardholder data for the current template Data from all the available fields on your card template will be displayed and the listing can be reordered alphabetically or numerically by clicking on the heading at the top of the window you wish to sort by Clicking on the heading once will sort the data in ascending order while clicking a second time will sort in descending order Selecting an individual record in this window and then pressing the Show Card button will select and display the chosen card in the main Data Entry Center window If you press the Print Cards button the displayed records will be printed out in the order that they are currently displayed Note that choosing the Show All Cards option after narrowing down the template selection with a Select operation also known as a Query
31. Center at a later date e Restore This feature is used to restore records from a database file that was previously created using the Archive feature Since Archive retains the data types of each field a Restore operation will import your card records in the identical form that they were originally in When performing a Restore operation the template file that the cards belong to must already exist in Data Entry Page 280 of 319 Exchange User Manual Center If it does not then load the template file into the Card Design Center and save it If you need to import data from a database source that was not created with Asure ID s Archive feature you must use Import rather than the Restore feature e Import This feature provides the ability to merge data from any ODBC compliant data source into Asure ID s template database When performing an Import you will have the option of selecting the template that you want the records to be imported into or you may choose to create a new template Select Import when you need to merge information from a data source that was not prepared by Asure ID e Export This feature provides the ability to create an external data file that contains the data from the selected cards You will have the choice of creating an MS Access database a text file an HTML page or HTML tags Unlike the Archive function running an Export operation will convert all the data types on your card template to text for compatibilit
32. Custom Installation has been selected you will see the installation options on the following page Asure ID InstallShield Wizard Asure ID Exchange Review setttings before copying files InstallShield If multiple languages are available on your installation CD you may choose from the available options If you would like to change the installation path press the Change button where the current install path is shown and select the new location where you would like Asure ID installed Custom Database Options Data Source Configuration section Select either Use default Asure ID database or Use custom database configuration Choose Use default Asure ID database to create a new Microsoft Access database for Asure ID Exchange If a custom database is selected it will be configured after the installation is complete and the computer rebooted When you have made the appropriate custom installation options press the Next button to continue Page 7 of 319 Exchange User Manual Step 5 After selecting your installation settings the installer will present a page stating that it is ready to begin the install Press Next to begin the installation or Cancel to halt it and return to Windows without installing Asure ID When the installation begins you will see a progress window as files are copied to your computer PI aE z iy Asure ID InstallShield Wizard Installing Asure
33. Data Field Options Dialog box 18 Save the card Page 81 of 319 Exchange User Manual Electronic Purse QI Purse Customized This section contains the steps to take to add the Electronic Purse component to a card where customized Template fields will be added to the card Perform steps 1 7 from the Electronic Purse QI Purse Required section Note After step 7 the Electronic Purse QI Purse template fields are being customized and only general guidance can be provided 8 Create and Link Your Customized Fields There are two fields associated with the Electronic Purse QI Purse application They are Amount and Counter To customize these fields you must first create your custom data fields on your card and later link them to the fields above a On the Card Design Center screen click on the Data Field button Page 82 of 319 Exchange User Manual New Field I Send to Asure ID Server B Mandatory Enty Number Era Non Printing ntry Date i Label Basic Label Rich Text List Max Characters 20 I Conditional Display pie Min Characters 0 b Inthe Field Name box enter your customized name for your field c In the Data Type field select the data type for your field d In the Non Printing Entry box select the check mark to make the field a non printing field Note Your field will display on the Card Design Center scr
34. Design Center when it was designed Typically each of these will be linked to the external database if one of these fields is not linked it will not display or store any data within Data Entry Center when the Live Link File is activated Page 41 of 319 Exchange User Manual System Fields are Asure ID s internal administration and tracking fields that are used for every template Fields such as Status Date Voided Date Printed etc are included in this group If you wish to be able to use Asure ID features such as Voiding Cards Printed Card Reports etc you will need to link these fields into your selected database If you do not link them these features of Asure ID will not be available You may need to create some new fields in your external database to store these values IMPORTANT NOTE ON PRIMARY KEYS One of the System Fields is very important and requires further discussion for anyone working with Live Link configurations The RecordID field is the default Primary Key database index field for all Asure ID templates and records A user in Card Design Center may override this primary key for a given template by marking one of the User Defined Fields as a primary key If anew primary key is established on one of the User Defined Fields the user may safely ignore the RecordID System Field however they must make sure they have linked their User Defined primary key field to the primary key uniqu
35. Eee mer or feed r Size 4 From the drop down menu under the Card Technology field select Contactless Page 88 of 319 Exchange User Manual 5 Click OK to return to the Card Design Center screen A chip icon now appears to the right of the Front Side of the card FI Asure ID New Template 5 Template Print Edit Add View Settings Help Card Design Center New Open Save Data ied Front Side 6 Click on the Chip Icon The Chip Properties box displays 7 Ensure that the Brand and Type fields reflect the correct values for your Technology Contactless cards Refer to section Card Brand and Type for more information Page 89 of 319 Exchange User Manual Chip Properties 8 Select the Application Tab of the properties box 9 Highlight the iClass folder 10 Click on the Add Application button The Add Application box displays Page 90 of 319 Exchange User Manual Add Application plication E Logical Access Control Note Ensure that only the Automatically Add Required Template Fields box contains a check mark 11 Double click on the Biometrics selection 12 Click to highlight Bioscrypt Fingerprint 13 Click on the Add button to go to the Chip Properties box The following box displays Page 91 of 319 Exchange User Manual E a iCLASS E E Bioscrypt Fingerprint E Fingerprint N
36. ID The program Features you selected are being installed Installshield When the install has completed successfully you will see an InstallShield Wizard Completed window as shown below Press Finish to exit the installer Page 8 of 319 Exchange User Manual T Asure ID InstallShield Wizard InstallShield Wizard Completed The InstallShield Wizard has successfully installed Asure ID Click Finish to exit the wizard Step 6 Depending on your system and the install type you selected you may be informed that you need to reboot your computer before the installation will be complete as displayed below If you see this message you must reboot your computer before you can use Asure ID Press Yes if you want to automatically reboot immediately or No if you will reboot the computer yourself at a later time If you do not see this message you may launch Asure ID immediately using the shortcuts that have been placed on the Windows Start Menu in the Programs gt HID gt Asure ID folder Step 7 For users who chose a Custom Data Source Configuration in the installation options the Data Link Properties page shown below will appear after you reboot the computer If you would like to use Asure ID s standard Microsoft Access database simply press the OK button to accept the default settings and the window will close with Asure ID now ready to use Page 9 of 319 Exchange Us
37. ID is still reading and writing cardholder records from its own default database To switch to the set of records that your Live Link configuration will provide again click on the Live Link drop down menu at the top of the screen You will now see that below the No Live Link option is anew entry for the Live Link File that you just saved Any saved Live Link Files for the active template will be shown on this list and you may use this menu to switch between them Select the Live Page 310 of 319 Exchange User Manual Link File that you saved and Asure ID will refresh the cardholder set instead of showing you records in the default Asure ID database you will now see the record set provided by the external database that you configured Live Link with You may switch back to the default record set at any point by choosing No Live Link from the Live Link drop down menu and can switch to any previously saved Live Link configuration by selecting it from the same menu Limitations on Live Link When working with Live Link configurations it is important to understand that there are some limits to the functionality of Asure ID as well as some limits on the types of databases that can be used e The Live Link engine is only able to connect to a single database instance at one given time Multiple tables and fields within the database are supported however all data entries must be contained within the same database in
38. ID is where you manage both your users and your communication with the Asure ID Card Service Bureau As you add users to the Asure ID system the main Users area of Admin Center begins to fill listing your users You may have an unlimited number of users on the system and they may but do not have to each have their own individual smart card Page 172 of 319 Exchange User Manual Admin Center Function Buttons E gt Press this button to add a new Asure ID user and set his or her privileges Seas Please see below for more details gt Select to enroll the highlighted user with an Asure ID Card Service Bureau An enrollment form will appear for you to fill out and submit Use to change privileges for a currently selected user Any of the options that Dene were set when the user was created may be modified sneer gt Press to remove the currently selected user from the Users list deleting his or Nevsensessscensocnscnsnseoeseeed her account Select this option to configure Asure ID to communicate with an Asure ID Card Bureau Card Service Bureau by entering the Server s IP address or URL Such as 209 146 244 66 or perhaps asureserver Asure ID com Admin Center Navigation Buttons Card Design Center Use this button to quickly go from the Admin Center to gt the Card Design Center Please note that you must have Card Design Center privileges assigned to your use
39. IV Prefix fiz3 MV Sutfix ABC J Fill Unused Leading Space With iz Defa F Sequential Edit E Page 199 of 319 Exchange User Manual On this dialog the following items can be configured Prefix This item when checked allows for a fixed string of text to be used as a prefix before the data entered into your field This string needs to be entered in the line beside this check box and will appear exactly as it is entered before the data in the selected field for each card created in Data Entry Center Suffix Identical to the Prefix item discussed above but Suffix will append the fixed string after the field s variable data Fill Unused Leading Space With this option gives you the ability to have the field s value always use the maximum number of characters set for the field When you check this box you can specify a character such as a zero that will fill the field up to the beginning of the cardholder s variable data so that the entries will be the same length for all cardholders Sequential This item when pressed will bring up a sequential field properties dialog identical to the one used for Global Counter number fields discussed earlier One fundamental difference is that text may be used in addition to numbers and in fact this text will automatically increment If you set the initial value to A and the incremental value to 2 your first card will used the letter A the second
40. If you wish to use an existing ODBC connection to your database instead of a registered ADO driver select Microsoft OLE DB Provider for ODBC Drivers SQL Server and MS Access are some of the most commonly used databases If you would like to use SQL Server select Microsoft OLE DB Provider for SQL Server or if you wish to use a Microsoft Access database select Microsoft Jet 4 0 OLE DB Provider After selecting the appropriate data source press Next to select the database instance path or source name depending on selected driver and authentication information The page that appears will be Page 285 of 319 Exchange User Manual somewhat different depending on the database driver you have selected and will show options appropriate to that data type If you selected a SQL Server driver you will need to enter the name of the Server hostname or IP address in the 1 box as well entering the username and password for the sa or equivalent account in the 2 box and finally use the drop down menu under the 3 item to select the database instance within the SQL Server that you will link to If you have selected the ADO Provider for ODBC Connections under Use Data Source Name there will be a drop down menu showing all available ODBC connections and you may select the one that is configured for the database you wish to link to If you have chosen the Microsoft Jet driver there will be a
41. Manual After selecting the appropriate data source press Next to setup the database instance path or source name depending on selected driver and authentication information The page that appears will be somewhat different depending on the database driver you have selected and will show options appropriate to that data type If you selected a SQL Server driver you will need to enter the name of the Server hostname or IP address in the 1 box as well entering the username and password for the sa or equivalent account in the 2 box and finally use the drop down menu under the 3 item to select the database instance within the SQL Server that you will link to If you have selected the ADO Provider for ODBC Connections under Use Data Source Name there will be a drop down menu showing all available ODBC connections and you may select the one that is configured for the database you wish to link to If you have chosen the Microsoft Jet driver there will be a button beside the 1 box that can be used to browse to select an existing Microsoft Access database on your computer or network Whatever database driver you have selected you will need to select the database itself or Server and database for a SQL Server as described above as well as any authentication information that may be required by the database If your database does not use authentication check the Blank Password box
42. Name box Hint Make it descriptive enough in case you need to find it quickly at a later date 6 Click the Schedule Task button to go to the next step in the scheduling process The Task tab displays ay C WINDOWS T asks HID_8cedc0e 63db 401 e a904 a Run TPE 2B1629D 532E 441F BOB2 59C1BFE 3FDBE xx INI Browse C Program Files Asure ID program Comments C Run only if logged on Enabled scheduled task runs at specified time Page 292 of 319 Exchange User Manual For this tab the following Asure ID information applies Field Description Run This dialog box displays the profile information required for your scheduled task It describes the task to take place to import records from one place e g a CSV file to your Asure ID database Run as This field reflects the name of the entity e g admin group or person e g Jane Doe setting up the scheduled task If this is not the person or entity that should be reflected in the field you can change the field information Set password When you click OK to set up your task you will be prompted to input the password information of the entity or person reflected in the Run as field Note For information about any of the fields on the screen click the question mark in the upper right hand corner of the screen and then click the field for which you required more information
43. Name area of the photograph properties box A good example of this would be for a child s daycare card Many organizations like to have the child s photo on the front of the ID card and a smaller photo of each person who is authorized to pick up the Page 207 of 319 Exchange User Manual child on the back In this case it would make good sense to use Child or Main for the Name of the first photo field placed on the front of the card and a Name such as Father Mother Guardian1 or Guardian2 for the subsequent most likely smaller photo fields placed on the back The value entered for Name will be the text used as a prompt when capturing multiple photos in the Data Entry Center Signature Button Selecting this button allows you to place a field on the card template that will contain the cardholders signature You will need some form of signature capture hardware Asure ID supports the Penware 1100 and 1400 Pad as well as any pad supporting either the TWAIN or the WinTab Interface to enter the signature in Asure ID s Data Entry Center or you can load signatures from a file on your computer After selecting the Signature button click on the card in the area where you want the signature to appear Signature fields can be repositioned or resized by dragging them while holding the mouse button down or by using the arrow keys on the keyboard lt SHIFT gt arrow keys to resize and their options dialo
44. No cards with vital information can be printed from the IDCardMakerMasterTable Note Because the ID Card Maker templates are bound then any data changed in a field used by any or all of these bound templates will be changed for the same field of the other template s Example If both the corp and flower templates share the Badge ID data field then a change to the data in the corp template s Badge ID field will change the data in the flower template s Badge ID field as well The appearance of these templates is very similar to the original badge layouts However due to differences in how certain features are implemented between the applications these templates may not be identical It is recommended that the newly created templates be opened in Asure ID Card Center Design to check the layout and make any adjustments as may be necessary Page 143 of 319 Exchange User Manual Working with Imported Data This section contains details that are specific to working with the imported data The templates and data imported from the ID Card Maker can be worked on as you would with any other Asure ID templates for data However there are some specific details for working with the imported data Steps to add an existing IDCardMakerMasterTable field to a bound template 1 Open the Card Design Center 2 Open the IDCardMakerMasterTable template Non Printing Entries Fron
45. Remove Fields from Non Printing Entries Box you installed fields you did not require Installation and Registration Overview Refer to the Quick Start Guide Installation for details about installing and registering Asure ID programs If you have purchased Asure ID Exchange because of the iDIRECTOR component we suggest that you also refer to the Quick Start Guide A Step by Step Tutorial to learn about other components with which iDIRECTOR can interface Page 53 of 319 Exchange User Manual If you are an existing Asure ID Exchange client proceed to the iDIRECTOR component you want to learn more about General Note about Field Sizes for Fields Linked in iDIRECTOR The following applies to field sizes for fields linked in iDIRECTOR Linked Fields Created in the CDC When creating a field that will be linked to a field on an iDIRECTOR application ensure that the maximum size limits of the field you are linking to are reflected in the field you are creating Please note that you will be able to increase the size of your created field so that it is greater than the maximum size of the iDIRECTOR field however the following will occur in the DEC Working with Linked Fields in the DEC When entering a value into a field that was linked in the CDC and where that value exceeds the maximum field size of the field to which you linked your data will be truncated to the length of the maximum field size
46. Select Database from the menu bar and click on Import from SASI format FI Asure ID New Template 5 Card Records Card Print Sheet Print PASSES Live Link Image Biom Import Wizard Data Entry Center Export Wizard pig s Archive This Card Archive Selected Cards Archive All Cards Restore Mobile ID Import from ID Card Maker JHS a ie Refresh Database The following dialog box displays Page 151 of 319 Exchange User Manual Import From SASI Database Import From Match SASI IDs to Asure ID Field fuser Number Import Photo Image into Field Photo 1 x osm Close 20 Complete the following fields Field Value Description Field Name Import From Type in the location of the SASI database the import will be done from OR Use the browse button to locate the SASI database Match SASI Ids to Asure ID field Use the drop down menu to choose your Asure ID field to be used in the match The value of your Asure ID field will be used to locate a matching record in the Asure ID database If a match is found the corresponding picture will be inserted into the next field you have to select i e Import Photo Image into Field Note The default value for this field is Created by Import Photo Image into Field Use the drop down menu to choose the field into which the photo image is to be imported 21 Click the Start
47. User Manual X Void Printed D Linked Sent Void Printed amp Linked Tags After any card record has been successfully transmitted to the Asure ID Server the Sent tag is displayed with that card s record This makes it easy to keep track of which cards have and have not been transmitted A similar tag marking a Void card will be displayed with the record of any card that has been voided Similarly card records that have been printed will be indicated as such by the Printed tag and for any card record that is linked or bound between more than one card template a Linked tag will appear beside the card As described above when discussing the Quick Card Info button when a record is linked you may Jump to the associated record by opening the Card Info box and double clicking on the entry for the associated template Data Entry Center Navigation Buttons Card Design Center Press this button to quickly go from the Data Entry Center to the Card Design Center Please note that you must have Card Design Center privileges assigned to your user profile for this to work Admin Center Use this button to quickly go from the Data Entry Center to the Admin Center Please note that you must have Admin Center privileges assigned to your user profile for this to work Help Select this button to jump to Asure ID s online help file Data Entry Center Drop Down Menu Items The following items are found at t
48. When supplying authentication information in this window please note that Asure ID s ability to access tables fields as well as read and write from the database will be governed by the permissions granted to the user name that is supplied for authentication If you are using a read only account Asure ID will be unable to write new records into the linked database We recommend that you use an Administrator account with full database access when configuring the authentication information After entering in the correct authentication information check the Allow Saving Password box before you continue When you have made the appropriate database and authentication settings press the Test Connection button to test the settings If you see a message stating that the database connectivity tests were successful you have made the correct settings and can press OK to save the database configuration and close the window you have now successfully selected and authenticated your database for Live Link operations and may move on to the second step mapping the fields If the database connectivity test fails you will need to check the settings and ensure that you have configured the database correctly The Advanced and All Fields tabs of the window may be used to access all configuration options specific to the selected Data Source and may be used by system administrators and advanced users to troubleshoot connectio
49. all entered cards for the current template active again Send Cards Button Send Cards gt Send Cards Pressing this button sends all unsent card records to the Asure ID Server Further options to resend cards send individual cards etc are available in the communications drop down menu at the top of the Data Entry Center screen Print Pressing this button will perform a local print operation of all selected cards A printer dialog box will appear letting you select and configure the printer that you want to use Page 243 of 319 Exchange User Manual Print Setup 2 x P420i USB Card Printer Properties Ready P420i USB Card Printer USBO01 Comment Paper Orientation Size 86romx54mm Card 7 Portrait Source Card Feeder 7 Landscape Help Network Cancel The behavior of this button can be customized to print either All Cards All Unprinted Cards Current Card or Dossier Printing Selected Cards as well as enabling or disabling the printer selection dialog by using the Settings drop down menu and selecting Set Print Button Print Button Settings x Set Print Button Functionality to Print All Cards C Print Selected Cards Dossier Print Selected Cards Tl Don t Show Print Settings Box T Show Preview Window before Printing cl Sent Void Printed amp Linked Tags Sent Page 244 of 319 Exchange
50. and your computer Note 2 Ensure that your handheld PC device is connected to your computer This procedure lists the steps to synchronize your MTP file to your handheld device 1 Ensure your MTP file has been saved 2 Select Tools from the menu bar and click on Mobile Data Sync Configuration and select option Read card holder s data information from Card chip Data on Card mode Mobile ID Data Sync Configuration Look up card holder database with the value read from Magnatic Stripe track f X Canc Page 166 of 319 Exchange User Manual 3 Select Tools from the menu bar and click on Synchronize MTP file When the sync is complete the following dialog box displays Mobile ID Page 167 of 319 Exchange User Manual Perform Data Entry Center Steps The Data Entry Center is where you add the cardholder records and personalized cards 1 Open the Data Entry Center 2 Select your card template from the drop down list in the Card Templates field B kal Asure ID S Card Templates Sample Screen for Mobile ID gt l4 gt gt I rOn Technology Egit Save Card S 3 Click Add Card to add the record information 4 Click Save Card to save the information Page 168 of 319 Exchange User Manual 5 Click Card Print on the DEC menu bar and select Print All Cards FI Asure ID basic Card Records Rene
51. connected to the Internet and are not using a firewall or proxy TCP IP communication is the most compatible and uses port 80 and 1281 bidirectional This communication method is recommended for users who are on a corporate network behind a firewall or behind a proxy If you are unsure about which communication method to select please choose Auto Detect When this setting is selected Asure ID will attempt to connect to the Asure ID Server using first DCOM and then TCP IP protocols Enrolling Users Before any user of the Asure ID system will be able to transmit cards to the Card Service Bureau they will need to enroll with that bureau first Unless you change Card Service Bureaus this is a one time only operation for each Asure ID User and it is required in order to provide the Card Service Bureau operators with some information such as shipping and billing addresses contact numbers etc about the person transmitting cards Page 179 of 319 Exchange User Manual To begin the user enrollment process select the user that you want to register from the User List and then press on the Enroll User Function Button found on the main Admin Center window The following sequence of dialog boxes will appear Enroll User You are about to enroll the lt admin gt user to the Asure ID Server Do you want to proceed Yes No User Contact Information Xx First Name ie Last Name Carter Phone Number rrr Fax N
52. determine when to pre render based on the type of objects on your card and the capabilities of your printer This is the default setting which should be used for the majority of printing operations Name Card Record By Within Asure ID s database by default records are identified using a hidden RecordID system database field which acts as the Primary Database Key inside the database In some cases such as the use of Live Link users may wish to override this indexing convention and utilize a different field as the record Name Selecting this item will bring up a dialog box shown below with a single drop down menu which contains all data fields from the card design Users may select any one as the new Name key field however it is extremely important that the selected field contain a unique value for all cardholders Fields like First Name and Department would not make acceptable candidates for a new primary key We recommend that only advanced users who are aware of the implications of changing the Primary Key field make changes to this setting Page 231 of 319 Exchange User Manual Name card record by Recordi aa ee eae Default Field Parameters Selecting this item allows the user to configure using the dialog box shown below default settings for the various font and frame parameters available for data fields logos photos and signatures You will notice that this presents the same o
53. does not have one you can simply create an autonumber field within the selected table and link to that Beside each field name in the Live Link window there is an Operator column with a drop down menu The items on the menu are Database Folder and None The Folder option is only applicable to photograph signature and biometric images all other values must be stored within a database Because Page 42 of 319 Exchange User Manual we are linking a primary key field that must be linked we cannot select None for this field so choose Database from the drop down menu None Database Whenever a field is being linked and Database is selected in the Operator column the next column marked Table Path will refresh to display a list of all tables within the linked database Select the table that contains the external database field you wish to link to the RecordID field or other primary key if dictated by the template design After selecting a table the next column marked Field will refresh to list the database fields within the selected template choose the field you wish to link to the template s primary key After you have selected the field the final column marked Permission will update to show you the database permission you have for the external database Read Write means you have full control within the field while Read Only means that you cannot write new
54. face of your card The following screen displays Page 161 of 319 Exchange User Manual Chip Properties Access Control Format Type 26 bit z I Retieve Card Num into Cesienewied I Retrieve Site Code into Cese rewi z I Retieve Chip SN into Ceasrewic gt 3 Choose values from the Brand and Type fields for the type of cards you are using Example In the screen above the iCLASS brand and the iCLASS 16K 16 type were selected 4 Click OK to save your choices A chip will appear on your Card Design Center screen see sample screen below It is in this chip that your card data will be encoded Page 162 of 319 Exchange User Manual 5 Click the Save button to save your card design template and proceed to section Create the Mobile ID Template Create the Mobile ID Template The Mobile ID template is the template that your handheld PC device will use to display the information that you encode into the card chip 1 Click on Template then select Mobile ID on the Card Design Center menu bar The Mobile ID screen displays Back Side Note The Mobile ID template can also be called from the Data Entry Center Use the menu bar to call up the Mobile ID template by selecting Database and then clicking on Mobile ID Page 163 of 319 Exchange User Manual FI Asure ID New Template 22 Card Records Card Print Sheet Print EZE Metik Image Biometri
55. for those cards on your printed sheet o Cards Across When working with custom printed sheets enter the number of cards across from left to right the sheet of paper The software needs this to know the spacing of the cards for custom printed sheets o Horizontal Space When working with custom printed sheets of more than one card across enter the space in inches between the right hand edge of the left card and the left hand edge of the right card The software needs this to know the spacing for cards on a custom printed sheet o Cards Down When working with custom printed sheets enter the number of cards down from top to bottom the sheet of paper The software needs this to know the spacing of the cards for custom printed sheets o Vertical Space When working with custom printed sheets of more than one card down enter the space in inches between the bottommost edge of the top card and the Page 255 of 319 Exchange User Manual uppermost edge of the card below it The software needs this to know the spacing for cards on a custom printed sheet o Printer Setting Select this button to choose a printer and set printer options for outputting your sheet printing When you are satisfied with the settings press the OK button to save your settings Dossier Printing Settings If you are going to print a dossier report of your current or selected cards you must first select this item to specify the properties for the dos
56. how to apply this functionality let s examine how we can use Conditional Display to show a different logo depending on what department a cardholder belongs to Let s assume we have a card template that has a list data field entitled Department The list values specify different departments within a company i e Admin R amp D Finance and Marketing etc Next let s assume that we have a different logo image for each department an image of a book for admin a calculator logo for finance an image of a TV for marketing The challenge is to create a single card template that will display the correct corresponding logo for each department Here s how we can use Conditional Display to provide the functionality First add a logo field and browse to the book logo that will be used for the admin employees Drag the logo to the correct location on the card and then open its properties and check the Conditional Display box In the configuration dialog that appears shown above select the Display Object Only If button and choose Department from the drop down menu Next make sure that the is equal to radio button is selected and then type Admin into the final field You have now created a logo that will only appear for Admin employees To create the additional conditional logos repeat the same steps above dragging each successive logo on top of in the exact same location as the original logo Create the appropria
57. io a Ring Middle index as ii e Finger e inger Finger Finger Binger inger inger inger Select Finger Left Right thumb thumb Page 113 of 319 Exchange User Manual Chip Properties Custom Tab Custom data can be configured using the Custom tab of the Chip Properties box This type of configuration allows you to configure and add your own data along with one or more of the pre defined iDIRECTOR applications e g RFIDeas QI Purse Bioscrypt Fingerprints The limitation of what you can add is dependent on the type of card you use e g iCLASS 2K 2 iCLASS 16K 2 iCLASS 16K 16 and the size of the data you wish to add CAUTION It is highly recommended that technical staff with smart card knowledge provide the necessary configuration support when working with the Custom Tab of the Chip Properties box Note If the required technical knowledge is not available in house then HID Identity s Professional Services are available to provide the level of expertise required Because the use of this feature is dependent on what data is being added to the card chip only general guidance can be provided for this section Procedure to call up the Custom Tab of the Chip Properties Box 1 Create a contactless card in the Card Design Center A chip icon will appear to the right hand side of the card 2 Double click on the chip icon to open the Chip Properties box 3 Click once on the Custom tab to
58. it from the database Page 229 of 319 Exchange User Manual Active Templates x New Template 1 New Template 2 Saia Remove Refresh Select this item to refresh the template database and the display of the active card template Use this if another networked user has made changes to the templates that you would like to see Settings Rendering Options Rendering is the act of converting all of the layout imaging and cardholder information that is to be printed on the card into a graphic image that can be sent to the printer Because different printers expect that the information will be presented to them in different ways Asure ID has had to place rendering options within the software These settings are global and will affect the way in which your card appearance will be translated for printing print preview and onscreen display An example of where rendering options are needed is if you are having problems getting K Panel printing to work with your printer By default Asure ID sends all printed information in layers which are passed to the printer for printing This approach is useful to attain K Panel printing on printers that look for different objects on the card when setting up K Panel printing If your printer driver s K Panel options include items like Use only on Barcode Use everywhere except color photo etc then your printer is expecting the information to arrive in lay
59. option found under the Settings drop down menu Show Internal Circuit For cards which have an internal smart chip contact or contactless specified in their properties this item can be used to toggle a view of the chip and internal wiring layout This can be very useful when determining where to leave space on the card design for a hole punch for example Show All Objects Choosing this item creates a table style report of all the items logos photos data fields etc on the card template This can be useful for selecting items hidden underneath layers without Page 227 of 319 Exchange User Manual having to move the upper layer items aside You may select any item in this report and press the Delete button to delete it from the card template or press the Edit button to open the item s properties menu or you may use the supplied controls to adjust the layering of objects on your card Card Objects x E A e rested 5 a L 20 Front e LC e p fo a a a E E e e rest p po e o e E B ene por p f e 20 Font mo o a p e e fe u po o a e p e e CC A E u ee ee a e r a a the card template Use the Move Up and Move Down buttons to change the display order Show Data Fields IV User Defined Fields I System Fields J Asure ID Card Service Bureau Fields Show All Data Entries Choosing this item will bring up a table style report of all the Data Fields on the card This is a useful aid i
60. per the requirements of your system e g COMI Baud Rate Use the drop down menu to choose the baud rate as per the requirements of your system e g 115200 57600 Note If you have no device connected you will receive the following message Page 104 of 319 Exchange User Manual DEC x Failed to open the biometric device 6 Once you have confirmed or changed your settings click on the Select button to select the device The following dialog box displays Your device is ready to capture biometrics Capturing Biometrics Use this procedure to capture Employee fingerprints This procedure requires interaction by the Employee i e the person who will be using the card To ensure you capture a fingerprint that is readable it is recommended that you verify the print after it has been captured while the Employee is still present with you 1 Open the Data Entry Center Page 105 of 319 Exchange User Manual FI Asure ID New Template 13 Card Records Card Print Sheet Print Database Live Lin DEI Communication Templates NRep4 Select Biometric Device Data Entry Center MR Biometric Capture and Verification Card Templates New Record 2 Select the Card Template from the drop down menu 3 Select the Record for the Employee using the right and left arrow keys and click Add Card for a new record or Edit Card for an existing card 4 Click Bi
61. point on the card The snap to function can be disabled or the grid points adjusted by using the Grid Settings item found on the Settings drop down menu at the top of the screen The data field can be removed from the template as long as no cardholder data has been entered into the database for this template by selecting it with a mouse click and pressing the lt DEL gt key or by right clicking on it and choosing Remove Field Finally all individual items on the card such as data fields logos etc may be viewed in a database table format by selecting View Show All Objects from the drop down menu at the top of the screen Items in this table view may be selected for editing by clicking on the item then the Edit button Note that if you make a mistake at any point in Card Design Center whether moving adding or changing items it can be easily fixed by selecting Edit and then Undo from the drop down menu bar at the top of the main Card Design Center window Page 191 of 319 Exchange User Manual Layering Fields Data fields along with all other fields created within the Card Design Center such as logos signatures and photograph fields may be layered either above or below another field that is either partially or completely overlapping it To set the layering option for a field select the field by single clicking on it then right click over the field and select either Layer Above or Layer Bel
62. properties menu Any text may be placed into this field with a limit of 100 characters It is important to realize that this comment is not data that will be encoded into the barcode but rather a string of fixed text that will be displayed alongside the barcode s configuration possibly as a useful note or reminder to anyone who may be working with your barcode s configuration at some time in the future Magstripe Button Beeseseso stooeossesoossoeoe l Magstripe gt Choose this option to add a magnetic stripe to your card Like a barcode the magstripe encodes information from your existing data fields Magstripes have three tracks that can each contain separate data so Asure ID allows you to encode information from any of your data fields either printed or non printed into the magstripe After selecting the Magstripe button click on the card in the area where you would like the magnetic stripe to appear An options dialog box will appear asking you to specify the following information Page 214 of 319 Exchange User Manual Name Magstripe 1 ra Fill unused space with zeros Donot fill unused space You can use this area to type a name for your magstripe By default Magstripe is used here but it can be changed to any desired name This is simply a label used to identify the magstripe in the Show All Objects drop down menu described in the following section on Card Design Center Drop Down Menu It
63. s Data Entry Center to the remote Asure ID Card Service Bureau for printing Page 183 of 319 Exchange User Manual Card Design Center Detail This section is designed to complement the information provided in the Quick Start Guide Please ensure that you begin by reading the Quick Start Guide and then proceed to this section if you need to find more detailed information In this section you will find a comprehensive listing of all the options found in Card Design Center and their various functions Introduction Asure ID s Card Design Center is where you will create templates for new cards either from scratch or by modifying existing templates It is here that you decide what your cards will look like what types of text and data they will hold and display and what types of special features such as magnetic stripes or barcodes they will incorporate This is all done through a simple drag and drop visual interface while Asure ID takes care of creating a custom database for you behind the scenes The benefit of this approach is that no database programming knowledge or skills is needed to use Asure ID In this section you will find a comprehensive listing of all the options found in Card Design Center and their various corresponding functions Page 184 of 319 Exchange User Manual Front Side Barcode Magstripe Chip Back Side About Card Templates Card Template Front and Back These two areas repres
64. the Barcode button click on the card to specify where you would like your barcode to appear A Barcode Editor dialog box will appear with various options for your barcode New barcode lt First Name gt lt Laste Name gt This window is divided into four sections Barcode Editor Barcode Appearance Appearance and Linear Barcode Options Barcode Editor Tab The following items are available on the Barcode Editor tab of the barcode s properties window Nam e Enter the name that you would like to use to identify your barcode here Type Choose the type of barcode that you would like to create from the drop down menu The options are Linear Barcode PDF417 2D Barcode and Datastrip Barcode More detailed information on different barcode styles or symbologies and their various considerations and limitations can be found in Appendix C Barcode Limitations and Considerations Data Fields Barcode Data After you have chosen the type of barcode you want to create you must choose what fields will supply the data to be encoded On the left hand side you will see all of the data fields that are currently on your card template To add a field to the barcode double click on the field in the left column or select it and then press the Add button You will see a copy of the field appear in the right hand column which is used to list the fields selected for and the ordering of the data in the barcode Pa
65. the following dialog box displays Biometric Capture and Verification ICLASS_BF_FINGE tight index finger No ICLASS_BF_FINGE right index finger No Page 111 of 319 Exchange User Manual 6 Highlight the Field Name to be captured and click on the Load button The following dialog box displays My Computer Stir tetwark Places E 222_0 tem My Namen File name a a Files of type Bioscrypt Fingerprint Template Files tem gt 7 Locate the directory where the tem files are located 8 Highlight the tem file you want to add to your record and click on the Open button OR double click the file The fingerprint displays on the Biometric Capture and Verification dialog box 9 Click OK on the dialog box 10 Choose the next Record in the Template in the DEC and repeat procedure steps two through nine 2 9 for each of the Employee fingerprints you wish to load System Names of Fingerprints Displayed on Select Finger Screen Page 112 of 319 Exchange User Manual The following diagrams illustrate the system names for each biometric These names are listed under the Finger column of the Biometric Capture and Verification Screen Refer to the sample illustration of this screen further below Note The Select Finger screen defaults to the right index finger until you select a finger and click OKR l Right EoI Hen Left Left Right iea Rin
66. the operator who will issue you a corresponding number to enter into the Installation ID column This number pair is unique to your current installation and cannot be used again even if the same product is reinstalled onto the same computer After you enter the number issued by the operator press OK to save your registration data The window will close and you may now run Asure ID using the shortcuts that have been placed on the Windows Start Menu in the Programs gt HID gt Asure ID folder Offline Registration x Please call Asure ID Registration Department at 819 777 6687 to obtain the Installation ID Number required to complete your registration To register offline after regular business hours please visit www asureid com and follow the instructions provided Initialization ID PLIBYS GVMKHC DGFFAW SXH3FD Installation ID J ros Page 14 of 319 Exchange User Manual Web Registration If you are unable to register your software using Online Registration and are calling to register offline outside of business hours you may use the Register Offline function in conjunction with any computer that has Internet access even if it is not the same computer you are installing Asure ID onto Please select Register Offline when prompted by Asure ID and then using any computer go to our web based registration page located at http www AsureID com support registration asp You will ne
67. unbound template 9 Select Templates from the menu bar 10 Select Bind Templates Page 149 of 319 Exchange User Manual Bind Templates 11 Inthe section Select Host template for binding select IDCardMakerMasterTable from the drop down list 12 Click the Bind button 13 Click the Close button to return to the DEC 14 Select Database on the menu bar and click on Refresh Database Your newly bound template can now be used in the same manner as the templates imported from ID Card Maker Page 150 of 319 Exchange User Manual Importing and Exporting SASI Formats The Import and Export SASI Format selections are designed to allow you to import and export SASI and Lifetouch school data formats into from Asure ID Before you begin 1 Ensure that you have purchased and installed the license s for the plug in s 2 Design your card template that you will import your SASI and Lifetouch formats to Notel The Import and Export SASI Format selections are only available for selection from the DEC after cards have been created using your template Note2 The template you create in step 2 above must have at least one text field one number field and one photo field Import SASI Format Use this procedure when you want to import the SASI format from 17 Open the Data Entry Center DEC 18 Open the template you designed in the Card Design Center CDC 19
68. useful for a variety of applications A common usage is to merge the First Name and Last Name fields so that the cardholder s names will print along the same line without the need to manually adjust field spacing To accomplish this using the expression editor add the fields you want from the Source column on the left This column contains all the data fields that are currently on the card template Between each field that is added to the expression it is usually a good idea to add a Field Separator This will generally be simply a space but any text can be used After selecting Field Separator you will be presented with a dialog box that allows you to enter the desired text for the separator As you build the expression you will see a preview of what it will look like at the bottom of the dialog box After you are satisfied with the configuration of the expression press the OK button You will see that the fields chosen for use in the expression disappear from the card template you will see that they re appear in the Non printed Entries area and a single new field the expression appears It is important to note that although the data is now being written as one field the Asure ID database still tracks the individual database fields and the multiple fields will each appear individually in Data Entry Center and can be still be used normally for import export activities Asure ID has been designed to offer the most flexibili
69. user to mask certain field types that they may not want to configure with Live Link and finally there are some buttons at the bottom of the window that are used to load save delete and create Live Link Files Since we have launched the tool by selecting Add LLF we are by default working with a new configuration so all of the mapping fields are empty When starting a new Live Link configuration the first thing that we must do is to select the database we want to work with Press the Data Source button on the lower right of the window to configure the database selection A Data Link Properties window shown below will appear We will use this window to accomplish two essential tasks selecting the database and providing authentication information Page 302 of 319 Exchange User Manual E5 Data Link Properties x Provider Connection Advanced Al Specify the following to connect to ODBC data 1 Specify the source of data iC U 1 a Bietesh Use connection string Connection string 2 Enter information to log on to the server User name Password I Blank password Allow saving password 3 Enter the initial catalog to use C Test Connection First we will want to select the type of database we will work with Select the Provider tab at the top of the window and a list of database drivers will appear listed under OLE DB Provider s Page 303 of 319
70. values into the field A primary key field must allow full access for the Live Link configuration to function properly Page 43 of 319 Exchange User Manual Tep Photo 1 None Y None h Last Name None X Department Mone v Employee ID None X Issue Date None X Expiry Date None z None ted LI None RecordID Database Test X Read Write i m We have now configured the first field for Live Link Hopefully you are starting to get a feel for what a powerful yet intuitive tool Live Link is All other fields will be configured in the same manner that is Select the Operator then the Table and then the Field This procedure allows any of Asure ID s template fields to be linked intuitively to an external database Within a given Live Link configuration you may link to as many different tables as you would like however they all must be within the same database instance You may now link any or all of the other fields to your database in the same manner that you used for the primary key field The Folder Operator The only difference you may encounter from the above procedure is with the Folder option found on the Operator column As stated above this option may only be used for image fields that is photograph signature or biometric images The purpose for this operator is to allow the storage of image files within a file folder instead of a database If you select Folder for an image field you will hav
71. with the background image press the Edit button to open the image editor Select any Page 25 of 319 Exchange User Manual other desired options such as a frame and then press OK when you are satisfied with the settings You will see the logo appear on the card and you may resize it by clicking on any of the image s corners and dragging the edge of the logo Like any other field on the card clicking on the center of the image and dragging it to a different location on the card can easily reposition the logo New Logo x od E _ E a m g rS 79 Ko m m m Page 26 of 319 Exchange User Manual bata eid Front Side Logo Photograph Signature Barcode Magstripe Chip Back Side Step 15 When finished save your card template by clicking the Save button on the upper left of the main window Congratulations You have just created your very first custom card template Creating a Cardholder Record Data Entry Center is the part of Asure ID that you will use most often This is where the individual cardholder s photograph signature biometric and personal data can be captured and added to the card template s database The Data Entry Center is very simple to use Let s take a look at how the Data Entry Center functions by opening the card template we created in the last section and then adding a few cards to the database Step 16 If you are still in the Card De
72. 19 Exchange User Manual is no active Live Link File is used both to denote when there is no active Live Link File as well as an option that can be selected to switch the card record set from an active Live Link File back to the original Asure ID database Please note your Asure ID account must have been granted permissions to use the Live Link tool in order to access the items on this menu If you do not have the appropriate rights ask your Asure ID administrator to edit your account in Asure ID s Admin Center so that you will have the appropriate permissions To get started we will want to add a new Live Link File so select Add LFF from the menu and the Live Link configuration tool will appear ive Link xj Template Demo nd File Path lt New Live Link Confiquration gt hd Show Data Fields IV User Defined Fields IV System Fields J Asure ID Card Service Bureau Fields New Open _ save Save As Delete Data Source Close The Live Link configuration tool includes drop down menus to select the template that the Live Link File will apply to as well as the path to save the Live Link configuration file to The main section of the window lists all of the fields that are included with the template and after configuration this area will Page 301 of 319 Exchange User Manual also list the external database mapping that is assigned to each field There are three check boxes that allow the
73. 2 Properties Write As Text MBCS Reserved Memory Space jo bytes cme 5 Click on the field you wish to add in the Data Fields column and then click the Add gt gt button to move that field to the Linked Fields Data column IMPORTANT If you wish to add another field into the same file it must be compatible with the parameters of the first field selected e g date time requires that any subsequent fields are date time fields as well 6 Click the down arrow for the Write As field to select the type of information being configured in the field The value you select is dependent on the data field you add to the Linked Fields Data column Write As Field Value Comments Text Text refers to alpha characters and integer numbers Number Number refers to integer numbers Float Float refers to decimal numbers Date Time Refers to values of date and time Image Image refers to pictures in jpg format Binary Binary refers to any binary including bioscrypt Example Using the screen below if you add lt Date Printed gt to the Linked Fields Data column then you would select Date Time as the value for the Write As field Note In some cases the value of the Write As field defaults to the value required for a field Page 116 of 319 Exchange User Manual Field Data Linking Notel Using the example
74. 7 of 319 Exchange User Manual 5 Click on the Chip Icon The Chip Properties box displays 6 Ensure that the Brand and Type fields reflect the correct values for your Technology Contactless cards Refer to section Card Brand and Type for more information Chip Properties 7 Select the Application Tab of the properties box 8 Highlight the iClass folder 9 Click on the Add Application button The Add Application box displays Page 58 of 319 Exchange User Manual Add Application E Logical Access Control BES F FDeas Air ID l Electronic Purse l Biometrics Note Ensure that only the Automatically Add Required Template Fields box contains a check mark 10 Click on Logical Access Control and select RFIDeas Air ID 11 Click on the Add button to go to the Chip Properties box Page 59 of 319 Exchange User Manual Chip Properties a RFiDese Ar ID E Credential E Credential2 E Card Gone Can be used for Lay access solution Note Only the two required fields Credentiall and Credential2 are checked off 12 Click OK on the Chip Properties box You are returned to the Card Design Center 13 Design and save your card Refer to the Quick Start Guide A Step by Step Tutorial for more information about designing a card Once your card is designed and saved go to the Data Entry Center scre
75. 7 of 319 Exchange User Manual RFIDeas There is a red line around the two application blocks This red line indicates that this application cannot be moved from this location using any feature of Memory Map Note The QI Purse application is now shaded in light green EXCEPTION This application will move to another location 1 if the default location for this application contains another application e g if the location shown in the screen contained the Bioscrypt application then this application would move to the next available opening on the Memory Map 2 if the specific items for the application e g Credentiall are moved using the Properties Box Refer to the Properties Box topic for more information Properties Memory map for the volume Red bars represent the border between different folders To relocate the application do one of the following 1 Click on the application and drag the blocks to the desired location 2 Press CTRL and and drag it to the desired Jacatiag lick eethe application Click oPMke Di o Free Memory Application Size 832 O Used Memory First App File Pagel app rea1 O This Application Area Last App File Page5 app rea2 Bioscrypt There is no red line around the eight applications blocks This indicates that this application can be moved distributed from its default location Moving distributing can be done using the Memory Map feature or via the Properties Box for the specific item R
76. Button Functionality to Print Current Card Print All Cards Print Selected Cards Dossier Print Selected Cards I Don t Show Print Settings Box E EA Cancel Set Sorting Order This option opens up a dialog box shown below that can be used to change the order that Data Entry Center lists the card records By default the first record that was entered is shown first and the most recent one shown last This corresponds to using the RecordID field as the first criteria in this window Set Default Card Sorting x Sorting Criteria Criteria 1 e Ascending RecordiD XI Descending Criteria 2 First Name z C Ascending Clear Values Descending Criteria 3 Last Name Ascending Descending To configure this item three drop down menus are available each with the same options The Criteria 1 drop down specifies the main sort criteria and Criteria 2 is only used to prioritize multiple cards that have matching values for Criteria 1 Likewise Criteria 3 will only be used if the system needs to sort multiple cards that have the same value for both Criteria 1 and Criteria 2 Page 274 of 319 Exchange User Manual Each drop down menu lists all of the database fields user created as well as internal system fields available to the template For each criterion simply select the field you would like to use for sorting and then using the rad
77. Communication Auto detect the best method You will need to press Add to enter the address of the bureau which you would receive when you contact them into the space provided and then press OK to save the setting Asure ID Server Address x Please Input www yourservicebureau com me This needs to be done so that your Asure ID software will know where to send the cards to The address may be entered in any one of three formats Page 178 of 319 Exchange User Manual e IP Address ex 209 146 244 55 e URL ex www yourservicebureau com e Hostname ex Computer1 Please note that the Hostname format will only work if the Card Service Bureau s Asure ID Server computer is on the same network as your computer The IP Address format is recommended as it is the most reliable After you have set the Service Bureau Address your Communication configuration is complete You will not need to set it again unless you need to use an Asure ID Card Service Bureau at a different address Using the Card Bureau dialog you may also configure the communication method to be used with the Asure ID Server The options are DCOM Communication TCP IP Communication and Auto Detect DCOM provides the most security however also has a lot of overhead resulting in slower transmission and can be difficult to configure for use if you are behind a firewall or proxy server DCOM is recommended only for users who are directly
78. Customized This section contains the steps to take to add the Logical Access Control component to a card where customized Template fields will be added to the card Refer to the Field Properties Box topic and the Memory Mapping topic for more information Perform steps 1 4 from the Logical Access Control RFIDeas Air ID Required section then perform step 5 below 5 Create and Link Your Customized Fields There are three fields associated with the Logical Access Control RFIDeas Air ID application They are iCLASS_RAT Credentiall iCLASS_ RAI Credential2 and iCLASS_RAI Card Gone To customize these fields you must first create your custom data fields on your card and later link them to the fields above a On the Card Design Center screen click on the Data Field button Page 66 of 319 Exchange User Manual New Field Send to Asure ID Server Mandatory Entry Field Settings Field Formatting Options Defaut Yale Ma Characters 20 I Conditional Display Edit Min Characters fo b Inthe Field Name box enter your customized name for your field e g User Name C In the Data Type field select the data type for your field e g Text d In the Non Printing Entry box select the check mark to make the field a non printing field Note Your field will display on the Card Design Center screen in the box entitled Non Printing Entries e Click OK
79. Exchange User Manual Page 1 of 319 Exchange User Manual Appendix B Database Function Details Appendix C Barcode Limitations and Considerations Appendix D Advanced Encoding amp Printing Settings Page 2 of 319 Exchange User Manual Welcome Welcome to the exciting world of Asure ID We have worked hard to create an application that brings the most powerful identification and verification technologies to our customers in a friendly intuitive and easy to use manner We hope that you will find that Asure ID is the perfect match for your needs This electronic manual covers all of the features and functions of Asure ID and is intended to serve as a reference when working with the software We recommend that all new users begin with the Installation Guide and then the Asure ID Quick Start Guide portions of this manual These chapters will help you to become familiar with the Asure ID concept and will guide you through examples of the most common tasks After you have read through these chapters you will find more detailed information on the various features and functions in the Details sections in later chapters of this manual Asure ID has been designed with ease of use as a primary objective and we feel that many users will want to learn by exploring the software instead of reading a large manual We encourage this approach and this is one of the reasons that this manual was designed with
80. ID template 3 Select the Signature field from the list of non printing fields and click the Show button Your Mobile ID template now displays the Signature field Page 164 of 319 Exchange User Manual Set Mobile ID device properties You can adjust the Mobile ID template properties to make the screen take on the layout of your Handheld PC device 1 Click File and select Device Properties from the Mobile ID menu bar Mobile ID New Tem Ctrl S Ctrl x The following screen displays Mobile ID Device Properties JAI Class SM Ta Page 165 of 319 Exchange User Manual 2 Complete the fields on the screen using the field chart below Field Description Coupler This field is used to select the reader that will read the card This field defaults to HID iCLASS SMI Width This field can be set to a value of 0 99999 mm Set it to the value of the width of your Handheld PC Height This field can be set to a value of 0 99999 mm Set it to the value of the height of your Handheld PC 3 Save your Mobile ID Template There are two ways to do this e On the Mobile ID menu bar select File and click on Save MTP e Click CTRL S from your keyboard Synchronize the MTP file Note 1 Ensure that Microsoft ActiveSync 4 5 is installed and configured and that a partnership has been established between the handheld PC device
81. Insert Data IV Administer IV Delete Data Current User Admin 7 Click OK 8 Exit Microsoft Access Page 141 of 319 Exchange User Manual Importing Card Data into Asure ID This section contains the steps to take to import Card Data into Asure ID 1 Open the Asure ID Data Entry Center 2 Click on the Database menu item 3 Select Import from ID Card Maker Your screen should look similar to the one shown here T Asure ID New Template 16 Import Wizard Data Entry Center Export Wizard Archive This Card Archive Selected Cards Archive All Cards Restore Import From SASI format Export to SASI Format Mobile ID Import from ID Card Maker Refresh Database 4 The import proceeds automatically A progress bar displays importing ID Card Maker database ID Card Maker card data has been successfully imported into the Asure ID database Page 142 of 319 Exchange User Manual 5 When the OK button is enabled click on it to complete the import The result of the import the IDCardMakerMasterTable template is added to Asure ID The IDCardMakerMasterTable is the host template to which the other imported ID Card Maker templates e g default corp dossier and flower are bound This master table contains all the data fields that were in the original ID Card Maker database The IDCardMakerMasterTable does not have a card layout defined
82. RECTOR technology platform allows multiple applications to be loaded onto a smart card via a single seamless process In addition to the card selection and configuration tools provided iDIRECTOR offers the following application modules e Logical access control RF Deas Air ID Electronic Purse QI Purse e Biometrics Bioscrypt Fingerprint These applications are accessible on a drop down menu This means that multiple applications can be loaded onto a smart card in one easy step at the time of issuance iDIRECTOR also allows users to load database information e g first name last name photo into their cards Document Section Use when Installation and Registration Overview you are installing Asure ID for the first time General Note about Field Sizes for Fields you want general information about field sizes for Linked in iDIRECTOR fields linked in iDIRECTOR Logical Access Control RFIDeas Air ID you wish general information about the required General and optional fields of this application Logical Access Control RFIDeas Air ID you wish to add only the Required Template Required fields Logical Access Control RFlDeas Air ID you wish to add both the Required Template Required plus Optional fields and the Optional Template fields Logical Access Control RFIDeas Air ID you wish to customize the Template fields Customized Electronic Purse QI Purse Required you wish to add only the Required Templ
83. The following screen displays Page 77 of 319 Exchange User Manual FI Asure ID New Template 10 CardRecords CardPrint Sheet Print Database Livelink Image Biometrics Communication Templates Rep Data Entry Centen New Template 10 F ew Record 17 Enter the data in the fields where iCLASS_QP_Amount equals a numerical value from 0 i e no value at all to the maximum amount 655 00 Note The maximum character length for a value are set on the Field Properties tab of the Data Field Options Dialog box 18 Save the card Page 78 of 319 Exchange User Manual Electronic Purse QI Purse Required plus Optional This section contains the steps to take to add the Electronic Purse component to a card where both the required and optional template fields will be added to the card The Counter field is the optional Template field The value of this field determines the number of times that the card can be refilled Example A card with a Counter field set to 10 can only be refilled 10 times Perform steps 1 7 from the Electronic Purse QI Purse Required section and then continue with the steps below 8 Click on the Add Application button The Add Application box displays Add Application i Logical Access Control RFlDeas Air ID onic Purse Mrsmetric Properties Automatically Add Required Template Fields atically Add Optional Template Fields egcription he el
84. When in use any data entered into any field on one template will be duplicated into any field with the same name and data type for any template it is bound to Template binding is only available for templates that do not have Live Link activated Page 261 of 319 Exchange User Manual Bind Templates If the template is not yet bound you may use this dialog to bind it to additional templates Using the drop down menu at the bottom of the screen select a template to bind to and then press the Bind button Please note that if there are records in one or more of the templates before binding the records in the Host template will remain and those in the subsequent bound templates will be ignored reading instead the records from the Host database table If you currently have templates in a binding configuration you may also use this menu to break a binding Select the binding you wish to remove and then press the Unbind button Please note that unbinding templates will not cause records to be removed the host template will continue to read and write from the same record set that was available during the binding relationship and any secondary bound templates will revert back to their original data set that was preset before the binding took place Binding Unbinding Templates Procedure A host template is the template that contains fields that you want to reuse in another template A bound template is the subord
85. a Fields After you have chosen the options for your logo they can be changed at any time by double clicking on the logo field to reopen the item s options dialog box or by right clicking and selecting Properties Page 206 of 319 Exchange User Manual Photograph Button Select this button to add a field to the template that will contain the cardholder s photograph After selecting the Photograph button single click on the area of your card where you would like the photograph to appear Like logos and data fields the photograph field can be resized or repositioned by dragging it around the template or by using the arrow keys and the options dialog box can be opened by either double clicking on the field or right clicking and selecting Properties This dialog box is almost identical to the one presented for Logo items and you should by now recognize many of Asure ID s common controls presented on this window Name Position in 1 100 inch Card Side Front Back Let 201 I Conditional Display Edit Top 147 I Transparency 0 idth 198 IV Maintain Aspect Ratio Height 118 Frame in 1 100 inch Enable Frame EPM Orientation Rotation In Degrees Horizontal 7 Multiple photos of different sizes may be placed on the card up to five per card template and they can be identified for capture within the Data Entry Center by entering a field identifier into the
86. a Quick Start guide preceding the detailed explanations of each function We hope that the Quick Start guide will give you a familiar enough understanding of the way our software works so that you can treat the rest of the manual as a detailed reference ready to consult whenever you need further information about a specific feature Page 3 of 319 Exchange User Manual Quick Start Guide Installation Thank You For Purchasing Asure ID Let s Get Started This easy to use QuickStart Guide provides you with all the information you will need to quickly get the Asure ID software working for you This guide is divided into the following four sections 1 Installing Asure ID 2 Registering Your Purchase 3 A Step By Step Tutorial e Adding Users And Defining Privileges e Designing A Card Template e Creating A Cardholder Record e Printing A Card 4 Using An Asure ID Card Service Bureau For Back Up Or Primary Card Printing 5 Getting started with the Live Link feature For Asure ID Exchange users Full Asure ID online and offline product documentation can be obtained from within the application by clicking on the Help Menu or by clicking on the Help button at the top of each of the Admin Center Card Design Center and Data Entry Center modules of Asure ID Installing Asure ID Before you begin the installation please ensure that your computer meets the minimum system requirements for Asure ID Syste
87. a cardholder using a Handheld PC device This methods is e Read Data on Card This method allows the information on the chip contained to be read using a Handheld PC device The information contained within the chip is then displayed on Handheld PC device IMPORTANT To use Mobile ID you require an SMI license key To obtain the key visit SMI s website at www smi global co uk SMI also provides a manual of steps for operating the handheld reader device It is recommended that these steps be reviewed in conjunction with this Asure ID manual Page 157 of 319 Exchange User Manual Asure ID and SMI Mobile Integration Process Flow Customer has requirement for Mobile ID solution Customer contacts Dealer who determines 1 Card Technology 2 Software Type required 3 Reader Type required 4 Handheld Device required Dealer goes to Website www smi g 1 If Dealer already has username amp password they log on to secure site If not they use link to apply for credentials 2 Dealer downloads appropriate software type refer to Product Selector flow chart on next page 3 Dealer orders Readers and if required Handheld Devices Dealer 1 Installs software on each Handheld Device 2 Runs software on each Handheld Device This action generates a seedkey which is required for Handheld Device activation Dealer goes to website www smi global co uk 1 Dealer enters seedkey for each Han
88. a within Data Entry Center when the Live Link File is activated System Fields are Asure ID s internal administration and tracking fields that are used for every template Fields such as Status Date Voided Date Printed etc are included in this group If you wish to be able to use Asure ID features such as Voiding Cards Printed Card Reports etc you will need to link these fields into your selected database If you do not link them these features of Asure ID will not be available You may need to create some new fields in your external database to store these values IMPORTANT NOTE ON PRIMARY KEYS One of the System Fields is very important and requires further discussion for anyone working with Live Link configurations The RecordID field is the default Primary Key database index field for all Asure ID templates and records A user in Card Design Center may override this primary key for a given template by marking one of the User Defined Fields as a primary key If anew primary key is established on one of the User Defined Fields the user may safely ignore the RecordID System Field however they must make sure they have linked their User Defined primary key field to the primary key unique field of the external database If the template does not supply a User Defined primary key the RecordID System Field must be linked to a unique key field within the external database This field must contain sequential
89. above if you try to add another field to the above screen it must also be a Date Time field or data Other wise the following error message will display A Tis field can not be combined with the fields already selected EE Note2 The above Write As field value is also reflected in the Data Type field when you click the Properties button above and click on the All Properties tab Note3 The Reserved Memory Space value increases as each field is added to the Linked Fields Data column Page 117 of 319 Exchange User Manual Properties cmos a e The Reserved Memory Space Field The Reserved Memory Space box indicates how much memory is being reserved for the fields in the Linked Fields Data column This number grows as each new field is added Field Data Linking Static data Write As Date Time v Reserved Memory Space g bytes OK Cancel If a field is added that will exceed the maximum size allotted for the file in this case PageO appArea2 then the following message displays Page 118 of 319 Exchange User Manual By adding this data the maximum available memory 104 bytes will be exceeded Do you want Asure ID to reserve contiguous empty files to store this data If you click No the addition of the new field is cancelled If you click Yes then the next contiguous empty file is reserved and the File Name s fi
90. accomplish two essential tasks selecting the database and providing authentication information First we will want to select the type of database we will work with Select the Provider tab at the top of the window and a list of database drivers will appear listed under OLE DB Provider s Page 284 of 319 Exchange User Manual 53 Data Link Properties Microsoft ISAM 1 1 OLE DB Provider Microsoft Jet 4 0 OLE DB Provider Microsoft OLE DB Provider for DTS Packages Microsoft OLE DB Provider for Indexing Service Microsoft OLE DB Provider for Internet Publishing Microsoft OLE DB Provider for ODBC Drivers Microsoft OLE DB Provider for OLAP Services Microsoft OLE DB Provider for Oracle Microsoft OLE DB Provider for SOL Server Microsoft OLE DB Simple Provider MSDataShape OLE DB Provider for Microsoft Directory Services Oracle Provider for OLE DB SOL Server DTS Flat File OLE DB Provider The list may be different from one computer to the next as the entries are all the ADO data source types that are installed and registered with your computer If there is not an entry for the database type you want to work with you will need to either install a registered ADO driver from your database vendor or configure a functioning ODBC connection to the database and then restart the Import Wizard If the database type you wish to link to is displayed select it and then press the Next button on the lower left to continue
91. actual import of the database from ID Card Maker to Asure ID Working with Imported Data you wish to work with the imported data This section contains details that are specific to the imported data Locating the path for the ID Card Maker Database This section contains the steps to take to locate the path for the ID Card Maker Database 1 Start the ID Card Maker application 2 Click on the tools button 3 Click on the Configuration button The following screen displays Page 138 of 319 Exchange User Manual Polaroid ID Card Maker Configuration Form mo F Ho 6 IDServer setup Export Database management language Workstation preferences System preferences Encoding formulae fetat z Default badge layout Show capture selection form Automatically display images E able SQL in Search Form Enable data history Enable badge history Convert searches t Database name lt C AIWS ITCR42KDAT1 MDB Application home directory 4 Current working directory IDServer INi file CADCMYTCR42KDAT1 INI IDServer data directory CAIWS Polaroid ID Card Maker Note The Database Name field displays the full database path 4 Open Windows Explorer 3 Using the path name from the previous screen locate the ITCD42Kdat mdb file Caution There may be several files with similar names in the same location Ensure you choose the dat file DO NOT choose the app or sys file 6 Double click the
92. age 211 of 319 Exchange User Manual Options This area allows for the configuration of Conditional Display as described above under Data Fields Orientation This allows you to specify the degrees of rotation for your barcode and is identical to the Orientation option discussed above for Data Fields Appearance Tab Barcode Editor Barcode Appearance Appearance Linear Barcode Options Text i IV Include Text Font I Text Above Barcode Color Select Color Background Select Color I Transparent Background Options T Include Quiet Zones J Include Bearer Bars Pm toes hoe Text This area provides three controls Include Text Text Above Barcode and Font When Include Text is selected the data that is encoded to the barcode is printed in human readable form directly below the barcode The Text Above Barcode function provides the same functionality but not surprisingly forces the text to be printed directly above the barcode rather than below it If either of these options has been selected the Font button will become available and may be used to select the font and font options that this human readable text will use Color This area provides three controls that determine the colors used in the barcode By default barcodes are printed with black bars over a white background but like most aspects of Asure ID this is completely customizable Pressing the Select Color opti
93. age 270 of 319 Exchange User Manual Cards Entered Displays a report of all cards entered to the selected template database by the chosen user between the selected dates Cards Edited Displays a report of all cards entered in the selected template database that have been edited by the chosen user between the selected dates Cards Printed Displays a report of all cards entered in the selected template database that have been printed by the chosen user between the selected dates Cards Voided Displays a report of all cards entered in the selected template database that have been voided by the chosen user between the selected dates Cards Sent Displays a report of all cards entered in the selected template database that have been sent by the chosen user between the selected dates Cards Without e Photo Displays a report of all cards entered in the selected template that do not have any photographs saved with their record s e Signature Displays a report of all cards entered in the selected template that do not have any signatures saved with their record s e Photo amp Signature Displays a report of all cards entered in the selected template that do not have any photographs or any signatures saved with their record s Custom Report Choosing this item launches the custom report writer shown below This ad hoc reporting tool functions in a very similar manner to the Select tool described previously but includes e
94. al Display in conjunction with one or more background images select the Conditional Display option in the Add Background dialog box More information about configuring Conditional Display is available further on in this chapter Page 186 of 319 Exchange User Manual Additional backgrounds for use with conditional display may be added by right clicking on your card and choosing Add Background again and when multiple backgrounds are in use this right click menu will list them allowing a different background to be chosen for display If you are using multiple backgrounds with conditions it is a good idea to add one that does not use a condition This background will display when none of the set conditions have been matched for a given cardholder Editing Images After you have loaded an image you can press the Edit button to perform various image enhancements such as cropping and adjusting contrast brightness etc A window will appear shown below giving you various image editing options including image cropping You can change the size of the area you wish to crop select by holding down the left mouse button dragging the outline frame over the area you want to select and then releasing the mouse button If you do not want to crop the background image at this time simply press the Cancel button to use the entire image un cropped Image Editing Image Effects gt gt Default image quality Perfect Additi
95. ally Page 297 of 319 Exchange User Manual Export Wizard x Export Photo Export photo s as bmp jod Select field Last Name Export photo files in folder co MM Export photo s Cancel Next gt gt Export Signature Export signature s as bmp Select field Last Name 7 Export signature file s in folder M Export signature s omes rin Database Input Output Notes The following information is important to keep in mind when performing database input output operations with Asure ID e Text files prepared with the Export Wizard do not have headers that define field names These can be easily added however by editing the text file and adding a line to the very top of the file in the format lt fieldname gt lt fieldname2 gt lt fieldname3 gt etc This line must be written in exactly this format with the quotation marks and commas Note that etc should be replaced with the desired field names Page 298 of 319 Exchange User Manual e Ifyou select an existing file when performing an Archive or an Export Wizard operation it will be completely overwritten with the new information erasing what was previously contained within the file e While using Import Wizard and Restore functions it is possible to merge cards into Data Entry Center that will break the duplicate card criteria if a duplicate card criterion has been defined for the selected template
96. alog box by double clicking on the stripe itself and editing the various options This stripe can be removed from your card layout by right clicking it and choosing the Remove Page 216 of 319 Exchange User Manual Magstripe option Please note that since they are encoded and not printed magstripes do not appear in print preview screens Instead a code for the data that the stripe holds will be shown Chip Button Asure ID allows the user to read the value stored in certain types of smart cards and store them in the Asure ID database When you add a Chip to the card layout the Chip Properties dialog box shown below will appear giving you control over the various chip options Chip properties X Chip Name Contactless i SD Chip Technology Description I Retrive Chip SN into Data Field 1 7 Cancel Help Page 217 of 319 Exchange User Manual Chip Technology Here you will select the type of chip that will be read All supported chip types are listed on the drop down menu Please note that in order to read the chip there must be a compatible coupler available either inside your printer or as a standalone unit connected to the computer More information on configuring your coupler for use with Asure ID can be found in Advanced Encoding Settings in the Drop down Menu Items section of the Data Entry Center Details chapter of this manual Retrie
97. arance and structure and must be selected before the layout of the new card can be displayed For this tutorial select CR80 credit card size by far the most common card size in use today for Card Type and select Portrait for the Orientation Leave Magnetic Stripe to No and Card Technology set to None Page 20 of 319 Exchange User Manual Template Layout Options Pard Technology z 9 G Serr fa x BE x Cancel Step 8 After you select the basic properties a new blank template appears within the workspace Now you should select a background image or a color for the front of your card Double clicking on the white area of the front of the card allows you to add a background A New Background dialog box will appear giving you the option to browse your computer and network for a background image or to select a custom color from the Windows color palette To add a background image click on the Load button and an Open dialog box will appear allowing you to choose an image When you have located the image that you would like to use press the Open button Page 21 of 319 Exchange User Manual Hew Ceen Save Backgroun xl Pa Front S i m Logo a d p Photograph Signature Barcode Magstripe AY Miss _Chinese jpa 228 Monkey playing jpg NiceSmile jpg Old_Man jpg if Frame Picture jpg Real ipg P
98. ard Template Mobile ID Exit Alt F4 Data Field 29 The dialog box displays Click on the Binding tab Template Properties CO User Name Text Field O Department Text Field dl arnt Photo Q vj User Number Number Page 264 of 319 Exchange User Manual 30 Select the host template e g New Template 5 31 Check the Bind to host selection 32 Verify that the desired data field has been checked Example In the screen shot above it is the User Number box that is checked 33 Click OK 34 Save the template 35 Open the Data Entry Center DEC 36 Click on the Database selection on the menu bar 37 Click on the selection Refresh Database The data image field has been added to your template and both the field and the template have been bound to your selected host template Binding in the Data Entry Center 1 Open Card Design Center 2 Open the template that you are designating as your host template 3 Take note of the spelling of the field name s you wish to add to your unbound new or existing template 4 Create your new template if you have not already done so This is the template you ant to bind to your host template 5 Save your new template 6 Open the Data Entry Center Page 265 of 319 Exchange User Manual 7 Select your unbound template 8 Select Templates from the menu bar 9 Select Bind Templates
99. as been defined in this dialog box choose the field in the right hand side and then press the lt button This page is also used to setup the import of photo and signature images In the right hand column you will see a Photo 1 field if you have a photo on your card and a Photo 2 field if you have a second photo and so on and a Signature 1 field if you have a signature You may link these to database fields from your source database or you may import images from a folder of standalone files If you would like to import the Photo or Signature images from standalone files select the item on the right hand Template Fields list without first selecting an entry from the Database Fields column on the left When you do so an Import From File button will appear below the Template Fields list Press this button to setup the image import options Page 288 of 319 Exchange User Manual Map Field with File x ame File By 4 5409F046_40B8_461F_8406_15E844DD871 J ee On the first line click the button to browse to the folder that contains your image files When you have selected it press OK to return to the image import options screen Next click on the Name File By drop down menu This lists all of the database fields from your import source The Import Wizard needs to know what photo file corresponds with a given database record so the photos must be named accor
100. as been selected in the Type drop down menu on the Barcode Editor properties page as none of these items have any functionality when working with PDF417 2D or Datastrip barcodes Page 213 of 319 Exchange User Manual Barcode Style Select the barcode symbology barcode style that you would like to use for your barcode There are many types available so if you are working with some specific barcode reader or access control system please check the specification to determine what type of barcode to implement More information on the various barcode symbologies and considerations is available in Appendix C Barcode Limitations and Considerations Max Data Length Specify the maximum number of characters the barcode will be able to use Note that the higher you increase this number the wider the barcode will be It is possible to create a barcode that is too wide to fit on a card template Test String Since the barcode is designed using the available data fields on your template there will be no data within these fields if you preview the barcode from within Card Design Center The Test String allows for the inclusion of any desired characters simply for the purpose of generating a barcode that can be viewed for layout purposes from within Card Design Center Comment Line At the bottom of the properties menu is a comment line This area allows the user to type any text in as a comment that will be displayed in the barcode
101. as the Dossier Printing Settings also discussed above before you can use this item Batch Print Record Info Selecting this option will batch print the Card Record Info shown with the Quick Card Info button discussed above sheets for the selected cards in the template Database The following items are found in the Drop Down Menu heading Database located at the top of the Data Entry Center main interface NOTE These descriptions provide a basic overview only For complete details on using the database input output features please refer to the chapter on Database Details Import Wizard Launches the Import Wizard to import records from an existing database file Export Wizard Launches the Export Wizard to export existing records into a new database file Archive This Card Creates a copy of the data contained in a currently displayed card record in a new database file and then provides the option to delete the card record from Data Entry Center When creating an archive you will be prompted for a location to write the archive file into as well as a name for the archive Archive Selected Cards Creates a copy of the data contained in currently selected card records in a new database file and then provides the option to delete the records from Data Entry Center This can only be used after performing a Select query operation When creating an archive you will be prompted for a location to write the archive
102. ate fields Page 52 of 319 Exchange User Manual Document Section Use when Electronic Purse QI Purse Required plus Optional you wish to add both the Required Template fields and the Optional Template fields Electronic Purse QI Purse Customized you wish to customize the Template fields Biometrics Bioscrypt Fingerprint Required you wish to add only the Required Template fields Biometrics Bioscrypt Fingerprint Required plus Optional you wish to add both the Required Template fields and the Optional Template fields Biometrics Bioscrypt Fingerprint Customized you wish to customize the Template fields Capture Load or Verify Biometrics you want to capture load or verify biometrics You want view the system names for each biometric Chip Properties Custom Tab you want information about using the Custom tab of the Chip Properties box Field Properties Box you wish to view or change field properties Note Some fields have preset values Memory Maps you wish to view or move memory blocks Note Some memory blocks have preset values Card Brand and Type you wish to view the Brand and Type field options you have for cards used with iDIRECTOR Remove application from Chip Properties Box you want to remove an application from the Chip Properties Box
103. atively you may use the Communication drop down menu at the top of the screen and make your selection from the three options presented Within a few seconds depending on the quantity of cards sent and the speed of the Internet connection you will be presented with a receipt including the name of the user the date the number of cards sent and a card transaction number for further reference You will also notice a sent card icon appear to the left hand side of any card record that has been successfully sent to an Asure ID Card Service Bureau Use this pay as you print card bureau service for backup or primary card production and start to enjoy the benefits of Internet based card production today Page 278 of 319 Exchange User Manual Appendix B Database Function Details Asure ID provides many advanced database options and functions to the user Although these have all been designed with ease of use as a primary goal many of these features require a deeper discussion This chapter will examine the various database options available in Asure ID The subsections of this chapter will examine installation database options database import export archive restore and Live Link functions Database Installation Options Asure ID Exchange provides various options for the system database during the installation While a complete set of step by step instructions are available in the install guides for both applications thi
104. button at the top of each of the Admin Center Card Design Center and Data Entry Center modules of Asure ID Page 33 of 319 Exchange User Manual Quick Start Guide Live Link Introduction Asure ID Exchange includes the brand new Live Link feature designed to let users work with existing third party databases instead of the standard Asure ID database Some situations where Live Link would prove useful include e Any organization that already has their cardholder info stored in an existing database and wants to work with this existing information instead of re entering it This database may have been a custom creation for the organization or it could have been created by an Access Control or Human Resources software application e Any organization that wants to share the cardholder data between multiple different applications without having to add new records to one application and then manually updating the other one e Any organization that wants to use different database types other than the native Asure ID MS Access or MS SQL database The Live Link feature is intended for integrators and advanced users with some database experience and allows for Asure ID to be configured to no longer read and write from its own native database and instead be directed to an external database to read existing records as well as storing new records All Live Link configurations are per template that is
105. card the letter C the third card the letter E and so on Conditional Display This option is available for almost all items that can be placed on the card template data fields photographs signatures logos backgrounds and barcodes Using conditional display creates a rule so that the item will only be displayed on the card if certain criterion is met When you select this item you will be presented with a dialog box shown below that can be used to configure the conditional display Display object only if Do not display object only if Departement is equal to is not equal to Sales Page 200 of 319 Exchange User Manual When configuring the conditional display there are four items that can be adjusted The first determines if the object will or will not be displayed if the condition is met The following three items define the condition itself Next choose from the drop down menu what field from the available fields on the template will supply the condition being met and then choose if the value from this field should be equal or not equal to your target value Finally type the target value into the final field and hit OK After you have defined the conditional display press the Edit button on the Field Parameters dialog box for the item to make any changes The Conditional Display feature can be very useful in a number of different situations As a good example of
106. ct Database Table Tables A 5409F046 4065 461F 8406 15E3AADDS7F9 Cancel Next gt gt Page two of the Import Wizard will now appear listing the tables that have been detected as available in the selected data source file Note that you can only select one table with each Import operation Choose the table that contains the data you wish to import and press Next Page 287 of 319 Exchange User Manual Import Wizard x Page 3 Import Fields Database Fields Template Fields RecordiD lt A_5409F0A6_40B8 461 Status lt A_5409F046_40B8_461F_ Date Voided lt A_5409F046_40B8_ Date Printed lt A_5409F046_40B8_ Printed By lt 4_5409F046_40B8_46 Date Created lt 4 5409F046 40B8 Import From File Cancel Next gt gt Next page 3 of the Import Wizard will appear This contains two columns the left hand side displays all data fields in the selected table of the chosen data source and the right hand side shows all fields on the card template Define a relationship by choosing which fields from the data source should relate to which field in the template by clicking the field on each side to select and then pressing the gt button Please note that the data type i e number text date must be the same for each of the two fields you are associating To view information about each field including data type right click on the field s name and select Properties To undo a relationship that h
107. ct this item if you would like to configure magstripe encoding but will not be setting up smart card reading or encoding Complete details on these options are found below in the chapter on Advanced Encoding amp Printing Settings Help The following items are found in the Drop Down Menu heading Help located at the top of the Data Entry Center main interface Asure ID User s Manual launches the locally installed copy of this document the Asure ID User s Manual www AsureID com Opens a web browser to Asure ID s webpage About Displays about copyright and version information for your copy of Asure ID Page 275 of 319 Exchange User Manual Appendix A Using An Asure ID Card Service Bureau Asure ID allows you to easily use the Internet to securely transfer card data in a ready to print format to an Asure ID Card Service Bureau for primary or backup card production It s easy and means that you can produce cards no matter what Let s take a look at the simple steps involved so that you can see how simple and convenient using an Asure ID Card Service Bureau is Connecting to a Card Bureau From within the Asure ID Admin Center you will see a button on the left labeled Card Bureau If you click on it you will be able to enter the IP address or URL of the Asure ID Card Service Bureau HID Partner that you would like to have produce print personalize your cards Card Bureau Ea Asure ID Server List
108. d at the top of the Data Entry Center main interface Set Printer Settings Choose this option to select a printer and configure the various options available for your printer driver Asure ID will remember any settings that you make here and will use these instead of the Windows default settings whenever you print cards from within Asure ID Print Setup 2 x Printer Name P4201 USB Card Printer Status Ready P420i USB Card Printer USBO01 Paper Size B6mmx64mm Card x Source Card Feeder Help Network Cancel Page 249 of 319 Exchange User Manual Set Page Settings Select this option to configure full page printing settings for your printer This feature is not needed for ID Card printers single card at a time but if you will be printing full sized sheets single or multi card you must configure the page dimensions first using this tool When you select the Set Page Settings item a configuration menu shown below will appear giving you the option to configure the various dimensions of your sheet Card Size Print Sides Fur Printer Page Single card printing aa Front and Back Card Width EER C FrontOny Back Only Card Height 213 inches The options on this dialog are organized into two areas Card Size Print Sides e Card Size Using the provided drop down menu choose the type of page printing you would like to perform There are various presets for
109. d the user can launch the Edit Image dialog manually by right clicking on the photograph or signature field and selecting Edit Image Activate Smart Card Security If your Asure ID System has had a smart card reader enabled using Admin Center you may use this item to toggle the use of the Smart Card on and off within Data Entry Center When enabled the smart card is required to be in the reader to perform any Data Entry Center operations and as such the card protects the Asure ID software from unauthorized use Set Print Button Use this item to configure the behavior of the main Print function button on the Data Entry Center screen When selected a dialog box shown below will appear and allow you to set the options By default the Print function button will print all cards in the current template that have not yet been printed and will first bring up the Printers dialog allowing the user to choose a printer and print driver settings for the current job Using the Set Print Button function it can be configured to print All Cards Selected Cards Unprinted Cards or the Currently Displayed Card Additionally this option can be used to override the automatic appearance of the Printers dialog by clearing the available option box and can also be used to have the Print Preview window automatically appear prior to printing Page 273 of 319 Exchange User Manual Print Button Settings x Set Print
110. data fields are as you have seen laid out horizontally on the card This item allows for the rotation of the field to be set in degrees by choosing a setting from the drop down menu The options are given in five degree increments from 5 to 355 degrees A setting of 90 or 270 will make the field completely vertical either up to down or down to up Please note that when using this item the degree measurements will rotate the data field counter clockwise Frame Enable Frame Place a check in this box if you would like a frame drawn around the selected field Please note that the default thin black frame that is apparent on all data fields before you choose Enable Frame is not actually a drawn frame one that is shown when cards are printed but rather used simply to show the card designer how much space on the card template area is being used by the field This can easily be verified by performing a print preview on your card template Clearing the Enable Frame item is also handy for when you want to disable a frame without losing your color and line width settings After enabling a frame you can select the color of the frame by clicking on the Select Color button and the width of the frame in 0 11mm increments can be configured with the Frame Width item Field Color Enable Color Selecting this item allows for a background fill color to be used for your data field Please note that data fields by default have transpa
111. date Existing Records Only This option will compare the value of each incoming record to the Key Field set in the Card Design Center for the current template of your template A record will only be imported if it matches the Key Field value of an existing record In this case the existing record will be overwritten with the new values in the database being imported e Import New Records Only This option will compare the value of each incoming record to the Key Field set in the Card Design Center for the current template of your template A record will only be imported if it does not match the Key Field value of an existing record e Update Existing and Import New Records This option will compare the value of each incoming record to the Key Field set in the Card Design Center for the current template of your template All records will be imported however if the Key Field value matches an existing card record the existing record will be overwritten with the new values in the database being Page 290 of 319 Exchange User Manual imported If the key field does not match an existing record the values will be imported as a new record for your template When you have made the desired settings press the Finish button to perform the import You will see a progress indicator followed by a summary of how many cards were imported Your imported records will appear in the card record database of the template you select
112. der x Landscape Help Network Cancel Set Page Settings Select this option to configure full page printing settings for your printer This feature is not needed for ID Card printers single card at a time but if you will be printing full sized sheets single or multi card you must configure the page dimensions first using this tool When you select the Set Page Settings item a configuration menu shown below will appear giving you the option to configure the various dimensions of your sheet Card Size Print Sides Fa Printer Page Single card printing 7 Front and Back Card width ERRI Front Only Back Only Card Height fa 3 inches Print Position Layout Cards Across fi Horizontal Space 0 00 inches Printing area for current printer driver and settings 0 00 inches x 0 00 inches Left Margin o 00 inches Top Margin fo 00 inches Printer Settings Cards Down fi Vertical Space fo 00 inches Page 254 of 319 Exchange User Manual The options on this dialog are organized into four areas Card Size Print Sides Print Position and Layout e Card Size Using the provided drop down menu choose the type of page printing you would like to perform There are various presets for popular card sizes and sheet sizes as well as an item for a Custom Page allowing the various elements to be entered in by the user If you choose the custo
113. dheld Device This action generates a unique license file 2 Dealer loads license file onto each Handheld Device to activate the software Dealer delivers configured Hand helds to Customer Customer uses Asure ID to 1 Select required fields from database and design the Mobile ID template The customer then selects Data on Card which prints the card surface and encodes each iCLASS chip with cardholder data Page 158 of 319 Exchange User Manual Product Selector Page 159 of 319 Exchange User Manual Create a Card To create a card for use with the Mobile ID feature use the Quick Start Guide A Step by Step Tutorial and follow the general steps to create cards i e Designing a Card Template Creating Card Holder Record and Printing a Card The following points apply specifically to data fields that you may want to add to Mobile ID You can use these points to configure the layout of your card with respect to creating a Mobile ID template 1 The Mobile ID template loads all fields that exist on the created card Note A field can be non printing on a card but be seen on the Mobile ID template 2 The data field types not supported by Mobile ID include a Label Rich Text b Special Characters c Logo d Clone fields e Bold f Italics Note For iCLASS and Prox the unique id can be either the HID 26 bit or the HID Corporate 1000 format Please refer the manufacturer s cou
114. ding to one of the unique database fields in order for the import to be successful Select the database field which provides the naming convention for your image files from this menu Finally select the image type to import from the final menu When you are satisfied with your selections press the OK button to return to the field mapping page of the Import Wizard When you are satisfied with all of your field assignments in the Import Wizard mapping page press the Next button to continue The final page of the Import Wizard will now appear asking you to specify the range of records that you wish to import and how duplicates should be handled Page 289 of 319 Exchange User Manual Import Wizard Ea Select Range Please select the range of records to import Start fi Update existing records only Import new records only Update existing and import new records lt lt Back Cancel First select the range of records to import using the Start and End value counters By default you will see the largest number possible this is based on the total number of entries in the data source Next choose how the Import Wizard should handle duplicate records There are four options e Import All Records As New Records This option will simply import all the selected records from the external data source adding them all to the current database without monitoring for duplicates e Up
115. e field of the external database If the template does not supply a User Defined primary key the RecordID System Field must be linked to a unique key field within the external database Failure to link the primary key will prevent the Live Link configuration from functioning Please note that the primary key in the external database must be an auto incrementing field containing unique sequential values Asure ID Card Service Bureau Fields are internal administration and tracking fields that are only used if the user will be transmitting cards from Asure ID to an external Asure ID Server Internet based Card Service Bureau for printing If you are using an external Card Service Bureau with Asure ID Exchange you must also link these fields into appropriate space in your external database If you are not using a Card Service Bureau you may safely ignore these fields Now that we have examined the different field types let s perform the linking Start by checking User Defined Fields as well as System Fields but not Asure ID Service Bureau Fields As discussed above it is extremely important to ensure that the primary key is linked before we apply a Live Link configuration so we should start with this field If your card template has a custom primary key field set by the designer locate this field in the list otherwise begin with the RecordID field Remember you must choose a field containing incremental unique numbers If your database
116. e ghosting effects on your card designs Chromakey The Chromakey adjustment allows for color matching when adding images to your card in Asure ID This control will adjust the main background color in the image you supply to match the color of other items on the card Adjustments are made between 0 and 100 and represent the amount or strength that the Chromakey feature will use to override the default colors in your image When selecting Chromakey you will notice two radio buttons below the Chromakey item asking you tell the software what color should be matched The options here are Auto and Manual Page 188 of 319 Exchange User Manual If Auto is selected the Chromakey function will attempt to detect the color that is immediately behind your image or if none the color that is the most commonly used around the image and use this color for matching If Manual is selected you can press the Pick Color button to select a color to be used for matching Upon the configuration of the Chromakey item the background color of the supplied image will be adjusted in an attempt to match the selected color Keep Ratio When this check box is selected the area of the image that is cropped or captured will always be forced to maintain the aspect ratio of the original image When capturing photos signatures fingerprints and retina scans in Data Entry Center it is strongly recommended that you check this item Failu
117. e a lt button in the Table Path column that can be used to browse for a folder in which to store the files Additionally when selecting a Folder operator the Field column will refresh to show all of the template fields since Asure ID needs to know the filename of the image file to use for each database record you will need to supply a template field that will provide the naming convention of your image files For example if the image files will have the same name as the Employee ID for a given cardholder select this field in the Field column This naming convention will also be used when storing new images files to the folder so ensure that you choose a field that will contain a unique value for each cardholder C temp BA femployee 1D Read Write Page 44 of 319 Exchange User Manual Once you have linked all of the fields you wish to use the Live Link configuration window should look something like the screenshot below Live Link xi Template 14 p v File Path lt New Live Link en m Ce e a a e Database Export Y AF_TEXT ReadWrite rte Je pee g ee Database Export AF_RecordID X Readwrite Database Export AF_Status X Readwrite Database x Export AF_Date_Voided v Readwrite Database Export x AF_Voided_By X Readwrite None None None None None CE ere Once you have configured the linking in the manner you desire press the Save or Save As button
118. e and deselect the Bind to host selection 2 Click OK The field names are deselected and the binding is broken Template Properties Page 269 of 319 Exchange User Manual In the DEC 1 Display your bound template 2 Click on Templates and select Bind Templates on the drop down menu 3 Click the Unbind button on the screen 4 Respond yes when the dialog box asks you if you want to break the binding relationship Your templates are now unbound Reports The following items are found in the Drop Down Menu heading Reports located at the top of the Data Entry Center main interface Selecting one of these items will display a report of Asure ID activity matching the operation you have chosen for the selected template When requesting a report you will be asked to supply the Start Date and the End Date for the time period you wish the report to represent as well as the User you wish to view a report on When selecting a User a drop down menu provides a list of all Asure ID users on your machine as well an option for All Users Report Options 2007 02 01 2007 02 01 ee en All Activity Displays a report on all activity within the Data Entry Center for the selected user s between the selected dates The report will show details including date and time for any Add Card Edit Card Print Card s Void Card Sent Card or Send Template Data operation P
119. e date and time as well as the user that issued the void command will be displayed on the following line Page 236 of 319 Exchange User Manual Below the void section is a grouping of six fields that are used when card records are sent to a remote Asure ID Server for printing If the card record has been sent a counter will show the number of times it was transmitted as well as some statistics for the most recent transmission the date and time transaction number sender s user login name record number on the remote server and the address of the server the card was sent to Below the statistical fields in the window are two white boxes which indicate if the record is part of a template binding relationship or if it is part of a Live Link configuration The left hand box shows the names of any other card templates that the current record is bound to This would indicate that the record exists in each of these templates To jump to the corresponding record in one of the bound templates simply double click on the name of the bound template you wish to view The right hand box shows any Live Link configurations that the template is connected to In a similar fashion to the bound templates you may double click an entry to jump to the corresponding record in the selected configuration Photograph Window Photo 1 This window will display the photo that goes with each entered card When entering new or editing e
120. e first item if your printer model is on the list and Asure ID will automatically use the correct settings for your printer If your printer is not on the list or your magstripe encoder does not operate correctly with the default setting select the second item Use the following encoding settings When selecting this option the user must manually input the escape characters or sentinel characters that their encoder uses to initialize magstripe encoding These can be found in the programming manual for your printer or obtained by contacting your printer manufacturer The settings are made per track For each of the three tracks on the magstripe enter the escape command for both Start track and End Track commands When you are happy with your selection press OK to close the window and save your settings If your printer has a retrofit encoder the printer itself may have to be told to move the card in and out of the encoder unit Asure ID knows how to control most printers however if your printer is not accepting the card movement commands you may need to manually setup these commands This is done by pressing the Advanced Printer Settings button found on the Advanced Encoding Settings window Page 316 of 319 Exchange User Manual Advanced printer settings configuration name Fargo Printers New Chip encoding command sequences 4 Feed card to the contact card encoding posi
121. e length and data type are useful when building ISO compliant magstripes To add a field to the currently selected track either double click on the field name or single click it and press the Add button Any fields that have been added will appear in the right hand Data window and in the track display at the bottom of the magstripe editor window To remove a previously added field either double click on it or single click to select and press the Remove button Multiple fields can be encoded to a single track as long as the track stays within the maximum character length as specified in the track display at the bottom of the magstripe editor window Track 1 79 characters Track 2 40 Characters Track 3 107 characters Fill Do Not Fill Unused Space with Zeros These two options provide a control for how the magstripe encoder should handle unused space in the magstripe By default unused space in the magstripe ex the maximum of 107 characters for Track 3 will be left empty but this control allows an option to be selected that will force any unused characters in each magstripe track to be filled with zeros When you have finished making your selections press the OK button to add the magstripe to the card Unlike other fields magstripes cannot be layered moved or resized after they have been placed on the card template The general position or track encoding of the stripe can however be modified by re opening the magstripe di
122. e of the image file to use for each database record you will need to supply a template field that will provide the naming convention of your image files For example if the image files will have the same name as the Employee ID for a given cardholder select this field in the Field column This naming convention will also be used when storing new images files to the folder so ensure that you choose a field that will contain a unique value for each cardholder ON I ee Page 309 of 319 Exchange User Manual Once you have linked all of the fields you wish to use the Live Link configuration window should look something like the screenshot below Template Demo 7 File Path Nov Live Link Configurar LCCC tC Live Link Configuration TERES pen TE Folder C temp Hm Employee ID Read Write Database USERNAME Read Write Database ui gt FULLNAME Read Write Database Text_3_25 Read Write Database Text_4_25 Read Write Database Text_5_25 Read Write Database Text_6_25 Read Write Database Text_7_25 Read Write Database Text_8_25 Read Write Database IS_KEY Read Write None None None Once you have configured the linking in the manner you desire press the Save or Save As buttons to save your configuration Once it is saved you can press the Close button to exit the Live Link configuration window At this point your Live Link configuration is saved however it is not yet applied and Asure
123. e the password again to ensure that you did not mistype it on the original entry After filling out these fields press the Next button to set the User privileges User Privileges In the User Privileges dialog box that will appear you can assign or revoke access to almost every facet of Asure ID s operation A check mark in the corresponding box grants access to the function and a cleared box means that the feature will be unavailable to the selected user Page 175 of 319 Exchange User Manual User Privileges E3 iv EAEE IV Card Design Center IV Modify Template IV Design Template V Data Entry Center IV Add Record IV Print Reports I Void Record V Send Records IV Edit Record I Print IV Import Data IV Archive Data IV Export Data IV Restore Data lt Back Cancel Admin Center Grants the user access to the Admin Center and use of all the functions available there i e Add User Update User Card Design Center Grants the user access to the Card Design Center Modify Template Allows the user to modify a currently existing card template while in the Card Design Center Design Template Allows the user to design and save a new card template while in the Card Design Center Data Entry Center Grants the user access to the Data Entry Center Add Record Allows the user to create new card entries for an existing template while in the Data Entry Center Void Record Allows the user to void existing card e
124. e types with conflicting filenames and need to perform an Import Wizard operation it will be valuable to set the default image type The Import Wizard engine will then ignore the other file types To set a default image format select the Only use selected image file type button and then use the drop down menu to select your default file type Use any matching image file ignore file type Only use selected image file type Ca ncel Please select the file type that you would like to use for image imports en S Select TWAIN Source Allows the user to select the default image capture device from any installed TWAIN compliant hardware i e Digital Camera Scanner Video Capture Device etc After selecting this option a TWAIN menu will appear listing all of the TWAIN compliant hardware that has been installed on the system Simply select the device that you wish to be the default and press OK Photograph e Load Photo Allows the user to load a photograph image from a file on your computer rather than importing via TWAIN This is the same as right clicking in the Photograph field on the main window and selecting Load Image After successfully capturing your image using this method it will become the default image capture operation when you double click the photograph area in Data Entry Center e Save Photo Lets the user save the current photo image to a standalone file on the computer s disk This is the same fu
125. each saved Live Link configuration The user may switch between these record sets at will This Quick Start guide for Live Link will explain the procedure to establish a new Live Link configuration and how to work with multiple Live Link settings for a given template There are two main steps to creating a new Live Link configuration selecting the database and mapping the template fields We ll take a closer look at each of these steps as we set up a basic Live Link configuration Selecting a Database To begin setting up a Live Link configuration launch Data Entry Center and select the template that you want to build a Live Link configuration for All new Asure ID templates are by default connected to the native Asure ID database however after we have created and saved a Live Link configuration we will be able to switch the template s data path from the native Asure ID database to the external Live Link database s After selecting the template you want to work with click on the Live Link drop down menu at the top of the main Data Entry Center screen WI Asure ID Demo Data Entry Center Card Templates Demo x 1 of 18 ld 4 gt gt I Add Card Edit Card You will see three items on the menu Choose Add LLF to create a new Live Link File or Edit LLF to modify an existing Live Link File The No Live Link item which is checked by default when there Page 300 of 3
126. ease note that you must have Data Entry Center privileges assigned to your user profile for this to work Page 222 of 319 Exchange User Manual Admin Center Use this button to quickly go from the Card Design Center to the Admin Center Please note that you must have Admin Center privileges assigned to your user profile for this to work For more information on permissions please see Asure ID Users and Privileges Help C Help Select this button to jump to Asure ID s online help file Card Design Center Drop Down Menu Items The following items are found at the top of the Card Design Center s interface under the headings Template Print Edit Add View Settings and Help Template New Card Template Select this item to begin working on a new card template This is the same as pressing the New button on the main Card Design Center window Open Card Template Select this item to open a previously saved template This is identical to pressing the Open button on the main Card Design Center window Save Card Template Select this item to save the current card template to the database The template will be saved under the name that was specified under Template Properties when the template was started Save Card Template As Select this to save your current template and specify a filename This is the same as pressing the Save button on the main Card Design Center window Template Properties Select this item t
127. ectronic purse application is supported by the GI Systems and Giwave cashless payment devices Page 79 of 319 Exchange User Manual 9 Double click on the Electronic Purse selection 10 Click to highlight QI Purse and if required check the box entitled Automatically Add Optional Template Fields 11 Click on the Add button to return to the Chip Properties box The following box displays Chip Properties Note Both the required and the optional template fields are checked off 14 Click OK on the Chip Properties box You are returned to the Card Design Center 15 Design and save your card Refer to the Quick Start Guide A Step by Step Tutorial for more information about designing a card Once your card is designed and saved go to the Data Entry Center screen Page 80 of 319 Exchange User Manual 16 Click on Add a card The following screen displays FI Asure ID New Template 11 Card Templates New Template 11 New Record Rid Egit Save Card 17 Enter the values in the fields where e iCLASS_QP_Amount equals a value from nil i e no value at all to a maximum value of 655 00 e iCLASS_QP_Counter has a maximum value of 655 However the value can be set from nil i e no value at all to whatever value you determine is necessary for your cards Note The maximum characters for a value are set on the Field Properties tab of the
128. ed in Page of the Import Wizard Schedule an Import As described in the previous section importing a database provides the ability to merge data from any ODBC compliant data source into Asure ID s template database If importing is to be done on a cyclical basis you can schedule your imports to occur when you require them This section provides the steps to take to schedule your import 1 Inthe Data Entry Center DEC select Database from the menu bar and click on the Import Wizard selection The following screen displays Import Wizard Select Import Template i Select Template New Template 1 Configuration Profile Use an existing configuration profile Select Profile ae Create a new configuration profile Profile Name Cyclical Sweep for New Card Data Schedule Task Remoye Soheduled Task corcet_ rrish o Page 291 of 319 Exchange User Manual 2 From the drop down box at the top of the screen select the template you wish to schedule an import for 3 Inthe Configuration Profile box highlight the button to select a profile 4 Click the radio button beside Use an existing configuration profile if you have a profile already Once you click on the radio button you will be able to select the profile from a drop down box 5 Click the radio button beside Create a new configuration profile if you want to set up a new profile Enter the name of your profile in the Profile
129. ed to fill out the form on the webpage and enter the Initialization ID displayed when you select Register Offline in the Asure ID software into the appropriate box on the web form When you have filled out all of the requested items press the Submit button at the bottom of the page and our servers will process your registration request If the registration is successful you will be presented with an Installation ID that you can type into the appropriate box in Asure ID s Offline Register window Please note that this web based registration will not re activate products that have been registered multiple times and thus cannot be activated by the standard Register Online function If you cannot register your product because it has already been activated please call Asure ID s product registration team on the phone number that is displayed on the Register Offline window Launching Asure ID After Asure ID has been installed you may login to either the Admin Center or the Card Design Center The Data Enter Center module cannot be used until at least one card design has been created or imported into Card Design Center and then saved to the database When you login to any of Asure ID s modules you will be presented with a login box Page 15 of 319 Exchange User Manual Please Enter User Name Please Enter Password After a new installation the only User Name available is Admin as displa
130. een in the box entitled Non Printing Entries Note The data type for these fields is Number e Click OK when you are done f Repeat the steps a e for your other customized field 9 Add the Electronic Purse QI Purse Application In this step you have to add the Electronic Purse QI Purse application a Click on the Chip icon located on the right hand side of the Card Design Center screen Page 83 of 319 Exchange User Manual b Click on the Add Application button The Add Application box displays Add Application E Logical Access Control lt RFIDeas Air ID i Electronic Purse Biometrics c Ensure that the Automatically Add Required Template Fields box does not contain a check mark Deselect it if needed d Click the Add button The Chip Properties box displays Page 84 of 319 Exchange User Manual Chip Properties CLASS QI Purse FA Counter Notel All the fields contain a question mark This is because you will be configuring them in a further step Note2 The Amount field contains a red question mark because it represents the required fields of the QI Purse application The Counter field contains a green question mark because it represents the optional field of the application e Highlight the first field to be configured and click on the Configure button The Field Data Linking box displays
131. efer to the Biometrics Box topic further in this section or the Properties Box topic located before this section Call up Memory Map To call up any of the Memory Maps of any of the iDIRECTOR applications follow one of the two procedures outlined below Before the application has been added to the chip 1 From the Chip Properties box click on the Add Application tab The Add Application box displays Page 128 of 319 Exchange User Manual Add Application Select Application E Logical Access Control eee FFD eas Air ID Electronic Purse Biometrics I Automatically Add Required Template Fields J Automatically Add Optional Template Fields ed for logical access solution 2 Click on Logical Access Control and select RFIDeas Air ID 3 Click on the Properties button Note Until you click on the application e g RFIDeas Air ID QI Purse or Bioscrypt Fingerprint the Properties button is grayed out 4 When the screen below displays click on the Memory Map tab Note In this example this is the Memory Map tab for the RFIDeas Air ID application Properties Change Password Memory Map All Properties Memory map for the volume Red bars represent the border between different folders D Free Memory Application Size 60 Used Memey O This Application Area Page 129 of 319 Exchange User Manual In the screen displayed above the cursor is hoverin
132. either be typed in by keyboard Text Numerical and Date fields or selected from a drop down menu True False and Lists Page 234 of 319 Exchange User Manual Fi Asure ID New Template 1 Data Entry Center New Template 1 Demo Card Templates 0of0 PIZIE Template 1 Template 2_ Add Card Edit Card Field amp Image Up Down Buttons E To the left of both the data entry fields and the photograph amp signature areas you may see two arrow buttons used to scroll through either various pages of data entry fields as well as through multiple photos or signatures These buttons will only appear if you are using a card template that has more data entry fields than can fit down the length of your screen or if your template has multiple photographs or signatures on it When working with the data entry fields these buttons can be used to move between various pages of fields which can be filled out in any order and when working with multiple photos or signatures the buttons are used to toggle between the various photo and signature capture fields for the card When switching between different photos and signatures the Name of the image to capture as entered when the field was configured in Card Design Center will be displayed above the image capture area so that the data entry operator will know which image should be captured or loaded Quick Card Info Button Beside the lower righ
133. eld is updated with the name of the reserved file Field Data lintine lt RecordiD gt lt Card Number gt lt ICLASS_RAI_Credentiall gt lt iICLASS_RAICredential2 gt lt iICLASS_RAI _Card Gone gt lt abe gt Space bytes OK Cancel Page 119 of 319 Exchange User Manual The Change Password Tab This is the tab where you can add or change a password that is associated with a File Name s field Properties Change Password Alll Properties Use this page to change the passwords associated with this file or folder Change Password Password a Re type Password jA Change a Password Procedure 1 2 33 4 Ensure that there is a checkmark in the Change Password checkbox Enter the new password in the Password field Re type the new password to confirm it Click the Apply button to apply the password and remain in the dialog box or click OK to apply the password and exit the dialog box Note Contiguous files will use the same password Page 120 of 319 Exchange User Manual Field Properties Box Advanced customization of the iDIRECTOR fields where available is done via the Field Properties Box The All Properties tab for QI Purse and Biometrics contain fields with preset values Logical Access allows for certain fields to be changed See also the Memory Maps topic It discusses another aspect of the Properties Box CAUTION It is highly recom
134. elds Automatically Add Optional Template Fields FiDeas Air ID application that simulates keyboard input Can be ed for logical access solution Page 62 of 319 Exchange User Manual 10 Double click on the Logical Access Control selection 11 Highlight RFIDeas Air ID and if required check the box entitled Automatically Add Optional Template Fields 12 Click on the Add button to return to the Chip Properties box The following box displays Chip Pep PESUES Chip Application custom CLASS E e RF IDeas Air ID a Credential 13 Highlight Card Gone and click on the Configure button The Field Data Linking box displays Page 63 of 319 Exchange User Manual Field Data Linking File Name s Card Gone Data Fields lt RecordiD gt lt Print Count gt lt iCLASS_RAl_Card Gone gt lt Date Printed gt lt Department gt lt iCLASS_RAI_Credentiall gt lt iCLASS_RAI_Credential2 gt Static data Write As Text MBCS Reserved Memory Space 20 bytes OK Cancel 14 Click on the Properties button The properties screen for the Card Gone displays Properties Page 64 of 319 Exchange User Manual 15 In the Pre Keystrokes field enter your keystrokes Note These keystrokes will be the keystrokes required for whatever is to occur when the card is used at a card reader e g lock unlock a computer stat
135. elect the database itself or Server and database for a SQL Server as described above as well as any authentication information that may be required by the database If your database does not use authentication check the Blank Password box When supplying authentication information in this window please note that Asure ID s ability to access tables fields as well as read and write from the database will be governed by the permissions granted to the user name that is supplied for authentication If you are using a read only account Asure ID will be unable to write new records into the linked database We recommend that you use an Administrator account with full database access when configuring the authentication information After entering in the correct authentication information check the Allow Saving Password box before you continue When you have made the appropriate database and authentication settings press the Test Connection button to test the settings If you see a message stating that the database connectivity tests were successful you have made the correct settings and can press OK to save the database configuration and close the window you have now successfully selected and authenticated your database for Live Link operations and may move on to the second step mapping the fields If the database connectivity test fails you will need to check the settings and ensure that you have configured t
136. ems Mag Position Select the position on the card for the magstripe Your options are Up top of card and Down bottom of card for a landscape card or Left and Right for a portrait layout As the orientation of the magstripe encoder varies from printer to printer please ensure that your choice matches the capabilities of your encoding hardware Page 215 of 319 Exchange User Manual Type Choose this option if you would like your magstripe to conform to ISO standards or if you would like to build a custom magstripe format non ISO Please note that choosing ISO will impose certain requirements when choosing what fields to encode into which track The magstripe editor will inform you if you are not maintaining ISO compliance with your selections A third option entitled Custom will allow you to input ANY characters into any magstripe track without checking for compliancy This has been added for user convenience however please note that it is possible using this format to create magstripe layouts that will not encode or read back Also in the Type box is a drop down menu that is used to choose which of the three available tracks are currently being edited Data Source Here you will see the data fields from your template that are available for encoding as well as an item for adding a static text field to each magstripe track Adding a static text field prompts you for a unique string of data to encode into the track Th
137. en 14 Click on Add Card The following displays Page 60 of 319 Exchange FI Asure ID New Template 1 Rig Egit Save Card User Manual Card Templates New Template 1 i i rr insert cred value 15 Enter the credentials in the fields where e iCLASS_RAI_Credential1 equals the credential value as set by the client e g User Name e iCLASS_RAI_Credential2 equals the credential 2 value as set by the client e g User Password 16 Click on Save Card Page 61 of 319 Exchange User Manual Logical Access Control RFIDeas Air ID Required plus Optional This section contains the steps to take to add the Logical Access Control component to a card where both the required and optional template fields will be added to the card The optional field is the Card Gone field This field is set to a value that indicates the action to be taken using Credential 1 and Credential 2 Example If Credential 1 and 2 are set to User Name and User Password then the Card Gone value may be set to a value such as CTRL ALT DEL ENTER Perform steps 8 from the Logical Access Control RFIDeas Air ID Required section and then continue with the steps below 9 Click on the Add Application button The Add Application box displays Add Application Logical Access Control BES RFIDeas Air ID Electronic Purse Biometrics Automatically Add Required Template Fi
138. encoder Card encoding process will take place during printing Use the following printer settings profile for advanced encoding settings i you hi lt Automatic gt Asure ID will try to find the best profile by matching the eywords lt Automatic gt x Advanced Printer Settings Use standalone reader Card encoding is separate from card printing Please choose smart card reader encoder and port This tab is used to setup the reading of proximity type card such as HID Prox and compatible card formats There are two global options for this page Use printer internal encoder and Use standalone encoder If you are using an internal coupler within your printer select the first item and then select your printer model from the list If your printer is not listed or if it is not responding properly to Asure ID s default settings you may need to manually setup the printer s command flow by pressing the Advanced Printer Settings button Information on configuring these options is described above in the Magstripe section If you will be using a standalone reader select Use standalone reader and then choose the type of reader from the drop down list provided All standalone smart card read write operations are initialized by selecting Encode Smart Card from Data Entry Center s Card Print drop down menu At the bottom of the encoding settings window is a check box marked Use ATP chip c
139. ent the appearance of the card you are designing and will be used to place your photo signature logos data fields magstripes barcodes and any other elements in your card s design After any of these elements have been placed on the card they may be repositioned by dragging them while holding down the left mouse button or by single clicking to select one and using the arrow keys on your keyboard If you hold down the lt SHIFT gt key while using the arrow buttons you will resize the selected field without moving it Add a Background There are three different ways to add a background to the card You may simply double click on the card area as shown right click on the card and select Add Background or choose Add then Background from the drop down menu bar at the top of the screen Page 185 of 319 Exchange User Manual Name Background 1 Load Card Side Front Back T Background Color When the New Background window appears press the Load button to load an image file for the background or check the Background Color box to use a color instead If you select this box you will need to click on the Select Color area to choose a custom color from the Windows color palette Color Basic colors Hue fi 3 Red 211 E Sat fis Green 98 Define Custom Colors gt gt ColorlSolid Lum 120 Blue 44 OK Cancel C Addio Custom Colors If you would like to use Condition
140. er Manual E3 Data Link Properties x Provider Connection Advanced Al Specify the following to connect to Access data 1 Select or enter a database name D Exchange5SO database AsureClt4 mdb 2 Enter information to log on to the database User name admin Password IV Blank password J Allow saving password If you would like to use a different database select the Provider tab at the top of the window and select the appropriate data source driver from the list provided The entries listed under OLE DB Provider s are all the ADO data source types that are registered with your computer For example if you would like to use an existing ODBC source select Microsoft OLE DB Provider for ODBC Drivers If you would like to use SQL Server select Microsoft OLE DB Provider for SQL Server For a Microsoft Access database select Microsoft Jet 4 0 OLE DB Provider After making the appropriate selection press the Next button to continue Page 10 of 319 Exchange User Manual 55 Data Link Properties Microsoft ISAM 1 1 OLE DB Provider Microsoft Jet 4 0 OLE DB Provider Microsoft OLE DB Provider for DTS Packages Microsoft OLE DB Provider for Indexing Service Microsoft OLE DB Provider for Internet Publishing Microsoft OLE DB Provider for ODBC Drivers Microsoft OLE DB Provider for OLAP Services Microsoft OLE DB Provider for Oracle Microsoft OLE DB Provider for SOL Server Microso
141. erations will always move card records back into the same template that they originally came from If the template file is not available in the Data Entry Center and you have a previously exported or backed up copy you can initialize it into the database by going into Card Design Center loading the template file and then re saving it Import To perform an Import select Database and then Import Wizard from the drop down menu bar at the top of the Data Entry Center screen The Import Wizard will open and guide you through the process Import Wizard Xx Select Import Template Select Template New Template 1 7 First select which template choose from the available templates in the drop down menu you would like to import the data into After you have made your selection press the Next button This will bring up the second page of the Import Wizard which is where you select the type of data source you will be importing from Page 283 of 319 Exchange User Manual E5 Data Link Properties x Provider Connection Advanced Al Specify the following to connect to ODBC data Tk aro the source of data C Use connection string Connection string 2 Enter information to log on to the server User name Password I Blank password Allow saving password 3 Enter the initial catalog to use C Test Connection A Data Link Properties window will appear We will use this window to
142. ers and not as a single image file In this case with default Asure ID settings the K Panel options in your printer should work As a counterpoint however some printers do not care about layers and treat everything on the card as a whole In this case our default layer approach should still work however some advanced imaging features such as transparency and ChromaKey may not work if their command sets are not supported by your printer By enabling pre rendering of the card image these imaging operations are taken care of Page 230 of 319 Exchange User Manual by Asure ID rather than by the printer driver When pre rendering is enabled all printed items on the card are flattened into a single image file which is then passed to the printer Selecting the Rendering Options item from the Settings drop down menu will open a dialog box shown below where all of Asure ID s rendering options can be controlled Print Rendering Options x Transmit Layers to Printer Flatten Image for Printing Auto Detect There are three possible rendering options for use with Asure ID e Transmit Layers to Printer no pre rendering is performed e Flatten Image for Printing all card objects are pre rendered into a flattened image This option is used when a printer has trouble working with Asure ID s commands for transparency layering or ChromaKey e Auto Detect Asure ID will
143. ext and data they will hold and display and what types of special features such as barcodes magnetic stripes or chips they will incorporate This is all done through a simple drag and drop visual interface while Asure ID takes care of creating a custom database for you behind the scenes The best part is that no database programming knowledge or skills is needed To fully appreciate the powerful features of the Card Design Center take a look at the simple steps involved with creating a new card template Step 5 You are already in the Asure ID Admin Center so press the Card Design Center button at the top of the screen you will of course need to have Card Design Center privileges assigned in your user profile FI asure ID Admin Center inst pm Page 19 of 319 Exchange User Manual Step 6 To create a new card template press the New button on the upper left of the main window Fi Asure ID New Template 1 ard Design Center HAND TD Gave Step 7 After pressing the New button a Template Layout Options window will appear asking you to specify the Template Name We ve used Employee Card for our example as well as other basic details about the physical structure of the card that is going to be used such as Card Technology smart chips and contactless cards Orientation and Card Size These are fundamental aspects of the card s appe
144. eystrokes field on the Properties box might be equal to ENTER In the above example when the user places their card on the reader device the following will occur Page 55 of 319 Exchange User Manual The reader device will read the card and invoke the CRTL ALT DEL commands It will then invoke ALT U to call up the sign in screen It will read the User Name from the card and then invoke the TAB command It will then read the password from the card and open Windows for the user Logical Access Control RFIDeas Air ID Required This section contains the steps to take to add the Logical Access Control component to a card where only the Logical Access Control Required Template fields will be added to the card 1 Logon to Asure ID 2 Go to Card Design Center CDC 3 Click on the New button located in the top left quadrant of the screen The Template Properties screen displays Page 56 of 319 Exchange User Manual Template Properties General Binding Contactless cra crs cRioD Size Jess x Pa fin 1 10 mm From the drop down menu under the Card Technology field select Contactless and click OK to return to the Card Design Center screen A chip icon now appears to the right of the Front Side of the card lad T Asure ID New Template 1 Template Print Edit Add view Settings Help Card Design Center Data Field Front Side Page 5
145. file into as well as a name for the archive Page 257 of 319 Exchange User Manual Archive All Cards Creates a copy of the data contained in all card records for the selected template in a new database file and then provides the option to delete the records from Data Entry Center When creating an archive you will be prompted for a location to write the archive file into as well as a name for the archive Restore Selecting this item will restore all card records contained in a database file that was created with one of the Move to Archive options described above You will be asked to browse to the archive file that was created and then the records will automatically be restored to the template database that they were archived from and as such this template must exist prior to performing this operation Refresh Database When working with a shared database choosing this option reloads the database to the local computer so that any changes by other networked users can be seen Live Link The following items are found in the Drop Down Menu heading Live Link located at the top of the Data Entry Center main interface NOTE These descriptions provide a basic overview only For complete details on using the database input output features please refer to the chapter on Database Details Add LLF Select this item to create a new Live Link configuration Edit LLF Select this item to edit an existing Live Link configuration
146. file to open it The Microsoft Access screen opens T Go to the next section Preparing the Database Page 139 of 319 Exchange User Manual Preparing the Database From the previous section Locating the Database you opened the database file ITCR42Kdat mdb The following steps will help you prepare the database for importing into Asure ID These steps begin at the Microsoft Access screen 1 In Microsoft Access select Tools on the menu bar 2 Select Security from the Tools dropdown list 3 Select User and Group Permissions Your screen should appear similar to the one shown below E Microsef Access Fie Edit view Insert Tools Window Help User and Group Accounts User Level Security Wizard ITCRecordCount REpOrDE ITCSysPreferences ITCUsersTbl UDFields Modules E7 Favorites Pe a ae Page 140 of 319 Exchange User Manual 4 Click your selection The User and Group Permissions box displays 5 Using the shift or control key select all the items under Object Name 6 Ensure that all the check boxes are ticked under Permissions Your screen should look similar to the following User and Group Permissions Permissions Change Owner User Group Name ITCBdgHistory ITCFields List Users Groups Object Type Table Permissions I Open Run IV Read Data JV Read Design IV Update Data Modify Design IV
147. for Value When you are satisfied with the structure of your query you can save it for future use by typing a name in the Query Name area and then pressing the Save button Saved queries are available from the drop down Saved Queries field You can run the query to make your selection by pressing the Run button The Select Records dialog makes it easy to build even complex custom queries using standard logical operators Some examples of properly constructed queries using the information in the illustration above are as follows First Name Linda First Name Lin Card lt 562 Page 242 of 319 Exchange User Manual Additionally after building a one line query as illustrated above you may wish to further isolate specific cards You may follow your first query line by selecting either the And or the Or operation underneath the first line of your query In this manner you may create a query built of up to 5 specific expressions When creating the queries the Field area also includes the Cards and Card Status items which can be used to search for cards with or without photographs or signatures or cards that have or have not been voided edited or sent Deselect Button Deselect gt Deselect If the selection of cards for a given template has been narrowed down with a Select operation also known as a Query pressing this button deactivates the selection and makes
148. for expiry dates where you want cards to automatically have an expiry date that is for example two years from the date the card was issued Page 196 of 319 Exchange User Manual Label Data Type The Label data type is the only data type that can be placed on the card that will not create a field for data entry in the Data Entry Center If you would like your card to have fixed text for example to say Acme Inc without having to enter this on a card by card basis then the Label is the data type you should choose When you select Label from the drop down Data Type menu a Label Editor dialog box shown below will appear letting you type in the Label s text When entering this text please bear in mind that you may use spaces and carriage returns to achieve the formatting of the text that you desire After you have created the label pressing the Field Settings button on the Field Parameters properties page will reopen the list values editor You may choose from two types of labels a simple plaintext label or a more flexible RTF compliant Rich Text format label Field Properties fw S aA e a ES Acme Inc List Data Type Selecting List brings up a dialog box that allows you to create a drop down list of pre defined values available to fill in the field see illustration below When the List data type is chosen all entries created for the list will be available in Data Entr
149. for the iDIRECTOR field Page 54 of 319 Exchange User Manual Logical Access Control RFIDeas Air ID General There are three fields associated with Logical Access Control RFIDeas Air ID They are briefly described in the table below Field Field is available as Description a Required Optional Customized field Credentiall R C This is the first credential information that is written to the contactless card Examples e User Name e Other Logon Identifier Credential2 R C This is the second credential that is written to the contactless card Examples e Password e Other Logon code Card Gone O C The value of the Card Gone field is the keystrokes that are to be invoked for a card when it is removed from a reader device And example of keystrokes might be CRTL ALT DEL ENTER to sign off a program or terminal Note This field is an optional field and the action specified in the field keystrokes is only invoked if the field is selected to be added to a card Example Entity A wants to give their users Logical Access Control for signing into Windows They choose the required fields for Logical Access Control RFIDeas Air ID Credentiall might be set up as User Name and the Pre keystrokes field on the Properties box might be equal to CRTL ALT DEL ALT u The Post Keystrokes field might be equal to TAB Credential2 might be set up as Password and the Post k
150. formats such as HID iCLASS There are two global options for this page Use printer internal encoder and Use standalone reader If you are using an internal coupler within your printer select the first item and then select your printer model from the list If your printer is not listed or if it is not responding properly to Asure ID s default settings you may need to manually setup the printer s command flow by pressing the Advanced Printer Settings button Information on configuring these options is described above in the Magstripe section If you will be using a standalone reader select Use standalone reader and then choose the type of reader from the drop down list provided All standalone smart card read write operations are initialized by selecting Encode Smart Card from Data Entry Center s Card Print drop down menu At the bottom of the encoding settings window is a check box marked Use ATP chip configuration By default this is selected and it forces Asure ID s encoding engine to use the card type that was specified when the card template was designed in Card Design Center If you would like to override this and work with a different card type clear the check box and select the card type from the provided drop down menu Page 318 of 319 Exchange User Manual Proximity Advanced Encoding Settings current printer type not found x Magstripe Lontanen isa printer s intemal
151. fs 0 minute s If the computer has not been idle that long retry for up to nit C Stop the task if the computer ceases to be idle Power Management C Don t start the task if the computer is running on batteries C Stop the task if battery mode begins C Wake the computer to run this task x tence ace Complete any fields that apply to your task Note For information about any of the fields on the screen click the question mark in the upper right hand corner of the screen and then click the field for which you required more information Export To perform an Export select Database and Export Wizard from the drop down menu bar at the top of the Data Entry Center screen The Export Wizard will open and guide you through the process Page 295 of 319 Exchange User Manual Export Wizard x Select Export Template Select Template New Template 1 7 lt lt Back Cancel Next gt gt First select the template you wish to export data from All templates available in Data Entry Center will be displayed on the drop down list When you are satisfied with your selection press the Next button Export Wizard xj Select Export Fields RecordiD Number Status True False Date Voided Date Voided By Text Print Count Number Date Printed Date Printed By Text Date Created Date Created By Text Date Modified Date Modified By Text Sent Count Number Date Sent Da
152. ft OLE DB Simple Provider MSDataShape OLE DB Provider for Microsoft Directory Services Oracle Provider for OLE DB SQL Server DTS Flat File OLE DB Provider After selecting the appropriate data source press Next to setup the database instance path or source name depending on selected driver authentication information etc For SQL Server you will need to enter the name of the Server hostname or IP address as well as the username and password for the sa or equivalent account The options presented on this page will differ depending on the data source driver selected For example if the ODBC driver has been selected under Database Name there will be a drop down menu showing all available ODBC connections If you have chosen the Microsoft Jet driver there will be a Browse button that can be used to select an existing Microsoft Access database Page 11 of 319 Exchange User Manual 5 Data Link Properties x Provider Connection Advanced an Specify the following to connect to Access data 1 Select or enter a database name D ExchangeSO database AsureClt4 mdb 2 Enter information to log on to the database User name Admin Password IV Blank password D Allow saving password Test Connection Cancel Heb When you have made the appropriate database and authentication settings press the Test Connection button to test the settings If you see a message s
153. fter performing a Cut or Copy operation to paste the selection from the Windows clipboard to the currently selected area on the card You can also perform a Paste operation by right clicking on the object you would like to cut and selecting Paste This will paste a copy of the selected object on the card Paste Properties Selecting this option will paste the properties of the last copied object onto the currently selected object Page 225 of 319 Exchange User Manual Properties Select this item to open the properties dialog box for the currently selected object on the card template s design You can also access the object s properties right clicking on the object and selecting Properties or simply by double clicking the object Add Background Select this item to add an image or a color to the background of your card template After choosing this item you will be prompted to select which side of the card you want to add the background to Make your selection then either browse to an image file to load for the background or choose a background from the Windows color palette For more information see Card Template Front and Back earlier in this section Choosing this drop down menu item provides the same functionality as double clicking on the front or back of the card template Data Field Select this item to add a data field to the card template More information on data fields is available under Data Field
154. g box can be opened by double clicking on the signature field or right clicking and selecting Properties Page 208 of 319 Exchange User Manual New Signature x Signature 1 Card Side Front Back I Conditional Display _Edi I Transparency 0 I ChromaKey 2 IV Maintain Aspect Ratio cae Note that this dialog box is identical in features and layout to the Photograph dialog box When working with the signature field it is useful to note that up to five unique signatures can be placed on the card and each can be assigned a different Name This is similar to the support for multiple photographs as described above Your signature fields can be resized to any size or proportion that you would like and since they support image capture from any PenWare WinTab or TWAIN compatible device in addition to loading images from file this field is ideal to use if you would also like to capture fingerprints retinal scans etc for your cardholders Barcode Button geoososossososossosesoe Koseseeseseseosesessese Select this button to add a barcode to your card template Asure ID gives you the option of encoding the information from any of your data fields either printed or non printed entries into a barcode so make sure that you have already created the data field s you want to encode before you select the Barcode option Page 209 of 319 Exchange User Manual After pressing
155. g over the RFIDeas Air ID application s file area Specific details about the application i e Size Description and App Name are displayed in the box just below the cursor The red line around the application area means that the application cannot be moved from this position on the map After the application has been added to the chip 1 Go to the Card Design Center screen 2 Click on the Chip icon The Chip Properties box displays 3 Highlight the application you want to look at i e one of RFIDeas Air ID under Logical Access QI Purse under Electronic Purse Bioscrypt Fingerprint under Biometrics Chip Properties FT tore Bioscrypt Fingerprin a mti FiDeas Air ID application that simulates keyboard input Can e used for logical access solution 4 Click on the Configure button The Properties box displays 5 Click on the Memory Map tab Page 130 of 319 Exchange User Manual Biometrics Properties Change Password Memory Map All Properties Memory map for the volume Red bars represent the border between different folders To relocate the application do one of the following 1 Click on the application and aa the blocks to the desired location 2 Press CTRL and glick erra drag it to the desired location Description Page 2 app4rea 1 8 App Name Bioscrypt Fingerprint 9 Bize 624 First Spf File Pagel app4real Cast A
156. ge 210 of 319 Exchange User Manual It is important to understand that if you add the First Name data field to the barcode the words First Name will not appear in the barcode but rather the value of the First Name field entered in Data Entry Center is what will be encoded hence the need for a test string described below when previewing barcodes in Card Design Center Fields that have already been added to the barcode may be removed by selecting them on the right hand column and then pressing the Remove button Please note that this will only remove the field from the barcode s structure not from your template design As you build your barcode by adding fields you will see a preview of the data s structure in the bottom preview pane of the properties page Barcode Appearance Tab Appearance Linear Barcode Options Barcode Editor Barcode Appearance Position in 1 100 inch Front Back Options Left 169 Top 163 Height fas wake 97 I Conditional Display Modify Condition Orientation Rotation In Degrees Horizontal x Horizontal Vertical 90 degrees Horizontal 180 degrees OK Vertical 270 degrees The following items are available on the Barcode Appearance page of the barcode s properties window Position These items are identical to the Position controls found on data fields and allow for adjustment of the position and size of the barcode on your card P
157. gin Ensure that your V Series Bioscrypt fingerprint scanner device has the following field value set i e Enrollment Type 1 1 Template See the screen capture below for an illustration VeriAdmin v7 40 Fie Configure View Help o ae n X Unit Parameters x General Communication Wend Fomati a Purpose 1 0 LED Table Misc Global Security Threshold Biometric Verification Security Level NONE Options C Very High Enabled Disabled Finger Required Finger NOT Required High Auto Finger Detect Veda C Enabled Disabled Gactt Level Opiont C Low Password Verification r Require biometric for C Very Low Enabled Disabled Security Level 6 Multi User Verification i Duress Finger Mode Fingers Required 2 C Enabled Disabled Duress Action Inter Finger Timeout fio fs Page 110 of 319 Exchange User Manual The Procedure 1 Open the Data Entry Center 2 Open the Template and Record for the first Employee for whom you are adding a fingerprint 3 Click on the Add Card button FI Asure ID New Template 13 Card Records Card Print Sheet Print Database Live Link Amage Temes Communication Templates RAN Select Biometric Device Data Entry Center Biometric Capture and Verificatio Card Templates New Template 13 New Record 4 Click Biometrics from the menu bar 5 Click the Biometric Capture and Verification selection and
158. gnature from TWAIN Source from the drop down menu bar at the top of the Data Entry Center screen to launch the default TWAIN device Of the three options to load signatures TWAIN Penware and Load from File whichever was last performed will by default be launched by subsequently double clicking the Signature area in Data Entry Page 239 of 319 Exchange User Manual Center To change this default behavior simply choose to capture a signature in the manner you wish from the drop down menu bar and this will become the default Image Editing Image Effect Sharpness fo Brightness Contrast Gamma fo Hue Saturation 0 I Q Perfect b Image Effects gt gt Default image quality Perfect After a signature file has been imported you may right click on it and select Edit Signature giving you the option to crop and perform image enhancements on the signature This cropping and enhancement feature is identical to the one described for photographs Data Entry Center Function Buttons In this section you will find a complete description of the functionality provided by the main Function Buttons found along the top and left hand edge of the main Data Entry Center interface Card Navigation Buttons When a template is selected that has more than one card entered into its database you can use these buttons to navigate through the selected cards The First button will take you to the first card in the ser
159. h is unique to the Number data type To create a global counter check the Sequential check box to bring up the Sequential Field Properties dialog box as shown in the second screenshot below Bo InitialValue i04 I Sufis eee __ Cancel Increment by fi J Fill Unused Leading Space With F m Seger e pa Configuring this item will force the value contained within a field to automatically increment with each card record that is added to the database in Data Entry Center When setting the Sequential Field Properties you need to specify the initial value for the first card as well as the numerical amount that you wish this value to be incremented with each successive card record entry Additionally this dialog gives the user the option to specify the final value used by the counter after which point no further cards may be added to the template database When working with the global counter there are a couple of things that the user needs to keep in mind If a global counter is added to a card template that already has records saved to the database from Data Entry Center those records that were entered prior to the addition of the counter should not be edited after the addition of the counter Doing so will cause for inaccuracies with the values assigned by the counter Secondly when performing archive restore or import export operations on a template with a global counter if identical global counter values are i
160. haracter set and the only difference is that Code 93 is a continuous symbology and produces denser code Code 128 Code 128 allows the full ASCH 128 character set to be encoded It may also be scanned bi directionally and there is no restriction on the number of characters allowed Interleaved 2 of 5 Interleaved 2 of 5 is capable of encoding numeric data only The maximum data size is 100 characters CodaBar CodaBar sometimes referred to as Code 2 of 7 is a discrete width modulated barcode that provides a character set for encoding numeric data plus six special characters The supported characters are as follows 1234567890 UPC The Uniform Product Code UPC family of codes is typically used for product identification and includes UPCA and UPCE These are numeric codes only supporting only the characters 1234567890 e UPCA 12 digit is limited to 12 characters e UPCE 6 digit is limited to 6 characters EAN European Article Numbering EAN codes are an extension of the UPC system A barcode scanner set to read EAN could also read UPC however a scanner set for UPC may not be able to read EAN This is also a numeric encoding system which supports the characters 1234567890 e EAN 8 is limited to 8 characters e EAN 13 is limited to 13 characters Booklan The Booklan barcode is really an EAN 13 barcode that follows a specific format and is used exclusively with books The Booklan barcode therefore supports the sa
161. he ability to fine tune the appearance of any image file after it has been loaded from disk or imported via TWAIN To perform image enhancement operations or to crop your image again right click on the photograph in the main Data Entry Center window and select Edit Photo and the press the Image Effects button On the Image Editing window that appears there will be adjustments for all the supported image enhancements Sharpness Brightness Contrast Gamma Hue Saturation and Image Quality More detailed information on these image enhancement operations can be found in the sub section on Editing Images in the chapter on Card Design Center Details When you are satisfied with the appearance press the OK button to save your changes to the database Signature Window If you have Penware WinTab or TWAIN compliant signature capture hardware installed on your computer you can import a signature from it by double clicking in this area A window will open showing you the signature as received by the hardware with an option to Clear Display and try again if the signature is unsatisfactory When you are happy with the captured results press the OK button Alternatively to load a signature image from a file on your computer s disk right click on the Signature area and select Load Signature to browse for a file Finally you may also import a signature image from any TWAIN device Select Image Signature and Import Si
162. he database correctly The Advanced and All Fields tabs of the window may be used to access all configuration options specific to the selected Data Source and may be used by system administrators and advanced users to troubleshoot connection problems resulting from the choices made on the standard options presented by this window Page 40 of 319 Exchange User Manual Mapping the Fields Now that we have successfully chosen authenticated and tested the database path we need to link the template fields to the external database before our Live Link configuration is complete and can be applied After testing the data source connection and then pressing OK in the Data Link Properties window we will be brought back to the main Live Link interface Live Link x Template ME E File Path lt New Live Link Configuration gt pA CEOE OE a E S S me ee o O o o Show Data Fields IV User Defined Fields IV System Fields J Asure ID Card Service Bureau Fields New Open Save SaveAs Delete Data Source Close There are three types of fields contained in any Asure ID template User Defined Fields System Fields and Asure ID Card Service Bureau Fields and check boxes at the bottom of the Live Link configuration window allow for some or all of these categories to be displayed or hidden User Defined Fields are all of the fields that have been added to the template in Card
163. he top of the Data Entry Center s interface under the headings Card Records Card Print Sheet Print Database Live Link Image Communication Templates Reports Settings and Help Page 245 of 319 Exchange User Manual Card Records The following items are found in the Drop Down Menu heading Card Records located at the top of the Data Entry Center main interface Select Cards Makes a selection available from the currently selected cards or template by performing a query This is the same as pressing the Select button on the main Data Entry Center window and more details on the Select operation are available above in the section on Data Entry Center Function Buttons Deselect Returns a user from a selected group of cards within a given template to the default selection of all cards in the template This is the same function as pressing the Deselect button on the main interface First Card This option selects the first card in a selected series for the current template and selection This is the same as pressing the First button on the main Data Entry Center window Previous Card Selects the record before the currently displayed entry for the current template and selection This is the same as pressing the Previous button on the main window Next Card Selects the next record for the current template and selection This is the same as pressing the Next bu
164. his item a Printers dialog box will appear letting you select the desired print device and set any driver specific settings for the printer Print All Cards Prints all cards in the currently selected template on a local printer After selecting this item a Printers dialog box will appear letting you select the desired print device and set any driver specific settings for the printer Print Selected Cards Prints all cards matching a Select query operation on a local printer After selecting this item a Printers dialog box will appear letting you select the desired print device and set any driver specific settings for the printer Encode Smart Card If you are reading or encoding smart cards using a standalone card coupler as opposed to a coupler that has been integrated inside a card printer this item is used to manually encode read the card for the currently displayed record in Data Entry Center After selecting this item the user will be prompted to insert the card into the reader encoder unit and then press OK to proceed Before using this item the standalone reader encoder unit must be configured using the Advanced Encoding Settings option found on the Settings drop down menu and discussed in detail below Auto Print Mode Procedure Auto Print Mode is a feature in the Card print menu in Data Entry Center The feature allows the monitoring of the current template s live link database table and auto
165. ia Sheet Print Database Set Printer Settings Set Page Settings Preview Displayed Card Print Displayed Card Print All Cards Print Selected Cards Auto Print Mode Encode Smart Card 6 Complete steps 3 6 if you are issuing cards one at a time Notel The steps to add the records and personalize the cards are not interdependent steps You can separately add all the card holder records e g step 3 and 4 and then personalize each card step 6 Use the method that best suits your card setup needs Note2 If required you may need to check your encoding settings before you print To do this select Settings from the menu bar and click on Advanced Encoding Settings Check that your encoding settings reflect the type of card you are using Page 169 of 319 Exchange User Manual Request a Report This section lists the steps you can take to request a report of the scans that were done on a handheld device 1 Connect the handheld PC device to the PC where the database resides 2 Go to the Mobile ID template 3 Click on Tools and select Synchronize Database FI Mobile ID New Tem X Synchronize MTP file Ctrl M Synchronize Database Ctrl D Data Field 1 4 When the syncing is complete go to the Data Entry Center DEC screen 5 Select Reports from the Menu bar and click on Custom Reports The Report Writer Options screen displays Page 170 of 319
166. ide of the screen and clicking on the area of the card where you would like the field to appear Fl Asure ID New Template 1 Template Print Edit Add View Settings Help Cand Design Center Logo Page 23 of 319 Exchange User Manual Step 11 Within the New Field dialog box that appears you will see a field titled Field Name In this area type the field name in this case we will use First Name Browse through the rest of the fields on both the General and Advanced tabs and try to replicate the options shown in the picture below When you are satisfied with your field choices click OK New field x Field Options Advanced Options Field Name IV Send to Asure ID Server Data Type fa amp J Mandantory Entry Field Settings J Non printing Entry Field Formatting Options Default Value DO OO oO O Max Characters jo I Conditional Display Edit Min Characters fo Cancel Help New field x Field Options Advanced Options Position in 1 100 inch Front Back Left 23 24 Width 11824 Tof 15 44 Height 20 24 Justification Font Horizontal Alignment Left z Change Fort Select Color Vertical Alignment Top X I Word Wrap Auto Reduce Font Size Orientation Rtn In Degrees for J Force Upper Case Cancel Help Frame in 1 100 inch E Enable Frame SYS eta in m Frame Width fi Field Color J Enable Color
167. ield has been added to your template and both the field and the template have been bound to the IDCardMakerMasterTable Steps to use existing ID CardMaker Photographs Signatures and Fingerprints in an Asure ID template 1 Open the Card Design Center 2 Open the IDCardMakerMasterTable template 3 Take note of the spelling of the field name you wish to add to your new or existing unbound template e g Signature field 4 Open the template where the specific data field i e Photograph Signature Fingerprint is to be added 5 Add the image data field for the Photograph Signature or Fingerprint to the unbound template Notel Ensure that you obtained the exact spelling Misspelled field names are not bound to their counterparts Page 146 of 319 Exchange User Manual Note2 Fingerprints imported from ID Card maker become signature fields in Asure ID To add a fingerprint image to an Asure ID layout add a signature field with the name Fingerprint 6 Click Template on the menu bar T Click the Template Properties selection FI Asure ID New Template 30 New Card Template Ctrl N Open Card Template Ctrl O Save Card Template Ctri 5 Save Card Template As Import Card Template Export Card Template Mobile 1D Non Printing Entries Data Fel Front Side Photograph Barcode Magstripe Chip 8 The dialog box displays Click on the Binding
168. ies of selected cards and the Last button will take you to the last one These navigation buttons are used when finding a previously entered card that needs to be edited or voided Between the First and Last buttons are Previous and Next buttons that can be used to move one card at a time through the database Page 240 of 319 Exchange User Manual Add Card Button iad Card gt r Add Card Press this button to add a new card record to the database and enter the relevant data You may also add a card by right clicking on any of the data entry fields and selecting Add Card Edit Card Button gt Edit Card Press this button to open a saved card so that you may edit the information again Save Card Button Save Card Press this button when you are finished entering the data for a card and want to save it into the active template s database This button will only be available if you have selected either the Add Card button or by right clicking on any of the data entry fields and selecting Add Card or Edit Card first You may also save a card by right clicking on any of the data entry fields and selecting Save Card Select Button Reccerceecencensed Select You can use this button to narrow the available selection of cards within a query By default all the cards for a given template are selected when the template is chosen This button gi
169. imported via TWAIN or loaded from a file the photo can be cropped by right clicking on it and selecting Edit Photo or saved to a standalone file by right clicking and selecting Save Image When cropping with the Edit Photo option a window will open showing the active selection see screenshot below This window provides similar functionality to the Image Editor window described previously and allows the user to perform both cropping and image enhancement operations To crop simply resize the highlighted selection by dragging on the edges of the selection box and reposition the selection as needed by clicking in the center of the selection box and dragging it releasing the mouse button when it is in the correct location When you are satisfied with the selection press the OK button to import the edited image back into Data Entry Center This cropping window will automatically appear after an image has be imported via TWAIN but this behavior can be disabled by choosing the Settings drop down menu and choosing Auto Crop If you do not wish to crop the image at this time simply press the Cancel button Page 238 of 319 Exchange User Manual Image Editing ge Et _ Sharpness Cancel fi Brightness fo a Contrast fo Gamma Hue 0 Saturation Image Quali Perfect ha Apply Image Effects lt lt D efault image quality Perfect In addition to cropping Asure ID provides the user with t
170. inate template that you bind to the host When binding is applied to templates the bound template shares selected fields of the host template Host and bound templates cannot be deleted while they are bound If you want to delete a host or one or more of its bound templates you will have to unbind the templates before deleting them Note Binding is only available for templates that do not have Live Link activated Page 262 of 319 Exchange User Manual Binding in the Card Design Center Use this procedure when you want to bind only selected fields from a host template to another template This other template becomes a bound template when this procedure is complete 23 Open the Card Design Center CDC 24 Open the template you wish to use as your host template Note In our example it is template User Name Department Back Side 25 Take note of the spelling of the field name e g User Number you wish to add to your new or existing unbound template 26 Open the unbound template where the field is to be added Note In our example it is template 4 27 Click Template on the menu bar 28 Click the Template Properties selection Page 263 of 319 Exchange User Manual FI Asure ID New Template 4 Template P z i New Card Template Ctrl N Open Card Template Ctrl 0 Save Card Template Ctrl S Save Card Template s Template Properties Import Card Template Export C
171. io buttons determine if you want the results sorted in ascending or descending order Press the Clear Values button to clear all the menus and start fresh Quick Find Settings Select this item to configure the hot field for the Quick Find feature described previously You will see a list of all the fields on the template and will be able to mark one as the Quick Find Field by placing a check mark in the box Please note that for Quick Find only one field may be used as the hot field If you would like to perform more complex Find operations referred to as a Select operation often called a query please use the Select function described in more detail in Data Entry Center Function Buttons Show Communication Confirmation Enables confirmations of all communication with the Asure ID Card Service Bureau when in use Rendering Options Launches the configuration menu for Asure ID s image rendering options These options are described in detail under Rendering Options in the chapter on Card Design Center details Advanced Encoding Settings Launches the Advanced Encoding Settings window where all magstripe and smart card encoder settings are configured Complete details on these options are found below in the chapter on Advanced Encoding amp Printing Settings Advanced Printer Settings Launches the magnetic stripe configuration section of the Advanced Encoding Settings dialog box Sele
172. ion open a door print a document 16 Click OK on the Properties box 17 Click OK on the Field Data Linking box 18 Click OK on the Chip Properties box You are returned to the Card Design Center screen 19 Design and save your card Refer to the Quick Start Guide A Step by Step Tutorial for more information about designing a card Once your card is designed and saved go to the Data Entry Center screen 20 Click on Add Card The following screen displays FI Asure ID New Template 2 TY bao ess Bae pwn Fa ata entry Center Card Templates New Template 2 v New Record 21 Enter the credentials in the fields where iCLASS_RAI_Credentiall equals the credentiall value as set by the client e g User Name Page 65 of 319 Exchange User Manual e iCLASS_RAI_Credential2 equals the credential 2 value as set by the client e g User Password iCLASS_RAI_Card Gone is an optional field in the Data Entry Center and can be left blank This is the field that was configured earlier in steps 14 16 However if you want to enter a value in this field you can enter characters that are less than or greater than but not equal to the length of credential2 Note The maximum characters for a value are set on the Field Properties tab of the Data Field Options Dialog box 22 Save the card Logical Access Control RFIDeas Air ID
173. ions Advanced Options Field Name I Send to Asure ID Server Data Type Text 7 IV Mandantory Entry Field Settings I Non printing Entry Field Formatting Options Default Value Max Characters 20 J Conditional Display Edit Min Characters fo Cancel Hee Field Options On the Field Options tab the following functions are available Field Name Type the name or label of the new field you are creating here This will be the label used to prompt the user for what type of data should be entered into the field For example if you were creating a field to hold an employee s card number it would be a good idea to use Card Number for the Field Name Data Type Please refer to the subtopic below for further detailed information on each of the available Data Types Field Settings This item is normally grayed out unless you have selected the Label data type in which case this button will launch the Label Text Editor Field Formatting Options Pressing this button brings up the Field Options dialog box refer to subtopic below for further details which allows for advanced formatting options for your data field Default Value You can use this option to create a default value for a field This can potentially save a lot of time when entering card data in the Data Entry Center if many cardholders will have a common entry A good example of the Default Value at work would be for a depar
174. ip Properties H Bioscrypt Fingerh i Fingerprint FF Fingerprint2 Notel All the fields contain a question mark This is because you will be configuring them in a further step Note2 The Fingerprint1 field contains a red question mark because it represents the required fields of the Bioscrypt application The Fingerprint2 field contains a green question mark because it represents the optional field of the application e Highlight the first field to be configured and click on the Configure button The Field Data Linking box displays Page 100 of 319 Exchange User Manual Field Data Linking File Name s Fingerprint Data Fields lt Left Hand Index gt Reserved Memory Space fe bytes OK Cancel f Link the Bioscrypt fingerprint fields to your created fields e g Right Hand Thumb to Fingerprint1 g Once your card is designed and saved go to the Data Entry Center screen and click Add from the right hand screen h Select Biometrics from the Menu Bar The following displays FI Asure ID New Template 9 Select Biometric Device Card Templates New Template 9 7 New Record Page 101 of 319 Exchange User Manual i Click Biometric Capture and Verification Note Ensure your capture device is installed and ready j Capture the Fingerprint using your capture device When you are done return to the Data Entry Center screen N
175. itself or into non printed entries After clicking on the Data Field button the cursor will change to a crosshair cursor and you can place the field by clicking either on the front or backside of the card or in the non printed entries area You may place up to 200 data fields on any individual card template After selecting where you want to place the field a dialog box will appear detailing various options for the new data field These options will be described in detail below Editing and Moving Data Fields After a data field has been placed on the card its options dialog box can be reopened by double clicking on the field itself either on the card surface or in the non printed entries area or by right clicking and selecting Properties Also after data fields have been placed they can be resized by clicking on the border of the field and dragging it while holding down the mouse button or by holding down lt SHIFT gt while using the arrow keys left and right arrows to adjust the width and the up and down arrows to adjust the height Existing data fields can also be moved to a different position by clicking in the center of the field and dragging it to a new location while holding down the mouse button by single clicking and using the arrow keys on your keyboard or by adjusting Screen Parameters within the fields options dialog box When moving data fields around on the card the field will jump or snap to the closest grid
176. jump to the nearest grid point when moved If you disable this feature the objects may be moved to any location on the card and will not snap Grid Settings Help Asure ID User s Manual launches the locally installed copy of this document the Asure ID User s Manual www AsureID com launches your web browser and directs you to Asure ID s webpage About Displays about copyright and version information for your copy of Asure ID Page 233 of 319 Exchange User Manual Data Entry Center Detail This section is designed to complement the information provided in the Asure ID Quick Start Guide Please ensure that you begin by reading the Quick Start Guide and then proceed to this section if you need to find more detailed information In this section you will find a comprehensive listing of all the options found in Data Entry Center and their various functions Note There must be at least one saved template created the Card Design Center in order to open the Data Entry Center Card Template Select the template you wish to add cards to from the drop down menu When a template is selected all fields that require data entry will be visible in the center of the Data Entry Center window These data fields will be grayed out until either the Add Card or Edit Card button is pressed Depending on the data type as defined when constructing the template in Card Design Center information will
177. l occur before example Credentiall is processed Post The keystrokes that will be sent to the system after the field Y See description for Keystrokes data is processed Example TAB will occur after Credential 1 example is processed Page 123 of 319 Exchange User Manual QI Purse The next screen shows the QI Purse Properties Properties 4 0 Field Description Alternate Values Y N Name The name of the item e g Amount N System Default value Description The description of the current item N System Default value Max Size The maximum size in bytes of the current object N System Default value 1 Unlimited Limitation is dependent on the hardware storage capacity 2 Unknown Min Size The minimum size in bytes of the current object N System Default value Page 124 of 319 Exchange User Manual Biometrics The next screen shows the Biometrics Properties Properties Fingerprint1 The first Fingerprint data 348 Field Description Alternate Values Y N Name The name of the item e g Fingerprint1 N Default value Description The description of the current item N Default value Max Size The maximum size in bytes of the current object 1 Unlimited Limitation is dependent on the hardware storage capacity 2 Unknown N System Default value Mi
178. lates the amount of contrast in the image or the amount of median difference between light white and dark black colors Adjustment range is between 0 no contrast and 100 full contrast Gamma Gamma controls the white balance of the image Hue The hue adjustment allows for the adjustment of colors in the image For example if you are capturing images in an area with too much blue light giving an undesired bluish tint to the image then this discoloration may be compensated for with the Hue adjustment Different levels of this control will affect different colors in the image Adjustment is made between 0 and 100 Saturation Saturation controls the amount of white color used in the image It is similar in function to brightness but when using saturation even very dark images can be made to look white without increasing brightness Adjustment range for this control is from 0 no saturation to 100 full saturation Transparency Adjusting this control allows you to create a transparent or see through image This will allow items that are behind the image in your card design show through at least partially Adjustment is made from 0 to 100 and the selection is represented as percentage transparency For example setting this control to 50 makes your image 50 transparent Setting it to 90 would mean that your image is 90 transparent or in other words barely visible You can use the transparency adjustment to achiev
179. lecting the New option you will be prompted to choose the layout of your new card design Portrait or Landscape the size of card you want to create CR 80 standard size CR 90 larger CR 100 oversized card or Custom any technology components such as contactless smart chips and Page 189 of 319 Exchange User Manual a name for the new card template If you select Custom you may enter the dimensions that you would like to use Template Layout Options X General Template Name New Template 2 Card Technology None z Magnetic Stripe C Yes No Card Orientation Landscape Portrait Card Size CREO C cRg0 C CR100 Custom Size ps X EB fin 1 100 inch Cancel Open Template Button Open Select this button to continue working on or to edit an existing card template After selecting the Open option you will be presented with a list of all the current templates and may choose the one you would like to open Save Template Button Save Select this button to save the current template If it has already been saved you will be prompted to confirm that you want to overwrite the existing template If you would rather save it under a new name press Cancel and select Save Template As from the Template drop down menu Page 190 of 319 Exchange User Manual Data Field Button L Data Field gt Select this button to add a data field either onto the card
180. lly you may double click or right click and select properties on the object to bring up its properties dialog box which will allow you to configure a fill color frame color location and name for the object These drawn objects act like Page 218 of 319 Exchange User Manual any other item on your card and can be moved resized deleted or opened just like a data field logo or photo Line Select this item to draw a line on your card This feature is also accessed by clicking Add on the drop down menu bar at the top of the screen and selecting Line from the options The line object is created by clicking on the card where you would like the line to begin and then clicking again where you would like it to end After the first click you will see the line following your mouse as you move to the second point in the line After the line has been set its properties can be opened by double clicking on it or right clicking and selecting Properties and will allow you to control the color line width and location Drawn Object Properties Rectangle Similar to the Line object this option allows you to place a rectangle onto the card This feature is also accessed by clicking the heading Add from the drop down menu bar and then selecting Rectangle from the options Page 219 of 319 Exchange User Manual Drawn Object Properties Round Rectangle Again similar to the Line object this allows yo
181. lty Perfect Step 23 When you have filled the fields on your card template with all the data for the cardholder press the Save Card button to add this record to the database Fl asure ID HID Card Records Card Print Sheet Print Database Live Link Image Communication Templates Ra Data Entry Center Card Templates HID X 1 of 1 Page 31 of 319 Exchange User Manual Printing a Card Step 24 You are now ready to print your first card This can be done in one of two ways Either by clicking on the Print button on the left hand side of the main window or by selecting Card Print from the main menu at the top of the screen If you choose the Card Print menu you will be given three printing options Print Displayed Card Print All Cards or Print Selected Cards Wl Asure ID HID Edit Card Step 25 To end this tutorial let s take a look at the finished card by selecting Card Print from the main drop down menu and then choosing Preview Displayed Card Page 32 of 319 Exchange User Manual Preview Front Side a Front Back Both f Zoomi Zoom Poot l cis Iside Sides Iin our hotest Close Congratulations You have reached the end of the Asure ID Quick Start guide Full Asure ID product documentation can be obtained from within the application by clicking on the Help Menw or by clicking on the Help
182. m requirements are printed on the case that your software came in Please note that you will need to be logged onto your computer with Administrative rights in order to install Asure ID successfully If you are the only person who uses your computer by default you probably already have administrative rights on your machine If you need to have a network administrator come to your machine in order to install software or to make changes to your system you probably do not have administrative rights If you are unsure about having these rights please contact your network administration staff or Asure ID s Customer Support Team Page 4 of 319 Exchange User Manual Step 1 To begin the Asure ID setup simply place the Asure ID CD into your computer s CD ROM drive Within a few moments the install wizard will begin and welcome you to the installation of Asure ID If you have CD Autoplay disabled simply browse to the CD ROM and launch setup exe i Asure ID InstallShield Wizard Welcome to the InstallShield Wizard for Asure ID The InstallShield R Wizard will allow you to modify repair or remove Asure ID To continue click Next After selecting Next the software license agreement will appear Select the I accept the terms in the license agreement button and press next to continue or select Cancel if you would like to exit the installer Step 2 Next the customer information page will appear En
183. m setting all items on the dialog must be must be configured o Width Enter the width of the individual cards on your sheet in this area If you have selected one of the presets this item will be grayed out o Height Enter the height of the individual cards on your sheet in this area If you have selected one of the presets this item will be grayed out e Print Sides Use this item to configure single or double sided printing for your cards The options are o Front and Back will print both sides of each card o Front Only will print only the front sides of each card o Back Only will print only the back sides of each card e Print Position The dimensions shown in this dialog box are taken from the print driver which returns measurements of the per card printing area Additionally two items become available for configuration when working with custom print layouts o Left Margin Enter the measurement in inches from the extreme left hand edge of the page to the extreme left hand edge of the leftmost cards on the page The software needs this to know the spacing of the cards for custom printed sheets o Top Margin Enter the measurement in inches from the extreme top edge of the page to the extreme top edge of the uppermost cards on the page The software needs this to know the spacing of the cards for custom printed sheets e Layout The items in this section are used to configure the number of cards as well as the spacing
184. matically prints all unprinted cards Auto Print will automatically print all unprinted cards added from other software or locations as well Auto Print monitors the selected template that you open in the Data Entry Center DEC Page 251 of 319 Exchange User Manual Invoke Auto Print Mode Before you begin ensure that your printer is set up and that blank cards are loaded in the hopper 1 Go to the Data Entry Center DEC screen 2 Open the template you want to monitor in the background 3 Select Card Print from the Menu bar and click on Auto Print Mode on the drop down selection list FI Asure ID New Template 2 Set Printer Settings Set Page Settings Preview Displayed Card Print Displayed Card Print All Cards Print Selected Cards 4uto Print Mode Encode Smart Card 4 Auto Print Mode minimizes the DEC screen into an icon in the bottom right hand side of your computer screen EN es 0 1 ea Notel Auto Print Mode is invoked and continues until you cancel it or quit the DEC Note2 From time to time a progress box may flash quickly across your screen This indicates that a new card has been located and is being printed Page 252 of 319 Exchange User Manual Asure ID Stop Auto Print Mode Use the method that best suits your needs 1 To stop Auto Print Mode and return to the DEC screen do one of the following e Double click the
185. may move it to a non printed entry by checking this box Max Characters This option can be used to specify the maximum number of characters allowed in a field Please note that Data Entry Center will not allow more characters than set here to be entered into the field Min Characters This option can be used to specify the minimum number of characters allowed in a field Please note that Data Entry Center will not allow a card to be saved less characters than set here are entered into the field Data Types When adding a new Data Field to the card design the following Data Types are available to the user Text supporting all characters Number numerical characters only Date with options for various formats Label Basic simple static text no data entry for this type Page 194 of 319 Exchange User Manual Label Rich Text RTF compatible static text no data entry for this type List creates a configurable drop down menu True False creates a yes no or true false Boolean field Further details on these data types can be found below Number Data Type Selecting the Number data type presents one additional option A button labeled Field Formatting Options will become available Selecting this option will bring up a box entitled Field Options shown below The settings found on this page allow the user to configure an auto incrementing or global counter field whic
186. me character set as the EAN family EAN UCC 128 This barcode was created through joint cooperation between EAN International and the Uniform Code Council It incorporates functionality from both barcode styles and is able to encode both alpha and numeric characters The maximum number of encoded data characters is 48 PDF 417 Barcodes PDF 417 or Portable Data File 417 is a two dimensional stacked bar code symbology capable of encoding over a kilobyte of data per label This is important for applications where a bar code must be Page 313 of 319 Exchange User Manual more than merely an identifier such as an index to reference a database In Asure ID applications users can place up to 2000 characters of text often using non printed entries into a barcode that takes up less than a quarter of a CR 80 sized card The portable data file approach is well suited to applications where it is impractical to store item information in a database or where the database is not accessible when and where the item s bar code is read Because a PDF417 symbol can store so much data item data such as medical history or digital identifiers can be carried on the item without requiring access to remote data storage In addition PDF417 is an error correcting symbology designed for real world applications where portions of labels can get destroyed in handling It performs error correction by making calculations if necessary to reconstruct un decoded
187. me to highlight it and then press the Enroll User button on the left hand side of the main Admin Center screen A confirmation window will appear confirming the user name you are about to enroll press OK if you are certain you want to proceed Enroll User x You are about to enroll the lt admin gt user to the Asure ID Server Do you want to proceed ene ea You will now see the same User Contact Information dialog box you filled out when you originally added this user Confirm this is the user account you would like to register and press Next to move to the User Contact Information dialog box You will now be presented with the User Shipping Information dialog box and are required to fill in all the fields giving details about the user being enrolled This is for the use of the Asure ID Card Service Bureau After filling in the fields press Next to continue To finish the enrollment process you will need to fill out the billing and shipping information associated with the user being enrolled in the User Billing Information dialog box When you are done press OK to enroll In a few seconds you will get response on your screen from the Asure ID Card Service Bureau notifying you that the enrollment was successful Page 277 of 319 Exchange User Manual Sending cards to an Asure ID Server Card Service Bureau When you have finished designing your card template and have used Data Entry Center t
188. mended that technical staff with smart card knowledge provide the necessary information for any new values to be entered in fields in the properties box Logical Access The next two screens show the Logical Access Properties Note Some fields from the first screen repeat on the second because of the scroll function Properties Value Credentiall RF IDeas AIR ID application credential 1 data This is usually the l SE 20 0 Text MBCS Page 121 of 319 Exchange User Manual Properties Pipetes a Text MBCS The table following gives a brief description of each field Note You can also click on some of the fields online to see many of the descriptions below Field Description Alternate Values Y N Name The name of the item e g Credential1 N System Default value Description The description of the current item N System Default value Current Size The current data size in bytes of the current object N System Default value Max Size The maximum size in bytes of the current object 1 N System Default value Unlimited Limitation is dependent on the hardware storage capacity 2 Unknown Min Size The minimum size in bytes of the current object N System Default value Data Type Sets and returns the format type of the data stored in the file N System Default value e g Text Number
189. mported back into Data Entry Center they will have Page 195 of 319 Exchange User Manual a decimal point followed by a zero appended to their global counter values so as not to create duplicate entries Date Data Type If you select the Date data type a dialog box shown below will appear giving you options to configure the Date field Date Options Yyyy mmdd dd mm mmddyy mm dd ps atop T dt T mone T veat E i From the drop down menu on the Date Settings window you can choose the date format that you would like to use with the new field All popular date formats are available and the software will ensure that this format is maintained when entering dates Additionally there are various other settings that are available on this configuration screen Use Today s Date Selecting this item will ensure that the current date will automatically be entered into the date field whenever a new card is added to the template s database in Asure ID s Data Entry Center Use This Date Selecting this item will let you enter a specific date value which will then by default be used for all newly created cards in Asure ID s Data Entry Center Offset By Selecting this item will allow you to use some advanced logic when entering dates in Asure ID s Data Entry Center You can set the offset in days months and years from the current date either before or after This is very useful
190. n Size The minimum size in bytes of the current object N System Default value Page 125 of 319 Exchange User Manual Memory Maps Advanced customization of the iDIRECTOR Memory Maps where available is done via the Field Properties Box The Memory Maps for Logical Access and QI Purse are preset and cannot be configured to another location Biometrics allows for certain memory mappings to be configured See also the Field Properties Box topic It discusses another aspect of the Properties Box CAUTION It is highly recommended that technical staff with smart card knowledge provide the necessary configuration support for file memory mapping Note If the required technical knowledge is not available in house then HID Identity s Professional Services are available to provide the level of expertise required Important notes concerning the following iCLASS cards 16K 2 or the 16K 2 book of the 32K a Page0 appAreal is generally reserved for HID applications b The 16K2 card and the 16K2 book of the 32K card can currently be used for two of the iDIRECTOR applications Bioscrypt and or the Logical Access c If you use passwords for your applications that reside on the appArea2 book of your card please note that all passwords must be identical Implications to the Memory Map When all Three Applications are Loaded to a Card Memory maps tell the user where the applications e g RFIDeas QI Purse and Biosc
191. n problems resulting from the choices made on the standard options presented by this window Page 305 of 319 Exchange User Manual Mapping the Fields Now that we have successfully chosen authenticated and tested the database path we need to link the template fields to the external database before our Live Link configuration is complete and can be applied After testing the data source connection and then pressing OK in the Data Link Properties window we will be brought back to the main Live Link interface Live Link x Template Demo ba File Path lt New Live Link Configuration gt ind raat First Name Last Name Expiry Date RecordID Print Count Show Data Fields User Defined Fields IV System Fields J Asure ID Card Service Bureau Fields New Open Save SaveAs Delete Data Source Close There are three types of fields contained in any Asure ID template User Defined Fields System Fields and Asure ID Card Service Bureau Fields and check boxes at the bottom of the Live Link configuration window allow for some or all of these categories to be displayed or hidden User Defined Fields are all of the fields that have been added to the template in Card Design Center when it was designed Typically each of these will be linked to the external database if one of these Page 306 of 319 Exchange User Manual fields is not linked it will not display or store any dat
192. n the configuration of especially busy card templates Once selected from the report that appears the properties of any Data Field can be adjusted by pressing the Edit button Additionally selecting a field from this menu and pressing the Move Up or Move Down button can control the order that the fields will appear in the Data Entry Center The uppermost field in this window will be the first field in Data Entry Center and you may reorder fields at will within this dialog When you are happy with the field ordering press the OK button to set your selections and close the menu Page 228 of 319 Exchange User Manual Card Objects All text entries B Jeraj Ta Text ERN 43 re a Text Field is J5 a Frans fiero J nC a C e E fot fits 20 rot Show Data Fields IV User Defined Fields J System Fields J Asure ID Card Service Bureau Fields Edit Select Delete Move Up Move Down Data Entry Center shows the fields in the same sort order as this screen Use the Move Up and Move Down buttons to change the order x Show All Templates Selecting this item will bring up a list of all the templates saved in the database This menu can be used to delete any of the active templates simply by selecting the template and pressing the Remove button Please note that deleted templates will no longer be available you may want to export a copy of the template before you remove
193. n these record sets at will This Quick Start guide for Live Link will explain the procedure to establish a new Live Link configuration and how to work with multiple Live Link settings for a given template There are two main steps to creating a new Live Link configuration selecting the database and mapping the template fields We ll take a closer look at each of these steps as we set up a basic Live Link configuration Selecting a Database To begin setting up a Live Link configuration launch Data Entry Center and select the template that you want to build a Live Link configuration for All new Asure ID templates are by default connected to the native Asure ID database however after we have created and saved a Live Link configuration we will be able to switch the template s data path from the native Asure ID database to the external Live Link database s Any ADO or ODBC compliant database may be selected with only two limitations e The database must have a 1 1 relationship between entries within its tables e The database must have a consistent sequential primary key field across all of its tables After selecting the template you want to work with click on the Live Link drop down menu at the top of the main Data Entry Center screen Page 35 of 319 Exchange User Manual WI Asure ID Demo Card Templates Demo 1 of 18 Add Card Edit Card You will see three items on the menu Choose
194. n you are satisfied with the configuration of your User Privileges press the Finish button to save the changes to your user thus completing the Add User or Update User operation Asure ID Card Service Bureau Enrollment Along with letting you add and manage your Asure ID users Admin Center is also the place where you will manage communication with the Asure ID Card Service Bureau These Bureaus make it a snap to securely transmit your cards over the Internet and have them printed on professional equipment within minutes Your Asure ID Authorized Partner will give you the necessary information to help you decide which card bureau you should use or you may contact Asure ID technical support directly for further information on the availability of additional Asure ID Card Service Bureaus Page 177 of 319 Exchange User Manual After you have contacted an Asure ID Card Service Bureau and received the necessary information there are two things you need to do before you will be able to send cards to the Bureau set up the communication parameters and register your users Setting Up Communications As described in the Quick Start Guide pressing the Card Bureau Function Button in Admin Center configures communication with the remote Asure ID Card Service Bureau This will bring up the dialog box shown below Card Bureau x Asure ID Server List www asureid com Communication Method DCOM Communication TCP IP
195. nction as right clicking on the Photograph field of the main window and selecting Save Image e Edit Photo Allows the user to perform cropping and image enhancement operations on the photograph image as discussed previously in the Photograph section of this chapter e Acquire Photo from Asure ID Imago Capture an image from the Asure ID Imago integrated camera After successfully capturing your image using this method it will become the default image capture operation when you double click the photograph area in Data Entry Center Please note that you must have an Asure ID Imago camera installed in order to use this item e Acquire Photo from TWAIN Source Capture an image from the default TW AIN compliant device After successfully capturing your image using this method it will become the default image capture operation when you double click the photograph area in Data Entry Center Page 259 of 319 Exchange User Manual Signature e Load Signature Allows the user to load a signature image from a file on the computer s disk This is the same feature as right clicking in the Signature field on the main window and selecting Load Signature Image After successfully capturing your image using this method it will become the default image capture operation when you double click the signature area in Data Entry Center e Save Signature Allows the user to save the current signature image to a standalone file on the computer
196. nnections and won t bog down networks even if the users are connected across the Internet Overall SQL is a superior choice for Asure ID users who plan on having many users connected simultaneously or who will be storing large amounts of cards at any one time Database Input Output Asure ID is equipped with powerful database connectivity tools that can be used to import and export data to and from archives and external data sources This section provides a complete explanation of the functionality behind the Archive Restore Import and Export functions found under the Database menu in Data Entry Center Summary This section provides an overview of the difference between the Import Export Archive and Restore operations More detailed information on each of these topics is available in the following section Details e Archive This feature is used to create a backup of card records that are currently saved within the Data Entry Center Archiving will write a Microsoft Access compatible database file that contains all the information from the selected records and provides an option to delete the card records from Data Entry Center s database Unlike an Export operation the data fields contained on your cards will maintain their data type after an Archive operation is completed It is recommended that you perform an Archive operation rather than an Export if you will need to restore the information back into Data Entry
197. ntries while in the Data Entry Center Page 176 of 319 Exchange User Manual Edit Record Allows the user to edit previously entered cards within Data Entry Center Print Allows the user to print the currently selected card on a local printer without submitting in to an Asure ID Server Additionally this privilege allows the user to perform a print preview operation Print Reports Allows the user to request and print activity reports for users of the Asure ID software Send Record Allows the user to send card records to the Asure ID Server Send Template Gives the user rights to send new card template data to the Asure ID Card Service Bureau Import Data Allows the user to import information from an external source into the card template database Export Data Allows the user to export information from the card template database into an external source Archive Data Allows the user to archive and delete card records from the card template database Restore Data Allows the user to restore card records that have been previously archived from the template database When working with the User Privileges please be aware that if you would like to enforce any specific set of privileges for a given user it is important that you do not grant that user access to the Admin Center If you do the user will always be able to update his or her User Profile this nullifying any attempt that was made at revoking specific functions Whe
198. o add the card records you may use your Internet connection to send cards to an Asure ID Server based Internet Card Service Bureau for production From within the Data Entry Center you will need to select the template to be sent to the Asure ID Card Service Bureau You will only have to send this template once unless the template is modified in which case Asure ID will notify the user the next time card data associated with this template is sent Select the desired template from the drop down Card Template menu at the top of the Data Entry Center main screen Next in the main menu bar at the top of the screen click on the Communication drop down menu and select Send Template Data This will send the card template to the Asure ID Card Service Bureau Within a few seconds depending on the template file size and the speed of the Internet connection you will get a confirmation receipt on the screen which you may discard or print for later reference Now all that is left to do is to send the card data You have several options when sending card data to the Asure ID Card Service Bureau which are as follows Send Displayed Card Send Selected Cards or Send All Unsent Cards You may choose which one you would like to do in one of two ways e Click on the Send Cards button on the left hand side of the Data Entry Center screen which will automatically send all unsent cards to the Asure ID Card Service Bureau e Altern
199. o review the properties for the current template card size and template name Import Card Template Select this item to browse for a template file to import into Asure ID s database The template may be either an Asure ID v4 0 or higher template that was exported using the Export Template function When you Import a template it will not be automatically added to the database so be sure to press the Save button if you want to store this template in your Asure ID database for later use Page 223 of 319 Exchange User Manual Export Card Template Select this item to export the currently selected template to a stand alone file This is useful if you want to back up the templates that you have created or if you want to move your template to another computer running Asure ID Please note that exported templates will not work with earlier versions of Asure ID make sure that anyone you send the template to has updated their software to at least the same version that you are using Exit Choose this item to end your current Card Design Center session Print Set Printer Settings Select this item to choose from any available printers and to set various options provided with your printer driver Print Setup 2 x Printer Name RICOH Aficio 3025 PCL 6 Status Ready Type RICOH Aficio 3025 PCL 6 Where 1P_10 247 68 50 Comment Paper Size Letter 8 5 x11 x Source Auto Tray Select 7 Help Network
200. of the Internet connection you will get a confirmation receipt on the screen which you may discard or print for later reference Now all that is left to do is to send the card data You have several options when sending card data to the Asure ID Card Service Bureau which are as follows Send Displayed Card Send Selected Cards or Send All Unsent Cards You may choose which one you would like to do in one of two ways e Click on the Send Cards button on the left hand side of the Data Entry Center screen which will automatically send all unsent cards to the Asure ID Card Service Bureau e Alternatively you may use the Communication drop down menu at the top of the screen and make your selection from the three options presented Page 50 of 319 Exchange User Manual Within a few seconds depending on the quantity of cards sent and the speed of the Internet connection you will be presented with a receipt including the name of the user the date the number of cards sent and a card transaction number for future reference You will also notice a Sent Card icon appear to the left hand side of any card record that has been successfully sent to an Asure ID Card Service Bureau Use this pay as you print card bureau service for backup or primary card production no matter how big or small the print job may be Page 51 of 319 Exchange User Manual iDIRECTOR Introduction The iDI
201. ometrics from the menu bar 5 Click the Biometric Capture and Verification selection and the following dialog box displays Biometric Capture and Verification ICLA4SS_BF_FINGE tight index finger No i ICLASS_BF_FINGE right index finger No Verify 6 Highlight the Field Name to be captured and click on the Capture button The following dialog box displays Note The message will change depending on the fingerprint to be collected Page 106 of 319 Exchange User Manual Biometric Capture Please put your right index finger on the scanner 7 Have the Employee place the selected digit e g right index finger on the capture device 8 Click OK The device captures the print and inserts it into the box at the right of the dialog box ICLASS_BF_FINGE right index finger print is as clear ZA as possible 9 Click the Capture button to obtain the fingerprint again or click OK to exit the dialog box Note It is recommended that you verify the print while the Employee is still present See the next subtopic below for instructions on how to verify a captured fingerprint Verifying Biometrics 1 Open the Data Entry Center Page 107 of 319 Exchange User Manual FI Asure ID New Template 13 Data Entry Center 2 Select the Card Template from the drop down menu 3 Select the Record for the Employee using the right and left arr
202. on for the new file to be written to After the Archive operation has been successfully completed you will see a summary of how many cards were archived and then be given the option to delete the records from Data Entry Center s database Please note that doing so will remove the records completely from within the Data Entry Center Once removed these cards can only be brought back by running a Restore operation and selecting the file that was created when you performed the Archive Restore This is the reverse of the Archive operation and can only be performed using files that were created with the Archive function described above Perform a Restore operation by selecting Database and then Restore Cards From Archive from the drop down menu bar at the top of the Data Entry Center screen You will be presented with a Restore dialog box asking for the location and name of the file that contains the archive There is also a Browse button that can be used to manually find the path to the file Restore Cards From Archive Servern HID DesktopsHID mdbl After the Restore operation has been successfully completed you will be presented with a summary of how many card records were restored Please note that you must know which Asure ID template files various archives are associated with These templates must be available in Data Entry Center before Page 282 of 319 Exchange User Manual performing the Restore function Restore op
203. on next to Bar Color will allow you to configure the color that will be used for the bar and pressing the Select Color option next to Background will let you configure that color that is used behind the bars Page 212 of 319 Exchange User Manual The Transparent Background check box will override the Background color selection and will force any items on the card design to show through between the bars of your barcode Please exercise caution when using the Transparent Background item as cards with a noisy background image on them could interfere with the proper readability of your barcode Options Selecting Include Quiet Zones will create a barcode with a quiet zone or an area around the barcode that is intentionally left blank to ensure readability The Include Bearer Bars item adds bearer bars to both ends of the barcode This can help differentiate the beginning and the end of the barcode and is required by certain usually older barcode readers Include Optional Check Character will when selected add a check digit to the barcode This is use to verify data integrity and is required by certain barcode readers Linear Barcode Options Tab Barcode Editor Barcode Appearance Appearance Linear Barcode Options Code 39 Normal MAX Data Length 100 Test String Codes Comment Line Cancel Help The items on this tabbed page will only be accessible if Linear Barcode h
204. on on the drawing objects button bar provides the same functionality Ellipse Much like the Rectangle object this lets you create an ellipse oval or circle on the card template The Ellipse button on the drawing objects button bar provides the same functionality Polygon Similar in function to the other drawing objects the Polygon tool lets the user create a flexible multi sided polygon object on the card After setting the first point with a mouse click additional clicks will create multiple anchor points for the polygon s corners on your card After you have designed the object you want holding down while clicking will let you exit the Polygon tool After the polygon has been set its dimensions can be rearranged by dragging any of the handles often referred to as vertices or corners while holding down the mouse button The Polygon button on the drawing objects button bar provides the same functionality View Show Grid Select this item to toggle on and off the superimposing of a grid on the card template s surface This grid is provided for use as a visual reference to help line up fields on the card template It will not show in your card s print preview nor will it print on the finished card To remove the grid simply select this item again to deselect the grid The amount of space between the points on the grid as well as the disabling of the Snap to feature can be adjusted by selecting the Grid Settings
205. onally on the cropping window you see a number of control items along the right hand side of the window These controls allow you to adjust various elements of the background and provide greater control over the appearance of your image This cropping window along with it s adjustments are a common dialog within Asure ID and the identical options are also available in Data Entry Center whenever you add any image based item such as Photographs Signatures Fingerprints and Retina Scans or in Card Design Center when adding logos and background images When working with this dialog all adjustments are made with the available controls and the changes are in real time updating your image as the adjustments are made It is important to note that any time you Page 187 of 319 Exchange User Manual load an image file into Asure ID the software automatically makes a copy of the original image and will only work with this copy Under no circumstances do you need to worry about making edits or changes to an original image file Below you will find a description for the various adjustments made on the common image editor window Sharpness Adjusts the sharpness or crispness of the image Adjustment range is between 0 lowest possible and 100 maximum sharpness Brightness Controls the amount of brightness in the image Adjustment range is between 0 complete darkness and 100 full brightness a white image Contrast Regu
206. onfiguration By default this is selected and it forces Asure ID s encoding engine to use the card type that was specified when the card template was designed in Card Design Center If you would like to override this and work with a different card type clear the check box and select the card type from the provided drop down menu 2 DWholesaler O So ms 630 photo identification for less Page 319 of 319 www DWholesaler com 800 321 4405
207. only affect a single template within Asure ID When a Live Link configuration is established for a given template other templates will still read and write from Asure ID s default database unless they have also been given their own Live Link configuration A user may create as many Live Link configurations as they would like every template can have its own unique database relationship In fact within a given template multiple Live Link configurations may be created and saved and the user can switch between them at will Please note that for a given template each Live Link configuration represents a unique set of cardholder records If you save multiple Live Link configurations to a single template switching between them is similar to switching templates each configuration will bring up a set of records that is unique to the chosen Live Link configuration and not necessarily related to the data stored in other Live Link configurations Finally when establishing a new Live Link configuration to a given template no records are discarded from the default Asure ID database or the other Live Link configurations Within a given template a Page 34 of 319 Exchange User Manual user may have a set of records stored within Asure ID s own database the No Live Link option as well as separate and unrelated sets of records stored in external databases and accessed through each saved Live Link configuration The user may switch betwee
208. oo On E Step 9 Edit the image by clicking on the Edit button An Edit Image window will appear giving you the option to crop selecting the area of image to be used the image To crop the image simply resize the crop selection frame over the portion of the image you wish to use as the background When you are satisfied with your selection click OK and then OK again to close the New Background dialog box and load your image onto the card area Page 22 of 319 Exchange User Manual Image Editing Image Effects gt gt Default image quality Perfect Repeat steps 8 and 9 to choose a background color or image for the back of the card if required You can change the background appearance at any time within the Card Design Center simply by double clicking on the background and following the steps described above A look at the Card Design Center s main button panel on the left side of the screen shows buttons for Data Field Logo Photograph Signature Barcode Magstripe and Chip Although there are a wide variety of options they are all added to the card in the same simple fashion Simply press the button of the item that you want to add and then click within the card area to place the selected item Step 10 We will next add a First Name field to your card Begin by simply pressing the Data Field button on the left hand s
209. open it The following screen displays Page 114 of 319 Exchange User Manual Chip Properties Z Page5 app real OPA Panak ann ras1 Linked fields data Description nl Legend e The icon with the plus symbol EF signifies a configured file i e one that is already in use e The icon with the green question mark a signifies that a file can be configured i e one that is not in use Once configured the question mark icon disappears and a check mark icon E displays Note By default PageO appAreal is reserved for the HID access control format Procedure to configure a Page and appArea IMPORTANT _ If you are configuring files within the custom tab and you wish to also add other applications please note that an application may require a defined space Example Electronic Purse requires a specific location on the Memory map in order to function 1 Add to your card template the fields that you want to encode to the card These can be printing and non printing fields 2 Design and save your card template 3 Open the Chip Properties box and click on the Custom tab Page 115 of 319 Exchange User Manual 4 Select the file i e a that you wish to configure Field Data Linking File Name s r Data Fields lt Date Prin lt RecordiD gt Linked Fields Data lt Print Count gt ted gt Add gt gt lt User Name gt Static data lt lt Remove Pagel app rea
210. or corrupted portions of the symbol The PDF417 barcode is capable of encoding the full ASCII character set and the amount of data that is capable of being encoded is limitless Again the practical limits will be the size of the barcode and scanner Datastrip Barcodes Datastrip s 2D Superscript is ideal for storing multiple biometrics photographs and text Some larger bar codes can contain up to 3K of data and also offer aggressive error correction with full data recovery when as much as 50 of the barcode has been damaged It is capable of encoding the full ASCH character set as well as photos and biometrics In Asure ID Applications photos signatures and database values can be placed into the Datastrip barcode The practical limits of barcode size and scanner will again be the defining factor for the amount of data being stored Page 314 of 319 Exchange User Manual Appendix D Advanced Encoding amp Printing Settings Asure ID has the ability to communicate with a wide variety of magstripe encoders and smart card couplers Because these units can either be standalone or integrated within a printer and additionally the many different settings for addressing all these devices can be very different we have designed a powerful configuration screen for setting up all of your encoding hardware If you need to setup smart card reading or encoding launch the menu by clicking on Advanced Encoding Settings from the Setting
211. or these items will be available in the programming manual for your printer or by contacting your printer manufacturer Below the binary commands section is an area that is used to set the escape characters that should be sent to the printer s magstripe encoder unit These are configured in the same manner as described above Page 317 of 319 Exchange User Manual Finally there is a Supporting Printer Key Words section After configuring the items on this menu you may save your settings as a preset Any words entered into this key words box will be matched against the name of your print driver if you have the same word in the print driver name Asure ID will automatically use this preset After configuring the window if you would like to save the settings as a preset press the Save button Contactless Advanced Encoding Settings current printer type not found Magstripe eer Use printer s internal encoder Card encoding process will take place during printing Use the following printer settings profile for advanced encoding settings Tan choose lt Automatic gt Asure ID will try to find the best profile by matching the eywords lt Automatic gt z Adyanced Printer Settings Proximity Use standalone reader Card encoding is separate from card printing Please choose smart card reader encoder and port HID iCLASS COM1 This tab is used to setup the reading of contactless smart card
212. ote For more information on capturing fingerprints refer to the Section Capture Load or Verify Biometrics k Save the card Page 102 of 319 Exchange User Manual Capture Load or Verify Biometrics This section contains the steps to capture load or verify biometrics to a card Selecting the Biometric Device Before you perform the capture load or verify steps you must ensure that the biometrics device is selected 1 Open the Data Entry Center 2 Click on the Biometrics selection on the menu bar The following selections display i FI Asure ID New Template 11 CardRecords Card Print Sheet Print Database Live Link Image AMMAS Communication Templates Select Biometric Device Biometric Capture and Verification piis psy Card Templates New Template 11 New Record 3 Click the Select Biometric Device selection and the following screen displays Page 103 of 319 Exchange User Manual Select Biometric Device Biometric Device s 4 If there is more than one device listed highlight the device you are going to use to perform your task e g capture fingerprints 5 Ifyou want to confirm or change your device settings click the Setting button The following screen displays COM Port Settings Serial Port COMI gt Baud Rate 115200 z CE c Field Name Description Serial Port Use the drop down menu to choose the serial port as
213. ote Only the required field Fingerprint1 is checked off 14 Click OK on the Chip Properties box You are returned to the Card Design Center 15 Design and save your card Refer to the Quick Start Guide A Step by Step Tutorial for more information about designing a card Once your card is designed and saved go to the Data Entry Center screen Page 92 of 319 Exchange User Manual 16 Click on Add Card The following screen displays FI Asure ID New Template 7 Card Templates New Template 7 z New Record 17 Click Biometrics on the menu bar 18 Click Biometric Capture and Verification Note Ensure your capture device is installed and ready 19 Capture the Fingerprint using your capture device When you are done return to the Data Entry Center screen Note For more information on capturing fingerprints refer to the Section Capture Load or Verify Biometrics 20 Save the card Page 93 of 319 Exchange User Manual Biometrics Bioscrypt Fingerprint Required plus Optional This section contains the steps to take to add the Biometrics component to a card where both the required and optional template fields will be added to the card Perform steps 1 9 from the Biometrics Bioscrypt Fingerprint Required section and then continue with the steps below 10 Click on the Add Application button The Add Application bo
214. ote The Non Printing Entries box is to the right of the screen Mil Asure ID New Template 13 Template Print Edit Add wiew Settings Help Card Design Center Non Printing New Geen Save Data Field Front Side Logo Photograph Signature 2 Highlight each of the field names to be removed 3 Right click on the field name Page 136 of 319 Exchange User Manual 4 Click on Remove Note Repeat steps 2 4 for the number of fields to be removed Non Printing Non Printing Entries Entries ICLASS_BF_FIN ICLASS_BF_FIN iCLASS_QF_Am S Bln ICLASS_BF_FIN ICLASS_BF FIN Properties Remove am a 2 A with entries after removal of entries Page 137 of 319 Exchange User Manual Importing from ID Card Maker Introduction ID Card Maker technology platform allows Asure ID users to import data and templates from ID Card Maker releases 4 4 02 These imported data and templates can then be used in the creation of Asure ID cards Note There must be at least one saved template created the Card Design Center in order to open the Data Entry Center screen Use when Document Section Locating the path for the ID Card Maker you wish to find the path for the database Database Preparing the Database you wish to prepare for the import of the database from ID Card Maker to Asure ID Importing Card Data into Asure ID you wish to perform the
215. ow You can set the layering options for any number of fields that overlap each other Please note that the field layered at the top Above will print and display in its entirety while fields layered below will only display that portion of themselves not covered by a higher layered field Assuming that there is no transparency enabled for the uppermost item When layering multiple fields it is a good idea to perform Print Preview operations to ensure that the fields are being displayed the way that you have intended Copying Fields After a data field has been placed on the card it may be copied to a new location Please note that this will create a new data field which has simply copied the properties of the original and you will need to enter a new name for this field To copy a field simply right click on the field select Copy then right click on a different area of the card and select Paste After selecting Paste the properties menu for the new copy will appear allowing you to type a new field name Data Field Options Dialog Box This box appears when entering a new data field or when editing an existing one either by double clicking on any existing data field or by right clicking and selecting Properties The contents of the options dialog box are broken into two tabbed sections as displayed below e Field Options e Advanced Options Page 192 of 319 Exchange User Manual New field xj Field Opt
216. ow keys 4 Click Biometrics from the menu bar 5 Click the Biometric Capture and Verification selection and the following dialog box displays Note The fingerprint displays 6 Highlight the Field Name to be captured and click on the Verify button The following dialog box displays Page 108 of 319 Exchange User Manual 7 Have the Employee place their finger on the capture device 8 Click OK The device verifies the print to the one that was previously captured If the prints match the following dialog box displays Biometric Verification 9 Click OK to exit either of the dialog boxes Note Where no match is found do the following e Check that the template and record are correct If they are not correct then open the correct template and record and retry the verification If they are correct then the capture may not have taken well Capture the fingerprint again Page 109 of 319 Exchange User Manual 10 Click OK to exit the Biometric Capture and Verification dialog box Loading Biometrics Use this procedure to load Employee fingerprints to their records Example You can use the Load feature if you have a database that already contains the fingerprints of your Employees and you now wish to link them to their Asure ID card as a biometric Note Each fingerprint will have to be individually loaded to each Employee record Before you be
217. p drop down menu you will find three additional items o Asure ID User s Manual launch the User s Manual that was installed along with your software o www AsurelD com this item will take you to Asure ID s webpage o About display the version and copyright information for your copy of Asure ID Asure ID Users amp Privileges As you learned in the Quick Start Guide adding users to the Asure ID system is quite simple This section will describe all of the options available when adding users Please note that after you have created a user Page 174 of 319 Exchange User Manual you may change any of the user s attributes at a later time by using the Update User function button in Admin Center The following dialog box sequence will appear for both the Add User and Update User operations Add or Update Users Asure ID Upgrade User Name This will be the name that the new user will use to login to the Asure system User Names must be unique so when creating a new user you cannot use the User Name of an existing user Company This field lists the Company name that was used when Asure ID was installed and configured Please ensure that all copies of Asure ID within any one organization use that same company name if they will use an Asure ID Card Service Bureau The value in this field cannot be changed Password Enter the password that the user will use when logging into Asure ID Confirm Password Re typ
218. pecific data such as design amp layout background images and logos from the currently selected template to the Asure ID Server When a new card template is designed the template data must be sent to the Asure ID Server before cards can be submitted Template data only needs to be sent to an Asure ID Server once unless cosmetic changes are made to the template file in Card Design Center Templates which have cards already sent to the Asure ID Server cannot be modified in such a way as to change their database structure Templates The following items are found in the Drop Down Menu heading Templates located at the top of the Data Entry Center main interface Show All Templates Displays a listing of all templates available on Data Entry Center s drop down template selection menu This list includes the date that the template was created the user that created it as well as the date that it was last modified Additionally you may select any template file and press the Delete button to remove it from the Asure ID database This will simply remove the template file itself and not any card database records which have been added to the template If you have cards saved to the template database and want to completely delete everything relating to the template please Archive the records and delete them from the database before removing the template using this function Bind Templates Select this item to bind multiple templates together
219. pler reader specifications to ensure compatibility between the format chosen and the coupler reader being used iCLASS couplers readers supplied by SMI will read both the 26bit and Corporate 1000 formats Other manufactures will read the 26 bit format and may or may not read the Corporate 1000 format Please refer to the specifications from other manufacturers concerning the HID access control formats they support Page 160 of 319 Exchange User Manual Mobile ID Setup Steps The steps below are the steps that apply to the Mobile ID Data on Card method e Configure the unique identifier on the card template in the Card Design Center CDC Note The Mobile ID data automatically utilizes any remaining free space on a chip Please also note that any space occupied by other applications or data may affect the quality of the Mobile ID data displayed Create the Mobile ID Template in the CDC Set the Mobile ID Device Properties Synchronize the MTP file Add the record information DEC i e perform the Data Entry Center steps and Encode the Smart Card DEC Configure the unique identifier in the Card Design Center CDC After designing your card template please follow these steps to configure the unique identifier on your card template 1 Inthe Card Design Center ensure that you have a chip set up on your card template 2 Call up the Chip Properties screen by clicking on the chip icon to the right of the front
220. popular card sizes and sheet sizes as well as an item for a Custom Page allowing the various elements to be entered in by the user If you choose the custom setting all items on the dialog must be must be configured o Width Enter the width of the individual cards on your sheet in this area If you have selected one of the presets this item will be grayed out o Height Enter the height of the individual cards on your sheet in this area If you have selected one of the presets this item will be grayed out e Print Sides Use this item to configure single or double sided printing for your cards The options are o Front and Back will print both sides of each card o Front Only will print only the front sides of each card o Back Only will print only the back sides of each card Preview Displayed Card Performs a print preview operation of the currently displayed card in the Data Entry Center s main screen This will allow you to see what the card will look like when it is outputted on the currently selected or default printer Various controls are available on the print preview s screen to zoom in zoom out toggle between front side backside and both sides and to print the card Page 250 of 319 Exchange User Manual Preview Both Sides Front Back Both Zoom Zoom Pint Side Side Sides in Gut Pefesh Close Print Displayed Card Prints the currently displayed card on a local printer After selecting t
221. pp File Page3 appArea2 Cancel Apply Help The area circled above illustrates what you see when you hover your cursor over a file area Note The cursor displays as a two ended arrow This signifies that you can right click to distribute this application Refer to the relocation steps on the screen above Note Refer to the caution note above regarding moving and splitting blocks Biometrics allows file memory maps to be moved using the CRTL DRAG feature The Legend at the bottom of the screen illustrates how much of the memory is free how much is used and how much is taken up by the application e g Bioscrypt Fingerprint application Note When changes are made the Starts At and Ends At values may change information The application can also be split Splitting allows for the application to be placed in the other areas of the memory To perform a split Page 131 of 319 Exchange User Manual Right click the Bioscrypt application The following button appears on the screen i Distribute Application If you click on the Distribute Application button you can then click on free memory locations to distribute your application Note When you click the application will blank out form the screen Each click you make will insert the file memory maps where you have chosen The screen shots below illustrate this point Refer to the Caution Note at the beginning of this topic for information configura
222. ptions that are found on the Advanced tab of any Data Field on your card and this menu item can be used to override the program s default settings for these functions The selected settings will automatically be applied to all new items although they may be changed at any time as needed Additionally these items may be set by configuring the parameters of a new field pressing OK to set the field on the card and then right clicking the field and choosing Set As Default Advanced Options Position in 1 100 inch Front Back Frame in 1 100 inch I Enable Frame EPIRA Font Horizontal Alignment Left v Change Font SEESE m Vertical Alignment Top x eee 7 Auto Reduce Font Size 0 Rotation In Degrees jo 7 I Force Upper Case T Word Wrap Grid Settings Select this item to define the parameters for the grid using the dialog box that appears shown below You can adjust the space between grid markings both vertically and horizontally Page 232 of 319 Exchange User Manual effectively making the grid seem more or less dense Two additional items on this window are Show Grid and Auto Snap Toggling the Show Grid item on and off will alternatively turn the grid on and off note that the grid is for layout purposes only and will not be shown on printed cards or in print preview operations When the Auto Snap item is turned on objects on the card will snap or
223. r profile for this to work For more information on permissions please see Asure ID Users and Privileges below Data Entry Center Press this button to quickly go from the Admin Center to the Data Entry Center Please note that you must have Data Entry Center privileges assigned to your user profile for this to work Help 2 Help Select this button to launch the Asure ID online manual Page 173 of 319 Exchange User Manual Admin Center Drop Down Menu Items Additionally in Admin Center there is a drop down menu bar found at the top of the screen All of the Admin Center s function buttons have an identical menu item found here useful for operators who like to memorize and use keyboard shortcuts Some additional advanced options are also be found here ndmin Center e On the Settings drop down menu the Set Card Reader item may be used if you would like to change the smart card reader that you will use with Asure ID You will be presented with a listing of the available installed card readers and be able to change your active selection Use this menu to add a reader for a user who was not using one to remove a reader for a user who no longer wishes to use a smart card or to change the active reader for an existing user e Additionally on the Settings menu Choose Language can be used to select from a list of available languages to see Asure ID button and menu labels in e On the Hel
224. rce window that appears highlight the source you would like to set as the default photograph capture device and then press Select You are only required to configure your TWAIN capture device once unless you wish to change the default device at some point in the future F Asure ID HID Data Entry Center Card Templates 1 of 1 Id gt gt I BE Edit Save Card Step 21 Once your camera or scanner is configured right click the large Photograph area in the upper right corner of the Data Entry Center s window and select Acquire Photo from TWAIN Source to capture the photo of your cardholder Page 29 of 319 Exchange User Manual Database LiveLink Image Communication Templates Reports Settings Help Card Design Center i Card Templates HID v 1 of 1 Photo 1 Double click to load photo Load Photo Save Photo Edit Phote Acquire Photo from Imago Acquire Photo from TWAIN source Front Background Step 22 After you load from file or capture Asure ID Imago TWAIN camera or scanner the photograph you have the option to edit the image To crop the image simply right click on the photograph display and select Edit Photo Next resize the crop selection frame that appears When you are satisfied with your selection click OK Page 30 of 319 Exchange User Manual Image Editing Image Effect Sharpness 0 Default image qua
225. re to do so will create a situation where you are using an arbitrary defined by your selection aspect ratio from one image to the other and you will end up with inconsistent image sizes from one card to another Non printing Entries This area found in the upper right hand area of the main Card Design Center window lists the data fields your card can hold that are not printed on the card itself This feature makes it possible to use Asure ID s database to track sensitive information about a cardholder that should not necessarily be displayed on the card s surface These fields are not transmitted to the Asure ID Server when and if card records are sent for remote printing but these fields may be used with database operations from within Asure ID To create a non printing entry simply click in this area rather than on the card itself after selecting the Data Field button or you may select the Non Printed Entry option on the dialog box for new text fields Card Design Center Function Buttons In this section you will find a complete description of the functionality provided by the main Function Buttons found along the top and left hand edge of the main Card Design Center interface New Template Button New Select this button to begin creating a new card template It is important to remember that the template data for new templates must be sent to the Asure ID Server before you send any card records entered into that template After se
226. rency or no fill color thus allowing the card s background image to show through behind the data field s text Using this item will draw the selected color into the field s background After enabling this item the fill color can be selected by clicking on the Select Color button Font The items found in this section of the Advanced Options tab allow for flexible control over the appearance of text within your data field Page 203 of 319 Exchange User Manual Change Font Clicking on this item will bring up a font selection window which will allow the user to select the font they would like to use for the text in the data field from any TrueType font installed on the system This window will also allow for the user to select a font script and size for their field Please note that Asure ID only supports TrueType fonts and not the Type H ATM fonts Select Color Pressing this button will bring up the Windows color palette allowing the user to select the color that they would like to use for the text in this data field Word Wrap selecting this item will cause the data contained within the field to occupy multiple lines if needed or if the width of the field is manually decreased Auto Reduce Font Size Checking this box will automatically adjust the font size as the field itself is resized This will ensure that the text always fits within the field s parameters regardless of the screen parameters The default setting for
227. rypt are located on the card chip Below are examples of the same screen as each of the three applications is added Note In this example both the required as well as the optional fields were added for each application The applications were added in the following order e QI Purse e RFIDeas Bioscrypt This was done on a card with the following Chip Properties Page 126 of 319 Exchange User Manual Chip Properties Take note of the placement of each application as it is added on the screen below These are the system default placements for each application Theses placements occur when the applications are added in the order above i e QI Purse RFIDeas Bioscrypt Memory Map AI Properties Memory map for the volume Red bars represent the border between different folders First App File Page4 appAreal Last App File Page4 app rea2 QI Purse There is a red line around the two application blocks This red line indicates that this application cannot be moved from this location using any feature of the Memory Map QI Purse also cannot be moved using any other feature of Asure ID Properties Change Password Memory Map Al Properties Memory map for the volume Red bars represent the border between different folders Files Hover the mouse pointer over the file area to get more information about Legend O Free Memory o Used Memory O This Application Area Cancel Arey He f Page 12
228. s drop down menu in Data Entry Center If you only need to setup magnetic stripe encoding select Advanced Printer Settings from the same menu Both options will be described in detail below When you select Advanced Encoding Settings the configuration screen shown below will appear The window is broken down into tabs one tab for each type of encoder technology The tabs are Magstripe Prox iClass MiFare and Contact Select the tab that corresponds with the type of technology you are configuring You may configure as many as you require or return to this menu at any point to change or make new settings Advanced Encoding Settings current printer type not found x Magstripe ess Use printer s internal encoder Card encoding process will take place during printing Use the following printer settings profile for advanced encoding settings If you ne lt Automatic gt Asure ID will try to find the best profile by matching the keywo lt Automatic gt z Adyanced Printer Settings Proximity Use standalone reader Card encoding is separate from card printing Please choose smart card reader encoder and port HID iCLASS COM1 Page 315 of 319 Exchange User Manual Magstripe The first tab we will examine is the magstripe tab There are two global options for this page Use printer profile encoding settings and Use the following encoding settings Select th
229. s section will discuss the main differences between the various types of choices available Asure ID will create either a Microsoft Access or a Microsoft SQL Server 7 0 or 2000 database when it is installed or it may use a network database created by another installation of Asure ID on the network The database is created by the installer and is a specific format and structure designed for use with Asure ID Ifa SQL Server support is required the user must have a SQL Server on their network that they have administrative access to No third party software support is required for the MS Access option Asure ID Exchange has the ability to create its own structured database in any database format that conforms to either the ODBC or ADO open standards While the possibilities are very large the majority of users will use MS Access or SQL Server support The SQL Server option requires that there be a SQL Server on the network with administrative access however the MS Access option does not require any third party software to be available Before beginning the installation of your Asure ID software you must determine which database is best suited for your needs Both MS Access and network based RDBM Systems like SQL Server offer unique features and selecting the right one for your situation is critical to maximizing the benefits of Asure ID Following is a quick break down of what advantages each database offers MS Access MS Access is the native da
230. s disk This is the same feature as right clicking in the Signature field on the main window and selecting Save Signature Image e Edit Signature Allows the user to crop and perform image enhancements on the current signature image This is the same feature as right clicking in the Signature field on the main window and selecting Edit Signature e Acquire Signature from TWAIN Source Import a signature image from the default TWAIN device After successfully capturing your image using this method it will become the default image capture operation when you double click the signature area in Data Entry Center e Acquire Signature from Penware Allows the user to capture a signature from a Penware brand signature capture unit Asure ID supports the Penware 1100 amp 1400 You must have the device properly installed and configured for use with your computer before this option will work After successfully capturing your image using this method it will become the default image capture operation when you double click the signature area in Data Entry Center e Acquire Signature from WinTab Allows the user to capture a signature from a WinTab based signature capture unit You must have the device properly installed and configured for use with your computer before this option will work After successfully capturing your image using this method it will become the default image capture operation when you double click the signature area in Data En
231. s of Asure ID your new user will have access to Select the options you want to allow by checking the various items and press OK when you are finished Remember that you can always change or update options in a user s profile at a later date Add User x User Privileges x User Name Steve e eemini enter IV Card Design Center l I Modify Template IV Design Template Company HID si IV Data Entry Center IV Add Record IV Print Reports PERRE a Tl Void Record I Send Records J Edit Record I Send Template IV Print Confirm Pas j aaa M Import Data v Archive Data IV Export Data IV Restore Data lt Back Next gt Page 18 of 319 Exchange User Manual That s all there is to creating new users and assigning permissions To modify a currently existing user simply select their name from the User List displayed in the Admin Center s main window and press the Update User button You will see the same User Properties and User Privileges windows as shown above Simply change the options you want and then press OK Deleting a user is just as easy Select the user s name you want to delete from the User List and press the Delete User button Designing a Card Template The Card Design Center is where you create templates for cards either from scratch or by modifying existing templates It is here that you decide what your cards will look like what types of t
232. s to save your configuration Once it is saved you can press the Close button to exit the Live Link configuration window At this point your Live Link configuration is saved however it is not yet applied and Asure ID is still reading and writing cardholder records from its own default database To switch to the set of records that your Live Link configuration will provide again click on the Live Link drop down menu at the top of the screen You will now see that below the No Live Link option is a new entry for the Live Link File that you just saved Any saved Live Link Files for the active template will be shown on this list and you may use this menu to switch between them Select the Live Link File that you saved and Asure ID will refresh the cardholder set instead of showing you records in Page 45 of 319 Exchange User Manual the default Asure ID database you will now see the record set provided by the external database that you configured Live Link with You may switch back to the default record set at any point by choosing No Live Link from the Live Link drop down menu and can switch to any previously saved Live Link configuration by selecting it from the same menu Congratulations You have reached the end of the Live Link quick start guide Hopefully you are now comfortable enough to begin exploring this new tool and are able to easily set up any external database linking that you desire
233. set of empty card records within the database Selecting this option will launch a prompt asking for the number of cards you would like to create Enter the number and press OK The Data Entry Center will add this number of empty records to the database Batch Record Update Selecting this option will perform a Batch Update operation on the currently selected template When you choose this function the Batch Update Options dialog shown below will appear giving you various options for performing the update The Batch Update feature is ideal in situations such as updating all Grade 2 cardholders to Grade 3 or when you need to replace the value in a single field for all cardholders Update First Name with For all cards For selected cards Select Cards ee ae To use the batch update first select the field you want to perform the update on only one field can be used if you want to update multiple fields please perform the Batch Update operation for each field you want to update from the drop down Update menu all data fields on the currently selected card template will be available Next in the With field enter the text that you would like to use to replace the values in the selected field for all saved cards If you would like to only perform the batch update on specific cards and not all the cards in the template select the For Selected Cards option and then press the Select
234. sier print A Dossier Properties dialog box shown below will appear allowing you to configure the settings for your dossier Dossier Properties x Available Fields Page Settings On the left hand side of the Dossier Properties dialog box is a column entitled Available Fields This column lists all the fields on the currently selected template and you may choose the fields you would like represented in your dossier print To add a field to the dossier s output select the field from the Available Fields column and add it to the Output Fields column by pressing the gt gt button To remove a field from the Output Fields column simply select the field from the right hand column and press the lt lt button When you are satisfied with your selections press the OK button to save the settings Preview All Cards Performs a print preview of the sheet output for all cards Please note that you must first configure the Set Page Settings option discussed above before you can use this item Preview Selected Cards Performs a print preview of the sheet output for all cards meeting a selection query operation Please note that you must first configure the Set Page Settings option discussed above before you can use this item Dossier Preview Selected All Cards Performs a print preview of the dossier output for all cards or for those meeting a Select query operation Please note tha
235. sign Center enter the Data Entry Center by clicking the Data Entry Center button at the top of the screen Page 27 of 319 Exchange User Manual Step 17 You first must select the Card Template that you want to use Data Entry Center provides you with any templates that you have created in the Card Design Center Select the template from the drop down Card Template menu at the top of the Data Entry Center main window Step 18 After you have selected the template click on the Add Card button You will notice that all of the data fields on the card will include an area to enter values into these fields are grayed out until you press the Add Card button Asure ID HID Data Entne Center Card Templates HID Oof 0 ld 14 gt gt I icara gt Edit Card Save Card Step 19 Simply click in each field and type in the appropriate data You may also use the lt TAB gt key to move from one field to the next Step 20 If the cardholder you wish to add is with you and you have an Imago or TWAIN compliant digital camera attached to your computer click on Image on the main menu bar at the top of the screen and select either Photograph and then select Acquire Photo from Imago or simply choose Select Twain Source to configure your TWAIN camera If you selected Select Twain Source from the Select Page 28 of 319 Exchange User Manual Sou
236. stance e The Live Link engine is only able to address multiple tables within a database if there is a consistent index key across all tables that will be used e When working with multiple tables a 1 1 relationship between the data in the tables is required This means that if an entity has one record in one table there is a corresponding single record matched by index key in the other tables that will be addressed e When using a Live Link configuration with a template the Import Export Archive and Restore functions will be disabled Page 311 of 319 Exchange User Manual Appendix C Barcode Limitations and Considerations Barcodes are seemingly on everything we purchase and are becoming increasingly more and more common on ID badges They allow us the flexibility to store much more information than would be possible from printing data on the card directly as well as giving us added security by preventing sensitive information from being displayed in a human readable fashion While the benefits of barcodes are quickly apparent which barcode is best suited to a particular need isn t always as crystal clear This reference guide will provide you with the information you need to select the appropriate barcode for your desired results Please bear in mind that barcodes require the proper reader to decipher the information so ensuring that you have the proper equipment beforehand is a must There are a
237. sure ID by using the shortcuts that have been placed on the Windows Start Menu in the Programs gt HID gt Asure ID folder Registering Your Purchase When you launch Asure ID you will be asked to register the software You will be able to use the software for a fixed number of days depending on the version of the product before registering after which time you must register before you can use the product again You have lt 14 gt days left to use AsureID without registering Would you like to take a moment and register now If you would like to register at this time select Yes and if you would like to register at a later time select No When you choose to register the software you will be given the option to register online register offline or register later If you select register later the product registration options will close and you may still use Asure ID within the time limit before you need to register Product Registration x Please register your Asure ID software Registration only takes a moment and ensures that you will have full use of the Asure ID software Please note that you must register your software within a specific number of days depending on your version and license or you will be unable to use it until you have registered If you choose to register later you will be reminded to register whenever you open one of Asure ID s modules Register Offline Register Later
238. t Side Logo Photograph Signature Barcode Magstripe Chip Siis Back Side 3 In the Non Printing Entries box double click on the field you want to add to a bound template Take note of the spelling of this field name Ensure that you obtain the exact spelling Page 144 of 319 Exchange User Manual 4 Still in the Card Design Center open the template to be modified 5 Click on Data Field to add a data field to your card 6 Inthe New Field dialog box that appears change the name of the field so that it matches the field name in the IDCardMakerMasterTable See sample screen below 7 From the drop down menu select the Data Type that corresponds to the existing data e g text number New Field WM NomBrinting Enty DefautValue O O Mar Chat 20 F Conditional Display te 8 Click OK Asure ID automatically finds the existing data to use for the field added to the bound template 9 Save the template 10 Open the Data Entry Center DEC 11 Select Database on the menu bar and click on Refresh Database Page 145 of 319 Exchange User Manual FI Asure ID New Template 16 Import Wizard Export Wizard Archive This Card Archive Selected Cards Archive All Cards Restore Import from SASI Format Export to SASI Format Mobile ID Import from ID Card Mal Refresh Database The data image f
239. t commonly used databases If you would like to use SQL Server select Microsoft OLE DB Provider for SQL Server or if you wish to use a Microsoft Access database select Microsoft Jet 4 0 OLE DB Provider Page 39 of 319 Exchange User Manual After selecting the appropriate data source press Next to setup the database instance path or source name depending on selected driver and authentication information The page that appears will be somewhat different depending on the database driver you have selected and will show options appropriate to that data type If you selected a SQL Server driver you will need to enter the name of the Server hostname or IP address in the 1 box as well entering the username and password for the sa or equivalent account in the 2 box and finally use the drop down menu under the 3 item to select the database instance within the SQL Server that you will link to If you have selected the ADO Provider for ODBC Connections under Use Data Source Name there will be a drop down menu showing all available ODBC connections and you may select the one that is configured for the database you wish to link to If you have chosen the Microsoft Jet driver there will be a button beside the 1 box that can be used to browse to select an existing Microsoft Access database on your computer or network Whatever database driver you have selected you will need to s
240. t hand corner of the data field list in Data Entry Center is the Quick Card Info button Clicking on this button launches the Card Record Info box shown below that will provide useful statistics about the card record that is currently displayed E Page 235 of 319 Exchange User Manual Card Record Info x Template HID Created 2007 02 01 Last modified 2007 02 01 Print count p Last printed Voided 2007 02 01 Sent count D Last sent Transaction Associated bound templates Associated Live Link templates a IV Print additional information The information shown by the Card Record Info box is specific to the individual card record that is being displayed in Data Entry Center when the Quick Card Info button is pressed At the top of the screen you will see the name of the template that the card record belongs to as well as the sequence number that the record uses in the database The next section down shows the date and time that the record was created as well as the Asure ID login name of the user who created the card record Additionally if the record had been edited modified at any point after its initial creation the time date and Asure ID user will be logged here Next is a section that shows the number of times the record has been printed as well as the date and time of the most recent print as well as the Asure ID user name that issued the print job Likewise for a voided card th
241. t you must first configure the Dossier Printing Settings discussed previous before you can use this item Print All Cards Prints all cards in the currently selected template on a local printer in the sheet print format After selecting this item a Printers dialog box will appear letting you select the desired print Page 256 of 319 Exchange User Manual device and set any driver specific settings for the printer Please note that you must first configure the Set Page Settings option discussed above before you can use this item Print Selected Cards Prints all cards matching a Select query operation in the currently selected template on a local printer in the sheet print format After selecting this item a Printers dialog box will appear letting you select the desired print device and set any driver specific settings for the printer Please note that you must first configure the Set Page Settings option discussed above as well as perform a Select query operation before you can use this item Dossier Print Selected All Cards Prints all cards in the currently selected template on a local printer in the Dossier sheet print format After selecting this item a Printers dialog box will appear letting you select the desired print device and set any driver specific settings for the printer Please note that you must first configure the Set Page Settings option discussed above as well
242. tabase that comes with all versions of the Asure ID Family of Products and does not require any other specific application support outside of Asure ID It is able to house 10 000 records without a noticeable decline in performance and maxes out at approximately 50 000 records this is a limitation of the database and not a reflection of the Asure ID software The actual record count may vary depending on the number of templates and the size of the photographs in the database The hard limit on a MS Access database is 1 0 GB Page 279 of 319 Exchange User Manual MS Access may also be configured as a local or network database in addition Asure ID provides the ability to have multiple users enter records simultaneously MS Access wasn t conceived with this operation in mind so if network performance is an issue we strongly recommend that users upgrade to SQL Server support That being said using Access as a shared database is not a problem if users will not be entering records simultaneously MS SQL Server SQL Server is a very robust and fast multi threaded multi user database that provides a plethora of benefits It is mostly intended for mission critical heavy load production systems It is able to hold up to 10 Gigabytes for SQL 7 0 the SQL 2000 version is unlimited of data which translates into approximately 3 4 of a billion records without any noticeable decline in performance SQL also supports an unlimited number of co
243. tating that the database connectivity tests were successful you have made the correct settings and can press OK to save the database configuration and close the window Asure ID is now ready to use If the database connectivity test fails you will need to check the settings and ensure that you have configured the database correctly The Advanced and All Fields tabs of the window may be used to access all configuration options specific to the selected Data Source and may be used by system administrators and advanced users to troubleshoot connection problems resulting from the choices made on the standard options presented by this window When you press OK a new Asure ID database structure of tables fields and data will be created within the chosen database If an Asure ID structure already exists in the chosen database no changes will be made to the data set and your installation will be configured to work with this existing database instance In this case the Admin user password that you entered into the Install Wizard will not be saved to the database instead you will need to login using the previously existing Asure ID Admin account or be given a different existing account to by the Asure ID system administrator Page 12 of 319 Exchange User Manual After configuring the custom database testing the connection and pressing OK you have completed the installation process and will now be able to run A
244. te Manually setting these values allows for much more precise lining up of fields compared to simply dragging them into position For example to vertically line up left justify two data fields make sure that the Left screen parameter value is the same for both Justification Horizontal Alignment Configuring this item allows for the control over how your field s text is horizontally aligned within its own allotted space the frame around the field The options are Left left justify Center centered within its frame and Right right justified If you would like your text to be Page 202 of 319 Exchange User Manual centered horizontally on the card the easiest way to do it would be to stretch the field to the entire width of the card and then choose the Center option for Horizontal Alignment Vertical Alignment Configuring this item allows for the control over how your field s text is vertically aligned within its own allotted space the frame around the field The options are Top top justification Center centered within its frame and Bottom bottom justification If you would like your text to be centered vertically on the card the easiest way to do it would be to stretch the field to the entire height of the card and then choose the Center option for Vertical Alignment Orientation Rotation in Degrees This option provides control for the Rotation of your data field By default all
245. te conditional display settings and you now have a card that will display a different logo depending on the department of the cardholder When creating conditional display items it is always a good idea to add an item at the bottom of any layered stack of objects that does not have a condition associated with it This will be used so that something will appear even if no condition is met It s important to realize that because there is not a condition associated with this object the software will always consider it to be drawn on the card For this reason you should layer it at the bottom of your layered objects so that if a condition IS met the Page 201 of 319 Exchange User Manual conditional item will draw ABOVE the non conditional item and you will only see your conditional item on the card Advanced Field Options The Advanced Options tab of a Data Field s properties box is used to configure the appearance of the field on your card The configurable items are broken into six distinct areas Position Justification Orientation Frame Field Color and Font Field Properties Change Font Select Color T Word Wrap Position Card Side Front Back Select either the front or back of the card Changing this option is the easiest way to move a logo or signature from one side of the card to the other Left Top Width Height These items allow you to fine tune the position of fields within your templa
246. te xl You will then see a listing of all the fields contained in the chosen template Select the fields you wish to export by holding down the lt CTRL gt key and clicking the available fields When you are satisfied with your selection press the Next button Page 296 of 319 Exchange User Manual Export Wizard x Select Export File Type of file to create Access Save exported file as Jents and Settings Desktop star_export mdb Browse lt lt Back Cancel You will be prompted to select the file type and location of the file that will be exported Choose the file type Access HTML text from the dropdown menu and press the Browse button to select your location Please note that in the Browse window that appears you will need to select the file type again in the Save As drop down menu When you have made your selection press the Finish button to perform the export After the Export has completed you will be presented with a summary of how many records were exported Unlike an Archive operation Export will convert all data types to text and will not provide the option of deleting the records from within the Data Entry Center After selecting the file type and location to save as you will be prompted for a location to save first photo and then signature images shown below The image export option is only available during an Export operation and not during Archives where it is handled automatic
247. ter your company name product serial number as printed on your CD case and the password for the Asure ID Admin user login Enter the password again to confirm your choice Please choose a password that you will remember as you will need it to login to Asure ID after the install has completed Page 5 of 319 Exchange User Manual Asure ID InstallShield Wizard Customer Information Please enter your information Organization HID Serial Number SNH OOOO OOOO User Name dmin Admin User s Password ARKH Re enter Admin User s Password van InstallShield lt Back Lre Cancel Step 3 Next the Setup Type page will appear and you may choose either a Complete or a Custom installation Select Complete Installation if you would like the software automatically installed with all of the default options or select Custom Installation if you would like to choose the installation path language and database configuration ie Asure ID InstallShield Wizard Setup Type Choose the setup type that best suits your needs Please select a setup type is All program features will be installed Requires the most disk space Custom Choose which program Features you want installed and where they will be installed Recommended for advanced users InstallShield lt ack conc Page 6 of 319 Exchange User Manual Step 4 If a
248. ter your customized name for your field e g Right Hand Thumb C Click on the Field Settings button and the following screen displays This is the step where you can select the finger you want to read via your card reader device Select Finger Notel The default setting for the Select Finger box is the right index finger Page 98 of 319 Exchange User Manual Note2 For this procedure the right hand thumb has been selected d Click OK to save your selection Note Biometric fields default to Non Printing fields e Repeat the steps a d for the other customized field 9 Add the Biometrics Bioscrypt Fingerprint In this step you have to add the Biometrics Bioscrypt Fingerprint application a Click on the Chip icon located on the right hand side of the Card Design Center screen b Click on the Add Application button The Add Application box displays Add Application E Logical Access Control RFlDeas Air ID Electronic Purse BI Purse Automatically Add Required Template Fields Automatically Add Optional Template Fields ioscrypt fingerprint application enables storing up to two ingerprints in the chip Page 99 of 319 Exchange User Manual C Ensure that the Automatically Add Required Template Fields box does not contain a check mark Deselect it if needed d Click the Add button The Chip Properties box displays Ch
249. the enrollment In a few seconds you should get a response on your screen from the Asure ID Card Service Bureau notifying you that the enrollment was successful That s all there is to enrolling a user with an Asure ID Card Service Bureau If you already have cardholder records in Data Entry Center you can move on to the next step to send them to the Card Service Bureau for production Page 49 of 319 Exchange User Manual Sending cards to a Card Bureau When you have finished designing your card template and have used Data Entry Center to add the card records you will find that sending cards to an Asure ID Card Service Bureau is just as simple as everything else about Asure ID From within the Data Entry Center you will need to select the template to be sent to the Asure ID Card Service Bureau You will only have to send this template once unless the template is modified in which case Asure ID will notify the user the next time card data associated with this template is sent Select the desired template from the drop down Card Template menu at the top of the Data Entry Center main screen Card Templates HID 1 of 25 New Template 1 Smith Next in the main menu bar at the top of the screen click on the Communication drop down menu and select Send Template Data This will send the card template to the Asure ID Card Service Bureau Within a few seconds depending on the template file size and the speed
250. this option is disabled which means that the field s width must be manually configured to allow enough space within the field for the selected text Force Upper Case Choosing this option will force the text entered into this field to always be saved in the database and printed on produced cards in uppercase regardless of the case that the data was entered into This option will have no use at all for fields that use the Number data type Building Expressions from Data Fields The Concatenate option allows you to merge multiple existing data fields into a single new field often referred to as an Expression Before you can choose this item you need to have at least two data fields already set on your card When you use the Concatenate function you can create a new field out of the two existing ones and although the fields will remain separated in the database and thus provide for separate data entry reporting querying import and export operations they will always be displayed on the card as a single item with proper formatting maintained To concatenate two fields simply right click on one of them and select Concatenate With A dialog box shown below will appear allowing you to configure the new field Page 204 of 319 Exchange User Manual Field Expression Editor Xx lt First Name gt lt Laste Name gt lt First Name gt lt Laste Name gt OK Cancel Building expressions can be very
251. tion 1B 00 02 53 31 1B 00 02 69 Bay B Feed card to the contactless card encoding position 1B 00 02 50 31 1B 00 02 69 p C Feed card to print from encoding position 1B 00 02 54 31 p D Eject card from any positon 1B 00 02 65 00 p Magstripe encoding command sequences Start track End track Start track End track Start track End track Track 1 m pP Track 2 fr2 E Track 3 3 E Supported printer Key Words Fargo CardJet HDP DTC Pro LX Persona C11_C16 The command flow window that appears has a drop down menu at the top with a variety of presets for different printer models If your printer is listed simply select it and Asure ID will handle the rest If your printer is not listed or if it is not responding properly to Asure ID s default commands you may need to manually configure the card movement commands The second item from the top of the page is used to configure the timing of the encoding operation within the print job You may select to have the encoding performed before printing after printing after printing the front of the card etc Make the desired setting by clicking on the appropriate radio button Next are sets of hardware binary commands used to perform operations such as Feed card to encoder module Eject card from encoder module etc Each of these needs to be configured for the commands that your printer has been designed to use Information on the correct values f
252. tion this area will also list the external database mapping that is assigned to each field There are three check boxes that allow the user to mask certain field types that they may not want to configure with Live Link and finally there are some buttons at the bottom of the window that are used to load save delete and create Live Link Files Since we have launched the tool by selecting Add LLF we are by default working with a new configuration so all of the mapping fields are empty When starting a new Live Link configuration the first thing that we must do is to select the database we want to work with Press the Data Source button on the lower right of the window to configure the database selection Page 37 of 319 Exchange User Manual I Asure ID Card Service Bureau Fields Close A Data Link Properties window shown below will appear We will use this window to accomplish two essential tasks selecting the database and providing authentication information E Data Link Properties x Provider Connection Advanced All Specify the following to connect to ODBC data 1 Specify the source of data Use data source name Recssssssnetatessserensansenssnssnersrsssseerenssnse C Use connection string Connection string Build 2 Enter information to log on to the server User name Password I Blank password Allow saving password 3 Enter the initial catalog to use
253. tion support for file memory mapping Ouros Parmer BE AD Prosi _ Meron map at the votime Rod bars epee he Berdar betwen ern elders To mieca the apciieation do ona of the tolowing 1 konte s ac Change Pasmord Mamay Map AI Properties Ouros Passes EEA a8 Proms Mmary fr wan Fans cnt ee btm ine foes The sepheapon blocks are Barked out on seeen _ ef drcam kateni ka aceon ee ae ee ee Before you relocate When you first click to relocate After you relocate Page 132 of 319 Exchange User Manual Card Brand and Type The following table illustrates the options for the card brand and type fields that are located on the Chip Properties template Chip Properties Page 133 of 319 Exchange User Manual For Brand You can select This allows you to add the following applications iCLASS iCLASS 2K 2 RFID only iCLASS 16K 2 RFID and or Bioscrypt iCLASS 16K 16 RFID and or Bioscrypt and or QI Purse iCLASS 32K 16K 2 16K 2 RFID and or Bioscrypt iCLASS 32K 16K 16 16K 2 RFID and or Bioscrypt and or QI Purse iCLASS 32K 16K 2 16K 16 RFID and or Bioscrypt iCLASS 32K 16K 16 16K 16 RFID and or Bioscrypt and or QI Purse Important notes concerning the following iCLASS cards 16K 2 or the 16K 2 book of the 32K a Page0 appAreal is generally reserved for HID applications b The 16K2 card and the 16K2 book of the 32K card can currentl
254. tional field for data entry i e you do not need to enter data in order for the Card Gone action to take place The action that takes place when the card is removed from the reader is based on what was entered into the Pre keystrokes field on the Properties screen i Save the card Page 72 of 319 Exchange User Manual Electronic Purse QI Purse Required This section contains the steps to take to add the Electronic Purse component to a card where only the Required Template fields will be added to the card 1 Logon to Asure ID 2 Go to Card Design Center CDC 3 Click on the New button located in the top left quadrant of the screen The Template Properties screen displays Template Properties 4 From the drop down menu under the Card Technology field select Contactless Page 73 of 319 Exchange User Manual 5 Click OK to return to the Card Design Center screen A chip icon now appears to the right of the Front Side of the card FI Asure ID New Template 4 Nevi Gren Save Data Field Front Side 6 Click on the Chip Icon The Chip Properties box displays 7 Ensure that the Brand and Type fields reflect the correct values for your Technology Contactless cards Refer to section Card Brand and Type for more information Page 74 of 319 Exchange User Manual Chip Properties 8 Select the Application
255. tment field if you know when designing your card that 90 of the cardholders are in the Sales department it would make good sense Page 193 of 319 Exchange User Manual to set Sales as a default value for this field thus saving time for the data entry operators who will be entering cardholder data Conditional Display This option is available for almost all items that can be placed on the card template data fields photographs signatures logos backgrounds and barcodes Using conditional display creates a rule so that the item will only be displayed on the card if certain criteria are met When you select this item you will be presented with a dialog box refer to subtopic below for further details that can be used to configure the conditional display Send to Asure ID Server This item is enabled by default Deselecting it will prevent the data contained within a field from being transmitted to the Asure ID Server Note that disabling this option for fields that appear on the card itself will cause the cards to look different i e the field will not be displayed when the Asure ID Server prints them Mandatory Entry When this item is checked the field is required to contain a value for each card in Data Entry Center before the card can be saved Clearing this item will allow the field to be left blank when entering card records Non Printed Entry If you have a data field that is not to be placed on the card itself you
256. try Center Communication The following items are found in the Drop Down Menu heading Communication located at the top of the Data Entry Center main interface Send Displayed Card Sends the currently displayed card to the Asure ID Server Please note that you must have both registered with the remote server as well as have the Send Cards privilege assigned to your user profile before you can use this option Send Selected Cards Sends all cards in the currently active selection after performing a Select or query operation to the Asure ID Server Please note that you must have both registered with the remote server as well as have the Send Cards privilege assigned to your user profile before you can use this option Page 260 of 319 Exchange User Manual Send Selected Cards Sends the currently seclected group of cards to the Asure ID Server This is either the full set of records in the database or a subset resulting from running a Select or QuickFind operation Send All Unsent Cards Sends all cards in the current selection that have not yet been submitted to the Asure ID Server This is the same functionality as pressing the Send Cards function button on the main Data Entry Center screen Please note that you must have both registered with the remote server as well as have the Send Cards privilege assigned to your user profile before you can use this option Send Template Data Sends all template s
257. tton on the main window Last Card Selects the last record in the current template and selection This is identical to pressing the Last button on the main window Add Card Create a new card in the active template s database This is identical to selecting the Add Card button on the main window Edit Card Opens the current card record for editing provided it has been saved You can also perform an Edit Card operation by right clicking over any gray data entry field on a saved card records and selecting Edit Card Save Card Saves the currently displayed card into the template s database This is identical to pressing the Save Card button on the main interface Void Card Voids the currently displayed card Cards that have been voided will display a void tag beside the record in the Data Entry Center screen Discard Card Changes This can only be selected when a card record is open either for editing or when creating a new record Selecting this function closes the current record discarding any changes since it was last saved or discarding the entire record if it is an unsaved new card This same functionality Page 246 of 319 Exchange User Manual is also be achieved by right clicking over any data entry field on the open card record and selecting Discard Card Changes Delete Card Deletes the current card record from the database Batch Record Creation This option is used to create a
258. ty as pressing the large Magstripe button on the main Card Design Center window Chip Select this item to add and set the options for a smart chip on your card template For more information see Chip in the section on Function Buttons Choosing this item provides identical functionality as pressing the large Chip button on the main Card Design Center window Page 226 of 319 Exchange User Manual Line Select this item to draw a line on your card This feature may also be accessed by clicking on the Line button within the Drawing Tools button bar at the lower right of the Card Design Center screen The line object is created by clicking on the card where you would like the line to begin and then drag and release where you would like it to end After the first click you will see the line following your mouse as you move to the second point in the line After the line has been set its properties can be opened by double clicking on it or right clicking and selecting Properties and will allow you to control the color line width and location Rectangle Similar to the Line object discussed above this option allows you to place a rectangle onto the card The Rectangle button on the drawing objects button bar provides the same functionality Round Rectangle Again similar to the Line object discussed above this allows you to place a rectangle with rounded corners on the card template The Round Rectangle butt
259. ty when building data entry fields Choosing the data type carefully can help ensure that less erroneous data will be accidentally entered when card records are being added to your new template in Asure ID s Data Entry Center Page 205 of 319 Exchange User Manual Logo Button orto Select this button to place a logo fixed image onto your card After pressing the logo button single click on the card in the area where you would like to place your logo After you click on the card the logo s properties dialog box will appear shown below select the Load button and then browse to the image you want to use and select Open Name Logo 1 Load Edit Position in 1 100 inch Card Side Front Back Lett 23 I Conditional Display Edit to MS I Transparency jo I ChromaKey 12 Width 179 IV Maintain Aspect Ratio Height E When browsing for an image file a preview is available to help you choose what file to select After the image is loaded you may press the Edit button to crop the selected logo This cropping feature is identical to that described for card background images Also on the logo s properties dialog you will have the option to control Conditional Display Transparency Keep Aspect Ratio and Chromakey discussed above Additionally you will find Frame Orientation and Position items that function identically to those previously described for Dat
260. u to place a rectangle with rounded corners on the card template This feature is also accessed by clicking the heading Add on the top Drop Down menu bar and then selecting Round Rectangle from the options Page 220 of 319 Exchange User Manual Ellipse Much like the Rectangle object this lets you create an ellipse oval or circle on the card template This feature is also accessed by clicking the heading Add on the top Drop Down menu bar and then selecting Ellipse from the options Ee lol Page 221 of 319 Exchange User Manual Polygon Similar in function to the other drawing objects the Polygon tool lets the user create a flexible multi sided polygon object on the card After setting the first point with a mouse click additional clicks will create multiple anchor points for the polygon s corners on your card After you have designed the object you want double clicking on the template will let you exit the Polygon tool After the polygon has been set its dimensions can be rearranged by dragging any of the handles often referred to as vertices or corners while holding down the mouse button This feature is also accessed by clicking the heading Add on the top Drop Down menu bar and then selecting Polygon from the options Drawn Object Properties Card Design Center Navigation Buttons Data Entry Center Press this button to quickly go from the Card Design Center to the Data Entry Center Pl
261. umber rrr Email Address fiulecarter company com Reseller ID fiz5 lt Back User Contact Information You must enter the correct contact information for the user being enrolled so that the Asure ID Card Service Bureau can get in touch with this user if needed Page 180 of 319 Exchange User Manual Fill in all the fields note that Fax Number is optional and then press Next to continue to the User Shipping Information window User Shipping Information User Shipping Information X Shipping Address 1 123 Maisonneuve Drive Shipping Address 2 123 Maisonneuve Drive Ciy otaa Province State fontaio sti Postal ZipCode 854 Country Creda tt lt Cs sS YS Preferred Courier ps v Courier Account Number irunu lt Back This page allows for precise shipping information including courier and account information to be transmitted to the Card Service Bureau Fill out the form with the appropriate information and press Next to continue to the Billing Information page Page 181 of 319 Exchange User Manual User Billing Information In this section you can set the options for how you would like to be billed by the Asure ID Card Service Bureau for your produced cards If you have already come to an arrangement with the Card Service Bureau please choose the options here that reflect that agreement User Billing Information x V Use PO Number Invoice Name On Card
262. unique values Failure to link the primary key will prevent the Live Link configuration from functioning Tip If you do not have a suitable field in the database to act as a primary key it is recommended that you simply add an AutoNum field to the table you are trying to link to and then use this as the primary key to link to the RecordID system field Asure ID Card Service Bureau Fields are internal administration and tracking fields that are only used if the user will be transmitting cards from Asure ID to an external Asure ID Server Internet based Card Service Bureau for printing If you are using an external Card Service Bureau with Asure ID Exchange you must also link these fields into appropriate space in your external database If you are not using a Card Service Bureau you may safely ignore these fields Now that we have examined the different field types let s perform the linking Start by checking User Defined Fields as well as System Fields but not Asure ID Service Bureau Fields As discussed above it is extremely important to ensure that the primary key is linked before we apply a Live Link configuration so we should start with this field If your card template has a custom primary key field set by the designer locate this field in the list otherwise begin with the RecordID field Page 307 of 319 Exchange User Manual Beside each field name in the Live Link window there is an Operator column with a drop do
263. ur current template The Duplicate Card Criteria selection gives you the option to choose up to four different values based on the data fields you have created for your card that will override Data Entry Center s ability to create a new card when a duplicate value is entered Simply choose from the data fields you want to monitor for duplicate entries Page 272 of 319 Exchange User Manual First Criteria First Name z mw eal Second Criteria Last Name E Third Criteria None 7 Fourth Criteria None If you define a single duplicate card criterion such as First Name then Data Entry Center will not allow more than one card to be entered into the template s database with the same first name If you configure multiple duplicate card criterions then all must be met before the new card will be forbidden In the example illustrated by the above screenshot it will be possible to have multiple card records with the same Last Name First Name and Card Number but a card with duplicate values in all these fields as well as in the Expires field will be forbidden as a duplicate card Auto Crop When this item is selected the Edit Image dialog box described above which lets the user crop and perform image enhancements will automatically appear every time a photograph or signature image is loaded or captured in the Data Entry Center When this item is turned off the Edit Image dialog will not appear an
264. variety of barcode styles to choose from in Asure ID the three main ones being e Linear e PDF417 e Datastrip The first one that we will take a look at is the linear barcode It is the most common of the barcode family and has several subsets each one having its own rules and encoding abilities Second we will examine the PDF 417 which is much denser and can encode a lot more information Finally we will look at the Datastrip Barcode which is even more powerful than the PDF 417 and allows for photos to be encoded into it Linear Barcodes It is important to note that while most of the linear barcodes support up to 100 characters there will be a practical limit determined by the physical size of the resulting barcode and the scanning equipment Bear in mind that an ID Card is not the largest surface to be placing a barcode on Code 39 The Code 39 barcode symbology supports 43 characters plus an additional character used as a delimiter or start stop character The 43 character set includes the following 1234567890ABCDEFGHIJKLMNOPQRSTUVWXYZ Note that the alphabetic characters are all upper case If you wish to use lower case letters or other ASCII characters then Code 39 Full ASCII sometimes referred to as Extended Code 39 must be used Page 312 of 319 Exchange User Manual The maximum data size is 100 characters Code 93 Code 93 was designed to complement and improve upon Code 39 Full ASCII It encodes the same c
265. ve Into If you place a check mark beside any of these item the assigned value such as unique serial number or Chip ID card ID or site code of each smart card will be read as the card is encoded and this number will be added into the current user s record within the Asure ID cardholder database To select the field from Asure ID s database to save this serial number into use the drop down menu This menu will show all database fields that have been added to the current template so if you are going to be saving the Chip ID into the database you will want to create a field to store it first Drawing Tool Buttons Ele eh o At the bottom right corner of the main Card Design Center screen you will see a button bar containing five drawing tool buttons These buttons are for Line Rectangle Round Rectangle Ellipse and Polygon Using these tools you can draw many different items on your card To use the tools simply click the tool you would like and then click on your card to begin placing the drawing Depending on the tool you have selected you will need to place at least one more click on the card to set the second edge of the drawn object The Polygon tool supports as many clicks as you would like allowing the user to draw an object of any imaginable size and shape After you have placed a drawn object on the card it can be resized by clicking and dragging the handles that appear when it is selected Additiona
266. ves the user the ability to have only specific cards from a given template selected After pressing this button the user will be asked to define the criteria for selecting cards from the template s database Page 241 of 319 Exchange User Manual Select Cards Query x Query Name Employee Name Saved Queries z Field Operation Value Laste Name 7 Equal to x Smith C None And Cc Or Save Cards gt without Photograph C None And C Or Save and Run Delete Cards gt with Signature C None And wh Status gt Not equal to pal invalid 7 Invalid lkr pan RecordID z JEqual to ra did In the Select Records dialog box that appears the Fields item lists the various data fields available for the current template Build your query by selecting the field that matches the criteria you wish to isolate Next define the relationship between the selected field and your selection by choosing an operator i e Equal to Less than Greater than Not Equal To And and Or After the operator has been selected enter the value of what is being matched in the Value field note the character may be used as a wildcard when entering values and queries are not case sensitive For example if you wanted to select all the cards from a given template with the last name Smith you would choose Last Name for Field Equal to for Operation and enter Smith
267. wn menu The items on the menu are Database Folder and None The Folder option is only applicable to photograph signature and biometric images all other values must be stored within a database Because we are linking a primary key field that must be linked we cannot select None for this field so choose Database from the drop down menu Database None Whenever a field is being linked and Database is selected in the Operator column the next column marked Table Path will refresh to display a list of all tables within the linked database Select the table that contains the external database field you wish to link to the RecordID field or other primary key if dictated by the template design ID_PRO IDConfig InstCheckTab Print Count After selecting a table the next column marked Field will refresh to list the database fields within the selected template choose the field you wish to link to the template s primary key After you have selected the field the final column marked Permission will update to show you the database permission you have for the external database Read Write means you have full control within the field while Read Only means that you cannot write new values into the field A primary key field must allow full access for the Live Link configuration to function properly Page 308 of 319 Exchange User Manual Tabath pemison e None None he None T None z
268. wn menu to choose the Asure ID field from which the identity number will be taken The value in this field will be exported to a txt file in the datamac folder of the newly created SASI Database The values in this file will then have a one to one correspondence with each photo loaded in the pctfilec folder Note The default value for this field is Created by Get photo image from Use the drop down menu to choose the Asure ID photo field from which the photos will be taken The value in this field will be exported to a pic or jpg file in the pctfilec folder in the newly created SASI Database The values in this file will then have a one to one correspondence with each identity number in the file in the datamac folder Preferred Photo Image File Type Use the drop down menu to choose the file type for the photos that will be exported The values may be file type PICT i e pic or JEPG e jpg 5 Click the Start button to begin the export 6 Click OK when the dialog box similar to the one below displays This dialog box signifies that the import is complete Page 155 of 319 Exchange User Manual SASI Export Note The files in the newly created SASI database may look similar to those shown below The SASI format pictures have been exported Page 156 of 319 Exchange User Manual Mobile ID Introduction Mobile ID provides Asure ID users a method of verifying
269. x displays Add Application E Logical Access Control lt RFIDeas Air ID E Electronic Purse Bioscrypt Fingerprint Automatically Add Required Template Fields ioscrypt fingerprint application enables storing up to two ingerprints in the chip 11 Double click on the Biometrics selection 12 Click to highlight Bioscrypt Fingerprint and if required check the box entitled Automatically Add Optional Template Fields Page 94 of 319 Exchange User Manual 13 Click on the Add button to return to the Chip Properties box The following box displays Chip Properties Bioscrypt Fingerprint E Fingerprint1 EX Fingerprint2 Linked fields data lt ICLASS_BF_FINGERPRINT1 gt lt ICLASS_BF_FINGERPRINT2 gt Note Both the required and the optional template fields are checked off 14 Click OK on the Chip Properties box You are returned to the Card Design Center 15 Design and save your card Refer to the Quick Start Guide A Step by Step Tutorial for more information about designing a card Once your card is designed and saved go to the Data Entry Center screen Page 95 of 319 Exchange User Manual 16 Click on Add Card The following screen displays FI Asure ID New Template 8 oF nee Cor Select Biometric De Card Templates New Template 8 7 New Record 17 Click Biometrics on the menu bar 18 Click Biometric
270. xisting cards double click in this area to import an image from any TWAIN compliant device To define the default TWAIN device select Image from the drop down menu at the top of the screen then choose Select TWAIN Source Alternatively you may load an image file into the photograph field by right clicking on the photograph area and selecting Load Photo You will be asked to browse to the image you would like to load and a preview is available before you make your selection If you load an image from a file this will become Page 237 of 319 Exchange User Manual the default means of image capture and double clicking the photo field will subsequently launch the Browse dialog letting you load a file To restore the TWAIN capture as the default simply choose the Image drop down menu and select Photograph and then Acquire photo from TWAIN Source After you have captured the TWAIN photo successfully this will again become the default action when double clicking the photo area Additionally Asure ID Imago camera users can right click the photograph area and select Acquire photo from Asure ID Imago to launch the camera interface In a similar fashion to loading from a file a successful photo capture using the method will automatically set the Asure ID Imago to be the default device launched in subsequent operations by simply double clicking on the Photograph area After an image has been entered into this field either
271. xtra options to select cards that have had specific operations such as edit card void card etc performed between specified dates Page 271 of 319 Exchange User Manual x Report Writer Options Report Name Company HID Select Report z Template HID Additional Selection Criteria Field Operation RecordD z JEqualto z None And 2007 02 01 Pecora z equal to z To None And 2007702701 RecordD z7 Equal to z User Name None And fan id Reca z Equalto z Save and Run Ait Primary Sort Secondary Sort Sort by First Name E Sort by Fist Name z Ascending Descending Ascending Descending Additionally the ordering sorting of the displayed results can be configured to provide the results in a variety of fashions When the report appears it may be printed or the Print as Dossier option chosen to output a dossier style report of the selected cards including photographs If you are going to select this item first press the Dossier Settings button to configure the dossier print output fields Settings The following items are found in the Drop Down Menu heading Settings located at the top of the Data Entry Center main interface View Status Bar Deselecting this item removes the status bar from the bottom of the Asure ID interface Define Duplicate Card Criteria Select this item to define the duplicate card criteria for yo
272. y Center under a drop down menu for the data field as opposed to keyboard based text entry for Text or Date data types Page 197 of 319 Exchange User Manual After you have created the list pressing the Field Options button will bring back up the List properties page that lets you configure the items on the list When working with the List configuration menu you can add items to the list simply by clicking in the list dialog box and typing the text you want You can use the lt Enter gt key on your keyboard to enter an item on the following line and the text from each line will comprise each item on the drop down list True False Data Type Selecting the True False data type will present a pop up menu allowing the user to define custom text for a Boolean true false data field type Page 198 of 319 Exchange User Manual Field Options Advanced Options Field Name Data Field 1 I Send to Asure ID Data Type dantory Entry Format True False v printing Entry Field Formatting Options This button is used to configure special formatting for the appearance of a data field which will be consistent for all cardholders An example is if an employee number will always begin with a fixed Site Code it can be configured as a field Prefix and thus not need to be entered for each cardholder Field Options Advanced Options Field Name Data Field 1 IV Send to Asure ID Server Da F
273. y be used for two of the iDIRECTOR applications Bioscrypt and or the Logical Access c If you use passwords for your applications that reside on the appArea2 book of your card please note that all passwords must be identical Page 134 of 319 Exchange User Manual Remove application from Chip Properties Box 1 Go to the Card Design Center screen 2 Open the design for which you want to remove the template fields 3 Click on the chip icon The Chip Properties box displays Chip Properties H 6 Bioscrypt Fingerprint QI Purse 4 Click on the Application Tab 5 Click on the iCLASS folder 6 Highlight the application you want to remove in the above diagram it is the RFIDeasAir ID subfolder that is highlighted for removal Page 135 of 319 Exchange User Manual Note The Linked fields data field lists the names of the fields included in the application in this case the RFIDeasAir ID application You can make note of the field names at this point for reference in the second part of this removal process 7 Click on the Remove button 8 Respond yes when the Asure ID dialog box appears 9 Click OK The application is now removed from the Chip Properties box Remove Fields from Non Printing Entries Box To delete the fields from the Non Printing Entries box follow the steps below 1 Go to the Non Printing Entries box on the Card Design Center screen N
274. y purposes and you will not be given the option to delete the records from Data Entry Center Use Export when you want to create a data file to be used by an application other than Asure ID Performance When working with the import export tools the level of performance you will experience is very much determined by the speed of your computer and network It is important to note that when working with a database in a remote network folder the speed of the import and export operations will be significantly slower then when working with a local database The following statistics were taken on a Pentium II 600mhz computer with 128mb RAM using a local Access database This should give you a rough idea of what levels of performance to expect when working with the database Import 2560 Records 5 Minutes Export 5120 Records 1 Minute Import 5120 Records 10 Minutes Export 10240 Records 1 2 Minutes Import 10240 Records 20 Minutes As you can see the amount of time it takes to perform these operations scales evenly as you increase the number of records in use Details Archive Page 281 of 319 Exchange User Manual To archive the selected cards select Database and then one of the Archive options from the Data Entry Center s dropdown menu bar You will be presented with an Archive dialog asking for the name of the file you would like to create There is also a Browse button on the dialog box that can be used to select a locati
275. yed when setting up the installation of Asure ID and described above Other User Names can be created in the Admin Center module To login enter Admin without the quote marks in the User Name box enter the password that you created when setting up the installation into the Password box and then press OK to login to Asure ID Page 16 of 319 Exchange User Manual Quick Start Guide A Step By Step Tutorial Adding Users Accounts The Admin Center of Asure ID is where accounts for additional Asure ID users can be created and privileges assigned Step 1 Launch the Admin Center application by selecting the Admin Center shortcut located on your Start Menu under Programs HID Asure ID Admin Center Step 2 You will be prompted to enter a user name and password type Admin without the quotation marks and the password that you created during the setup routine process and press OK Asure ID Express Login Please Enter User Name Please Enter Password Step 3 To add a new user press the Add User button on the left side of the screen Page 17 of 319 Exchange User Manual User Settings Help Users Add User Enroll User Step 4 In the User Properties dialog box enter the user name and password and then press the Next button An option window entitled User Privileges shown below will appear next Here you can select which function
276. z Test Connection First we will want to select the type of database we will work with Select the Provider tab at the top of the window and a list of database drivers will appear listed under OLE DB Provider s Page 38 of 319 Exchange User Manual 5 Data Link Properties Microsoft Jet 4 0 OLE DB Provider Microsoft OLE DB Provider for Indexing Service Microsoft OLE DB Provider for Internet Publishing Microsoft OLE DB Provider for ODBC Drivers Microsoft OLE DB Provider for OLAP Services Microsoft OLE DB Provider for Oracle Microsoft OLE DB Provider for SOL Server Microsoft OLE DB Simple Provider MSDataShape OLE DB Provider for Microsoft Directory Services The list may be different from one computer to the next as the entries are all the ADO data source types that are installed and registered with your computer If there is not an entry for the database type you want to work with you will need to either install a registered ADO driver from your database vendor or configure a functioning ODBC connection to the database and then restart the Live Link configuration tool If the database type you wish to link to is displayed select it and then press the Next button on the lower left to continue If you wish to use an existing ODBC connection to your database instead of a registered ADO driver select Microsoft OLE DB Provider for ODBC Drivers SQL Server and MS Access are some of the mos

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