User manual

OEM Device Configuration Guide
revision 3 — 41
also import in the Visits folder when you are searching for a visitor or cardholder. This example describes
how to import data when adding a cardholder.
1. In the Cardholders folder, click [Add].
2. If segmentation is not enabled, skip this step. If segmentation is enabled, the Segment membership
window opens.
a. Select the primary segment and any additional segments that this badge type will be assigned to.
b. Click [OK].
3. In the Person type field, select whether the record will be cardholder or a visitor record.
• If “Cardholder” is selected, the Cardholder form is displayed.
• If “Visitor” is selected, the Visitor form is displayed.
4. Click [Import].
5. The Select Import Source window opens. Select “ID-Check Terminal”, then click [OK].
6. An ID-Check message is displayed. Follow the instructions on the message.
• If a magnetic stripe is present, swipe the driver’s license through ID Check’s Magnetic Stripe Slot
Reader.
• If a barcode (2D or 1D) is present, scan the driver’s license using the barcode scanner.
7. After the ID has been scanned, the message automatically closes. The fields on the Cardholder or
Visitor form will be populated with whatever information can be determined.
8. Make sure that the information is correct, then click [OK]. The record will then be added.