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Advance Did Creator User Guide
Advance Did Creator User Guide
MINIMUM SYSTEM REQUIREMENTS ....................................................................................................................... 2-1 DOWNLOAD AND RUN INSTALLATION WIZARD ..................................................................................................... 2-1 NETWORK INSTALLATION (MULTI USER) ............................................................................................................... 2-2 LICENSING AND REGISTRATION ............................................................................................................................. 2-2 CHAPTER 3 WORK AREA ............................................................................................................................. 3-1
TOP MENU ............................................................................................................................................................. 3-3 i) File.......................................................................................................................................................... 3-4 ii) Options ................................................................................................................................................... 3-5 iii) View ........................................................................................................................................................ 3-8 iv) Photos ..................................................................................................................................................... 3-9 v) Signature .............................................................................................................................................. 3-10 vi) Biometrics ............................................................................................................................................. 3-11 vii) Bar-Code ......................................................................................................................................... 3-12 viii) Magnetic Stripe ................................................................................................................................ 3-13 ix) Language .............................................................................................................................................. 3-14 x) Help ...................................................................................................................................................... 3-14 xi) Bottom Menu ........................................................................................................................................ 3-15 DESIGNER WINDOWS ........................................................................................................................................... 3-15 TEMPLATES WINDOW .......................................................................................................................................... 3-16 BACKGROUND WINDOW ...................................................................................................................................... 3-18 PROPERTIES WINDOW.......................................................................................................................................... 3-21 CARD WINDOWS.................................................................................................................................................. 3-24 OBJECTS (TOOLS) ................................................................................................................................................ 3-24 CHAPTER 4 WORKING WITH FIELDS AND DATABASES .................................................................... 4-1
FIELDS ................................................................................................................................................................... 4-1 DATABASES ......................................................................................................................................................... 4-14 CHAPTER 5 PRINTING CARDS .................................................................................................................... 5-1
PAGE SETUP........................................................................................................................................................... 5-1 i) Printer .................................................................................................................................................... 5-1 ii) Margins .................................................................................................................................................. 5-4 iii) Card layout ............................................................................................................................................. 5-5 PRINT AND PRINT PREVIEW ................................................................................................................................... 5-7 BATCH PRINTING ................................................................................................................................................... 5-9 CHAPTER 6 PROGRAMMING MAGNETIC STRIPE CARDS ................................................................. 6-1
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Introduction
Chapter 1
Introduction
Welcome to the Advanced ID Creator, Enterprise Version. Using this software will allow you to quickly and easily create professional: Badges Identification cards Loyalty and membership cards Specialty name tags And other personal identification items
The purpose of this document is to guide you through the process of setting up Advanced ID Creator to create, customize and print personal identification items.
Special Features
Advanced ID Creator - Enterprise edition provides advanced features designed to help larger organizations with complex ID card requirements. Special features include: General Templates that can be created and modified to and print cards individually or in batches. Advanced security features support, such as digital fingerprints and electronic signatures. Unlimited database for photo ID cards. Digital photo capability via camera input and/or imported images. Use multiple printers simultaneously while sharing the same database.
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New User Interface AID Creator appearance is more functional and easier to use. Unlimited Objects you can now add multiple photos, pictures and any other objects on the same template. Improved Security licensing of this program has been changed to enhance security. Flexible Fields fields have more types to choose from; also number of objects is no longer fixed. Improved Database Wizard additional features like inner join are available, to ease an import. Flexible Forms size and location of service forms is no longer constant. Modified Print Settings redesigned print form with new features like Print resolution. Additional Functionality for Objects new features like send to front/back also enhanced copying of objects that allows a user to copy multiple objects simultaneously.
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Getting Started
Chapter 2
Getting Started
1. Go to the website http://www.advancedidcreator.com/download.asp 2. Choose the right edition to install 3. Click on Download to begin the installation 4. Click on Run 5. In the installation window, click on Next
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Getting Started
6. 1. Go to the website http://www.advancedidcreator.com or call 1-888-777-0388 for phone assistance. Scroll down to Advanced ID Creator and click on link. Select Download under the heading AID Enterprise. Click on the installation file to begin the installation. Click Run to begin the installation. In the installation window, click on Next. Read the license agreement carefully. Click the Yes checkbox and click Next to proceed. Follow the directions in the Installation Wizard. When the installation is complete, click Finish. Note: AID Creator will run following installation. Uncheck the box Run AID Creator Enterprise to run the application later and click on Finish.
2. 3. 4. 5. 6. 7. 8. 9. 10.
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Getting Started
Note: If the product is unregistered, a registration window will open. 3. 4. Click on the Register Now button. Note: If you do not want to register immediately, or you would like to use the demo version, click on the Register Later button.
5.
6.
Select the Edition by clicking on the drop down arrow to the right of the text box.
Note: the version of the software and the CPU ID are pre-populated. These fields are important because they specify details for the users computer. When the license key is issued, it will be associated to a CPU ID. 7. Click the Send button. Note: The information from the form will be populated in a Microsoft Outlook or Outlook Express email message. If you choose to use another email application, simply copy the information into an email product of your choosing, and send it to: registration@advancedidcreator.com Enter the subject Advanced ID Creator registration request.
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Getting Started
8. When the license key is returned, enter it in the registration window. Ensure the license key matches the CPU for which it was created.
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Work Area
Chapter 3
The work area allows you to manage all of your work on one screen. The work area is divided into many sections.
Top Menu
Select from menus, toolbars and options to customize and save your cards.
Templates Window
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Work Area
Background Window
Designer Window
Fields Window
Manage user data and apply it to the card design (discussed in Chapter 3)
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Work Area
Properties Window
Each window can be relocated in the work area by clicking on the top of the window and drag it to a new location in the work area. These windows can also be hidden or displayed by using the Toolbars. [CHANGE]
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Work Area
File Open new and existing files, save or export files, set up pages. Contains undo, redo, cut, copy, paste, select all and unselect all. Displays or hides windows in the workspace and manages the toolbar. Change workspace features, manage users and employees database. Insert or capture photos, signatures, fingerprints and bar codes. Select grid, ruler and show magnetic stripe for better alignment and manage magnetic stripe device. Search topics for information, visit helpful links, register the product and choose language from English, Portuguese, and Russian.
Edit
View
Options
Tools
Help
i) File
The File Menu provides options to manipulate the file.
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Work Area
Creates a new ID template Opens an existing template or card from a saved file Saves the current template or card to a file specified by the user Exports the current template to a file specified by the user Closes the most current card or ID that is displayed Changes default parameters for printing the page Allows the user to view the card prior to printing Prints the current card Allows the user to print individual employees or all employees. Closes the Advanced ID Creator program
Export
Close Page Set up Print Preview Print Print Employee Options Exit
ii) Options
Options Menu allows the customization of databases, users, and other general options. The options menu is found between the File Menu and the View Menu.
The options toolbar provides the user with the option to: General Changes the appearance of the workspace by selecting Ruler, Grid, or Stripe. Ruler inserts a ruled background on the card for better
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Work Area
alignment. Grid inserts a dotted grid on each card template for better alignment. Stripe inserts a placeholder for a magnetic stripe on the card back.
Note: The stripe is completed using the magnetic stripe menu. Database Enters a path to a user database for importing user information. Manage individuals who administer Advanced ID Creator. Under the Source Database section, select one of the database options. These options include: Microsoft SQL table Microsoft Access table Microsoft Excel table Comma Separated values
Enter the required information displayed to the right of the Source Database section. To Insert a Grid: 1. Select the Grid from the Top Toolbar.
2.
Note: a grid appears on the Card [face side] and the Card [back side].
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Work Area
To Insert the Ruler: 1. Select the Ruler from the Top Toolbar.
2.
Note: a ruler appears on the Card [face side] and the Card [back side].
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Work Area
iii) View
The View Toolbar displays or hides the windows in the workspace. All workspaces and status bar are displayed by default.
Properties Background Templates Data Drawing Front Side Back Side Toolbar Status Bar
Displays/Hides the Properties Window. Displays/Hides the Background Window. Displays/Hides the Templates Window. Displays/Hides the Fields Window. Displays/Hides the Left Navigation Bar. Displays/Hides the Front Side of the Card Window. Displays/Hides the Back Side of the Card Window. Changes the icons from large buttons to small buttons. Displays/Hides the Status Bar at the bottom of the screen.
To display or hide a window: 1. 2. Select View Select the window that you want to hide/display.
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Work Area
iv) Photos
The Photo toolbar provides the following options: Insert a photo from a file Capture a photo from a camera
2.
Click on the Card Front or Card Back. Note: A placeholder will be inserted on the card.
3.
4.
5.
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Work Area
To Capture a Photo: 1. 2. 3. 4. Ensure a digital camera apparatus is connected. Repeat steps 1 to 4 above. Click on Capture Photo. Photo will be entered into the data.
v)
Signature
The Signature toolbar allows users to insert a signature from file.
2.
Click on the Card Front or Card Back. Note: A placeholder will be inserted on the card.
3.
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Work Area
4.
5.
vi)
Biometrics
The Biometrics toolbar allows users to insert a fingerprint from a file. To Insert a Fingerprint: 1. Click on the Fingerprint icon on the Left Menu.
2.
Click on the Card Front or Card Back. Note: A placeholder will be inserted on the card.
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Work Area
3.
4.
5.
vii)
Bar-Code
The Bar-Code toolbar allows users to insert a bar-code number from a file. To insert a bar-code: 1. Click on the Bar-Code icon on the Left Menu.
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Work Area
2.
Click on the Card Front or Card Back. Note: A placeholder will be inserted on the card.
3.
4.
5.
viii)
Magnetic Stripe
The Magnetic Stripe toolbar allows you to enter details for each user to include on the magnetic stripe. It also writes the information to a card and reads card information when a card reader is installed.
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Work Area
ix)
Language
The user can select from 3 languages. Advanced ID Enterprise currently offers: English Portuguese Russian
To Select a Language: 1. Click on the Language toolbar at the top of the screen.
2.
Click on the desired language. Note: The screen will change all words to the new language.
x)
Help
The Help Toolbar provides the user with options to: Search Advanced ID Creator homepage Contact technical support Link to the Xpress Software Homepage Search Help Complete registration information View information on the current product installed
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Work Area
xi)
Bottom Menu
At the bottom of the work area, there is a status bar that displays the Active window, User Name, Role of the user, and designer and printer privileges of the user.
Designer Windows
The designer windows provide the tools to customize your cards and templates. Each window name is displayed on the top of the window. Each window can be seen in the workspace by default.
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Work Area
Fields Window Properties Window Cards Windows Add and modify user fields and data. Add or modify Card properties. Provides a workspace to customize card front and back.
Templates Window
The templates window allows you to use pre-existing templates to customize your cards. The templates window displays a list of available templates. Selecting a template from the list will automatically display a default template for the Card (face side) and Card (back side) windows.
The templates define the arrangement or location of the background and the elements on the Card face and Card back. These templates contain both: Backgrounds Objects Templates to apply to cards that can be added, modified or deleted using the Background Window Features that allow customization of cards, which include photos, signatures, bar-codes, etc.
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Work Area
To Add a New Template: 1. In the Templates Window, click on the New button.
2. 3.
Create a name for the template and enter it into the Name field. Select the Group. Note: Groups have predefined templates for envelopes and letterhead, ID cards and labels. Selecting the group will automatically display the category and type to select.
4.
Select a Category from a list of available choices based on your group. For example, if you selected labels, you may select Avery as a brand of labels that will define your template.
5. 6.
Select the Type. Type is based on the category selected. Select Ok and a new template will appear in the templates window.
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Work Area
To Delete a Template: 1. 2. Select the Template to be deleted in the templates window. Click on the Delete button at the bottom of the templates window. Note: A window will be displayed confirming your choice to delete the selected template.
3. 4.
Select Yes to delete the template. Select No to delete the template and return to the template window.
Background Window
The background window is located in the lower left corner of the screen. This window allows you to customize the background of the front and back of your card. There is an existing list of available backgrounds.
To Add a Background: 1. Click on the Card (face side) window or the Card (back side) window.
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Work Area
2. Select the background from the list. Note: When you initially select a card template from the templates window, a background template will be automatically selected. The background template applies a background to both the Card (front side) and the Card (back side) windows. These backgrounds can be changed. Note: Remember to select the Card side first before clicking on the background. You will know which card side is selected by the dark blue color of the window header. To Modify a Background: 1. 2. Select the Card face window or Card back window. Click on the None option in the Background list.
3.
Repeat this process to customize the other side of the card, if needed. Add color, images, or specialty features using the toolbars.
4.
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Work Area
Adding Color to a Custom Background 1. Select the Color button on the background window. A Color Window will be displayed.
2.
Click on a basic color from the color squares under basic colors.
OR Click on a previously selected custom color from a color square under Custom Colors. OR Create a custom color by clicking on the Color Spectrum on the right hand side of the window. Then click on Add to Custom Colors.
3.
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Work Area
To Add a Background Template: 1. Click on the Add button on the background window.
2. 3.
Select a background file or image file from your directory. Click on Open. Note: The image or file will be inserted into the templates window.
To Delete a Background Template: 1. 2. Click on the template to be deleted. Click on the Delete button at the bottom of the background window.
Properties Window
The properties window allows you to view and modify the properties of a template (i.e. card) and the properties of an object, which are highlighted in the properties window. As new templates or objects are selected, the property window changes to reflect the item selected. To Change the Properties of a template or object: 1. Click on the Properties Window.
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Work Area
2.
3.
Click on the small plus sign next to the property you wish to modify. Click on the property.
4.
5. 6. 7.
Change the information. Some properties require you to click on a small Enter changes in the Font window. button.
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Work Area
8.
Click OK.
To Add an Image: 1. Click on the Image icon on the Left Navigation bar.
2.
Click on the Card (front or back side) to add the image to the card.
3.
4.
Click on the plus sign beside the Image. The image property will expand.
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Work Area
5. 6.
Click on the button. Select an image from your files and click OK.
Card Windows
There are 2 types of card windows. Card [Face Side] Card [Back Side]
The Card windows allow users to manipulate cards or templates to make designs based on company needs. All of the other windows and the Objects work to enhance the design of the cards.
Objects (Tools)
Objects are features that can be used to customize your cards. Objects are displayed on the left hand side of the screen in a horizontal row.
i) Global Objects Global Objects apply to all users. They are created for one card and remain the same for all cards.
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Work Area
Text The text object allows you to customize the text on the front or back of the card that appears on every card. The line object allows you to draw a straight line on the front or back of the card that will appear on every card.
Line
Rectangle The rectangle object allows you to draw a square or rectangle shape on the front or back of the card that will appear on every card. Circle The circle object allows you to draw a circle or oval shape on the front or back of the card that will appear on every card. The image object allows you to insert an image on the front or back of the card that will apply to every card.
Image
To Add an Object: 1. 2. 3. Click on the object. Click on the card face or card back. Click on a spot on the card where you want to place the object. Note: When you move your mouse to the card, you will see that it appears as a +. 4. Click and drag your mouse to make the outline of your object. Note: You will see the outline of the object on the card. To Change an Object: 1. 2. 3. Click on the card that contains the object Click on the object. Adjust the size by clicking on one of the handles.
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Work Area
4. 5. Use the handle to create a new shape. Change the object by using the Properties Window.
To Delete an Object: 1. 2. 3. Click on the card that contains the object. Click on the object. Select the delete button on your keyboard. Note: A small box will appear in the middle of the screen that should read Do you really want to delete selected controls? 4. Click on the Yes button to delete.
ii) Individual Objects Individual Objects apply to each user. They are created for one user and change when a new user is selected or added. These objects are also available on the Top Toolbar. Individual Objects are used in combination with the Top Menu options. To find out more about using the Individual Objects, see Top Menu. Individual Objects Include: Photo The Photo Object allows you to insert a photo for each user from a file or capture a photo from a camera. The Signature Object allows you to insert a signature for each user from a file. The Fingerprint Object allows you to insert a finger print for each user from a file. The Bar Code Object allows you to insert a bar code for each user.
Signature
Fingerprint
Bar Code
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Chapter 4
Fields
The Fields Window stores the data for each employee. There are 2 tabs in the fields window. Fields Tab Lists details of the user and allows administrator to add custom fields.
Data Tab
Contains the details of each user and allows administrator to add, modify, delete and search for users.
i) Fields Tab The fields tab displays a list of available fields. These fields correspond to columns in the Data tab. Each field can be populated with employee information. There are 5 predefined fields: ID First name Last Name Company Name Job Position
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4.
5.
Select OK. Note: The new field will be added to the Fields tab and to the data tab.
To Modify a Field: 1. 2. 3. Click on the Fields Window. Click on the Fields tab. Select the field to be modified.
Note: Only fields that have been added can be edited. Predefined fields cannot be edited or deleted. 4. Click on the edit button.
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5.
6.
Select OK.
To Delete a Field: 1. 2. 3. Click on the Fields Window. Click on the Fields tab. Select the field to be deleted.
Note: Only fields that have been added can be deleted. Predefined fields cannot be deleted. 4. Click on the delete button.
5.
Click OK.
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Composed Fields The composed fields button allows you to combine existing fields. For example, you may want to combine First and Last Name to make it easier to apply to a card. To Combine Fields: 1. 2. 3. Click on the Fields Window. Click on the Fields tab. Select the Composed Fields button.
A window will be displayed called Add Concatenated Field. The word concatenated means to join together.
4.
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5.
Click on the top arrow > to move the field to the selected fields.
6.
Select the next field and move the field to the selected fields.
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7. 8.
To move fields back, select the field and click on the < button. Select Ok to produce a new field that joins the selected fields together.
Fields from the Field Window can be added to cards in the Design Window. To Add a Field to a Card 1. 2. 3. Click on the Fields Window. Click on the Fields tab. Click on a field.
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4.
Click on the field and drag it to a spot on the card (front side) or card (back side).
Note: The card will be customized with the new data for each employee. ii) Data Tab The data tab consists of a database for employee information. Each horizontal column represents one field created in the Fields tab. You can add, edit, or remove employees from the list.
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To view all of the information, use the scroll bar at the bottom of the Fields Window. Note that all of the objects associated with the card are highlighted.
To Add a New Employee: 1. 2. 3. Click on the Fields Window. Click on the Data tab. Click on the Add button.
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4.
5.
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6. 7.
Click on the Ok button to save. Note: The newly created employee information will appear in the Data tab of the Fields window. Use the scroll bar at the bottom of the window to view all fields and data.
To Modify an Existing Employee 1. 2. 3. Click on the Fields Window. Click on the Data tab. Select the employee to be modified.
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4.
5.
Enter changes.
6.
If you want to add or delete a photo, biometrics, a barcode, or a signature, check or uncheck the corresponding checkbox.
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7.
To Delete an Existing Employee 1. 2. 3. Click on the Fields Window. Click on the Data tab. Select the employee to be deleted.
4.
5.
Click Yes.
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1. 2. 3.
Click on the Fields Window. Click on the Data tab. Click on the Find Employee button.
4.
5.
Enter a key word such as the employee name or job that you want to search.
6.
The program will highlight the selected field in the list, if found.
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Databases
Entering data from data sources is possible with the Database feature. To Import or Link to a Database: 1. Click on Options from the Top Navigation.
2. 3.
Click on the Database link wizard . In the AID Link Wizard, select the Source database selection.
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4. 5.
Enter the corresponding information to the right of the selection. Click on Next to complete the import.
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Printing Cards
Chapter 5
Printing Cards
The Advanced ID Creator Enterprise has special printing features allowing administrators to print multiple employees or multiple templates. This section will provide information on page setup, printing multiple employees, adjusting margins and modifying the card layout.
Page Setup
Prior to printing, it is important to set up the page. Adjust the printer, margins, and card layout.
i) Printer
The printer settings can be adjusted to suit the card printing needs. To adjust the printer settings: 1. 2. Select File from the Top Menu Bar. Select Page Set Up from the list.
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Printing Cards
3.
Select the printer from the dropdown list from the Printer list.
4.
5.
Select mirror printing if you want to print the front and back of the card together.
6.
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Printing Cards
7.
Select OK.
To Adjust the Number of Employees to be Printed: 1. 2. Select File from the Top Menu Bar. Select Print Employee Options from the list.
3.
4.
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Printing Cards
5. Select Custom to choose individual employees.
6.
7.
Click Ok.
ii) Margins
Margins can be adjusted to suit the card printing needs. To adjust the margins: 1. 2. Select File from the Top Menu Bar. Select Page Set Up from the list.
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Printing Cards
3.
Select the margin to adjust by clicking in the box next to the margin side: left, right, top, bottom.
4.
Click on Ok.
iii)
Card layout
The card layout adjusts the number of cards that can be printed per page. To adjust card layout: 1. 2. Select File from the Top Menu Bar. Select Page Set Up from the list.
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Printing Cards
3.
4.
Select the number of cards to be printed across the page by selecting a number next to number across.
5.
Select the number of cards to be printed down the page by selecting a number next to number down.
6.
Create the vertical margin by typing a numeric value next to margins vertical (inches).
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Printing Cards
7.
Create a horizontal margin by typing a numeric value next to margins horizontal (inches).
8.
Select the checkbox beside Multiple Templates per Page if you want to print more than one template at a time.
9.
Select the checkbox beside Multiple Employees per Page if you want to print more than one employee at a time.
10.
Click Ok.
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Printing Cards
3.
4. To print cards: 1. 2.
Select File from the Top Menu Bar. Select Print from the list.
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Printing Cards
3.
4.
Batch Printing
The Advanced ID Creator Enterprise allows you to print multiple cards or templates at once. To print multiple cards or templates: 1. 2. Click on File and Page Setup. Select Multiple Templates per Page OR Multiple Employees per Page.
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Printing Cards
3. Adjust the other Card Template options.
Note: When the Number across and Number down values are changed, it is represented in the display sheet at the top of the window.
4.
5.
Select All or Custom. Note: if you select Custom, be sure to select the employees to print from the list.
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Printing Cards
6. 7. 8. 9.
Click Ok. Click File and Print. Select Yes to print the front side of the card. Select Yes to print the back side of the card.
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Chapter 6
Advanced ID Creator Enterprise allows you to program information onto a magnetic stripe using a card reader/writer. To Enter Employee Information onto a Card: 1. 2. Ensure a Card Reader is installed. Click on the Card button on the top menu.
3.
A black placeholder for a magnetic stripe will be displayed on the Card [Back Side].
4.
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6.
7.
Drag the field to the space below Track 1. The field will be inserted in this space for each user.
8. 9.
Continue to enter fields. Use Track 2 and Track 3 if necessary. Select High or Low coercivity.
10.
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To read magnetic stripe information from card: 1. 2. Install a Card Reader. Select Magnetic Stripe from the Top Menu.
3.
4.
5. 6.
Swipe the card through the card reader. Information will append to the Data.
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