BadgePass Studio User Manual 4_5
Contents
1. 4 Employee as Name sl Fiat Name Miele Name azz Hirsi Suffix Name Last First Mid Name Las First Mis ID Number ID Number 2 ID Number 3 Birthday Card Count Deparment Emplcyee Type Entity Gass Entity Neme Epic Qualifications Gender Person State Person Twos mm You can set the Location Size Rotation and Z Order in the Common area of the ribbon Additionally depending on the barcode type whether the barcode s data shows up in a human readable format the background color the aspect ratio of the barcode and the density of the barcode can be set in the Barcode area of the ribbon Density is only available if the aspect ratio is set to none Otherwise density is set internally by the barcode builder Note that if you set the aspect ratio to none to manually set density the barcode will NOT appear on the canvas as it will when it is printed When the barcode is placed on the canvas as with any design item it is put inside of container that allows you to move resize and rotate the design item After much effort we were told the third party vendor we use to generate the barcodes that since they could get it to work outside the container that they were closing the support ticket Below is how a Code 128 looks on the canvas with the aspect ratio set to none and the density set to 3 32 Stud NE E Wess X 135 10 2422. Aspect Ratio set to None Rotate Anges 0 Density set to 3 Barcode does not show up on canvas correctly To see how the barcode will be printed select File gt Print and the preview of the badge will be displayed Since the preview is generated outside the container the barcode vendor is able to render the barcode correctly 33 Page IE Studio Heme aj New Barcode rendered e correctly Kad seve Design Senge p With the release of BadgePass 3 1 the BadgePass Studio has been updated to include a new barcode format the Epic Barcode The Epic Barcode can be added to all entity type designs except for Visitor Additionally it is added to a design just like any other barcode type To add an Epic Barcode begin by clicking on the Barcode icon in the ribbon menu and selecting Epic Barcode 34 Page M Ure Desan rems eis a new CEEA WW irterearea 205 Barcode Ml oats ttr Barcode Next you will be presented with an Epic Registration Code window Here you will be required to enter your Epic Registration Code you obtained in order for the barcode to be added to the design Below is an image of this window Epic Registration Code o lt Also on this
3. lt desired al places gt Percent desired decimal places Hexadecimal Mod 10 CheckDigt Custom lt custom pattern gt The Number Formats convert your numeric values to the specified format 19 Page Image Field To add an image field to the badge click on the Image Field icon The following window will appear The left lists the image types that can be printed on the badge Static Image is an image that does not change no matter who the badge is being printed for The other items such as Photo are images that are images associated with the entity being printed For images other than static images what shows up in Studio is the woman s placeholder image This image will be replace by the entities image of that type during print 20 Page Badge Stud employee aros By selecting Static Image a Browse button becomes enabled Click the Browse button and navigate to the static image to add to the badge 21 Page Static image Photo Variable Image Field Variable Image allows for a group of images to be included each with an associated value only one of which will be printed during print depending on which image s value is correct for the given entity being printed On the Home tab click Variable Image This will open the Variable Image window 22 Page 23 Please
4. X 51S de 312 wo 2 rale ad Rotate Angie 0 Dy eed ne Rectangle To add a rectangle to the card design click on the Rectangle icon The rectangle will show up on the card template To change the attributes of the rectangle click on the Format tab with the rectangle highlighted On this tab you can set the Location Size Rotation and Z Order in the Common area of the ribbon In the Rectangle area of the ribbon the Weight Outline color and Fill color can be set as well Barcode There are 9 barcode formats available Epic Barcode Visitor Barcode Code 128 Barcode Code 39 Barcode MaxiCode Barcode PDF 417 Barcode QR Barcode Interleave 2 Of 5 Barcode and Data Matrix Barcode 30 Page SadgePass Studio NEED e c Te image vanme Ure Employee W M WM barcose B Eh Li Visitor Barcode is only enabled if the entity type is a Visitor The Visitor Barcode is used by the auto check out feature found in the Visitor Manager module Click on the Barcode icon and select the barcode type you want to add to the badge The Barcode Data window will appear This window is just like the Text Field Data window Add static and variable information to the Output box Add sample data to the sample data area Format variable information as desired 31 Page
5. new value Subeting lt start index Subeting start index gt lt length gt Totower The first thing you see is the variable information the formats will be applied to The area below that which is empty right now shows the list of formats that have been added The last tabbed area shows the different types of formats that can be added Note that more than one format can be applied to any given variable information This is why there is list of formats that have been added The formats will be applied in the order they are listed using the result of the previously applied format as the input for the next format Use the Plus and Minus buttons to move the formats up and down The various types of formats that can be applied are Value Modifiers Date Time Formats and Number Formats NOTE All index values are 0 based meaning they start at 0 not 1 Value Modifiers 15 Page Insert This modifier will insert a specific value starting at a specific column within a substring Ex The value of George with the following Insert format Will produce GeoArga Length This modifier will count the number of characters in the string and return the literal numeric value Ex The value of George will output the number 6 Remove This modifier will remove all characters to the right starting at the index column Ex With an index value of 3 the outpu
6. window is a checkbox labeled Send to EPIC Data Server It is recommended that is option is always selected By selecting this option whenever an entity is saved in Identity Manager and the badge associated with said entity has an Epic Barcode then the barcode s data is transmitted to the EPIC Data Server 35 Below is an example of an Epic Barcode that has been added to a design Just like all of the other barcode formats by clicking on the Format tab after selecting the Epic Barcode you can adjust Common properties such as Location Size Rotation Z Order Depending on the barcode type you can adjust Barcode properties such as Background Color Show Text Aspect Ratio and Density Magstripe When designing card a Magstripe can only be added to the back of a card design As such this icon will only be enabled while you are working on the back of a card design To work with the backside of the card click on the word Frontin the design area tab When clicked the value will change to Back showing that you are working with the backside of the card 36 Badgeass Sudio i TER Une Rectangle Berate 97 Fela Design won FEN oro Te Sy 2 To add a Magstripe field to the card click on the Magstripe icon The following window will appear 37 Page Database Fields Track 4 Employee Last Name Fest Name EE Mil Name Pref
7. Badg ePass Secure Identity Solutions eo 4 5 Studio User s Manual nn Table of Contents 1 Installation a Connected b Disconnected 2 File Tab 3 Home Tab a Text Field i Value Modifiers 1 Insert 2 Length Remove Remove Replace Substring Substring Date Number Format Image Variable Image Line Rectangle Barcode i Epic Barcode 9 Magstripe 4 Format Tab 5 Opening and Saving a Design a Connected b Disconnected Mode 6 Appendices a Appendix A Exporting Database Fields in Management Console for use in BadgePass Studio repos 2 Pag Installation BadgePass Studio is where all badge designs are done for the BadgePass Identity Manager and Visitor Manager badges Run the installer and follow the prompts BadgePass Studio can be loaded in either Connected or Disconnected mode You will be prompted during the install process to choose which way you want to install it pe eae ketone ner sto ape Satna sue wl ate t Fors este pr Disconnected eiie wl ate e cea Connected This option installs the BadgePass Studio whereby itis linked to the BadgePass database All the badge designs are automatically saved to the BadgePass suite Disconnected This option installs the BadgePass Studio whereby it will operate independen
8. ary Emergency Co Secondary Emergency Ph Secondary Emergency Re Custom Data Client Campus Payroll Code im Employee on am Text Field Appendices Appendix A Exporting Database Fields in Management Console for use in BadgePass Studio To export the database fields from the Management Console for use with BadgePass Studio do the following Open the Management Console and navigate to BadgePass System gt Database Next click on Browse button under Export Settings region and select a location to save the BadgePass bpe file to 1B Sytem Import Settings xS choose re t eaten pie pera Betas Agent Client dee Eb P tren Suter Export Settings Choose Location CAUsers me Desktor f Choose Settings to Export casi car stirs Once you have chosen all settings that you would like to export click the Export Settings button 46 Page
9. browse for an image Click on the button to the right of the Trigger Field s textbox This will open the Trigger Field window showing all the fields available to be used as a Trigger Field 24 Page TRIGGER D Database Fields 4 Employee Last Name First Name Middle Prefix Suffix Name Last First Middle 1 Name Last First Middle ID Number ID Number 2 ID Number 3 Birthday Card Count Department Employee Type Entity Class Entity Name Epic Qualifications Gender Person State Person Type Photo Path Social Security Number Status Primary Address Primary Email Address Primary Emergency Conte Primary Emergency Phon Primary Emergency Relati Primary Phone Number Secondary Emergency Col Secondary Emergency Ph Secondary Emergency Re Custom Data Payroll Code D D 25 Double click on the field to be used as the Trigger Field This will close the Trigger Field window and return to the Variable Image window with the Trigger Field set and indicated in the Trigger Field s textbox Bellow the Trigger Field is an Add button This button adds an Image Trigger Value pair There is also a delete button which will delete all the selected Image Trigger Value pairs NOTE To select an Image Trigger Value pair check the corresponding checkbox located at the beginning of the respective Image Trigger Value pair row Add an Image Trigger Value pair for eac
10. dge design even while in Disconnected Mode To import a badge design click on Import in the menu and navigate to the location of the ps file and click Open 25 OOT orrom Bonsai A Gv After editing the design click on Save to save the changes to the file Because this action will overwrite the file itis suggested that you make a backup of the original file justin case you make an error or need to revert back in the future To import the database fields click on Import Db Fields in the menu Navigate to the location of the BadgePass bpe file that was exported from the BadgePass Management Console and click Open Now when you create a badge design you will see the database fields 44 Page al amp Image Variable Feit mace Taek BadgePass Studio a Lire Ractargle Barcode Design tam Database Fields 4 Employee Last Name First Name Middle Name Prefix Suffix Name Last First Middle I Name First Middle Number ID Number 2 ID Number 3 Birthday Card Count Department Employes Type Entity Class Entity Name Epic Qualifications Gender Person State Person Type Photo Path Social Security Number Status Primary Address Primary Email Address Primary Emergency Conte Primary Emergency Phon Primary Emergency Relati Primary Phone Number Second
11. h Trigger Field supported Each Image Trigger Value pair has a browse button and a Trigger Value textbox Browse for the image for the Image Trigger Value pair s Image Type in the value for the Image Trigger Value pair s Trigger Value 26 Click OK button when done Line To add a line to the badge click on the Line icon The line will show up on the card template To change the attributes of the line click on the Format see an explanation of the Format tab tab with the line highlighted 27 Page Studa NE location 785 582 e wo ana 9 0 MUN You can set the Location Size Rotation Z order in the Common area of the ribbon You can set the color in the Line area of the ribbon Click on the color icon Click on the Advanced button to manually change the color settings You can also set the transparency of the fill color of the line by changing the Alpha settings HSL is where you can change the Hue Saturation and Lightness CYMK is where you will change the CYMK color settings 29 Page Both Image and Variable have a border overlay You can adjust the thickness of the border from the Format ribbon tab You must only have one item selected and it must be an image or variable image for this option to be available Badges Studa NE 0 Wee
12. ix Name Last First Mis Name Las First Mida 1D Number IDNumber2 ID Number 3 Birthday Card Count Deparment Employee Type Entity Gass Entity Neme Tes Epic Qualifications Gerder Person State Person Type Photo Fats Social Security Numbe Status rack 2 You can add variable or static data to each track Keep in mind that Track 1 follows IATA Magstripe rules track 2 follows ABA Magstripe rules and track 3 follows TTS Magstripe rules Click in the desired mag track box and enter the data that you want to encode When finished click the OK button Format Tab 38 Page To change attributes on a Text Field Image Variable Image Line Rectangle or Barcode highlight the particular item and click on the Format tab at the top BadgePass Studio Text Field The Format tab allows you to set the Location Size Rotation and Z Order These are found in the Common area of the ribbon In the example above we see what would be present on the Format tab when having selected a Text Field Additionally depending the type of item you have selected on the badge design there will be another section the ribbon bar that allows you adjust other item lype specific properties Our example above shows Text Field section where you can set various font properties and overflow properties Opening and Saving a Design 39 When you are done with your design click o
13. l change to Back showing that you are working with the backside of the card When you create fields on the card you will see rotation handle on top of the field This is used to rotate the field box On each corner of the field box there are resize handles that can be used to change the size of the box Also there is a red number below the box this is the Z order of the box on the template LH Text Field To add a text field to the card design just single click on the Text Field icon The following window will appear 8 Page Database Feld Output vn A at Name First Namo Name Ee Pii Format See Last Fist Mid Name Last ist Mid ID Number ID Number 2 ID Number 3 Birthday Cara Count Department Employee Type Entity Entity Name Epic Qualifications Gender Person State Person Tree MU EE You can use variable text data from a database field static data or a combination of both types here To add variable data just double click on the database field in the left column When you add the field to the Output box the buttons in between the two columns become highlighted The arrows will add or takeaway fields from the output box The Format button allows you to add formatting elements to the field in the output box and the Date button adds the system date to the field when the badge is being printed To add static val
14. me Es TEmployeeEvaluator Path Employee FirstName TEmployeeEvaluator 4 Pat Enployeo e tome as Fost we BEEN Brune cans m Spon pe Fanon Sate Tomar It will show up on the card template like the image below 12 Page BadgePass studio o o 2 X 1 182 Ie dd SSS SSS Employee FirstName Employes LastName To add static text single click on the text icon and type the text in the Text Field box and click the OK button Variable Information can be formatted For example the employee s last name might be Smith but can be formatted such that itis printed in all caps and appears on the badge like SMITH To format variable information select it in the Output box This will cause the Format button to become enabled 13 Page ID Number 2 ID Number 3 Birthday Card Count Department Employes Type Entity Entity Name Fic Qualifications Click the Format button and the following window appears M Variable Imformation et of formate that have been added Value Modifiers Date Time Formats Number Formats son stare lt value gt Romovo startindexs Types of formats that Romove start index lt count gt can be aded old value
15. n the File tab and click Save To open existing design click on the File tab click on Open choose the design from the Designs drop down list and click the Open button BadgePass Studio Foret oine rs Connected Mode When you save a design and are in Connected Mode the designs are automatically saved to the BadgePass Suite You can find them in the BadgePass Management Console under Badge Management gt Badges 40 Page E System Settings 4 fi Badge Management Thira Party Badges Epic Qualifications Access Manager ADiegraten f event system Forms Name Employee Employee Campus Fitenng Descripten Employee eme E You can have multiple design screens open They will each have a tab that you can click on 41 1 NT lake X25 202 M100 Rotate Angle 0 42 2 Employee 2 Disconnected Mode When BadgePass Studio is installed in Disconnected Mode there will be different choices in the File tab menu 42 Page pepe Name Untitled lesa se en PES audiit eem mit ype The Disconnected Mode gives you the ability to Import existing badge designs Also you can Import Database Fields By importing the database fields you are able to add database fields to the ba
16. s LastName Name Add Date Time Formats Number Formats Local Date Time default ime is in Short Date 04 10 2008 Long Date Thursday April 10 2008 Full Date Time with Short Time Thursday April 10 2008 6 30 AM Full Date Time with Long Time Thursday April 10 2008 6 30 00 General Date Time Short Time 04 10 2008 06 30 General Date Time with Long Time 04 10 2008 06 30 00 Month Day April 10 Round Trip Date Time 2008 04 10700 30 00 0000000 Short Time 6 30 AM Long Time 8 30 00 AM Universal Sortable Date Time 2008 04 10 13 30 007 Universal Full Date Time Thursday April 10 2008 1 30 00 PM YeariMonth April 2008 Custom custom pattern 18 Page The Date Time Formats convert your date value to the specified format See the examples next to each format for an explanation Number Formats Employeetvaluator Path Employee LestNamej Name Add Add Adi Add p Ada Add Ada Value Modifiers Date Time Formats Number Formats NumberisofType 7416 Int32 Int amp 4 Single Double Decimal Currency lt desired decimal places Decimal minimum decimal places Scentfic desired decimal places Fixed Point lt desired decimal places Number
17. t from the BadgePass database You can design badges and then import them into the BadgePass suite via the BadgePass Management Console 3 Page File Tab After you install the BadgePass Studio and run the program you will get the following screen Badges Studo Mi cm Click on the File tab and you will see the following screen 4 Page Untitled Orator Portrait Landscape Entity Type Employee gt This is where you begin designing your new badge 5 Page First you will need to name the badge design to do so simply type the name you wish to use in the Name field Set your badge Size Orientation and select the Entity Type The entity type is the entity within BadgePass ex Employee Visitor Persont 2 3 Badges Studio feit Name SM Size Att Orientation Entity Type Employee Then click the Create button 6 om 7 Page Home Tab The Home tab is where you add fields to the badge design The available fields are Text Field Image Variable Image Line Rectangle Barcode and Magstripe It should be noted that the Magstripe field will only be highlighted if you are working on the back of a card design To see the back of the card click on Front in the design area tab The value wil
18. t of George would be Geor Remove This modifier will remove all characters to the right starting at the Start index column up to the number of characters specified in the lt count gt field Ex With an index value of 1 and a length of 2 the value George would be Replace This modifier will replace all occurrences of the old value with the new value Ex An old value of e and a new value of A and the field value of George would output GAorgA Substring This modifier will left truncate the field starting at the index value Ex A lt Siartindex gt of 3 and field value of George would output ge Substring This modifier will left truncate the field starting at the index value up to the number of characters specified in the lt length gt field Ex Start Index of 1 and a length of 2 with a field value of George would output E ToLower This modifier will convert the entire field to lower case Ex A string with a value of George would change to george ToUpper This modifier will convert the entire field to upper case Ex A string with a value of George would change to GEORGE Trim This modifier will remove all the spaces before the field as well as all trailing spaces 16 Page Ex A string with a value of George would change to George 17 Page Date Time Formats m IT BRA FORMA EmployceEvaluator Path Employe
19. ues to the field simply type the value in the Output box 9 Page Database Fields Output 4 Employee Las ee Staion son hats constant regardless of who X tne badge is being printed for Mil Name Pref Suffix Name Last First Mica e Name Lass First Mid ID Number ID Number 2 ID Number 3 Birthday 8 Card Count Deparment Employee Type Entity Gass Entity Nome Epic Qualifications Gender Person State Person Tuce NL Jum You can also combine static and variable information in the Output box 10 Page Database Fields Output 2 Employee las Name First Name Mil Name Prefix Name Last First Name Las First Mid ID Number ID Number 2 ID Number 3 Birthday Card Count Deparment Employee Type Entity Gass Entity Neme Epic Qualifications Gender Person State Person Twos Bp This Badge belongs To Employeetvalualor ployee FirstName EmployeeCveluator mployee LastName Sample Data This would output a value similar to This Badge belongs to George Smith To add a name field with the first and last name together just double click the First field in the Database Fields column press the space bar then double click the Last Name in the Database Fields column 11 Database Fields Output employee E HEN last Na
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