Welcome to the ID Works Basic Online Reference Library This library contains information about Datacard® ID Works® Basic 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 Basic 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 Chapter 3: Using the ID Works Reporting Application . . . . . . . . . . . . . . . . . . . . . . . Reporting Procedure Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Selecting a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Selecting Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Printing Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
iv IS NULL Constraint Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IS NOT NULL Constraint Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Image Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . All selected fields have data Constraint Rule. . . . . . . . . . . . . . . . . . . . . . . . At least one selected field has data Constraint Rule . . . . . . . . . . . . . . . . . .
v About the Operator’s Guide This document is one of three sources of information about Datacard® ID Works® Basic 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 Basic Version 5 Operator’s Guide
System Overview 1 Datacard® ID Works® Basic 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 Basic 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 Basic Production or Reporting shortcut icon on your desktop, or from the Windows Start button select Programs, Datacard, ID Works, and then ID Works Basic Designer.
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 Basic 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 Using Photo Fields Photo field What happens when you enter a photo field depends on how your project was set up, whether your system has a camera, and, if so, what kind of camera it is. The most common behavior is for a photo capture to begin as soon as you enter the photo field. If no dialog box opens, you must start the capture operation. From the menu bar, select Capture and then Capture.
16 Using the ID Works Production Application Photo from File If the photo source selected is Photo from File, the Open dialog box opens. You use standard Windows navigation techniques to find the drive, folder, and file that contains the photograph that should be used. Your supervisor or ID Works System Administrator will supply you with the file location and file naming scheme to use. The Open dialog box “remembers” the last directory you used.
Using the ID Works Production Application PNG Portable Network Graphics PSD Adobe Photoshop® (3.0) TGA TARGA® Image File Format TIF Tagged Image File Format (single image per file, uncompressed only) WMF Windows Metafile 17 When you have found the file you want, click Open. The Photo Crop and Adjust dialog box opens, where you can center the subject or crop out (eliminate) unnecessary background. See “Cropping and Adjusting Photos” on page 21.
18 Using the ID Works Production Application Select the device you want to use and click the Select button. The Select Source dialog box closes. In the TWAIN Interface dialog box, click the Acquire Photo button. The software application that is associated with the device you selected opens. Because there are many different TWAIN devices made by many different manufacturers, this document cannot supply explicit instructions for using your TWAIN device.
Using the ID Works Production Application 19 Video for Windows If the photo source selected is Video for Windows, the Video for Windows Interface dialog box opens. (Video for Windows is a Microsoft standard interface for storing and playback of video and audio information. It also lets you capture a single frame to a bitmap or JPEG file. Single-frame capture is the capability of Video for Windows that ID Works software uses.) When you click the Select Source button, the Select Source dialog box opens.
20 Using the ID Works Production Application When your subject is ready, click Take Photo. The camera captures the image and the label on the button changes to Retry. If the photo is unacceptable (for example, if the subject’s eyes are closed), click Retry. If the photo is acceptable, click OK. The Photo Crop and Adjust dialog box opens. See “Cropping and Adjusting Photos” on page 21.
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.
Using the ID Works Production Application 29 Read-only Fields There may be some fields on your Production Form that contain information you cannot change, such as a person’s birth date or the number of times a card has been printed for that person. Those fields are there for your information only. The pointer will not move to them when you tab through the form and you cannot click in them to place the pointer there.
30 Using the ID Works Production Application the wrong kind of data in the Production Form field associated with the barcode (for example, a letter if the barcode type only accepts numbers), the barcode in the Preview will change to a crosshatch pattern. Too much barcode data Unsupported barcode data If your card design includes a field that is printed with the topcoat panel of the printing ribbon, that field will be displayed as white text or shape.
Using the ID Works Production Application 31 batch. Working with databases is explained in the next section of this chapter. You can print cards from either the Production Form view or the Table view. (See the online help topics “Select Production Form View” and “Select Table View”.) In table view, you can select a subset of records returned from a search and print cards for only the selected records. See chapter 4, Searching the Database, starting on page 43, for more information.
32 Using the ID Works Production Application Clicking the Cancel button stops processing cards. However, cards that have already been processed will still be sent to the printer and cards that have been sent cannot be retrieved. If you print cards in batches and if your ID Works project was set up to allow it, you can track the progress of your print request after it has been sent to the printer: 1 From the Windows Start button, select Settings and then Printers or Printers and Faxes.
Using the ID Works Production Application 33 Using a Project that is Connected to a Database Many ID Works projects are connected to a database. That is, the information you gather is saved for future use not only by you but also by other departments in your organization. In other cases, much of the information was entered into the database by someone else, and you retrieve it, add to it (perhaps the photograph), and save changes to the database record.
34 Using the ID Works Production Application 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. See chapter 4, Searching the Database, or go to the online help topic “Find a record with Quick Search” or “Find a record with Advanced Search”.
Using the ID Works Production Application 35 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 Database, 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.
36 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 37 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 Database, 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).
38 Using the ID Works Production Application ID Works Basic Version 5 Operator’s Guide
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.
40 Using the ID Works Reporting Application Select a report from this list Selecting Records Most ID Works projects are connected to a database. That is, the information gathered with the Production application is saved for future use not only by you but also by other departments in your organization. To use ID Works Reporting, your project must be connected to a database. If the project you select is not connected to a database, ID Works Reporting presents a message and closes the project.
Using the ID Works Reporting Application 41 Printing Reports You can print paper copies of your reports from the Production Form view or from the Table view. See the online help topic “Print a report” for step-by-step instructions. Report printing uses standard Windows Print dialogs. You can also see a preview of your printed report (see the online help topic “Preview a report printout”).
42 Using the ID Works Reporting Application 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.
Searching the Database 4 Most ID Works projects are connected to a database. You get information out of a database by searching it. There are two methods for searching the database: Quick Search, for simple or one-time searches, and Advanced Search, for more complicated searches. You (or the ID Works project designer) can use Advanced Search to store search criteria for searches you will perform repeatedly.
44 Searching the Database 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 Database 45 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. Wildcard characters do not work in date fields or in fields attached to number fields in the database. You must enter exact values in these types of fields.
46 Searching the Database 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. (See the online help topic “Select Table View”.) 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.
Searching the Database 47 select records in Table view the way you select files in Windows Explorer. If you select a single record and then switch to Production Form view (see the online help topic “Select Production Form view”), the record you selected appears in the Production Form view. If you select more than one record and then switch to Production Form view, the last record you selected appears in the Production Form view.
48 Searching the Database 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 ...
49 Searching the Database Search dialog box every time, you simply select the name of the stored search from a list. Because stored searches are created using the Advanced Search feature, you can search for additional kinds of records, such as records that still need a photo. See “Creating a Stored Search”. To run a stored search: 1 Select Record and then Run Stored Search. A menu listing the available stored searches appears to the right of the Record menu. 2 Select the stored search to run.
50 Searching the Database you executed the search. The ID Works software continues to “remember” your last search until you close the project. Filter Tab On the Filter tab, Production Form field name lists all fields on the current project’s Production Form that are directly connected to a database table column. Composite fields are not listed.
Searching the Database 51 Definitions of potential selections in the Field Constraint area are: Include NULL values — If selected, records with null values in the field (no information in the database column) will be included in the search results. Match text case-insensitive — Access always selects text caseinsensitive. You can ignore this option. Exclude constraint detail — If selected, all records that do not match the Constraint value will be included in the search results.
52 Searching the Database Constraint, the constraint is added to the search string displayed at the bottom of the dialog box, becoming part of your search when executed. Clear Constraint and Clear All Constraints are always available. Clear Constraint removes from the search string the constraint information for the Production Form field currently selected; Clear All Constraints removes all constraint information from the search string.
Searching the Database 53 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.
54 Searching the Database 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. It also lists any existing stored searches for the current project and gives you a way to change them.
Searching the Database 55 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.
56 Searching the Database 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 Database 57 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 This option has no effect because Access databases provide this option natively. NULL Option The Include NULL values option provides a way to include records when the field has no entry in addition to the other values you are searching for. Example: where ((EMPLOYEE.
58 Searching the Database (‘Engineering’, ‘Marketing’, ‘Sales’)) OR (EMPLOYEE.DEPARTMENT IS NULL) You can use the Include NULL values option with either or both of the other options. IS NULL Constraint Rule Use the IS NULL rule to find records when the field has no entry. Example: where EMPLOYEE.LASTNAME 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. Example: where EMPLOYEE.
Searching the Database 59 = Constraint Rule Use the = rule to match an exact value. Example: where EMPLOYEE.DNMBR = 716 Exclude Option If you select Exclude constraint detail, the search will return all records with values that do not match the value you entered. Example: where EMPLOYEE.DNMBR <> 716 NULL Option If you select Include NULL values, the search will return all records with NULL values in addition to records that contain the value you entered. Example: where ((CARD.PRINTCOUNT = 0) OR (CARD.
60 Searching the Database < Constraint Rule Use the < rule to find records with values less than the value entered (less positive). Example: where EMPLOYEE.AGE < 18 Exclude Option If you select Exclude constraint detail, the search will return all records with values greater than or equal to the value you entered. Example: where EMPLOYEE.
Searching the Database 61 IN Constraint Rule Use the IN rule to match multiple values. Example: where EMPLOYEE.DNMBR IN (716, 729, 766) Exclude Option If you select Exclude constraint detail, the search will return all the records with values that do not appear anywhere on the list. It applies an SQL NOT to the constraint. Example: where EMPLOYEE.
62 Searching the Database 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.
Searching the Database 63 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.
64 Searching the Database 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.
Searching the Database 65 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.
66 Searching the Database 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.
67 Searching the Database 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.
68 Searching the Database 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.
Index Symbols % wildcard character 45 < constraint rule, numeric database field 60 = constraint rule numeric database field 59 text field 56 > constraint rule, numeric database field 59 _ wildcard character 45 A Administrator application definition 1 Advanced Search Filter tab 50 Manage tab 54 running 48 search rules 56 Sort Order tab 53 All selected images exist constraint rule 68 Any of the selected images do not exist constraint rule 68 Any of the selected images exists constraint rule 68 B barcode field
70 Index I image field All selected images exist constraint rule 68 Any of the selected images do not exist constraint rule 68 Any of the selected images exists constraint rule 68 None of the selected images exists constraint rule 68 search constraints 67 See also photo field IN constraint rule numeric database field 61 text field 57 IS NOT NULL constraint rule date field 66 numeric database field 61 text field 58 IS NULL constraint rule date field 66 numeric database field 61 text field 58 K keyboard sho
71 Index PREVIOUS _ DAYS constraint rule 65 PREVIOUS _ MONTHS constraint rule 65 print preview 41 printing reports 41 printing cards 30 tracking print requests 32 Production application definition 1 entering information 11 printing cards 30 taking photos 15 using a database 33 Production Form view 45 Production window moving around in 10 project definition 1 using in Production application 10 Q Quick Search 43 R read-only field on Production form 29 records, selecting 40 report, selecting 39 Reporting appl
72 Index ID Works Basic Version 5 Operator’s Guide
Administrator’s Guide for ID Works Basic Version 5 October 2004
ii Contents About the Administrator’s Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii Chapter 1: System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Introducing the ID Works “Project” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Getting Started . . . . . . . .
iii Variable Graphic Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Static Text Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Static Graphic Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Non-Printable Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Line . . . . . . . . . . . . . . . . . . . . . . . . . .
iv Field Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Arranging Fields on the Production Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Changing the Tab Order of Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Creating a Production Form from a Card Design . . . . . . . . . . . . . . . . . . . . . . . . Adding Fields to a Production Form Created from a Card Design . . . . . . . . . .
v Creating a Database from ID Works Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . Adding Fields to a Database Created from ID Works Designer . . . . . . . . . . . . About the Created Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Importing Data from a Text File to an Access Database . . . . . . . . . . . . . . . . . . Exporting Data from an Access Database to a Text File . . . . . . . . . . . . . . . . . .
vi Tracking Activity with the Audit Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Viewing the Audit Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Exporting the Audit Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Windows Security Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Installing and Uninstalling ID Works Software . . . . . . . . . . . . . . . . . . . . . . . . .
vii About the Administrator’s Guide This document is one of three sources of information about Datacard® ID Works® Basic 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 Basic Version 5 Administrator’s Guide
System Overview 1 Datacard® ID Works® Basic 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. In others, a graphic artist may be responsible for card designs while a programmer, database administrator, and/or manager develop the Production Forms, reports, and connections.
2 System Overview ID Works Basic Version 5 Administrator’s Guide
3 System Overview Security An identification program is not secure if the computer system that gathers information and produces the ID cards is not secure. ID Works Basic identification software gives you a number of ways to ensure the security of your identification program. Using the ID Works Administrator application, you authenticate users with individual, password-protected accounts. User account privileges can be tailored to allow access to specific applications, activities, and projects.
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 hide the Welcome dialog box and later want to show it again, from the Designer 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 Designer application. Other ID Works applications have separate settings for showing the Welcome window.
6 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).
7 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.
8 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.
9 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.
10 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.
11 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 typically involves a Production Form, a card design, 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.
12 System Overview addition to fonts available with Windows. 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. Create the Production Form See Chapter 3, Plan and Create the Production Form for complete information.
13 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
14 System Overview Individual computers in your system can have different processing capabilities without significantly affecting how projects are used, but different monitor capabilities may affect how the Production window appears. If you develop and test your project on a large format, high resolution monitor but the Production operators will be using smaller monitors with lower screen resolution, there may be a difference in what the operators see.
15 System Overview created using the Advanced Search editor in the ID Works Production application and exported with projects. Distributing ID Works Projects The final steps in using ID Works projects on multiple systems involve exporting the ID Works project from the computer on which it was designed and importing it on the other computers. You use the ID Works Administrator application for both of these steps.
16 System Overview ID Works Basic 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. ID Works Basic Designer includes twelve types of card fields: text, photo, date, barcode, magnetic stripe, variable graphic, static text, static graphic, non-printable area, line, rectangle, and ellipse.
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 35. See the online help topic “Add a date field to a card” for step-by-step instructions. Barcode Field Barcode field You create barcode fields to print barcodes on your cards.
25 Plan and Create the Card Design types ID Works software supports, as well as the options available with each barcode type.
26 Plan and Create the Card Design Barcode Type MSI Plessey Options Available Checksum: none, Mod 10, Mod 11 Density: High, Medium, Low PDF417 (text only; binary data not supported) Error Correction: none, Level 1 through Level 8 (maximum) Postnet Zip + 4 (no options available) UCC128 Checksum: none, Mod 10 Density: High, Medium, Low Density: High, Medium, Low UPCA Supplemental Digits: 0, 2, 5 Density: High, Medium, Low UPCE – 0 System 6 Digit Supplemental Digits: 0, 2, 5 UPCE – 1 System 6 Di
Plan and Create the Card Design 27 You must provide sample barcode data to display and print on the sample card. You do this on the General tab of the Edit Field Properties [Barcode] dialog box. If you enter too much sample data, the field is filled with diagonal lines. If the barcode type does not support the data you entered, the field is filled with a crosshatch pattern.
28 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.
Plan and Create the Card Design 29 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.
30 Plan and Create the Card Design ribbon. See “Printing Graphics with the Card Printer’s K-panel” on page 114 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 ID Works projects. Some variable graphic field options are not compatible with others.
Plan and Create the Card Design 31 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.
32 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.
33 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.
34 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 35 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.
36 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 37 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.
38 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).
40 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 41 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.
42 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.
43 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.
44 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 45 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.
46 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 < 47 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.
48 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 $ 49 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.
50 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.
51 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.
52 Plan and Create the Production Form 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. Notes: • Compressing each photo to a set file size will result in photos that vary in quality. • If the uncompressed file size is smaller than the target file size, nothing will be done to increase the file size.
53 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.
54 Plan and Create the Production Form 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. You can have as many list fields as necessary on a Production Form. The variable graphic card field is best used with a list field. List fields help reduce data input errors and variations.
Plan and Create the Production Form 55 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. For example, if the list contains office locations, the office with the most employees would be designated the default selection. If you do not specify a default value, the software uses the first value you entered as the default.
56 Plan and Create the Production Form 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. For each subfield you can specify that trailing spaces or other characters (such as hyphens in an identification number) be removed.
57 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.
58 Plan and Create the Production Form 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.
Plan and Create the Production Form 59 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.
60 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.
61 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 41. 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.
62 Plan and Create the Production Form 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.
Plan and Create the Production Form 63 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 35 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.
64 Plan and Create the Production Form • 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.
Plan and Create the Production Form 65 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.
66 Plan and Create the Production Form 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.
67 Plan and Create the Production Form the same as selecting Create Database from Production Form from the Tools menu. See “Creating a Database from ID Works Designer” on page 93. 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. In other words, you can change the Production Form as though you created it “from scratch”.
68 Plan and Create the Production Form 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.
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.
70 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 71 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.
72 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.
73 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 81. 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.
74 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 75 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 81. See the online help topic “Add a date field to a report” for step-by-step instructions. Barcode Field Barcode field Barcode fields are necessary on reports when you want to duplicate a card design in a report block.
76 Plan and Create the Report Design types ID Works software supports, as well as the options available with each barcode type.
77 Plan and Create the Report Design Barcode Type MSI Plessey Options Available Checksum: none, Mod 10, Mod 11 Density: High, Medium, Low PDF417 (text only; binary data not supported) Error Correction: none, Level 1 through Level 8 (maximum) Postnet Zip + 4 (no options available) UCC128 Checksum: none, Mod 10 Density: High, Medium, Low Density: High, Medium, Low UPCA Supplemental Digits: 0, 2, 5 Density: High, Medium, Low UPCE – 0 System 6 Digit Supplemental Digits: 0, 2, 5 UPCE – 1 System 6
78 Plan and Create the Report Design Too much barcode data Unsupported barcode data See the online help topic “Add a barcode field to a report” for step-bystep instructions. 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.
Plan and Create the Report Design 79 the online help topic “Add a variable graphic field to a report block” for step-by-step instructions. 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.
80 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 78. 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.
Plan and Create the Report Design 81 Names All report fields, regardless of their type, are given a default name when they are created. Named fields are necessary to connect report fields with Production Form fields and to select fields using only the 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).
82 Plan and Create the Report Design 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.
Plan and Create the Report Design 83 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.
84 Plan and Create the Report Design ID Works Basic Version 5 Administrator’s Guide
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. This chapter assumes you have an understanding of database concepts in general as well as your database system in particular.
86 Using Databases with ID Works Projects Connecting to Multiple Tables in a Database ID Works Basic supports multiple related tables. Multiple tables have some advantages over a view, the most important being that updates are less restrictive. The ID Works software derives relationships between tables by using foreign keys if they are available or by matching column names if there are no foreign keys. A project can be connected to up to ten tables.
Using Databases with ID Works Projects 87 Database Login You access the database when you use the Field Connections window in ID Works Designer. In ID Works Production, Reporting, and View, you access the database when you open a project that has connections to a database.
88 Using Databases with ID Works Projects Data Types ID Works Basic applications support the following data types: Production Form Field Access Database Column Type Text Text(255)*, Number(Integer)†, Number(Long Integer)†, AutoNumber(Long Integer)†, Number(Single)†, Number(Double)† Photo OLE Object, Text‡ Date Date/Time** List Text, Number(Integer), Number(Long Integer), Number(Single), Number(Double) Print Count Number(Integer), Number(Long Integer) Auto Sequence Number(Integer), Number(Long
Using Databases with ID Works Projects 89 To prevent duplicate values, the column connected to the auto sequence field should be restricted to unique values using an index or constraint. Controlling Database Activities There are two levels of database access control in an ID Works project. The database administrator is the only person who can grant privileges, and granting privileges happens outside of the ID Works program.
90 Using Databases with ID Works Projects 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. Using this feature also eliminates the need for an explicit “save” operation for each card printed.
Using Databases with ID Works Projects 91 BLOB-related Considerations Binary large object (BLOB) is a generic name for Access OLE Objects. The maximum size of all 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.
92 Using Databases with ID Works Projects 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. Specifying a Production Form field may help you find files when using another application.
Using Databases with ID Works Projects 93 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.
94 Using Databases with ID Works Projects 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.
95 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.
96 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).
Using Databases with ID Works Projects 97 be saved in the database. Database text fields created for ID Works photo fields stored as files are set to 255 characters. Importing Data from a Text File to an Access Database You can use a utility in the ID Works Administrator application to create a Microsoft Access 2000 database that contains information from your text file, to add records to an existing Access database, or to replace the existing database records with information from your text file.
98 Using Databases with ID Works Projects 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.
Connecting Fields 6 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 chapter 5 described the types of database fields ID Works software supports.
100 Connecting Fields When making connections, select the Production Form field first and then the database table column field or card or report design field. Field Connections Window You use the Field Connections window to establish connections between fields. From the menu bar, select View and then Field Connector. The Field Connections window contains three areas: Data Source, Production Form, and Production Output.
101 Connecting Fields 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. In the Column field you will see the names of the columns in the table specified in the Table field.
102 Connecting Fields order. You use this list to select the report design to which you want to connect a Production Form field. The Field area lists the report fields that will change from record to record. If you click on a report field that is connected to a Production Form field, a line appears showing the connection. Static text, static graphic, and non-printable area fields on a card or report block are not listed because they cannot be connected to a field on the Production Form.
103 Connecting Fields To ensure that all the data you collect using the Production Form is saved in the database and, conversely, to ensure that all the data in the database can be displayed on your Production Form, the length of text fields on your Production Form should match the length of the database table column to which they will be connected.
104 Connecting Fields Each card design field can have only one connection. To combine information from two or more Production Form fields in a card design field, create a composite field on the Production Form and then connect the composite field to the card design. Note that photo fields cannot be used as a subfield in a composite field.
Working with Capture Options 7 In addition to using a computer keyboard to gather character-based information, ID Works identification software lets you capture photo images, which are stored as binary data. The ID Works Production application includes three ways of capturing photo images: • • Using images stored as files on your system or network. • Using any camera that complies with the Microsoft Video for Windows or Windows Image Acquisition (WIA) standard interface.
106 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 108. • 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 107 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.
108 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 109 procedures for Production operators to follow. You must develop those procedures for your operators. 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.
110 Working with Capture Options If you specify Video for Windows (Fast) on the Source tab of the Edit Field Properties [Photo] dialog box, the ID Works Production application launches the software application provided by the manufacturer of the Video for Windows device that was used most recently (or for the only Video for Windows device on the computer).
Working with Capture Options 3 111 From the list, select the capture device you want to configure and click Configure. The configuration dialog box for the device you selected opens. 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.
112 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.
Working with Printer Options 8 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.
114 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 28.
Working with Printer Options 115 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.
116 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 117 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.
118 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.
System Security 9 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.
120 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.
121 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.
122 System Security When the user clicks Unlock, the User Login dialog box appears for the user to enter a user name and password.
123 System Security Delete all selected records Update all selected records Reporting application Open a project Total reports printed per project Save a stored search Save a stored search with a different name Delete a stored search 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 Sa
124 System Security If Delete All is used to delete records or if Update All is used to update records but no Production Form field has Write to Log selected, a summary audit log entry will be written. Text fields, date fields, list fields, print count fields, and auto sequence fields can be logged. 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.
125 System Security You can sort the entries in the audit log on any column by clicking the column heading. Click the column heading again to reverse the sort order. To print the audit log, click the Print button on the Audit Log Viewer dialog box. The Audit Log Report dialog box lets you specify the information that will appear on each page of the report as well as the appearance of the information on the page.
126 System Security Locating Project Files By default, ID Works project files are located in the C:\Program Files\Datacard\ID Works\Projects directory, although you can select a different location for the ID Works directory (and consequently the Projects subdirectory) during installation. You can move project files after installation, perhaps placing them on a server, where they can be accessed by as many ID Works computers as you have in your system.
Index A Administrator application audit log utility 124 configure capture devices 110 definition 1 exporting projects 15 importing projects 15 locating project files 126 manage user accounts 120 alphabetic mask characters 46 alphanumeric mask characters 47 audit log 3, 122 export 125 limiting entries in view 124 maximum number of entries 124 printing 125 sorting entries 125 specifying entry on Production Form 64 specifying events to log 123 viewing 124 auto sequence field connections between Production form
128 Index configure capture devices 110 connections 99 between Production form and card 103 between Production form and database 102 between Production form and report design 104 CR50 19 CR80 19 D database connections to Production form 102 export to text file 98 using with production-only systems 14 database setup adding fields 94 automatic creation 93 automatically saving records 90 binary large object (BLOB) 91 column valid name 95 connecting to a project 85 create database 93 data types 88 design cons
129 Index foreground color card fields 36 Production Form fields 63 report fields 82 foreign keys 86 format, graphics 107 G general mask characters 48 graphic Production form background 41 graphics format 107 grayscale printing 115 H halftone 114 hidden field on Production form 63 I ID Works Path 91 image capturing 105 storing as file 91 import projects 15 installing ID Works software 125 K keyboard shortcuts 5 keys, foreign 86 K-panel printing 114 L landscape orientation 18 limiting audit log entries in v
130 Index storing as file 91 photo field card 23 card Printing options 115 connections between Production form and card 103 connections between Production form and report design 104 database column type 88 report 74 plug-in definition 113 printer, assigning 113 pop-up menu 5 portrait orientation 18 print count field connections between Production form and card 103 connections between Production form and report design 104 database column type 88 Production form 57 Print Queue Path 118 printer 13 printer pl
131 Index date 75 photo 74 static graphic 80 static text 79 text 73 valid name 81 variable graphic 78 Report window 70 Reporting application definition 1 right-click menu 5 ruler 18, 70 S sample card, printing 37 sample data 6 sample data view 7 sample report, printing 83 scanner 105 searchable field on Production form 64 security 3 security features in ID Works 119 in Windows operating systems 125 size card design 19 report block 71 sorting audit log entries 125 stacking order 9 static graphic field card
132 view field name 7 sample data 7 Index W Welcome dialog box 4 write to log field on Production Form 64, 123 ID Works Basic 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 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 Basic 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 graphics, variable graphics, barcodes, photos, and text and date fields that use TrueType or OpenType fonts. The 275/280P/295 System can accept a graphics file of 60 KB or less. Graphics files that are too large produce an error at print time. The only way to tell whether the composite graphics file will be under the size limit is to print sample cards from the Designer application.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 12 Consider using masks on the text fields connected to magnetic stripe tracks to ensure that only valid characters will be entered. See “Text Field Masks” in chapter 3 of the ID Works Administrator’s Guide. 2 In your Card design, insert a magnetic stripe field on the back side of your card. See the Designer online help topic “Add a magnetic stripe field to a card” for step-by-step instructions.
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 Embossing/Indent/Magnetic Stripe Fonts Do Not Appear in the List of Fonts Available for Text Fields First make sure you have specified that printer fonts are used in the project. See “Project Properties” on page 3. Note that performing the last step of the procedure (clicking OK) is required.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 20 Preliminary Steps: The following steps are needed to support using the Card Personalization System from ID Works applications. 1 Install and test the Card Personalization System and printer driver.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 21 3 On the Ports tab of the Properties dialog box, select FILE. You will see something similar to the following dialog box: 4 Click OK. The Properties dialog box closes. 5 Close the Printers folder. The serial port is now free for use with ID Works applications.
Datacard 150i and 275/280P/295 Card Personalization Systems: Guide for Use with ID Works Software 22 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. Refer to the instructions above for information on accessing the printer Properties dialog box.
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.
