Welcome to the ID Works Standard and Enterprise Online Reference Library This library contains information about Datacard® ID Works® Standard and Enterprise identification software version 5.0 or higher. Some information included here may not apply to your environment. Please choose a title below to view the document, or click on the titles to the left of this page.
Notices © 1999–2004 DataCard Corporation. All rights reserved. U.S. Patent No. 6,632,250. This publication and the accompanying software are proprietary to DataCard Corporation and are protected under U.S. patent and copyright laws as well as various international laws and treaties. This publication may not be copied, translated, sold, or otherwise transferred to a third party, in whole or in part, without the express written permission of DataCard Corporation.
Conventions Used in this Library Notes remind or inform you of something you should know before proceeding. D Tips remind or inform you of a feature or method that could save you time and energy. Names of menus, dialog box options, and buttons appear in bold type. File names also appear in bold type, and the variable part of the file name is in bold italics (for example, project name.iwx indicates that you supply the project name while iwx remains constant).
Comments? Suggestions? Please send comments, suggestions, or corrections to: ID Works Information Development Mail Stop 210 Datacard Group 11111 Bren Road West Minnetonka, MN 55343-9015 USA Or send an e-mail message to: doc_feedback@datacard.
Operator’s Guide for ID Works Standard and Enterprise Version 5 October 2004
ii Contents About the Operator’s Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v Chapter 1: System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Introducing the ID Works “Project” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Log In to an ID Works Application . . .
iii Using a Project that is Connected to a Database . . . . . . . . . . . . . . . . . . . . . . . . Changing Information in a Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Entering a New Database Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Deleting a Database Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Using a Project that is Connected to a Directory Service . . . . . . . . . . . . . . . . .
iv Numeric Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . = Constraint Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . > Constraint Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . < Constraint Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BETWEEN Constraint Rule . . . . . . . . . . . . . . . . . . . . . . .
v About the Operator’s Guide This document is one of three sources of information about Datacard® ID Works® Standard and Enterprise identification software. • • • The CD insert tells how to install ID Works software. The online help system tells you how to perform ID Works tasks. You can access the online help system from the Help menu in each ID Works application or by pressing the F1 key.
vi ID Works Standard and Enterprise Version 5 Operator’s Guide
System Overview 1 Datacard® ID Works® Standard and Enterprise identification software includes four applications: ID Works Designer lets a System Administrator create projects that meet your organization’s specific needs for card designs, report designs, data entry, and database access. In some organizations, one person performs all the Designer functions.
2 System Overview ID Works Standard and Enterprise Version 5 Operator’s Guide
3 System Overview Getting Started The rest of this chapter explains the steps you take to begin using your ID Works identification software. Log In to an ID Works Application To begin using ID Works software, double-click the ID Works Standard and Enterprise Production or Reporting shortcut icon on your desktop.
4 System Overview Changing Your User Password Each time you log in to an ID Works application you have the opportunity to change your user password. To change your password, click the Change Password button any time before completing the login. The Login and Change Password dialog box opens, where you must supply your user name, current password, and a new password. You will also need to type the new password a second time for verification.
5 System Overview You can also choose not to have the Welcome dialog box display by clearing the check mark next to Show this window at startup. If you hide the Welcome dialog box and later want to show it again, from the menu bar, select View and then Show Welcome on startup. The selection you make applies only to the Windows user name you used to log in and only to the application you logged into. Other ID Works applications have separate settings for showing the Welcome window.
6 System Overview Menu bar Toolbars Status bar Opening a Project To open a project, from the menu bar select File and then Open Project (either with the mouse or with the keyboard). The Open Project dialog box opens. Select a project from the list of projects that are available to you and then click the Open button.
7 System Overview When you open an ID Works project, it appears the way the last project did when it was closed. For example, if the last project was closed with the Card Preview showing, the project you select will open with the Card Preview showing.
8 System Overview ID Works Standard and Enterprise Version 5 Operator’s Guide
Using the ID Works Production Application 2 This chapter uses the sample projects that came with your ID Works software to explain your tasks. The projects you will use will be created to meet your specific needs, but they will probably follow the same general principles. Your System Administrator may have configured your computer to require logging in again if you have not used the Production application after a certain period of time. If that happens, you will see a dialog box similar to the following.
10 Using the ID Works Production Application Using an ID Works Project How your project opens depends on what privileges you have. If you are allowed to enter new records, the pointer will be in the field that the designer of the project designated as the starting field. (This is usually the field in the upper left corner of the window.) If your project is connected to a database, the New button on the toolbar will be “pushed in” and there will be a check mark next to the New command on the Record menu.
Using the ID Works Production Application 11 Entering Information in Text Fields Text fields Most fields will be text fields. You can enter in a text field any character on your keyboard: uppercase letters, lowercase letters, numbers, punctuation marks, special characters, or spaces. There will, however, be a maximum number of characters you can enter in a text field. If a text field stops accepting characters, it may be that you have reached the maximum field length.
12 Using the ID Works Production Application Some text fields may appear with characters already entered for you. For example, an identification number might appear with hyphens separating groups of digits. These fields have a “mask” applied to them to make your job easier. As you type data into these fields, the pointer will skip over the characters that are already there. Some other ways masked text fields might behave are: • Converting characters.
Using the ID Works Production Application 13 Entering Information in Date Fields Date field Date fields have separator characters (often slashes or hyphens) in them. You must enter numbers for the day, month, and year in the order that was specified when your project was created. If the prompt for the date field does not tell you whether to enter the month first or second and you enter it in the wrong position, an error message will appear when you try to print a card or save the record.
14 Using the ID Works Production Application If you make a mistake while entering a date, move the pointer to the right of the incorrect character, press the BACKSPACE key, and then type the correct number. Selecting Information in List Fields List field List fields have an arrow at the right side of the field. Instead of typing information in them, you make a selection from the items in the list. To see all the choices, click and hold on the arrow.
15 Using the ID Works Production Application more than one card design, a list field controls which card is printed for the current cardholder. For example, a school might have one card design for Freshmen, another for Sophomores, and so on. The list field that determines which card is printed would then have Freshman, Sophomore, Junior, and Senior choices.
16 D If you need to select a source, check with your System Administrator. They may have forgotten to assign a source. Using the ID Works Production Application The dialog box for the default photo source opens. If an “Unable to capture photo . . .” message appears, you must select a source for the photo. From the menu bar, select Capture and then Select Capture Source or click the right mouse button and select Select Capture Source from the menu.
Using the ID Works Production Application 17 ID Works software supports the following file types: BMP Windows Bitmap EPS Encapsulated PostScript JPG Joint Photographic Experts Group File Interchange Format (single image per file) J2K JPEG 2000 File Format PCT Macintosh PICT Drawing PCX PC Paintbrush PNG Portable Network Graphics PSD Adobe Photoshop® (3.
18 Using the ID Works Production Application TWAIN If the photo source selected is TWAIN, the TWAIN Interface dialog box opens. (The TWAIN standard specifies how an application, such as ID Works Production, can activate a scanner, digital camera, or other image-capturing device.) When you click the Select Source button, the Select Source dialog box opens. It lists all the TWAIN devices installed on your computer. Select the device you want to use and click the Select button.
Using the ID Works Production Application 19 TWAIN (Fast) If the photo source selected is TWAIN (Fast), the software application that is associated with the last TWAIN device used in an ID Works project (or the only TWAIN device installed on your computer) starts. Because there are many different TWAIN devices made by many different manufacturers, this document cannot supply explicit instructions for using your TWAIN device.
20 Using the ID Works Production Application If the Source list shows a Video for Windows source (possibly designated VFW) and a Windows Driver Model (WDM) source for your camera, selecting the Windows Driver Model entry usually gives better results. In the Video for Windows Interface dialog box, click the Acquire Photo button. The Video for Windows Camera dialog box opens. When your subject is ready, click Take Photo. The camera captures the image and the label on the button changes to Retry.
Using the ID Works Production Application 21 Optional Cameras In addition to the photo sources already described, your ID Works system may include an optional capture device, such as the Datacard Tru photo solution. These optional devices have special software that makes them especially easy to use with your ID Works system. Optional cameras are explained in their own online documents, which you access through the Windows Start menu.
22 Using the ID Works Production Application To zoom in on the subject (eliminate unnecessary background), click and drag any sizing handle, then release the mouse button. The crop box proportions, set by the project designer, remain constant. After you have zoomed in, your subject may no longer be centered in the crop box. To adjust the position of the crop box, move the mouse until the pointer is inside the crop box. The pointer changes to a fourway arrow.
Using the ID Works Production Application 23 Rotating Photos Some previously taken photos may have an orientation different from the one you need. You can compensate for this by rotating the photo as necessary. Each time you click the Rotate button, the photo rotates one-quarter turn clockwise. Any cropping or adjusting you did is lost when you rotate a photo. If you need to rotate the photo, do that first, then crop and adjust.
24 Using the ID Works Production Application An array of nine different brightnesses appears, with the original exposure in the center. Select a photo by clicking it with the mouse or by using the arrow keys to move the selection box.To adjust the contrast of the photo, select the More button. You can also select from nine choices for saturation. At any time you can start over or select OK or press ENTER to accept the currently-selected photo.
Using the ID Works Production Application 25 Exporting Images You can save photos you see in the Production window for use in other applications. For example, the editor of your organization’s newsletter might want to use photos you take.
26 Using the ID Works Production Application and if you have the necessary privilege, you can use the Capture menu command, Adjust Backdrop Removal Parameters, to improve the image on the card. In the Removal Method area, select Remove color from entire photo if backdrop color is surrounded by another color (for example, if you can see through the subject’s hair style, as in this photo).
Using the ID Works Production Application 27 If you are satisfied with the adjusted image, click OK. The Adjust Photo Backdrop Removal Parameters - Basic dialog box closes and the results of your adjustment are shown in the Card Preview. The adjusted settings are used until you move off the current record. If you click Cancel, the dialog box closes and your adjustments are discarded. For additional capabilities, click Advanced Controls.
28 Using the ID Works Production Application • Value deals with lightness or darkness--how much black is in the color. You increase or decrease the range for the attribute by clicking the up or down arrow or by using the up or down arrow keys on your keyboard. When you increase the range, more of the background color is removed. You can control the ranges individually or you can select Move all ranges together to control them as a group.
29 Using the ID Works Production Application Using Signature Fields Signature field What happens when you enter a signature field depends on how your project was set up, whether your system has a signature pad, and, if so, what kind of signature pad it is. The most common behavior is for a dialog box to open as soon as you enter the signature field. If no dialog box opens, you must start the capture operation. From the menu bar, select Capture and then Capture.
30 D If you need to select a source, check with your System Administrator. They may have forgotten to assign a source. Using the ID Works Production Application The dialog box for the default signature source opens. If an “Unable to capture signature . . .” message appears, you must select a source for the signature. From the menu bar, select Capture and then Select Capture Source or click the right mouse button and select Select Capture Source from the pop-up menu.
Using the ID Works Production Application 31 Using Binary Fields Binary field—data has been collected Binary field—data needs to be collected Enterprise Edition Only! Binary fields give you a way to collect and use data that cannot be displayed as characters or that should not be interpreted by the ID Works Enterprise software. The two main uses for binary fields are to load a smart card application on a smart card chip and to collect or verify (or both) biometric data.
32 D If you need to select a source, check with your System Administrator. They may have forgotten to assign a source. Using the ID Works Production Application The dialog box for the default source opens. If an “Unable to capture” message appears, you must select a source for the binary field. From the menu bar, select Capture and then Select Capture Source or right-click on the field and select Select Binary Data Source from the menu that appears.
Using the ID Works Production Application 33 Verifying Identity If your project is connected to a biometric device and the binary field has data, you will probably be asked to verify a cardholder against the stored biometric data. See the documentation that came with your biometrice device for verification procedures. If you need to recapture biometric data, with the pointer over the binary field right-click and select Capture from the menu.
34 Using the ID Works Production Application You can move the Card Preview to a different location by clicking on its title bar and dragging it to the new location. You can change the size of the Card Preview by moving the mouse to an edge of the Card Preview until the pointer turns into a two-way arrow, then clicking and dragging the edge of the Card Preview until it is the size you want. The Card Preview will maintain the proper height-to-width ratio.
Using the ID Works Production Application 35 Printing Cards You may be able to print cards, print multiple copies of a card, reprint cards, or some combination. Your ID Works administrator determines your card printing privileges. If your ID Works project is not connected to a database, you must print each card as you gather the information.
36 Using the ID Works Production Application 3 If necessary, select your card printer from the list. 4 If you want to print more than one copy of the card(s), enter the number of copies you want. 5 If your printer has a magnetic stripe or smart card encoder, you can choose to print the card, encode the card, or both by selecting the appropriate check boxes. 6 Click OK. If you chose to print cards for multiple records, the Batch Print Status dialog box opens.
Using the ID Works Production Application 3 37 To update the list, from the menu bar of the printer window, select View and then Refresh. You can use a Windows printer capability to cancel a print job that is in the printer’s queue. See Windows help for printers for more information. Using a Project that is Connected to a Database Many ID Works projects are connected to a database.
38 Using the ID Works Production Application Works Production window can be stored in and retrieved from columns in a database table. Searching the database to retrieve information is explained in chapter 4, Searching the Data Source. Changing Information in a Database If you have permission to make changes to information in the database, a Save button will appear on your toolbar and the Record menu will have a Save command. To change information in a database: 1 Locate the record you need to change.
Using the ID Works Production Application 39 To make the same change to multiple database records: 1 Create a search request that finds all the records you want to change (and only the records you want to change). See chapter 4, Searching the Data Source, or go to the online help topic “Find a record” for more information. 2 Change one or more fields in the first record. 3 From the menu bar, select Record and Update All. A confirmation message appears.
40 Using the ID Works Production Application Entering a New Database Record If you have permission to create records in the database, a New button will appear on your toolbar and the Record menu will have a New command. To add a new record to a database: D Save time and effort when entering many new records. From the Record menu, select Auto New Record on Save. A new record will be started as soon as you save the current new record.
Using the ID Works Production Application 41 Deleting a Database Record If you have permission to delete database records, a Delete button will appear on your toolbar and the Record menu will have a Delete command. To delete a record from a database: 1 Locate the record you need to delete (see chapter 4, Searching the Data Source, or go to the online help topic “Find a record”). 2 From the menu bar, select Record and then Delete (or click the button on the toolbar that has an X).
42 Using the ID Works Production Application Using a Project that is Connected to a Directory Service Enterprise Edition Only! Some ID Works Enterprise projects are connected to a directory service for data storage. If your ID Works project is connected to a directory service, your menu bar will have a Record menu and the Quick Search button will be available on your Database Toolbar (if you have it selected in the View menu).
Using the ID Works Production Application 43 To change information in a directory service: 1 Locate the entry you need to change. See chapter 4, Searching the Data Source, or go to the online help topic “Find a record with Quick Search”. 2 Click in or tab to the field that needs to be changed and correct the information. 3 If you need to reverse all the changes you made to the entry, from the menu bar, select Record and then Refresh.
44 Using the ID Works Production Application Creating a New Directory Service Entry If you have permission to create entries in the directory service, a New button will appear on your Database Toolbar and the Record menu will have a New command. To add an entry to a directory service: D Save time and effort when creating many new entries. From the Record menu, select Auto New Record on Save. A new entry will be started as soon as you save the current new entry.
Using the ID Works Reporting Application 3 This chapter uses the sample projects that came with your ID Works software to explain tasks you will perform in the ID Works Reporting application. The projects you use will be created to meet your specific needs, but they will probably follow the same general principles. This chapter gives you background information about using the ID Works Reporting application.
46 Using the ID Works Reporting Application Selecting a Report Reports for ID Works projects are created in the Designer application. You select a report to view or print from the menu bar or from the toolbar. See the online help topic “Select a report” for step-by-step instructions. Select a report from this list Selecting Records Most ID Works projects are connected to a database.
Using the ID Works Reporting Application 47 Searching the database to retrieve information is explained in Chapter 4, Searching the Data Source. Enterprise Edition Only! ID Works Enterprise edition allows projects to use a directory service instead of a database. Except for searching, the kind of data source used in your ID Works project does not affect how you use the Reporting application. Searching is explained in Chapter 4, Searching the Data Source, starting on page 51.
48 Using the ID Works Reporting Application You can change the Page Setup for a report. Page Setup includes settings for paper size, orientation, and margins (top, bottom, left, and right). See the online help topic “Change the page setup for a report” for step-by-step instructions.
Using the ID Works Reporting Application 49 If you change Page Setup properties, the Reporting application will ask if you want the new properties applied to all reports in the project. Any changes you make to Page Setup properties are used until you make other changes or until you close the project. When the project is opened again, the default page setup (specified by the person who designed the project) is used.
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Searching the Data Source 4 Most ID Works projects are connected to a database. Enterprise Edition Only! ID Works Enterprise projects can, instead, use a directory service for data storage. Because searching a directory service is similar to searching a database, this chapter will use “database” to apply to both types of data source. Differences for directory services are marked with the symbol at the left of this paragraph. You get information out of a database by searching it.
52 Searching the Data Source Scroll bars The Quick Search dialog box contains a field for each searchable field in your Production Form. For example, you may see fields for First Name and Last Name. You search on these fields by entering a full or partial name. If necessary, use the scroll bars to see all of the searchable fields. You can also change the size of the dialog box by dragging one of the lower corners.
Searching the Data Source 53 Quick Search dialog box returns 2 records—all the records of people in the database whose last names start with R. This search uses the % (percent) wildcard character. It stands for any number of characters after the R. You can also use the _ (underscore) wildcard character to substitute for a single character. For example, entering Jo_n would find John and Joan but not Johann.
54 Searching the Data Source Viewing Search Results You can view the results of your database searches in two ways. Production Form view presents the information one record at a time in a graphical presentation. While in Production Form view you navigate the search results as described in “Navigating Search Results” on page 56. Table view presents a screenload of records at a time in the form of a table or chart. Table view may be useful if your search results in more than one or two records.
Searching the Data Source 55 To change the width of a column, place the pointer between columns, then click and drag the column boundary. Use scroll bars to see additional information. While in Table view you navigate the search results using the same techniques you use navigating Windows Explorer. You can also select records in Table view the way you select files in Windows Explorer.
56 Searching the Data Source Navigating Search Results When a database search finds multiple records, the title bar of the ID Works application window changes to describe which record is currently visible and the total number of records that met the specifications of the search. Also, the Next and Last buttons on the toolbar become available for use (as well as the Next and Last commands on the Record menu). If you click the Next button, the title bar changes to “Record 2 of ...
Searching the Data Source 57 Running a Stored Advanced Search Enterprise Edition Only! Stored and advanced searches are not available in ID Works projects connected to directory services. Stored searches are useful if you perform the same search repeatedly. Instead of typing the search information in the Quick Search dialog box every time, you simply select the name of the stored search from a list.
58 Searching the Data Source string in its current state, a Search button for executing the search, and Close and Cancel buttons. Pressing ENTER on your keyboard while in the Advanced Search dialog box is the same as clicking the Search button: the dialog box closes and the search results appear in the application window. If you reenter the Advanced Search dialog box, it appears as it was when you executed the search.
Searching the Data Source 59 select a constraint rule, appropriate Field Constraint and Constraint Detail selections become available for the current rule. Constraint rules available for each Production Form field type, constraint values required for those rules, and other details are given in “Search Rules” on page 64.
60 Searching the Data Source can change or delete constraints in the list by selecting them and then clicking Edit or Delete. Wildcard characters may not be supported by your database for entries in the Multi-value Constraint List. Consult your database documentation for more information. Adding and Clearing Constraints When you have entered the required constraint detail for the Production Form field and constraint rule you selected, the Add Constraint button becomes available.
Searching the Data Source 61 Sort Order Tab The Sort Order tab lets you control the order in which records are presented. For example, you might want records shown in alphabetical order by last name. The Sort Order tab allows for a twolevel sort, as shown in the example above. Specifying a sort order is optional. If you do not select a sort order, search results will be presented in an order determined by the database system.
62 Searching the Data Source When you have selected a field name in the Primary Sort area, the Add Sorting button becomes available. When you click Add Sorting, the sort order you specified is added to the search string displayed at the bottom of the dialog box. Clicking Clear Sorting removes all sort order information from the search string. Manage Tab The Manage tab lets you save your searches by name.
Searching the Data Source 63 an advanced search is named, clicking Save saves any changes you made under that name. Stored search names can be up to 25 characters long. They can include spaces but they cannot contain any of the following characters: \ / : * ? “ < > | Stored search names are case-insensitive and must be unique within the project. That is, if your project has a search named Needs Photo, you cannot name a new search NEEDS PHOTO.
64 Searching the Data Source Search Rules The rest of this chapter lists the constraint rules available for each type of Production Form field, gives the required Constraint Detail for each field type-constraint rule combination, and explains how the Field Constraint options affect the constraint. Use this information for reference if your searches do not return the results you expect.
Searching the Data Source 65 Exclude Option If you select Exclude constraint detail, the search will return all the values that do not match the constraint detail. Example: where EMPLOYEE.LASTNAME <> ‘Jones’ Case Insensitive Option D You can use the exclude and case-insensitive options together to exclude a value regardless of whether it is uppercase or lowercase.
66 Searching the Data Source Case Insensitive Option D You can use the exclude and case-insensitive options together to exclude a value regardless of whether it is uppercase or lowercase. The Match text case-insensitive option provides a way to find matches without worrying about whether each character is uppercase or lowercase. It converts the constraint detail text to uppercase and uses the SQL UPPER function on the column. Example: where UPPER EMPLOYEE.
67 Searching the Data Source Numeric Fields Possible constraints for Production Form auto sequence fields, print count fields, list fields, and text fields connected to a numeric database column are: Supported Options Constraint Rule Required Detail Exclude Case Insensitive NULL = A value Yes No Yes > A value Yes No Yes < A value Yes No Yes BETWEEN Two values Yes No Yes IN Multi-value Constraint List Yes* No Yes IS NULL None No No No IS NOT NULL None No No No * Excl
68 Searching the Data Source You can use the Include NULL values option with the Exclude constraint detail option. > Constraint Rule Use the > rule to find records with values greater than the value entered (that is, more positive). Example: where EMPLOYEE.AGE > 65 Exclude Option If you select Exclude constraint detail, the search will return all records with values less than or equal to the value you entered. Example: where EMPLOYEE.
Searching the Data Source 69 You can use the Include NULL values option with the Exclude constraint detail option. BETWEEN Constraint Rule Use the BETWEEN rule to find records with values between two bounding values (and including the bounding values). Example: where EMPLOYEE.AGE BETWEEN 18 AND 65 Exclude Option If you select Exclude constraint detail, the search will return all records with values outside the bounding values you entered. It applies an SQL NOT to the constraint. Example: where EMPLOYEE.
70 Searching the Data Source entered. Example: where ((EMPLOYEE.DNMBR IN (716, 729, 766)) OR (EMPLOYEE.DNMBR IS NULL)) You can use the Include NULL values option with the Exclude constraint detail option. IS NULL Constraint Rule Use the IS NULL rule to find records when the field has no entry. Example: where CARD.PRINTCOUNT IS NULL No options are available with the IS NULL constraint rule. IS NOT NULL Constraint Rule Use the IS NOT NULL rule to match everything but NULL values for this field.
71 Searching the Data Source Date Fields The display and entry format for stored search dates is controlled by the Short date style setting in the Regional Settings Properties dialog box of the Control Panel. Setting the Short date style to use a two-digit year may result in a year with a century that is not what the user expected. To avoid this possibility, select a Short date style setting that uses a four-digit year.
72 Searching the Data Source Exclude Option If you select Exclude constraint detail, the search will match any date other than the one you entered. It applies an SQL NOT to the constraint. Example: where EMPLOYEE.HIREDATE NOT BETWEEN 2000-11-16 00:00:00 AND 2000-11-16 23:59:59 NULL Option If you select Include NULL values, the search will return all records with NULL values in addition to records that contain the date you entered. Example: where ((EMPLOYEE.
Searching the Data Source 73 BEFORE Constraint Rule Use the BEFORE rule to match any date less than the entered date (that is, going backward in time). Because time may not be specified for the field but may be stored in the database, the time 00:00:00 is added to the date. Example: where EMPLOYEE.HIREDATE < 2000-11-16 00:00:00 Exclude Option If you select Exclude constraint detail, the search will match any date greater than or equal to the one you entered. Example: where EMPLOYEE.
74 Searching the Data Source where EMPLOYEE.HIREDATE NOT BETWEEN 1995-11-11 00:00:00 AND 1995-12-31 23:59:59 NULL Option If you select Include NULL values, the search will return all records with NULL values in addition to records that contain dates between the dates you entered. Example: where ((EMPLOYEE.HIREDATE BETWEEN 1995-11-11 00:00:00 AND 1995-12-31 23:59:59) OR (EMPLOYEE.HIREDATE IS NULL)) You can use the Include NULL values option with the Exclude constraint detail option.
Searching the Data Source IS NULL Constraint Rule Use the IS NULL rule to find records when the field has no entry. Example: where EMPLOYEE.HIREDATE IS NULL No options are available with the IS NULL constraint rule. IS NOT NULL Constraint Rule Use the IS NOT NULL rule to match every record without NULL values for this field. Example: where MEMBER.TERMDATE IS NOT NULL No options are available with the IS NOT NULL constraint rule.
76 Searching the Data Source Image Fields Image field constraints are more complicated than other field types because you can specify how an image field is treated as part of a collection of image fields.
Searching the Data Source 77 All selected fields have data Constraint Rule Use this rule to find records where an image exists for all image fields that share this rule. Example: where (EMPLOYEE.FRONT IS NOT NULL AND EMPLOYEE.RIGHT IS NOT NULL) At least one selected field has data Constraint Rule Use this rule to find records where at least one of the specified images does not exist. Example: where (EMPLOYEE.FRONT IS NULL OR EMPLOYEE.
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Index Symbols % wildcard character 53 < constraint rule, numeric database field 68 = constraint rule numeric database field 67 text field 64 > constraint rule, numeric database field 68 _ wildcard character 53 A Administrator application definition 1 Advanced Search Filter tab 58 Manage tab 62 running 57 search rules 64 Sort Order tab 61 All selected images exist constraint rule 77 Any of the selected images do not exist constraint rule 77 Any of the selected images exists constraint rule 77 B barcode field
80 Index search constraints 71 searching in database 53 SINCE constraint rule 72 Designer application definition 1 directory service 42, 47 adding a record in Production application 44 changing information in Production application 42 wildcard characters 53 E EXACT DATE constraint rule 71 I image field All selected images exist constraint rule 77 Any of the selected images do not exist constraint rule 77 Any of the selected images exists constraint rule 77 None of the selected images exists constraint rul
81 Index removing backdrop 25 rotating 23 selecting 23 source, selecting in Production application 21 photo field See also image field using in Production application 15 photo from file, using in Production application 16 pop-up menu 5 previewing cards 33 previewing reports 47 PREVIOUS _ DAYS constraint rule 74 PREVIOUS _ MONTHS constraint rule 74 print preview 47 printing reports 47 printing cards 35 tracking print requests 36 Production application definition 1 entering information 11 printing cards 35 t
82 Index toolbars 5 topcoat 34 TWAIN device, using in Production application 18, 19 interface standard 18 V valid name stored search 63 Video for Windows standard interface 19 W Welcome dialog box 4 wildcard characters directory service 53 wildcard characters in database searches 53 ID Works Standard and Enterprise Version 5 Operator’s Guide
Administrator’s Guide for ID Works Standard and Enterprise Version 5 October 2004
ii Contents About the Administrator’s Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii Chapter 1: System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Introducing the ID Works “Project” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Supporting ID Works Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Modular Design . . . . . . . . . . . . . . . . . .
iii Signature Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Barcode Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Magnetic Stripe Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Smart Card Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Variable Graphic Field . . . . . . . . . . . . . . . .
iv Common Production Form Field Characteristics . . . . . . . . . . . . . . . . . . . . . . . . Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Alignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sample Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Position/Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
v Chapter 5: Using Databases with ID Works Projects . . . . . . . . . . . . . . . . . . . . . . . . 91 Supported Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 Connecting to Multiple Tables in a Database . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Table Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Database Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
vi Capturing Biometric Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Optional Capture Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring Optional Capture Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring Biometric Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127 128 128 130 Chapter 9: Working with Printer Options . . . . . . . . . . . . . . . . . . . .
vii About the Administrator’s Guide This document is one of three sources of information about Datacard® ID Works® Standard and Enterprise identification software. • • • The CD insert tells how to install ID Works software. The online help system tells you how to perform ID Works tasks. You can access the online help system from the Help menu in each ID Works application or by pressing the F1 key.
viii ID Works Standard and Enterprise Version 5 Administrator’s Guide
System Overview 1 Datacard® ID Works® Standard and Enterprise identification software includes four applications: ID Works Designer lets you create projects that meet your organization’s specific needs for card designs, report designs, data entry, and database access. In some organizations, one person performs all the Designer functions.
2 System Overview ID Works Standard and Enterprise Version 5 Administrator’s Guide
3 System Overview Supporting ID Works Features So far, this chapter has described how ID Works software lets you create and use identification projects in the way that is best for your organization. A number of peripheral features that support this flexibility deserve mention. Modular Design ID Works identification software was designed to be modular, so you need purchase only the truly necessary components for each of your locations.
4 System Overview You can track changes ID Works users make to your database. In ID Works Designer you specify whether changing a Production Form field is to be recorded in the audit log. See “System Security” on page 147 for complete information. Getting Started The rest of this chapter explains the steps you take to begin using your ID Works identification software. Logging In to an ID Works Application To begin using ID Works software, double-click the ID Works Designer shortcut icon on your desktop.
5 System Overview sensitive. That is, ADMIN, admin, and AdmiN are all treated as the same. Using the Welcome Dialog Box After you have changed your password or entered it and clicked Log in, the Welcome dialog box appears. From this dialog box you can start a new project (see “Create the ID Works Project” on page 12) or open an existing project.
6 System Overview Using ID Works Applications If you are familiar with your Microsoft® Windows® operating system and typical office applications, such as word processing and presentation software, ID Works software will feel familiar to you. ID Works applications let you perform most actions several ways: by selecting menu commands with the mouse, or with the keyboard, or by clicking a toolbar button, or by clicking the right mouse button and selecting from the pop-up menu.
7 System Overview Status bar These fields show sample data. Working with Fields Every element on a Production Form, card design, or report block is considered a field. Every field has a name. The Designer application names fields as you insert them, but you can change the systemsupplied name (Text Field 1, for example) to a more descriptive name (such as FirstName).
8 System Overview If you will connect your ID Works project to an existing database, consider giving your ID Works Production Form fields the same names as the database table columns with which they will be associated. Using the View menu, you can choose to have the fields in your Production Form, card design, and report block show either field names or sample data (which you provide) as you work in the ID Works Designer application.
9 System Overview Text fields have six sizing handles Graphics fields have eight sizing handles There are four ways to select a field that was previously inserted, position your mouse pointer over the field you want to change and click. You can also select two or more fields at a time. Position your mouse pointer over one of the fields you want to select and click. Hold down the SHIFT or CTRL key while clicking on the additional fields.
10 System Overview Sizing Fields With a few exceptions, you can change both the width and height of any field in an ID Works project. The easiest way to change the width of a field is to drag a sizing handle until the field is the size you want. You can also change the height of graphic-oriented fields by dragging a sizing handle. Graphic-oriented fields include photos, graphics, and shapes.
11 System Overview Changing Field Properties In addition to changing a field’s size and location, you can change other properties of the field in the Edit Field Properties dialog box. To access the Edit Field Properties dialog box, with the field selected, from the menu bar select Edit and then Field Properties. The Edit Field Properties dialog box changes depending on the type of field you have selected.
12 System Overview When you cut a field, it is placed on the clipboard. It stays on the clipboard until it is replaced by a different field or you close the project. Developing a Project An ID Works project involves a Production Form, one or more card designs, connections between the Production Form and card design, and, optionally, reports and connections to your database. It does not matter which part of the project you start with.
13 System Overview whether your project will use fonts installed in the printer in addition to fonts available with Windows. Projects with multiple card designs are explained in Chapter 11, Projects with Multiple Cards. Using databases with ID Works projects is explained in the Operator’s Guide. See the ID Works Designer online help topic “Use printer fonts” for more information on that subject. Create the Card Design See Chapter 2, Plan and Create the Card Design for complete information.
14 System Overview Try It Out Run the project in the Production and Reporting applications to make sure it behaves as expected and produces error-free results: • Are text fields wide enough for all the characters that need to be entered in them? • Are any composite fields on the Production Form configured correctly, and coordinated with the corresponding card or report block field? • Can you save records to the database—and retrieve them? Also consider having your Production operators test the proj
15 System Overview Magnetic stripe configurations are not stored with ID Works projects. Therefore, the Export utility in ID Works Administrator does not include the magnetic stripe configuration you may have created if your card design includes a magnetic stripe field. See the Online Reference Library document for your printer for information about the location of configuration files and methods for distributing those files to other computers in your system.
16 System Overview ID Works Standard and Enterprise Version 5 Administrator’s Guide
Plan and Create the Card Design 2 What Is a Card Design? A card design defines how a plastic identification card or other printed output will look when printed: what information will be the same on each card (such as a logo or enterprise name) and what information will vary from card to card (the cardholder’s name or photo).
18 Plan and Create the Card Design Title bar Rulers Design area Title bar—The title bar shows the name of the card you are editing (Family Pass Card in the example above). If you are viewing the back side of the card, that is noted in the title bar. The title bar changes color when that card side is active. Rulers—The rulers help you locate and size card fields. You turn the rulers on and off by using the View menu.
19 Plan and Create the Card Design Portrait orientation Landscape orientation The front of the card can have a different orientation from the back. If the cards you will use have a magnetic stripe, it is typical to designate the side with the magnetic stripe as the back of the card and select landscape orientation for it. Printers differ in how cards must be placed in the input hopper for the magnetic stripe to be encoded.
20 Plan and Create the Card Design Background You can specify that your card background be printed with a color, with a graphic, or with both. You can use graphics in any of the following formats BMP Windows Bitmap EPS Encapsulated PostScript JPG Joint Photographic Experts Group File Interchange Format (single image per file) PCT Macintosh PICT Drawing PCX PC Paintbrush PNG Portable Network Graphics PSD Adobe Photoshop® (3.
21 Plan and Create the Card Design you to create a solid-colored bitmap that gradually lightens at the trailing end and using that bitmap as the card background. Topcoat A topcoat is a layer of material applied to the top of a card that protects the image beneath from chemicals and abrasion and adds a level of protection against card tampering.
22 Plan and Create the Card Design Types of Card Fields Card fields are the building blocks of all card designs. You must create a card field for each item you want to print or encode on the card. You define each card field by type. The type specifies the field’s contents.
23 Plan and Create the Card Design Photo Field Photo field Ghosted photo field Photo fields contain the cardholder’s captured image. You can move and size photo fields, as well as rotate and add a border to them. You can specify that the backdrop be removed from the image at Production time. For complete information, see “Adjusting Photo Backdrop Removal Parameters” in the Operator’s Guide. You can also specify that a photo field appear “ghosted” or semitransparent.
24 Plan and Create the Card Design Date Field Date field Date fields contain a date and, optionally, time, in the format you specify on the Production Form. You can specify the font and color attributes of a date field, as well as rotate it. See “Fonts” on page 37. See the online help topic “Add a date field to a card” for step-by-step instructions.
25 Plan and Create the Card Design Barcode Field Barcode field You create barcode fields to print barcodes on your cards. With some types of barcodes, you can specify density, error checking, and whether the barcode field uses a checksum algorithm. The kind of barcode you use in your card design is determined by the barcode reading equipment you use. See the documentation for your barcode reader to determine what barcode type to select.
26 Plan and Create the Card Design Barcode Type Options Available Code 39 Extended Checksum: none, Mod 43 Density: High, Medium, Low Code 93 Checksum: none, 2 Mod 47s Density: High, Medium, Low Code 93 Extended Checksum: none, 2 Mod 47s Density: High, Medium, Low EAN/JAN-13 Supplemental Digits: 0, 2, 5 Density: High, Medium, Low EAN/JAN-8 Supplemental Digits: 0, 2, 5 Density: High, Medium, Low HIBC Checksum: none, Mod 43 Density: High, Medium, Low Interleaved 2 of 5 Checksum: none, Mod 10,
27 Plan and Create the Card Design Barcode Type Options Available UPCE – 0 System 6 Digit Supplemental Digits: 0, 2, 5 UPCE – 1 System 6 Digit Supplemental Digits: 0, 2, 5 UPCE 11 digit Supplemental Digits: 0, 2, 5 Density: High, Medium, Low Density: High, Medium, Low Density: High, Medium, Low * Available only in ID Works Enterprise. Sample data is limited to ASCII characters. The Background Color Options area of the Advanced tab lets you choose a background color for the barcode field.
28 Plan and Create the Card Design Too much barcode data Unsupported barcode data You must inform your Production operators about the amount and kind of data that can be entered in barcode fields. Or, use a text field mask or a composite field on the Production Form to ensure that acceptable data is entered. See “Text Field Masks” on page 46 or “Composite Field” on page 58 for additional information. See the online help topic “Add a barcode field to a card” for step-bystep instructions.
29 Plan and Create the Card Design Magnetic Stripe Field Magnetic stripe field You create magnetic stripe fields to encode information in the magnetic stripe area of your cards. The ID Works Designer application places the magnetic stripe field in the correct location for a three-track magnetic stripe on the most common card stock. If you are using cards with a different number of tracks, you can change the height of the field. You can also move the field up or down on the landscape-oriented card.
30 Plan and Create the Card Design Smart Card Field Smart card field You create a smart card field to block out the area of your card that is used by the smart card chip. Seeing the field will help you remember not to place any other field on top of a smart card chip that requires contact. You can, however, place fields on the opposite side of the card from the smart card chip. ID Works Designer places the smart card field to comply with ISO 7816-2, the ISO/ANSI financial community standard.
Plan and Create the Card Design 31 Variable Graphic Field Variable graphic field A variable graphic field lets you specify which graphic is printed on a card based on the value of an associated Production Form field (usually a list field). You can also specify that no graphic be printed. For example, an employer might want to identify what department employees work in.
32 Plan and Create the Card Design ribbon. See “Printing Graphics with the Card Printer’s K-panel” on page 134 for complete information. See the online help topic “Add a variable graphic field to a card” for step-by-step instructions. More complex differences in card design, such as changing between portrait and landscape orientation, require separate card designs. Separate card designs are discussed in Chapter 11, Projects with Multiple Cards.
Plan and Create the Card Design 33 Static Graphic Field Static graphic field You define a static graphic field to print a graphic, such as your organization’s logo, on each card. For a list of graphic formats you can use, see “Background” on page 20. You can size and rotate static graphic fields. You can also specify that the graphic appear “ghosted” or semi-transparent. If you apply the ghosting option, you can specify the degree of opacity for the graphic.
34 Plan and Create the Card Design Non-Printable Area Non-printable area field You create a non-printable area to ensure that an area of a card is not printed over, topcoated, or used for another purpose. When you insert a non-printable area, ID Works Designer sizes and positions it in the correct location for the signature panel of the most common card stock.
35 Plan and Create the Card Design Rectangle Rectangle field You can add rectangles to your card design. You can choose from 10 line weights for the outside line of the rectangle, and you can choose to have round or square corners. You can specify that the rectangle be filled or empty, and you can specify the color of fill and of the outside line of the rectangle. See the online help topic, “Add a rectangle to a card” for step-by-step instructions.
36 Plan and Create the Card Design Common Card Field Characteristics Many field types have common characteristics, or properties. You can change a field’s properties in the field properties dialog box. To access the field properties dialog box, select the field and, from the menu bar, select Edit and then Field Properties (or double-click on the field). Most card fields have the following properties. Names All card fields, regardless of their type, are given a default name when they are created.
Plan and Create the Card Design 37 Position/Size All fields have position and size properties. You can change these properties by typing new values in a dialog box or by using the mouse. For some complicated card designs that have mandated sizes and positions for fields, you can prevent inadvertent changes to fields by selecting Disable direct field movement or sizing for this card design on the Edit Card Design Properties dialog box.
38 Plan and Create the Card Design of text. The font size shrinks to a minimum of 6 points. If at 6-point type the text still does not fit, characters are dropped from the end. Text Field Colors You can select both a foreground and background color for your text fields. The foreground color refers to the color of the text in the field.
Plan and Create the Card Design 39 Before fine-tuning the card layout, print a sample card. This allows the software to determine printer characteristics and size fields more accurately. Save time by copying and pasting formatted fields rather than always inserting a new, default field. For example, in the sample card above the “Date of Birth” field was created and formatted.
40 Plan and Create the Card Design Printing Cards in the Production Application You can set up your ID Works project to help Production operators track the progress of print requests. On the Printing tab of the Card Design Properties dialog box, select a field to identify print jobs. See “Printing Cards” in the Operator’s Guide for information on using this feature in the Production application. Card Design Considerations As you are designing your card, keep in mind what you want the card to do.
Plan and Create the Production Form 3 What Is a Production Form? The Production Form is the graphical display the Production operator uses to gather cardholder information and print cards and reports. Through the Production Form you can also allow the operator to search a database, add records to the database, add or update information in the database, or delete database records. The operator can gather and save text (such as the cardholder’s name) or images (such as a photograph of the cardholder).
42 Plan and Create the Production Form Production Form Window You use the Production Form window to design the form for your project. It contains the following parts: Title bar Design area Title bar—The title bar changes color when the Production Form window is active. Design area—This area represents the window the Production operator will use. You place all form fields in this area.
Plan and Create the Production Form 43 Background You can specify that the background of your Production Form has a color, a graphic, or both. You can use graphics in any of the following formats: BMP Windows Bitmap EPS Encapsulated PostScript JPG Joint Photographic Experts Group File Interchange Format (single image per file) PCT Macintosh PICT Drawing PCX PC Paintbrush PNG Portable Network Graphics PSD Adobe Photoshop® (3.
44 Plan and Create the Production Form Size You can specify that your Production Form be limited to one of five fixed sizes or that its size adjust automatically to accommodate the fields you add. Adjusting automatically is the default for a new Production Form. Specifying a fixed size may be important if you want to make sure Production operators with small monitors will be able to enter data in all fields without scrolling.
45 Plan and Create the Production Form Text Field Text fields Text fields allow the Production operator to gather alphanumeric data. The data can then be printed on a card or report, saved in a database, or both. You can specify a prompt that reminds the Production operator what data to enter in the field. You can also specify the font and color attributes of the operator prompt and the text the Production operator will enter.
46 Plan and Create the Production Form changed record is explicitly saved, or both. Alternatively, you can specify that the sample data you supply be used as the default value for Production operators. See the online help topic “Add a text field to a Production Form” for step-by-step instructions. Text Field Masks You can use a mask on a text field to format data and provide some control over what values can be entered.
Plan and Create the Production Form 47 Numeric Mask Characters: Character 0 Description Placeholder for one digit (0 through 9) Entry is required and the Mandatory field property is selected automatically. 9 Placeholder for one digit (0 through 9), plus sign, minus sign, or space Entry not required. Unentered data become spaces when the data is saved, displayed in the card or report preview, or printed on a card.
48 Plan and Create the Production Form Alphabetic Mask Characters: Character L Description Placeholder for one alphabetic character (A through Z or a through z) Entry is required and the Mandatory field property is selected automatically. ? Placeholder for one alphabetic character (A through Z or a through z), hyphen, single quote, period, or space Entry not required. Unentered data become spaces when the data is saved, displayed in the card or report preview, or printed on a card or report.
Plan and Create the Production Form Character < 49 Description Placeholder for one lowercase alphabetic character (a through z), hyphen, single quote, period, or space Entry not required. Unentered data become spaces when the data is saved, displayed in the card or report preview, or printed on a card or report. Uppercase characters are converted to lowercase upon entry.
50 Plan and Create the Production Form General Mask Characters: Character & Description Placeholder for any one character except underscore and space Entry is required and the Mandatory field property is selected automatically. C Placeholder for any one character except underscore Entry not required. Unentered data become spaces when the data is saved, displayed in the card preview, or printed on a card.
Plan and Create the Production Form Character $ 51 Description Currency symbol “smart” literal The actual character displayed in Production is the character specified for the currency symbol in the Number page of the Control Panel Regional Settings Properties dialog box. If the currency symbol specified is multiple characters, the left-most character is used. The currency symbol is not saved with the data value but is reapplied when data is retrieved.
52 Plan and Create the Production Form Some sample text field masks are: • US/Canadian telephone number with optional area code: (999)000-0000 • • Gender: B Last Name (up to 20 characters): L???????????????????? examples: ten Sythoff, Smith-Jones, Van Buren Photo Field Photo field Photo fields provide a way to capture the cardholder’s image or access a previously-captured image stored in a database or in a separate file.
53 Plan and Create the Production Form Consider making the photo field on the Production Form the same proportions as the photo field on the card. For example, if the photo area on the card is square, make the photo field on the Production Form square by entering the same number for Height as for Width on the General tab of the Edit Field Properties [Photo] dialog box. On the Advanced tab of the dialog box, select Crop Box With Shape of This Field.
54 Plan and Create the Production Form When you select to use a compression factor, a slider appears, letting you select the compression factor to use. Minimum compression results in the highest quality but largest file size; maximum compression results in the lowest quality but smallest file size. There are many settings between the minimum and maximum compressions. When you specify to use a target file size, a box appears that lets you select a target file size.
55 Plan and Create the Production Form Date Field Date field Date fields allow you to collect and save date and time information in database date-type format using the mask, or pattern, you specify. Date masks available are MM/DD/YYYY, DD/MM/YYYY, and YYYY/ MM/DD. Time masks are None - Date Only, 12 hour format, and 24 hour format. The date can be entered by the Production operator or automatically captured using the system date.
56 Plan and Create the Production Form Signature Field Signature field Signature fields provide a way to capture the cardholder’s signature or access a previously-captured signature stored in a database or in a separate file. You can specify how large the signature field appears on the production form, whether there is a prompt for the operator, and the font and color attributes of the prompt.
Plan and Create the Production Form 57 List Field List field When used in the ID Works Production application, a list field produces a list box rather than a text box. The values you specify appear in the list. The data-driven card production feature in ID Works software relies on list fields to provide a mechanism for switching between card designs. (See chapter 11, Projects with Multiple Cards, for more information.
58 Plan and Create the Production Form application or import them from a file that you know is correct. You can change the order of items in the list after you have entered them. You can also specify the default value for the list field, that is, the value that will be displayed if the Production operator clears the form or starts a new record. The default value is usually the value that is selected most often.
Plan and Create the Production Form 59 and kind of data is rendered in barcodes. You must create a Production Form field for each item of data that you want to combine in the composite field. These subfields can be text, date, list, or print count fields. You define the composite field on the Advanced tab of the Edit Field Properties [Composite] dialog box. You select each subfield that is to print within the card field from a list of fields on the Production Form.
60 Plan and Create the Production Form Print Count Field Print count field If your ID Works project is connected to a database, you can use a print count field to indicate how many times a card has been printed for a user record. You may want to use a print count field if you have a policy to charge for replacement cards. An ID Works Production Form can have only one print count field. You can specify the input length of the print count field.
Plan and Create the Production Form 61 a record and prints a card, regardless whether the operator changes any other cardholder information, the print count field is incremented by one. The print count field also increments if a card is encoded without printing. If the Production operator prints multiple copies of a card in one print job, the print count value is incremented by the number of copies printed.
62 Plan and Create the Production Form Auto Sequence Field If your ID Works project is connected to a database, you can use an auto sequence field to create a unique database value when a record is inserted in the database. You can specify the length of the field, the minimum value that will be used for the sequence, a prompt for the field, and how the field will look on the form—the font and color attributes of the operator prompt and the value.
Plan and Create the Production Form 63 Binary Field Binary fields Enterprise Edition Only! Binary fields provide a way to collect and store data that cannot be displayed, such as smart card application code or biometric templates. You can also use a binary field to store non-binary data that should not be interpreted by the ID Works software, such as a text file that contains supplemental information.
64 Plan and Create the Production Form As with photo and signature fields, you can specify that the capture source of the data be started automatically when the Production operator enters the field by selecting Automatically When Field Selected in the Capture Initiation area of the Advanced tab. If this option is selected, the capture source you specified will automatically launch when the Production operator enters the binary field.
65 Plan and Create the Production Form Static Text Field Static text field You can use a static text field to add instructions to the Production operator or to divide the Production Form into categories of information. You can specify the font and color attributes of a static text field and you can rotate the field. See the online help topic “Add a static text field to a Production Form” for step-by-step instructions.
66 Plan and Create the Production Form Static Graphic Field Static graphic field A static graphic field displays a graphic, such as your organization’s logo, on the Production Form. You can use graphics in any of the formats listed in “Background” on page 43. You can select one color in the graphic to be rendered as transparent. For example, the static graphics in the example above have white selected to be rendered as transparent, allowing the yellow background of the Production Form to show through.
Plan and Create the Production Form 67 Common Production Form Field Characteristics Many field types have common characteristics, or properties. You can change a field’s properties in the field properties dialog box. To access the field properties dialog box, select the field and, from the menu bar, select Edit and then Field Properties (or double-click on the field). The properties that appear in the dialog box vary depending on the field type.
68 Plan and Create the Production Form Fonts You can select from many different fonts for character-based fields and prompts on your Production Form. ID Works Designer uses Arial, an OpenType font supplied with Windows, as the default font. See “Fonts” on page 37 for more information. Text Field Colors You can select both a foreground and background color for your character-based fields. The foreground color refers to the color of the text in the field.
Plan and Create the Production Form • 69 Write to Log If selected, an entry will be made to the audit log when the operator saves records to the database or deletes records from the database in the Production application. • Searchable If selected, the field will appear in the Quick Search dialog box in the Production application. This option has no effect on the Advanced Search dialog box; all fields connected to a database column table are searchable with Advanced Search.
70 Plan and Create the Production Form Changing the Tab Order of Fields By default, the Production Form will open with the pointer in the first field you created. When the Production operator presses the TAB key, the pointer will move to the second field you created and so on through the form.
Plan and Create the Production Form 71 Creating a Production Form from a Card Design If your ID Works project does not have a Production Form, you can use Create Production Form from Card on the Designer Tools menu to create a basic Production Form. See the online help topic “Create a Production Form from a card design” for step-by-step instructions. (If Create Production Form from Card is not available, the Production Form already exists. Use the Add Fields to Production Form command instead.
72 Plan and Create the Production Form your project is not connected to a database, you are asked if you want to create a database from the Production Form. Selecting Yes is the same as selecting Create Database from Production Form from the Tools menu. See “Creating a Database from ID Works Designer” on page 102. After the Production Form is created, you can add static text, static graphics, or a background color or graphic; rearrange the fields; edit fields; or add new fields.
73 Plan and Create the Production Form Card Field Type Production Form Field Type Barcode Text Variable Graphic List The field name assigned to each Production Form field matches the card field name used to create it. The operator prompt for each field is the field name. If Create Production Form from Card created a list field on the Production Form because you selected a variable graphic field in a card design, it also inserted list values for the list field.
74 Plan and Create the Production Form ID Works Standard and Enterprise Version 5 Administrator’s Guide
Plan and Create the Report Design 4 What Is a Report Design? A report design defines how a paper report will look when printed: what information will be the same for each record in the report (such as a logo or enterprise name), what information will vary from record to record (the subject’s name or photo), how the elements will be arranged within each report block, and what information will appear at the top and bottom of each page of the report.
76 Plan and Create the Report Design Report Window You use the Report window in ID Works Designer to create the report block. It contains the following parts. Title bar Rulers Design area Title bar—The title bar shows the name of the report you are editing (Student Class Report in the example above). The title bar changes color when the window is active. Rulers—The rulers help you locate and size report fields. You turn the rulers on and off by using the View menu.
Plan and Create the Report Design 77 You can work in the report window in Field Names view or in Sample Data view. The illustration above uses Sample Data view. If you are working in Field Names view and rotate a report block field, the field name does not rotate with the field. Field names are always displayed horizontally and are contained in a box with a white background. To open a report window, either create a new report or open a report that already exists in your project.
78 Plan and Create the Report Design used. The graphic can be above or below the line of text and aligned as you specify. Specifications for the header are completely independent from specifications for the footer. See the online help topic “Format the header or footer” for step-by-step instructions. Page Setup ID Works reports have page setup specifications, as many programs that print to paper printers do.
79 Plan and Create the Report Design Text Field Text field Text fields print information that changes from one record to the next, such as a person’s name. You can specify the font and color attributes of a text field as well as rotate it. See “Fonts” on page 88. You can also specify that the size of the text will automatically shrink if necessary to fit a large amount of text in the field. The font size shrinks to a minimum of 6 points.
80 Plan and Create the Report Design Photo Field Photo field Photo fields contain a captured image of the subject of the database record. You can move, size, and rotate photo fields, as well as add a border to them. See the online help topic “Add a photo field to a report” for step-by-step instructions.
Plan and Create the Report Design 81 Date Field Date field Date fields contain a date and, optionally, time, in the format you specify on the Production Form. You can specify the font and color attributes of a date field, as well as rotate it. See “Fonts” on page 88. See the online help topic “Add a date field to a report” for step-by-step instructions. Signature Field Signature fields print a signature, which can be captured with a signature pad or scanned or photographed, then stored in the database.
82 Plan and Create the Report Design Barcode Field Barcode field Barcode fields are necessary on reports when you want to duplicate a card design in a report block. With some types of barcodes, you can specify density, error checking, and whether the barcode field uses a checksum algorithm. The kind of barcode you use in your report block is determined by the barcode reading equipment you use. See the documentation for your barcode reader to determine what barcode type to select.
83 Plan and Create the Report Design Barcode Type Options Available Code 39 Extended Checksum: none, Mod 43 Density: High, Medium, Low Code 93 Checksum: none, 2 Mod 47s Density: High, Medium, Low Code 93 Extended Checksum: none, 2 Mod 47s Density: High, Medium, Low EAN/JAN-13 Supplemental Digits: 0, 2, 5 Density: High, Medium, Low EAN/JAN-8 Supplemental Digits: 0, 2, 5 Density: High, Medium, Low HIBC Checksum: none, Mod 43 Density: High, Medium, Low Interleaved 2 of 5 Checksum: none, Mod 10
84 Plan and Create the Report Design Barcode Type Options Available UPCE – 1 System 6 Digit Supplemental Digits: 0, 2, 5 UPCE 11 digit Supplemental Digits: 0, 2, 5 Density: High, Medium, Low Density: High, Medium, Low The Interpretation Text Options area of the Advanced tab lets you choose to have the contents of the barcode displayed in regular text.
Plan and Create the Report Design 85 Variable Graphic Field A variable graphic field lets you specify which graphic is printed in a report block based on the value of an associated Production Form field (usually a list field). You can also specify that no graphic be printed.
86 Plan and Create the Report Design Static Text Field Static text fields— one for each combination of font and color attributes. Word Wrap selected. A static text field prints the same text in each report block. You must specify the text to appear in the static text field and you can specify the font and color attributes of a static text field. All text in a static text field displays with the same font and color attributes. You can rotate a static text field.
87 Plan and Create the Report Design Static Graphic Field Static graphic field You define a static graphic field to print a graphic, such as your organization’s logo, in each report block. You can use graphics in any of the formats listed in “Variable Graphic Field” on page 85. You can size and rotate static graphic fields. See the online help topic “Add a static graphic field to a report” for step-by-step instructions.
88 Plan and Create the Report Design computer keyboard. You can change the field name at any time, replacing the default name (for example, Text Field 1) with a meaningful, easy-to-remember name (such as FirstName). Field names can be up to 100 characters long and can contain any character you can type on your keyboard. Alignment Variable fields have an alignment property. The choices available depend on whether the field contains characters or graphical information.
Plan and Create the Report Design 89 Text Field Colors You can select both a foreground and background color for your text fields. The foreground color refers to the color of the text in the field. You can specify either that the background be transparent (the default) or that it be a solid color. The printer does not print white. If you define the field to print in white text, the printer will “knock out” the characters, allowing the surface of the paper (usually white) to show through.
90 Plan and Create the Report Design Previewing and Printing Sample Reports While you are designing your report, you can see an on-screen preview of the report or print sample a sample report. See the online help topics “Preview a sample report” and “Print a sample report” for step-by-step instructions. Your computer must have a paper printer installed to preview or print sample reports. Sample reports are always printed with the sample data you supplied for the report fields.
Using Databases with ID Works Projects 5 If you want to save information entered in the Production Form for future use or if you want to use existing information to print cards or reports, you will do it by connecting fields in your Production Form to columns in a database. Enterprise Edition Only! ID Works Enterprise also offers the option of using a Directory Service for data storage. See chapter 6, Using a Directory Service with ID Works Projects, for complete information.
92 Using Databases with ID Works Projects You select the OLE DB provider and data source for your project by clicking the Select button on the Data Source tab of the Edit Project Properties dialog box. (To access the Edit Project Properties dialog box, from the menu bar, select File and then Project Properties.) Clicking the Select button launches the Microsoft Data Link application, a wizard-like program that changes depending on the choices you make.
Using Databases with ID Works Projects 93 they are available or by matching column names if there are no foreign keys or if an ODBC provider is used. A project can be connected to up to ten tables. Always connect Production Form fields to the database parent table columns first. Connect child table columns after all the parent table columns are connected. Child table key columns used to relate records to the parent table do not require a connection.
94 Using Databases with ID Works Projects tab, Database Login area gives you have three choices for setting up your project: Use database login settings—ID Works users must supply a separate database user name and password to access the database.If you enter a user name and password in the Connection tab of the Data Link Properties dialog box, the user name may be displayed as a default name in the database login prompt.
95 Using Databases with ID Works Projects of every table name when SQL strings are created in ID Works Production. If you are using public synonyms, you should not select the Use schema/owner name to identify tables in Production option. Data Types Datacard has tested the databases listed in the following tables. Corresponding data types for ODBC databases depend on the database product vendor. Refer to the ID Works ReadMe file for a complete list of databases tested with your version.
96 Using Databases with ID Works Projects ID Works fields of type Binary1, Photo, or Signature map to: Access data types BLOB: OLE Object File: Text(255) DB2 data types BLOB: Blob File: Varchar(255) Oracle data types BLOB: Long Raw, BLOB* File: Varchar2(255) SQL Server data types BLOB: Image File: Varchar(255) * BLOB is supported if the Oracle 8i or greater ODBC driver or OLE DB provider is used and configured appropriately. (See the Read Me File for details on limitations.
97 Using Databases with ID Works Projects ID Works fields of type List map to: Access data types Text(100)*, Number(Integer), Number(Long Integer), Number(Single), Number(Double) DB2 data types Varchar(100)*, Integer, Smallint, Decimal Oracle data types VarChar2(100)*, Varchar (if fixed length), Number(x,y) SQL Server data types Varchar(100)*, Char (if fixed length), Integer, Smallint, Bit, Decimal * Maximum length.
98 Using Databases with ID Works Projects ID Works fields of type Auto Sequence map to: Access data types Number(Integer), Number(Long Integer) DB2 data types Integer, Smallint Oracle data type Number(x,0) SQL Server data types Integer, Smallint To prevent duplicate values, the column connected to the auto sequence field should be restricted to unique values using an index or constraint.
Using Databases with ID Works Projects 99 and delete records can be enabled or disabled. See “User Privileges” on page 149. Any privilege restrictions set outside of the ID Works application (such as database security) cannot be bypassed. You can also use the Edit Production Form Properties dialog box to ensure that database records are updated by selecting the Save On Print option in the Automatic Actions area.
100 Using Databases with ID Works Projects BLOB-related Considerations When using an OLE DB provider, the combined size of all binary large object (BLOB) fields on a record cannot exceed 1 megabyte. The maximum size of an individual BLOB field is determined by dividing 1 megabyte by the number of BLOB fields in the record. For example, if the record has four BLOB fields, each will have a maximum of 250 kilobytes.
Using Databases with ID Works Projects 101 means you do not have to ensure that all computers in your system map drives the same way. Use caution when changing between Use ID Works Path and Select Path or using the System Paths utility in ID Works Administrator to change the ID Works path after you have begun capturing images. Changing any of these settings may cause the software to not find previously-captured images. You can also specify a Production Form field to use as the file name.
102 Using Databases with ID Works Projects Creating a Database from ID Works Designer If you do not currently maintain a database for cardholder information, you can use the ID Works Designer application to create a Microsoft Access 2000 database for your ID Works project. The Create Database from Production Form command on the Tools menu is available if the current project is not attached to a database. See the online help topic “Create a database” for step-by-step instructions.
Using Databases with ID Works Projects 103 Only simple variable Production Form fields are available to add to the database table. Static text, static graphic, and composite fields are omitted from the list. You must also select a Primary Key field from the set of text fields you specified to be included in the database table. The Primary Key field must contain information that is unique to a given record, such as an employee number.
104 Using Databases with ID Works Projects Production Form menu command. Add Production Form Fields to Database is available only when you are working in the project that created the database. See the online help topic “Add fields to a database” for step-by-step instructions. You must close the ID Works project in the Production or Reporting application before adding fields to the database. Deleting a field on the Production Form does not delete the corresponding database field.
105 Using Databases with ID Works Projects + plus # number sign (hash) When Create Database from Production Form creates a database table, it names the database the same as the ID Works project except that it removes the characters listed above. For example, if your ID Works project is named My Project, Create Database from Production Form would create a database table named MyProject (without the space).
106 Using Databases with ID Works Projects This ensures that all data entered in a Production Form text field will be saved in the database. Database text fields created for ID Works photo, signature, or binary fields stored as files are set to 255 characters.
Using Databases with ID Works Projects 107 Exporting Data from an Access Database to a Text File You can use a utility in the ID Works Administrator application to create a text file that contains information from a Microsoft Access 2000 database. The Export Data to Text File command on the Tools menu starts a four-step wizard that requests the information necessary to complete the export operation. Online help is available for each step by selecting the Help button on each page of the wizard.
108 Using Databases with ID Works Projects ID Works Standard and Enterprise Version 5 Administrator’s Guide
Using a Directory Service with ID Works Projects 6 Enterprise Edition Only! ID Works Enterprise offers the option of using a directory service for data storage. This chapter assumes you have an understanding of directory service concepts in general as well as your directory service in particular. You do not need to be the directory service administrator to use this chapter, but you may need to consult with that person as you make decisions.
110 Using a Directory Service with ID Works Projects access the Edit Project Properties dialog box, from the menu bar, select File and then Project Properties.) See the online help topic, “Connect to a directory service” for step-by-step instructions. Directory Service Login Connections to the directory service require a login to authenticate the user.
Using a Directory Service with ID Works Projects 111 • Production Form Date fields can be used but cannot be connected to the directory service. In other words, information in Date fields cannot be stored or retrieved. • If Production operators are to add entries to the directory service, you must include a Production Form field that is connected to the cn attribute.
112 Using a Directory Service with ID Works Projects Using the Field Connector Window When a project uses a directory service for data storage, the Data Source area of the Field Connector window is as shown below. The Source field will show the Host Name you entered on the Directory Service tab of the Project Properties dialog box. It is for reference only and cannot be changed in this window. The Object Type list will contain all the object type names found on the specified host.
Connecting Fields 7 Chapters 2 and 4 described the types of fields you can place on card designs and reports, chapter 3 explained the types of fields available on a Production Form, and chapters 5 and 6 described the types of database fields and directory services ID Works software supports.
114 Connecting Fields • Connect to the database only. If you use the ID Works Production Form as a data entry vehicle, you can collect and store information in your database without using it on a card or report. A home address is an example of information you might collect and save in the database but not print on a card or report. When making connections, select the Production Form field first and then the database table column field or card or report design field.
115 Connecting Fields Data Source Production Form Production Output Data Source Area The data source you specified in the Data Source tab of the Edit Project Properties dialog box appears in the Source field. The Table field shows the name of the database table or, if the data source you specified has more than one table, it lists the names of the available tables in alphabetical order. You use this list to select the table you want to connect to.
116 Connecting Fields Production Form Area The name of your Production Form, specified in the General tab of the Edit Production Form Properties dialog box, appears in the Design field. Below that, the names of the data input fields in your Production Form are listed in alphabetical order. Production Output Area Choices for the Type field are Card and Report.
117 Connecting Fields Restrictions on Connections to Database Columns A Production Form field can be connected to one and only one database table column, and a database table column can be connected to one and only one Production Form field. The ID Works software enforces these restrictions in two ways.
118 Connecting Fields Restrictions on Connections to Card Design Fields You can connect a Production Form field to as many card design fields (on as many card designs) as necessary, provided the field types are compatible. For example, if a card design includes a photo and ghosted photo, a single photo field on the Production Form can be connected to both card design photo fields. The following table lists compatible field types.
119 Connecting Fields signature fields, and binary fields (available only in ID Works Enterprise) cannot be used as a subfield in a composite field. Restrictions on Connections to Report Design Fields You can connect a Production Form field to as many report block fields (on as many report designs) as necessary, provided the field types are compatible. The following table lists compatible field types.
120 Connecting Fields ID Works Standard and Enterprise Version 5 Administrator’s Guide
Working with Capture Options 8 In addition to using a computer keyboard to gather character-based information, ID Works identification software lets you capture photo images, signatures, and biometric templates, all of which are stored as binary data. Capturing Photos The ID Works Production application includes three ways of capturing photo images: • • Using images stored as files on your system or network.
122 Working with Capture Options • TWAIN (Fast) Use if only one TWAIN device is loaded on the computer or if one TWAIN device will be used most often. Selects the last TWAIN device used. See “TWAIN Interface” on page 124. • Video for Windows Lets the Production operator select the Video for Windows device to use to take the photo. • Video for Windows (Fast) Use if only one Video for Windows device is loaded on the computer or if one Video for Windows device will be used most often.
Working with Capture Options 123 ID Works software supports the following graphics formats: BMP Windows Bitmap EPS Encapsulated PostScript JPG Joint Photographic Experts Group File Interchange Format (single image per file) J2K JPEG 2000 File Format PCT Macintosh PICT Drawing PCX PC Paintbrush PNG Portable Network Graphics PSD Adobe Photoshop® (3.
124 Working with Capture Options TWAIN Interface If you specify TWAIN on the Source tab of the Edit Field Properties [Photo] dialog box, Production operators will see the TWAIN Interface dialog box when they enter the photo field on the Production Form. The operator must select a device (by clicking the Select Source button and selecting from available sources listed in the Select Source dialog box) and then activate the device by clicking the Acquire Photo button.
Working with Capture Options 125 Video for Windows Interface If you specify Video for Windows on the Source tab of the Edit Field Properties [Photo] dialog box, Production operators will see the Video for Windows Interface dialog box when they enter the photo field on the Production Form. The operator must select a device (by clicking the Select Source button and selecting from available sources listed in the Select Source dialog box) and then activate the device by clicking the Acquire Photo button.
126 Working with Capture Options If more than one Video for Windows device is loaded on the computer but none of them have been used yet, the Production application launches the software for the device that would appear first on the Select Source dialog box. Specifying Video for Windows (Fast) can save your Production operators up to four mouse clicks for each photo they take.
Working with Capture Options 127 Capturing Biometric Templates Enterprise Edition Only! The ID Works Enterprise Production application includes Data from File as a way of using biometric templates stored as files on your system or network. In addition, your system may include an optional capture device, such as the Datacard (SecureTouch) Fingerprint Reader. You select the default capture device on the Source tab of the Edit Field Properties [Binary] dialog box.
128 Working with Capture Options navigate to the proper file using standard Windows navigation techniques. If the Datacard Biometric Server is installed on your computer, you can select Biometric device as the Source Type. The Device list contains all biometric devices installed on your computer; the Configuration list shows the configurations available for the selected device. Optional Capture Devices We offer a number of optional capture devices for use with ID Works Standard and Enterprise systems.
Working with Capture Options 129 If no device names appear in the list, none of the capture devices installed on your system can be configured. If you selected Video for Windows as the device to configure, the Video for Windows Interface dialog box opens. a If you have more than one Video for Windows device loaded on the computer, click Select Source and choose the camera you want to configure from the Select Source dialog box. b Click Configure. The Configure Capture Device dialog box opens.
130 Working with Capture Options 4 See documentation for the capture device for information about making selections and saving the configuration. When you close the configuration dialog box, you return to the Configure Capture Devices dialog box. 5 Click Close. Configuring Biometric Devices Enterprise Edition Only! Biometric devices have a dual purpose. They not only capture templates, they also verify that information from a live person matches the previously-stored template.
Working with Capture Options 131 5 See documentation for the capture device for information about making selections and saving the configuration. When you close the configuration dialog box, you return to the Datacard Biometric Server dialog box. 6 Click Exit. The Datacard Biometric Server also lets you manage existing configurations, distribute configurations to other locations, and test your biometric device. See the ID Works Administrator online help system for step-by-step instructions.
132 Working with Capture Options ID Works Standard and Enterprise Version 5 Administrator’s Guide
Working with Printer Options 9 ID Works applications work with two kinds of printers. You print reports using the same kind of paper printer you would use to print a word processing document or spreadsheet. The ID Works Reporting application uses standard Windows Print dialogs; no additional software is necessary to print ID Works reports. Printing ID cards is more complex because card printers offer features, such as topcoating and encoding, that are not available on paper printers.
134 Working with Printer Options application. See the ID Works Administrator online help topic “Assign printer plug-ins” for step-by-step instructions. Printer plug-ins must be assigned on each computer that prints cards with your ID Works project. You specify the magnetic stripe encoder plug-in to use by selecting a device on the Encoding tab of the magnetic stripe field properties dialog. See “Magnetic Stripe Field” on page 29.
Working with Printer Options 135 Field Properties Print Options Text, static text, date, line, rectangle, and ellipse fields let you select the K-panel whenever you select black as the color. Card photo, static graphic, and variable graphic fields and the graphics used for card backgrounds all have Print Options that let you control use of the printer’s K-panel.
136 Working with Printer Options document. The quality of the image depends on whether you also selected Use K-panel if available, as shown here: Grayscale selected Grayscale and Use K-panel if available selected A photo, static graphic, or variable graphic field that has Grayscale and Use K-panel if available selected will display on the screen with its background color (usually white for graphics) blocking the fields behind it. When printed, the background will be transparent.
Working with Printer Options 137 First select the printer you will use. Then move the slider and click OK. Because contrast conversions are done at print time, the Designer card design and Production Card preview windows cannot show the results of changing the contrast setting. Print a test card and adjust your settings if necessary. See the online help topic, “Configure K-panel printing” for step-by-step instructions.
138 Working with Printer Options The ID Works software has no way of knowing whether the printer has a K-panel. If there is no K-panel in the printer ribbon, fields that have Grayscale and Use K-panel if available selected will print using the yellow, magenta, and cyan panels at the same time as nonblack fields print. That is, each card side will use only one set of printer ribbon panels.
Production-only Systems 10 ID Works software was designed to be modular, so you need to purchase only the truly necessary applications for each of your locations. For example, a corporation with a headquarters and five manufacturing plants might choose to have all identification cards and ID Works projects designed at headquarters on a system with the Designer application, then export the projects to the manufacturing plants, where ID Works Production products are used.
140 Production-only Systems what the operators see. Consider developing and testing your projects with a display that matches the lowest common denominator display in your overall system. You must make some configuration settings, such as the one for converting graphics to grayscale for printing with one-color ribbons, on each computer in your system.
Production-only Systems 141 Database Considerations Will your Production users access a central database on the network? The settings you must make depend on the database product used: • Access — Use the full path name (not a mapped drive) to specify the database connection on the Data Source tab of the Edit Project Properties dialog box. Using the full path name means you do not have to ensure that all the computers in your system map drives the same way.
142 Production-only Systems Distributing ID Works Projects The final steps in setting up production-only ID Works systems involve exporting the ID Works project from the computer on which it was designed and importing it on the production-only computers or server. You use the ID Works Administrator application for both of these steps. Exporting ID Works Projects When you export an ID Works project, you make a Project Export File containing all the information necessary for the project.
Production-only Systems 143 include the magnetic stripe configuration you may have created if your card design includes a magnetic stripe field. See the Online Reference Library document for your printer for information about the location of configuration files and methods for distributing those files to other computers in your system. If you have used the ID Works Software Development Kit (SDK) to create event handlers or plug-ins, you must distribute that software separately.
144 Production-only Systems ID Works Standard and Enterprise Version 5 Administrator’s Guide
Projects with Multiple Cards 1 You can use one or more variable graphic fields to make minor changes to a card design, but if you require significantly different cards (for example, changing between portrait and landscape orientation), you must create additional card designs. See “Variable Graphic Field” on page 31. You can have as many different card designs as you need in your ID Works project. The only theoretical limit is the amount of disk space you have for storing the designs.
146 Projects with Multiple Cards Follow these steps to create a project with multiple card designs: 1 Enable data-driven card production. See the Designer online help topic “Enable data driven card production” for step-by-step instructions. 2 Create and name your card designs. See Chapter 2, Plan and Create the Card Design. 3 As you create your Production Form, include a list field that has an option for each card design in your project. See Chapter 3, Plan and Create the Production Form.
12 System Security An identification program is not secure if the computer system that gathers the data and produces the ID cards is not secure. This chapter is written for the ID Works System Administrator, the person responsible for ensuring the security of an organization’s ID Works systems. It assumes a basic understanding of network security concepts and Administrator privileges on the local network.
148 System Security Managing Users The ID Works System Administrator should create a separate user account for each person who will use ID Works software. The user account contains a user name (or login name), an optional description (perhaps the user’s full name), the user password, and user privileges. There is no limit to the number of user accounts you can have. A default user account is created when ID Works software is installed.
149 System Security User Privileges As a System Administrator, you determine what actions a user can perform when you add a new user. You can also change an existing user’s privileges. In either case, a wizard enforces dependencies among privileges. You can base privileges on an existing user. For example, you can create a generic Production operator user, ProdOp, that has the privileges you want all your Production operators to have.
150 System Security During installation is the only time you can select the location of the users file. You cannot move it after installation. Requiring Login after Inactivity Because the Production application is used to modify a database and print cards, you may want to require that the user log in again after a period of inactivity.
151 System Security Tracking Activity with the Audit Log ID Works software maintains a separate record on each computer of the following activities: Administrator application Change the number of audit log entries Designer application Open a project Save a project Save a project under a different name Create a database for a project Add columns (fields) to a database Delete a card Delete the Production Form Print a sample card Import/Export Import a project Export a project Production application Open a p
152 System Security Security Add a user account Delete a user account Log in to an ID Works application (when no other ID Works application was running) Log out of the last ID Works application running Unsuccessful login attempt View Application Open a project Total reports printed per project Save a stored search Save a stored search with a different name In addition to these system activities, the designer of an ID Works project can specify that an entry be written to the audit log every time a Productio
153 System Security Viewing the Audit Log Because the audit log is an encrypted file, the only way to view it is by using the ID Works Administrator application. If your ID Works user name has audit log viewing privileges, you can examine and print the audit log. From the ID Works Administrator application menu bar select System and then View Audit Log. The Audit Log Viewer dialog box opens.
154 System Security Exporting the Audit Log You can export audit log entries for archiving or for detailed analysis in another program, such as Microsoft Excel. When you click the Export button, the audit log entries matching the current display filter are saved in a tab-delimited text file. For example, if Production is selected for Sources in the Display area of the Audit Log Viewer dialog box, only events from the Production application will be displayed and exported.
155 System Security You use the ID Works Administrator application to change the location of project files after installation. See the online help topic “Set the system paths” for step-by-step instructions. The Set System Paths utility only changes the location of projects you create after using the utility; it does not move previously created projects.
156 System Security ID Works Standard and Enterprise Version 5 Administrator’s Guide
Index A Access database in Production-only systems 141 Administrator application audit log utility 153 configure capture devices 128, 130 definition 1 exporting projects 14, 142 importing projects 14, 142 locating project files 154 manage user accounts 148 alphabetic mask characters 48 alphanumeric mask characters 49 audit log 3, 151 export 154 limiting entries in view 153 maximum number of entries 153 printing 153 sorting entries 153 specifying entry on Production Form 69 specifying events to log 152 viewi
158 Index composite field 58 connections between Production form and card 118 connections between Production form and report design 119 configure capture devices 128, 130 connections 113 between Production form and card 118 between Production form and database 117 between Production form and report design 119 CR50 19 CR80 19 K-panel printing 135 Production form 55 report 81 Designer application connecting fields 113 creating cards 17 creating reports 76 creating the Production form 41 definition 1 direct
159 Index font card field 37 Production form field 68 report field 88 foreground color card fields 38 Production Form fields 68 report fields 89 foreign keys 92 format, graphics 123 connections between Production form and card 118 connections between Production form and report design 119 database column types 97 in multiple-card project 145 literal mask characters 50 log in 4 default user name 148 login after inactivity 150 G M general mask characters 50 graphic Production form background 43 graphics f
160 Index P password changing 4 requirements 148 photo capturing 121 from file 122 storing as file 100 photo field card 23 card Printing options 135 connections between Production form and card 118 connections between Production form and report design 119 database column types 96 report 80 plug-in 3 definition 133 printer, assigning 133 pop-up menu 6 portrait orientation 18 print count field connections between Production form and card 118 connections between Production form and report design 119 database
161 Index photo 80 signature 81 static graphic 87 static text 86 text 79 valid name 88 variable graphic 85 Report window 76 Reporting application definition 1 right-click menu 6 ruler 18, 76 S sample card, printing 39 sample data 7 sample data view 8 sample report, printing 90 scanner 121 searchable field on Production form 69 security 3 security features in ID Works 147 in Windows operating systems 154 signature from file 126 storing as file 100 signature field card 24 connections between Production form
162 Index report field 88 variable graphic field card 31 card Printing options 135 report 85 Video for Windows 125 view field name 8 sample data 8 W Welcome dialog box 5 write to log field on Production Form 69, 152 ID Works Standard and Enterprise Version 5 Administrator’s Guide
Datacard Smart Driver and ImageCard Printer and Magnetic Stripe Plug-ins
ii Datacard Smart Driver and ImageCard Printer and Magnetic Stripe Plug-ins Contents Introduction to this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 What is a Plug-in? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Assigning Printer Plug-ins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Printing Multiple Copies of Cards . . . . . . . . . .
Datacard Smart Driver and ImageCard Printer and Magnetic Stripe Plug-ins 1 Introduction to this Guide This document explains how to use the Datacard® Smart Driver Printer and Magnetic Stripe Plug-in with ID Works® identification software.
2 Datacard Smart Driver and ImageCard Printer and Magnetic Stripe Plug-ins Assigning Printer Plug-ins You specify associations between available printer plug-ins and installed printers by using the Assign Printer Plug-in utility in the ID Works Administrator application. See the online help topic “Assign printer plug-ins” for step-by-step instructions. If the printer driver was installed on the computer before the ID Works software was installed, the assignment is made automatically.
Datacard Smart Driver and ImageCard Printer and Magnetic Stripe Plug-ins 3 2 In your Card design, insert a magnetic stripe field. See the online help topic “Add a magnetic stripe field to a card” for step-by-step instructions. 3 Double-click on the magnetic stripe field. The Edit Field Properties [Magnetic Stripe] dialog box opens. 4 On the Encoding tab, select Datacard Smart Driver Magnetic Stripe Plug-in or Datacard Select/IV Magnetic Stripe Plug-in in the Device list.
4 Datacard Smart Driver and ImageCard Printer and Magnetic Stripe Plug-ins Creating a New Encoder Configuration To create a new configuration by copying an existing configuration, see Changing an Encoder Configuration. Follow these steps to create a new encoder configuration: 1 Open or create an ID Works project that has a Card design with a magnetic stripe field. 2 Select the magnetic stripe field and open the Edit Field Properties [Magnetic Stripe] dialog box.
Datacard Smart Driver and ImageCard Printer and Magnetic Stripe Plug-ins 5 It may be helpful to give the configuration the same name as the ID Works project that will use it. 7 (Optional) In the Designer Field Names area, change the track names from the default values (Track 1, Track 2, Track 3) to the names of the Production Form fields that will supply data for the tracks. 8 If data for any of the tracks will be received in ASCII hexadecimal format, select the checkbox below that track.
6 Datacard Smart Driver and ImageCard Printer and Magnetic Stripe Plug-ins Changing an Encoder Configuration Follow these steps to change an encoder configuration: 1 Open or create an ID Works project that has a Card design with a magnetic stripe field. 2 Select the magnetic stripe field and open the Edit Field Properties [Magnetic Stripe] dialog box. See the online help topic “Add a magnetic stripe field to a card” for step-by-step instructions.
Datacard Smart Driver and ImageCard Printer and Magnetic Stripe Plug-ins 8 7 Click Exit to close the Datacard Smart Driver Magnetic Stripe Configurations dialog box. Click OK to close the Edit Field Properties [Magnetic Stripe] dialog box. Deleting an Encoder Configuration Follow these steps to delete an encoder configuration: 1 Open an ID Works project that has a Card design with a magnetic stripe field.
8 Datacard Smart Driver and ImageCard Printer and Magnetic Stripe Plug-ins Distributing Encoder Configurations The magnetic stripe plug-ins store configurations in the ID Works\bin directory in a file named SmartDriverMagStripe.INI or ICEMagStripeCfg.INI. The default location for the ID Works\bin directory is in C:\Program Files\ Datacard\ID Works\bin, but the ID Works installation program gave you the option to install the ID Works files to a different location.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software
ii Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software Contents Introduction to this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 What is a Plug-in? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Assigning Printer Plug-ins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software iii Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Embossing/Indent/Magnetic Stripe Fonts Do Not Appear in the List of Fonts Available for Text Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Users Cannot Print to the 150i or 275/280P/295 System . . . . . . . . . .
iv Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software ID Works Standard and Enterprise Version 5 Online Reference Library
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 1 Introduction to this Guide This document explains how to use the Datacard® 150i or 275/280P/ 295 Card Personalization System with ID Works® identification software.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 2 You can create and save multiple configurations for the Card Personalization System. A configuration is a group of settings tailored to the way you use the device. For each configuration, you can specify certain options to suit your needs. In addition to using the 150i or 275/280P/295 plug-ins, you can use the generic printer plug-in with your Card Personalization System.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 3 Project Design Considerations D Print sample cards from the Designer application to your 150i or 275/280P/295 System to ensure that your card design will work in ID Works Production. ID Works Designer includes features that cannot be used with the Card Personalization System.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 4 3 Click OK. The Edit Project Properties dialog box closes. Card Design Properties You change properties of the overall card design using the Edit Card Design Properties dialog box. (See the Designer online help topic, “Access the Edit Card Design Properties dialog box”.) Card Size CR80 is the only card size supported by the Datacard 150i and 275/ 280P/295 Plug-ins.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 5 Card Background Because the 150i System does not support graphics, any background specified in your card design will be ignored. For the 275/280P/295 System, do not use a colored card background. You can use single-color graphics if the UltraGrafix® module is part of your System.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 6 Edge To Edge Printing Because the 150i System does not support graphics, Edge To Edge Printing, if selected, will be ignored. Do not attempt to use edge-to-edge printing on a 275/280P/295 System, either by supplying a background graphic that covers the entire card or by placing fields closer than 0.1 inch (2.5 mm) from any edge of the card.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 7 magnetic stripe field. The ID Works magnetic stripe field is the recommended method for encoding magnetic stripes. Card Fields You change properties of the individual fields on the card design using the Edit Field Properties dialog box. (See the Designer online help topic, “Access the Edit Field Properties dialog box”.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 8 If your System includes indent fonts, you can use them for text and date fields with the following limitations: • On the 275/280P/295 Systems, indent fonts can be used only on the back side of the card. • • The Alignment setting is ignored. All text is left-justified. The Rotation, Topcoat, Automatically Adjust Font Size, and foreground and background color settings are ignored.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software • Word Wrap is ignored. A static text field that uses embossing fonts can be only one line. Use multiple static text fields for multiple lines of text. • The Rotation, Topcoat, Automatically Adjust Font Size, and foreground and background color settings are ignored.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 10 Photo Fields Because the 150i System does not support graphics, photo fields will be ignored. If your 275/280P/295 System includes the UltraGrafix option, photo fields will behave as described in the ID Works Administrator’s Guide with the following exceptions: • • • • • The field must be on the front side of the card design. The Topcoat setting is ignored. See “Topcoat” on page 5.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 11 Embossing/Indent Limitation On the 275/280P/295 Systems, you can use up to 11 fields that, combined, use embossing fonts and indent fonts. Graphic Size Limitation When the Datacard 275/280P/295 Plug-in prepares data for a 275/ 280P/295 System with the UltraGrafix option, it combines all the information that will be printed with the UltraGrafix option into a composite graphics file.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 12 Designing an ID Works Project to Encode Magnetic Stripes Follow these steps to design an ID Works project that includes magnetic stripe encoding: 1 On your Production Form, insert a field for each magnetic stripe track you want to encode. To combine information from two or more fields on a track, create a composite field.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 8 13 Print and encode a test card for your project using the ID Works Production application. Sample cards printed in the ID Works Designer application are not encoded. 9 Verify that the card can be read in a magnetic stripe reader.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 14 3 On the Encoding tab of the Edit Field Properties [Magnetic Stripe] dialog box, select Datacard 150i Magstripe Plug-in or Datacard 275/280P/295 Magstripe Plug-in in the Device list. 4 Click the Edit Configurations button. The MagStripe Configurations dialog box opens. 5 Click the New button. The New MagStripe Configuration dialog box opens. 6 Type a name and click OK.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 15 In the Module area, the only type of encoding available is IAT. 8 Click Save. The MagStripe Configuration : [name] dialog box closes. Click Exit. The MagStripe Configurations dialog box closes. 9 Click OK to close the Edit Field Properties [Magnetic Stripe] dialog box.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 16 Click Save As to save your changes under a new configuration name without changing the original configuration. The Save Configuration as dialog box opens. Type a configuration name and click OK. 8 Click Exit to close the MagStripe Configurations dialog box. 9 Click OK to close the Edit Field Properties [Magnetic Stripe] dialog box.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 17 Distributing Encoder Configurations The Datacard 150i and 275/280P/295 Magstripe Plug-ins store configurations in the ID Works\bin directory in a file named DCC295MagStripe.INI or DCC150iMagStripe.INI. The default location for the ID Works\bin directory is in C:\Program Files\Datacard\ID Works\bin, but the ID Works installation program allows you to install the ID Works files to a different location.
18 Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software Click Help to see descriptions of the information provided by the Job Monitor and procedures for using it. Troubleshooting The interplay among the Windows® operating system, the ID Works software (including the Datacard plug-ins), the 150i or 275/280P/295 driver, and the physical 150i or 275/280P/295 System is complex. An incorrect setting in any component can result in unexpected results.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 19 Users Cannot Print to the 150i or 275/280P/295 System Under the Windows 2000 operating system, a Datacard Card Personalization System cannot switch back and forth between printing from ID Works identification software applications and from non-ID Works applications.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 20 Freeing the Serial Communication Port for ID Works Printing: The following steps remove the lock from the serial port, allowing ID Works applications to communicate with the System. 1 Open the Printers folder by clicking Start, then Settings, and then Printers. 2 Right-click the Card Personalization System in the list and select Properties from the menu.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 4 Click OK. The Properties dialog box closes. 5 Close the Printers folder. 21 The serial port is now free for use with ID Works applications. Reassigning the Serial Communication Port to the Printer Driver: Before using a non-ID Works application with the Card Personalization System, redirect the printer driver to serial communication port 1.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 22 I Get “Limits Exceeded” Errors Printing Cards in ID Works Production This error indicates that a text or graphics field extends too far to the right. Adjust your card design so that: • The maximum number of characters in the text field does not extend too far to the right. • (275/280P/295 System with UltraGrafix option only) All graphics (static graphics, variable graphics, and photos) are at least 0.
Using the ID Works Online Reference Library
ii Using the ID Works Online Reference Library Contents Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Why We Chose PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Reading the Library Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Getting Around . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using the ID Works Online Reference Library 1 Welcome Welcome to the Datacard® ID Works® identification software Online Reference Library. This library contains end-user documentation to help you understand, create, and use ID Works projects. Some information included here may not apply to your environment. For example, if you do not encode magnetic stripes on your cards, you will not need to read the Smart Driver and ImageCard® Printer and Magnetic Stripe Plug-ins document.
2 Using the ID Works Online Reference Library Reading the Library Online Online manuals contain the same information as paper manuals, but you use them a little differently: • Instead of turning pages by hand, you use the mouse to “jump” to the page you want to read. • To find a topic, you can browse a list of “bookmarks,” scan the table of contents, or perform a keyword search. • When you find the information you need, you can either read it on your computer monitor or print it.
Using the ID Works Online Reference Library 3 Viewing a Page Magnifying a page can make the text—and especially the graphics— easier to read. However, magnified pages are often too big to fit on screen all at once. To see different parts of a page, you can move the page around inside the window. Changing the Magnification To see graphics more clearly, select the number in this control (at the bottom of the screen), type 134 or 192, and then press ENTER.
4 Using the ID Works Online Reference Library Finding a Topic There are two ways to get to the information you need. You can: • Jump to a topic from the bookmark list on the left side of your window. • Perform a keyword search for a topic. Jumping from the Bookmark List The list of “bookmarks” on the left side of the screen shows the contents of the entire document. The first bookmark in the list returns you to the contents page for the entire Online Reference Library.
Using the ID Works Online Reference Library 5 Jumping from Within a Page Cross-references within the document are links to the referenced page. They appear in colored text. When the pointer is over a jump, it turns into a hand with a pointing finger: Searching by Keyword You can also find information by performing a keyword search. For example, if you are looking for instructions on installing a wuzzle, you might perform a keyword search for “installing” or “wuzzle.
6 Using the ID Works Online Reference Library Printing Pages You can print a single page, a range of pages, or an entire manual. 1 Press CTRL+P, or from the menu bar select File and then Print. 2 Specify the page or page range you want to print. 3 Click OK.
