Custom Desktop Issuance 6.0 User Guide September 2012 DATACARD S.A.S. ZAC des Châtelliers - 200 rue Léonard de Vinci - 45404 Fleury les Aubrais - FRANCE : + 33 (0) 238 60 76 00 - Fax : + 33 (0) 238 60 76 19 Web site : www.datacard.
Custom Desktop Issuance 6.0 - User Guide Table of contents INTRODUCTION ............................................................................................................................ 4 1.1- Compatible Datacard Equipment ........................................................................................... 5 1.2- Proprietary Notice .................................................................................................................. 5 1.3- Acknowledgments......................
Custom Desktop Issuance 6.0 - User Guide 4.4- Datacard SE48 Printer ......................................................................................................... 46 4.4.1- Hardware Setup for SE48 Printer ............................................................................. 46 4.4.2- Machine Setup for SE48 Printer ............................................................................... 46 4.4.3- Data Setup ...........................................................................
Custom Desktop Issuance 6.0 - User Guide INTRODUCTION CDI is a highly efficient production software program which allows data files to personalize cards. Embossing CDI software supports Standard Gothic (A-Z )-9 ‘/-.,), Farrington 7B (0-9) and other non-standard embossing characters (e.g. tilde N, Russian, Katakana).
Custom Desktop Issuance 6.0 - User Guide 1.
Custom Desktop Issuance 6.0 - User Guide 2 Installation 2.1- PC REQUIREMENTS The minimum PC requirements for using CDI software is as follows: Pentium 1.5 GHz 512 MB of RAM Windows XP™, 7™, Server 2003, Server 2008 DVD-ROM drive Screen size 800x600 2 USB Ports (or 3 with CP/SP Plus Series connected via USB) 2.2- INSTALLATION Do not connect CDI dongle before installation of drivers has been completed. To install the CDI software, do the following: 1.
Custom Desktop Issuance 6.0 - User Guide 3 Using CDI The CDI main window includes 5 drop-down menus: 1-Cards, 2-Data, 3-Reports, 4-Setup, 5-Utilities. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 3.1- LOGGING IN The following window will appear when the CDI program is launched. For first time users, enter ADMIN in the dialog box under “Enter Your User Name.” Enter ADMIN in the dialog box under “Enter Your Password.” To change passwords see User/Password. When using CDI, you must perform the setup operations before starting production.
Custom Desktop Issuance 6.0 - User Guide 3.2- DATA SETUP Select any item in the Data Setup window for information. To create a new Data setup, click the Add button. Optionally modify the description of the Data setup. Optional: Enter a File ID Record. The FIR is a special record allowing information to be transferred to the operator and does not affect production. When Delete Source File is checked input file will be deleted after being loaded.
Custom Desktop Issuance 6.0 - User Guide Add a new field. Make sure one of the new field types is checked: Data: data field extracted from the input file Calculated: data field extracted from the input file and then combined into a Wizard Expression as part of the Calculated Field window. Available functions for these calculated fields are listed in section 3.2.2 page 11.
Custom Desktop Issuance 6.0 - User Guide 3.2.2- Available functions for calculated fields The available functions for calculated fields are the following: PI(): Mathematical Pi constant (3.14159) E(): Mathematical e constant (2.
Custom Desktop Issuance 6.0 - User Guide ArcCos(x): Inverse trigonometric arccosine function for value x HexStr(x): Returns the binary characters corresponding to the hexadecimal string x Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 3.3- CARD SETUP Select any item in the Card Setup window for information. Because each card and machine hardware setup varies, some options may not be available. Below is a display of some of these options (use mouse pointer above below icons to get informations). Use this window to define the card setup for the Machine on which you will make the cards. To create a new card setup, click the Add button.
Custom Desktop Issuance 6.0 - User Guide Chip Field Selecting the Smart Card button allows the inserting of a smart card chip and linking it to a data field in Data Setup. In Field Name, select the name of the field of the records linked to the Smart Card module. Stripe Field Selecting the Magnetic Stripe button allows inserting magnetic stripe information and linking it to a data field in Data Setup. In Field Name, select the name of the record fields corresponding to the magnetic stripe.
Custom Desktop Issuance 6.0 - User Guide Use this button just for machines working with CPX protocol (SE48, …). For other printers, if you want to print a BarCode you need to use Color Text Field and a specific font (you can download BarCode fonts on Internet). Logo Field Selecting the Logo button allows inserting a fixed logo/picture. In Picture, select the path and name of the logo that you want to print on the card.
Custom Desktop Issuance 6.0 - User Guide 3.4- MACHINE SETUP Select any item in the Machine Setup window for information. Use this window to define the setup for the Machine on which you will make the cards. NB: Depending on the type of the machine, the above window panes may be different. To create a new machine setup, click the Add button. Optionally modify the description of the machine setup.
Custom Desktop Issuance 6.0 - User Guide Ultragrafix Setup (for Ultragrafix machines) Make sure Operate on Card is checked if graphics printing is desired on a production card. Embossing Setup (for Embossers) Make sure Operate on Card is checked if Embossing is desired on a production card. Topper Setup (depending on the type of the machine) Make sure Operate on Card is checked if Topping is desired on a production card. Select a number from 1 to 5 for heat control of the topper platen.
Custom Desktop Issuance 6.0 - User Guide 3.4.1- Configure Machine Setup for SCS/APM In Machine Setup: Operate on Card and Use APM must be checked. Operate on Card in Embossing Setup must be checked (use or not Embossing). Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 3.4.2- Configure Machine Setup for Read Lookup Overview: This solution is used to encode magstripe, write color data on the card, then read magstripe and emboss the card according to magstripe data. NB: 2nd step can be used with pre-encoded cards too. Hardware installation connection: RS232 Embossing Machine Custom Desktop Issuance running USB Color Machine Sample file: 0000001[PIC]Ice1.
Custom Desktop Issuance 6.0 - User Guide 3.5- AUDIT SETUP Select any item in the Audit Trail Setup window for information. To create a new Audit setup, click the Add button. Optionally modify the description of the Audit setup. Choose Data Setup in the left dropdown list Add each field (from the left list) to be exported in an Audit File (right list). Note: all fields starting with D_ are System fields. Other fields are fields from Data Setup.
Custom Desktop Issuance 6.0 - User Guide 3.6- JOB SETUP Select any item in the Job Setup window for information. Use this window to define the job setup for make the cards. To create a new job machine setup, click the Add button. Select the appropriate Machine Setup for your setup Select the appropriate Card Setup for your setup Select the appropriate Data Setup for your setup Select the appropriate Audit Trail Setup for your setup Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 3.7- LOAD DATA Select any item in the Load Data into System window for information. Selecting a job Enter a Group name in the text field. Enter a Job name in the text field (optional). Select the Job Setup from the dropdown list. Click the Start button. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide The CDI List window appears: Depending on the security constraints of the making cards operations to be performed, this may be a sensitive task. Therefore it can be disabled or subject to special authorization. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 3.8- MAKE CARDS Production can start as soon as the following conditions have been met: All setups have been configured in accordance with the machine being used. All data has been entered. It is essential the machine is set to receive information. Select any item in the Start Card Production window for information. Use this window to start letter production.
Custom Desktop Issuance 6.0 - User Guide Select the Job from the dropdown list. Only groups and jobs with cards that have not been processed appear in the list. The number of the first record with the "Not made" status is displayed, as well as the number of the last record. Click the arrows to select the last record to be produced. The total number of records to be produced is displayed. The status of these records is "Not made": they are neither "bad" nor "held".
Custom Desktop Issuance 6.0 - User Guide 3.9- MAKE CARDS FROM LIST It is essential the machine is set to receive information. Production can start as soon as the following conditions have been met: All setups have been configured in accordance with the machine being used. All data has been entered. By selecting Cards - Make Cards from List, failed cards can be processed in a given Group/Job. Select any item in the Remake List, Select Group, and Job window for information.
Custom Desktop Issuance 6.0 - User Guide Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 3.10- RECORD STATUS Record Status-Filter To edit a card, select a card status by making sure the appropriate box is checked. All records are displayed unless one or more of the options below are checked. Not made Selects all cards that have not been produced. Good Selects all completed cards. Bad Selects all faulty cards. Held Selects all hidden cards (produced or not). Record Status Status Symbols: Not made Card has not been produced.
Custom Desktop Issuance 6.0 - User Guide 3.11- VIEW THE PRODUCTION LOG Select any item on the Reports pull-down menu bar for information. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 3.11.1- Error Log This window display log files generated by custom DLLs. Select any item in the View Error Log list window to display its content. Select any item in the View Error Log list window for information. Press Clear Log button to empty error log file Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 3.11.2- Error Analysis Select any item in the View Error Analysis window for information. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 3.11.3- Audit Trail Select any item in the View Audit Trail window for information. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 3.12- KEYBOARD INPUT Select any item in the Keyboard Input (in Data Menu) window for information. Uses this window to create manually a Group, Job. Select a Job Setup Production can start as soon as the following conditions have been met: Enter data for each record (keyboard input replaces data from any input file) Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4 Samples of setups 4.1- DATACARD CP PLUS PRINTER In order to use CP Plus printer with CDI you need to rename the printer to ‘Datacard Printer’ in Microsoft Windows. 4.1.1- Hardware Setup for CP Plus Printer In this sample, we use a CP80 with color/monochrome ribbon but without encoder and SMC reader. 4.1.2- Machine Setup for CP Plus Printer Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4.1.3- Data Setup Data setup is not linked directly to a kind of printer. You can use the same Data Setup for several productions using different kind of printers. 4.1.4- Card Setup for CP Plus Printer In this sample, we just print the PAN on the front of the card. As our CP Printer uses color/monochrome ribbon to print the card, we defined a ‘Color Text’ field linked to the Data Field ‘PAN’ (coming from the ‘VISA_SAMPLE’ data setup). Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4.1.5- Job Setup for CP Plus Printer Here is the Job Setup using the different CP setups that we created. 4.1.6- Printing Preferences for CP Plus Printer The choice of hologram overlay (laminator modules 1 and 2) is not configured in CDI, but in the Printing Preferences. Example for Windows XP: Open the following menu Start / Datacard Card Printers / CP Printer Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide Here is the CP Printer Toolbox. Click on “Printing Preferences…” button. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide Click on “Advanced…” button. Modify the “Apply Laminator 1 and 2 Material” as desired: Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4.2- DATACARD SP PLUS PRINTER 4.2.1- Hardware Setup for SP Plus Printer In this sample, we use a SP55 with color/monochrome ribbon, encoder and internal SMC reader. 4.2.2- Machine Setup for SP Plus Printer In this sample, we just setup color printing (color or monochrome). Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4.2.3- Data Setup Data setup is not linked directly to a kind of printer. You can use the same Data Setup for several productions using different kind of printers. 4.2.4- Card Setup for SP Plus Printer In this sample, we print the PAN, the Holder Name and the Expiration Date on the front of the card.
Custom Desktop Issuance 6.0 - User Guide 4.2.5- Audit Setup Here is a sample of Audit Setup for SP55. 4.2.6- Job Setup for SP Plus Printer Here is the Job Setup using the different SP setups that we created. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4.3- DATACARD CE870 PRINTER 4.3.1- Hardware Setup for CE870 Printer In this sample, we use a CE870 with color/monochrome ribbon, encoder, Topper and Embosser. We didn’t setup connection to SCS/APM. You can find IP address of the printer on the CE870 front screen. 4.3.2- Machine Setup for CE870 Printer In this sample, we setup Topper, Embossing, Magstripe and Input Hopper. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4.3.3- Data Setup Data setup is not linked directly to a kind of printer. You can use the same Data Setup for several productions using different kind of printers. 4.3.4- Card Setup for CE870 Printer Front View: In this sample, we emboss the account number, the Card Holder Name and the Expiration Date on the front of the card.
Custom Desktop Issuance 6.0 - User Guide Back View: On the back view, we defined for this sample to encode Magstripe and to print an image and the branch name. We defined ‘Stripe’, ‘Picture’ and ‘Color Text’ objects linked to the corresponding fields of the Data Fields (coming from the ‘SAMPLE’ data setup ). 4.3.5- Audit Setup Here is a sample of Audit Setup for CE870. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4.3.6- Job Setup for CE870 Printer Here is the Job Setup using the different CE870 setups that we created. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4.4- DATACARD SE48 PRINTER 4.4.1- Hardware Setup for SE48 Printer In this sample, we use a SE48 with Encoder (Magstripe), Embosser, Topper and SMC reader. 4.4.2- Machine Setup for SE48 Printer In this sample, we use Encoder (Magstripe), Embosser, Topper and SmartCard. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4.4.3- Data Setup Data setup is not linked directly to a kind of printer. You can use the same Data Setup for several productions using different kind of printers. 4.4.4- Card Setup for SE48 Printer 4.4.4.1- View Front In this sample, we emboss the PAN, the Holder Name and the Expiration Date on the front of the card. We also personalize the chip of the card by using data imported in the SMC Data Field.
Custom Desktop Issuance 6.0 - User Guide 4.4.4.2- View Back In this sample, we encode the Magstripe on the back of the card. 4.4.5- Job Setup for SE48 Printer Here is the Job Setup using the different SE48 setups that we created. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4.5- DATACARD FP65I PRINTER 4.5.1- Hardware Setup for FP65i Printer In this sample, we use an FP65i with color/monochrome ribbon, Encoder (Magstripe) and Embosser (Indent). 4.5.2- Machine Setup for FP65i Printer In this sample, we use color printing (color or monochrome), Encoder (Magstripe) and Embosser (Indent). Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4.5.3- Data Setup Data setup is not linked directly to a kind of printer. You can use the same Data Setup for several productions using different kind of printers. 4.5.4- Card Setup for FP65i Printer 4.5.4.1- View Front In this sample, we print the branch name, the cardholder name and the bar code on the front of the card. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide As our FP Printer uses color/monochrome ribbon to print the card, we defined ‘Color Text’ fields linked to the Data Fields ‘branch_name’, ‘cardholder_name’ and ‘bar_code’ (coming from the ‘DataSetup1’ data setup). Bar code field will be printed by using barcode font ‘EAN-13’. 4.5.4.2- View Back In this sample, we encode the Magstripe and the indent on the back of the card.
Custom Desktop Issuance 6.0 - User Guide 4.6- DATACARD DC450 PRINTER 4.6.1- Card Setup for DC450 Printer first margin second margin In this sample, we emboss Field_1 to Field_5 on the front of the card. DC450 is a dual margin printer, which implies for CDI Card Setup: The left position of first created emboss field defines the first margin. The left position of second created emboss field defines the second margin.
Custom Desktop Issuance 6.0 - User Guide 4.7- DATACARD DC315GX PRINTER 4.7.1- Hardware Setup for DC315GX Printer In this sample, we use a DC315GX with Encoder (Magstripe), Embosser, Topper and SMC reader with SCS/APM (in this case SCS/APM IP Address must be entered). NB: To use CDI with SCS/APM for this printer, go to section 6.1- “Special for DC315GX” (page 76). Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4.7.2- Machine setup for DC315GX Printer In this sample, we use Encoder (Magstripe), Embosser, Topper and SmartCard. 4.7.3- Data Setup Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide Data setup is not linked directly to a kind of printer. You can use the same Data Setup for several productions using different kind of printers. 4.7.4- Card Setup for DC315GX Printer In this sample, we emboss the ‘id’ field on the front of the card. We also personalize the chip of the card by using data imported in the ‘chip’ Data Field. This screenshot only shows the front of the card; the Magstripe is encoded on the back of the card.
Custom Desktop Issuance 6.0 - User Guide 4.7.5- Job Setup for DC315GX Printer Here is the Job Setup using the different DC315GX setups that we created. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4.8- DATACARD 150I PRINTER 4.8.1- Hardware Setup for 150i Printer In this sample, we use a 150i with Encoder (Magstripe), Embosser and Topper. 4.8.2- Machine Setup for 150i Printer In this sample, we use Encoder (Magstripe), Embosser and Topper. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4.8.3- Data Setup Data setup is not linked directly to a kind of printer. You can use the same Data Setup for several productions using different kind of printers. 4.8.4- Card Setup for 150i Printer 4.8.4.1- View Front Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide In this sample, we emboss the account_number, the cardholder_name and the expiry_date on the front of the card. Account_number, cardholder_name and expiry_date fields will be embossed by using font ‘10_cpi’. 4.8.4.2- View Back In this sample, we encode the Magstripe on the back of the card. 4.8.5- Job Setup for 150i Printer Here is the Job Setup using the different 150i setups that we created. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4.9- DATACARD DC280P PRINTER 4.9.1- Hardware Setup for DC208P Printer In this sample, we use a DC280P with Ultragrafix and SMC reader. 4.9.2- Machine setup for DC280P Printer In this sample, we use Ultragrafix and SmartCard. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4.9.3- Data Setup Data setup is not linked directly to a kind of printer. You can use the same Data Setup for several productions using different kind of printers. 4.9.4- Card Setup for DC280P Printer Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide In this sample, we emboss the ‘blank_field’ field as Ultragrafix on the front of the card. We also personalize the chip of the card. 4.9.5- Job Setup for DC280P Printer Here is the Job Setup using the different DC280P setups that we created. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 4.10- MACHINE SETUP WITH READ LOOKUP Select READLOOKUP application, and check ISO1 and ISO2 if you have 2 tracks in your Magstripe data (ISO1 only if you have only one track). Then select your data setup and choose field corresponding to Magstripe data (Encode in this case). Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 5 Utilities Select any item on the Utilities pull-down menu bar for information. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 5.1- FILE MANAGEMENT Select any item on the File Management pull-down menu bar for information. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 5.1.1- Data Groups Select any item in the Data Management window for information. Use this window to manage all the data files in groups or jobs. The table shows the number of records and their breakdown by status. A group is created upon each data transfer. A job is created for each file. A new job is created for each new FIR in a file. The job name is either entered, or calculated automatically using the file name plus an index number.
Custom Desktop Issuance 6.0 - User Guide 5.1.2- Directories This screen enables you to define default path to folder that contains pictures and logos (jpg format) for graphic printing. If a picture name (e.g. logo.jpg) is defined in input file, it will look into ‘Picture Directory’ for this logo.jpg file. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 5.2- BACKUP/RESTORE Select any item on the Backup/Restore pull-down menu bar for information. 5.2.1- Backup CDI creates a directory named Reserved on the selected backup drive. This subdirectory contains all the current CDI setup files. 5.2.2- Restore For security reasons, the Restore function is not included in the CDI software. Performing an automatic Restore procedure is not recommended because the risk of losing all setups is high.
Custom Desktop Issuance 6.0 - User Guide 5.3- SECURITY Select any item on the Security pull-down menu bar for information. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 5.3.1- User/Password Select any item in the Security User Names window for information. Use this window to manage users, assign them authorization levels for the program, and define the interface language. To define a new user, click Add. Enter the user's Name. Select the user's level from the dropdown list that appears by clicking in the corresponding Level field. Select the language by clicking in the corresponding Language field.
Custom Desktop Issuance 6.0 - User Guide 5.3.2- Access Level Allows insertion of an access level. After naming the access level, determine which type of user will have access to certain menus. Level Supervisor cannot be deleted. This level gives access to all menus and is reserved for the supervisor level only. It is important to remember the setting of different access levels and is essential for maintaining a high level of security for card production.
Custom Desktop Issuance 6.0 - User Guide 5.4- SYSTEM MAINTENANCE Select Hardware Setup on the System Maintenance pull-down menu bar for information. Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 5.4.1- Hardware Setup Select any item in the Hardware Setup window for information. To create a new Hardware setup, click the Add button. Optionally modify the description of the Hardware setup. Configure the Machine Communication Setup (USB or RS232). Configure Device (Protocol Smartdriver, Machine ID, Polling Interval, Time out, Wait time print) Enter a Machine ID. This is typically the user’s choice.
Custom Desktop Issuance 6.0 - User Guide Hardware Setup-Protocol Click the Protocol arrow and select one of the following protocols specific to the Datacard printer: CPX Revision x for DC28x, 150i, SE48, DC450 SmartDriver for SPxx Plus Series U800 for Ultragrafix Hardware Setup-Polling Interval Polling is an interval of time between each PC request to the printer. The default is Left Empty.
Custom Desktop Issuance 6.0 - User Guide 6 Plug-in for using CDI with SCS/APM If you are using DC315GX, you can skip this section and go to 6.1- “Special for DC315GX” (page 76). In order to use CDI with SCS/APM, the SmartCard reader that will be used for chip personalization needs to be defined: Run Configure Programming Station from Programs -> Datacard -> Affina Personalization Manager -> Desktop Utility In the ‘Configure Programming Station’ tool, enter the IP address of the SCS/APM server.
Custom Desktop Issuance 6.0 - User Guide Then register your Computer in SCS/APM by clicking on the ‘Register’ button. Machine ID in ‘Hardware Setup’ of CDI must be the same than Computer Name defined in the ‘Configure Programming Station’ tool. ↔ ‘Configure Programming Station’ tool CDI ‘Hardware Setup’ Select the reader in Internal Contact Smart Card or in Internal Contactless Smart Card (depending of your device and what you want to do).
Custom Desktop Issuance 6.0 - User Guide Configure Machine Setup for SCS/APM (page 18) Name: CDI_0.
Custom Desktop Issuance 6.0 - User Guide 7 Winlec to CDI migration You can easily migrate your Winlec setups and application to CDI, and use them the same way on CDI. To do so, install CDI (please refer to chapter 2 of this document), then copy your Winlec Rserved folder (usually installed under C:\Winlec) in your CDI installation folder (it will replace the current one). Then copy your applications from C:\Winlec\Dll folder to C:\CDI\Dll.
