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Asure ID Solo - User Manual

1. When selecting Chromakey you will notice two radio buttons below the Chromakey item asking you tell the software what color should be matched The options here are Auto and Manual If Auto is selected the Chromakey function will attempt to detect the color that is immediately behind your image or if none the color that is the most commonly used around the image and use this color for matching LP e Synercard A User Manual If Manual is selected you can press the Pick Color button to select a color to be used for matching Upon the configuration of the Chromakey item the background color of the supplied image will be adjusted in an attempt to match the selected color Keep Ratio When this check box is selected the area of the image that is cropped or captured will always be forced to maintain the aspect ratio of the original image When capturing photos signatures fingerprints and retina scans in Data Entry Center it is strongly recommended that you check this item Failure to do so will create a situation where you are using an arbitrary defined by your selection aspect ratio from one image to the other and you will end up with inconsistent image sizes from one card to another Card Design Center Function Buttons In this section you will find a complete description of the functionality provided by the main Function Buttons found along the top and left hand edge of the main Card Design Center interface New
2. 250 V Maintain Aspect Ratio Height jpo 24 r Frame in 1 10 mm IV Enable Frame ERTS Frame width E 44 Orientation Rotation In Degrees Horizontal X Barcode Button Barcode 7 Select this button to add a barcode to your card template Asure ID gives you the option of encoding the information from any of your data fields either printed or non printed entries into a barcode so make sure that you have already created the data field s you want to encode before you select the Barcode option After pressing the Barcode button click on the card to specify where you would like your barcode to appear A Barcode Editor dialog box will appear with various options for your barcode LP e Synercard A User Manual Matta Staun lt New Field gt zl Barcode lt Depatmnert gt Dox This window is divided into four sections Barcode Editor Barcode Appearance Appearance and Linear Barcode Options Barcode Editor Tab The following items are available on the Barcode Editor tab of the barcode s properties window Name Enter the name that you would like to use to identify your barcode here Type Currently only Linear Barcode types are supported in this version of Asure ID Data Fields Barcode Data After you have chosen the type of barcode you want to create you must choose what fields will supply the data to be encoded On the left hand side you wil
3. User Manual Welcome Quick Start Guide Installation uick Start Guide A Step By Step Tutorial Card Design Center Detail Data Entry Center Detail Appendix A Barcode Limitations and Considerations Appendix B Advanced Encoding amp Printing Settings Synercard Trusted Identity Software User Manual Welcome Welcome to the exciting world of Asure ID Synercard has worked hard to create an application that brings the most powerful identification and verification technologies to our customers in a friendly intuitive and easy to use manner We hope that you will find that Asure ID is the perfect match for your needs This electronic manual covers all of the features and functions of Asure ID and is intended to serve as a reference when working with the software Synercard recommends that all new users begin with the Installation Guide and then the Asure ID Quick Start Guide portions of this manual These chapters will help you to become familiar with the Asure ID concept and will guide you through examples the most common tasks After you have read through these chapters you will find more detailed information on the various features and functions in the Details sections in later chapters of this manual Asure ID has been designed with ease of use as a primary objective and we feel that many users will want to learn by exploring the software instead of reading a large manual We encourag
4. fo Gamma J Hue J Saturation fo a mage Quality Pettect zl Image Ettects lt lt Apply Step 19 When you have filled the fields on your card template with all the data for the cardholder press the Save Card button to add this record to the database S A yn Trusted Identity Software User Manual baal Asure ID Employee Card Records Card Print Database Image Settings Help Data Entry Center Card Templates Employee New record Printing a Card Step 20 You are now ready to print your first card This can be done in one of two ways First by clicking on the Print button on the left hand side of the main window or by selecting Card Print from the main menu at the top of the screen If you choose the Card Print menu you will need to next select Print Displayed Card Step 21 To end this tutorial let s take a look at the finished card by selecting Card Print from the main drop down menu and then choosing Preview Displayed Card Synerchrd A Trusted Identity Software User Manual Preview Front Side a Front Back Both f Zoomi Zoom saena aro Grs i ane i ease z m2 a 3 Z T 9 a Z Q z H Z A Congratulations You have reached the end of the Asure ID Quick Start guide Full Asure ID product documentation can be obtained from within the application by clicking on the Help
5. Advanced Encoding Settings from the Settings drop down menu in Data Entry Center When you select Advanced Encoding Settings the configuration screen shown below will appear Advanced Encoding Settings current printer type not found Magstripe Use printer profile encoding settings Use the following printer settings profile for advanced encoding settings IF you choose lt Automatic gt Asure ID will try to find the best profile by matching the keywords lt Automatic gt Advanced Printer Settings The best matching profile for the current printer is s C Use the following encoding settings Track 1 Track 2 Track 3 Start track End track Start track End track Start track End track er ee a et ee aes a Cca Hep There are two global options for this page Use printer profile encoding settings and Use the following encoding settings Select the first item if your printer model is on the list and Asure ID will automatically use the correct settings for your printer If your printer is not on the list or your magstripe encoder does not operate correctly with the default setting select the second item Use the following encoding settings When selecting this option the user must manually input the escape characters or sentinel characters that their encoder uses to initialize magstripe encoding These can be found in the programming manual for your pr
6. Function Buttons Selecting this item provides identical functionality to pressing the Logo button on the main Card Design Center window Photo Select this item to add a photograph field to your card template For more information see Photograph in the section on Function Buttons Selecting this item provides the same functionality as clicking on the Photograph button on the main Card Design Center window Barcode Select this item to add and set the options for a barcode on your card template For more information on barcodes see Barcodes in the section on Function Buttons Choosing this item provides identical functionality as pressing the Barcode button on the main Card Design Center interface Magnetic Stripe Select this item to add and set the options for a magstripe on your card template For more information see Magstripe in the section on Function Buttons Choosing this item provides identical functionality as pressing the large Magstripe button on the main Card Design Center window Synerchrd A Trusted Identity Software User Manual Line Select this item to draw a line on your card This feature may also be accessed by clicking on the Line button within the Drawing Tools button bar at the lower right of the Card Design Center screen The line object is created by clicking on the card where you would like the line to begin and then clicking where you would like it to end After the first click you
7. OK LP e Synercard A User Manual New Photo Name Employee Card Side r Position in 1 10 mm IG C Bac Front Back ie fies na z Top 183 Width 250 V Maintain Aspect Ratio Height 300 Frame in 1 10 mm M Enable Frame EPIRA Frame Width E Orientation Rotation In Degrees Horizontal Y Step 10 To finish our card template add a logo image to the front of the card by clicking on the Logo button positioning the cursor on the front side of the card and clicking the left mouse button From within the Logo dialog box that appears press the Load button to locate and load an image in the same way that you selected the background image for the card If you would like to crop or edit the image again in the same manner as with the background image press the Edit button to open the image editor Select any other desired options such as a frame and then press OK when you are satisfied with the settings You will see the logo appear on the card and you may resize it by clicking on any of the image s corners and dragging the edge of the logo Like any other field on the card clicking on the center of the image and dragging it to a different location on the card can easily reposition the logo LP e Synercard A User Manual New Logo Ed Name Logo 1 Load Edit A Card Side r Position in 1 10 mm oe C Back Front Back ite f
8. Printer Settings Select this item to choose from any available printers and to set various options provided with your printer driver Sme A Trusted Identity Software User Manual Print Preview Select this item to view a print preview of the current template You must have a card printer driver installed on your local computer to use this option Proporty of Star Communications Call 1 800 123 4567 if found Print Choose this item to print the current template on a local printer Edit Undo Select this item to reverse the last action performed in the Card Design Center Selecting Undo again will reverse the action previous to the one just reversed and so on Redo Select this item to duplicate the last action performed by Card Design Center or to reverse the effects of an Undo operation Cut Select this item to cut the currently selected object on the card s design and place it on the Windows clipboard You need to select either Cut or Copy if you want to paste an object to a different location You can also perform a Cut operation by right clicking on the object you would like to cut and selecting Cut Sme A Trusted Identity Software User Manual Copy Select this item to place a copy of the currently selected object from the card s design onto the Windows clipboard A copy of the object can then be placed on a different location on the card by choosing the Paste option You can als
9. Synercard Asure ID AIO change InstallShield If multiple languages are available on your installation CD you may choose from the available options If you would like to change the installation path press the Change button where the current install path is shown and select the new location where you would like Asure ID installed When you have made the appropriate custom installation options press the Next button to continue Step 5 After selecting your installation settings the installer will present a page stating that it is ready to begin the install Press Next to begin the installation or Cancel to halt it and return to Windows without installing Asure ID When the installation begins you will see a progress window as files are copied to your computer LP e Synercard A User Manual i Asure ID InstallShield Wizard Installing Asure ID The program features you selected are being installed Please wait while the InstallShield Wizard installs Asure ID Status Copying new files Installshield Back Next gt B When the install has completed successfully you will see a InstallShield Wizard Completed window as shown below Press Finish to exit the installer i Asure ID InstallShield Wizard InstallShield Wizard Completed The InstallShield Wizard has successfully installed Asure ID Click Finish to exit the wizard Synerched Tr
10. configuration of Conditional Display as described above under Data Fields Orientation This allows you to specify the degrees of rotation for your barcode and is identical to the Orientation option discussed above for Data Fields Appearance Tab LCP e Synercard Trusted Identity Software User Manual Text This area provides three controls Include Text Text Above Barcode and Font When Include Text is selected the data that is encoded to the barcode is printed in human readable form directly below the barcode The Text Above Barcode function provides the same functionality but not surprisingly forces the text to be printed directly above the barcode rather than below it If either of these options has been selected the Font button will become available and may be used to select the font and font options that this human readable text will use Color This area provides three controls that determine the colors used in the barcode By default barcodes are printed with black bars over a white background but like most aspects of Asure ID this is completely customizable Pressing the Select Color option next to Bar Color will allow you to configure the color that will be used for the bar and pressing the Select Color option next to Background will let you configure that color that is used behind the bars The Transparent Background check box will override the Background color selection and
11. cursor will change to a crosshair cursor and you can place the field by clicking either on the front or backside of the card or in the non printed entries area You may place up to 8 data fields on any individual card template After selecting where you want to place the field a dialog box will appear detailing various options for the new data field These options will be described in detail below Editing and Moving Data Fields After a data field has been placed on the card its options dialog box can be reopened by double clicking on the field itself either on the card surface or in the non printed entries area or by right clicking and selecting Properties Also after data fields have been placed they can be resized by clicking on the border of the field and dragging it while holding down the mouse button or by holding down lt SHIFT gt while using the arrow keys left and right arrows to adjust the width and the up and down arrows to adjust the height Existing data fields can also be moved to a different position by clicking in the center of the field and dragging it to a new location while holding down the mouse button by single clicking and using the arrow keys on your keyboard or by adjusting Screen Parameters within the fields options dialog box The data field can be removed from the template as long as no cardholder data has been entered into the database for this template by selecting it with a mouse click and pressin
12. have a new application with all your previous data and settings intact Synerchrd A Trusted Identity Software User Manual Appendix A Barcode Limitations and Considerations Barcodes are seemingly on everything we purchase and are becoming increasingly more and more common on ID badges They allow us the flexibility to store much more information than would be possible from printing data on the card directly as well as giving us added security by preventing sensitive information from being displayed in a human readable fashion While the benefits of barcodes are quickly apparent which barcode is best suited to a particular need isn t always as crystal clear This reference guide will provide you with the information you need to select the appropriate barcode for your desired results Please bear in mind that barcodes require the proper reader to decipher the information so ensuring that you have the proper equipment beforehand is a must There are a variety of barcode styles to choose from in Asure ID which will be examined in closer detail below Linear Barcodes It is important to note that while most of the linear barcodes support up to 100 characters there will be a practical limit determined by the physical size of the resulting barcode and the scanning equipment Bear in mind that an ID Card is not the largest surface to be placing a barcode on Code 39 The Code 39 barcode symbology supports 43 characters plus
13. higher you increase this number the wider the barcode will be It is possible to create a barcode that is too wide to fit on a card template Test String Since the barcode is designed using the available data fields on your template there will be no data within these fields if you preview the barcode from within Card Design Center The Test String allows for the inclusion of any desired characters simply for the purpose of generating a barcode that can be viewed for layout purposes from within Card Design Center Comment Line At the bottom of the properties menu is a comment line This area allows the user to type any text in as a comment that will be displayed in the barcode properties menu Any text may be placed into this field with a limit of 100 characters It is important to realize that this comment is not data that will be encoded into the barcode but rather a string of fixed text that will be displayed alongside the barcode s configuration possibly as a useful note or reminder to anyone who may be working with your barcode s configuration at some time in the future Magstripe Button Magstripe 7 Choose this option to add a magnetic stripe to your card Like a barcode the magstripe encodes information from your existing data fields Magstripes have three tracks that can each contain separate data so Asure ID allows you to encode information from any of your data fields either printed or non printed into the magstripe Af
14. preview is available to help you choose what file to select After the image is loaded you may press the Edit button to crop the selected logo This cropping feature is identical to that described for card background images Additionally you will find Frame Orientation and Position items that function identically to those previously described for Data Fields After you have chosen the options for your logo they can be changed at any time by double clicking on the logo field to reopen the item s options dialog box or by right clicking and selecting Properties Photograph Button Photograph 7 Select this button to add a field to the template that will contain the cardholder s photograph After selecting the Photograph button single click on the area of your card where you would like the photograph to appear Like logos and data fields the photograph field can be resized or repositioned by dragging it around the template or by using the arrow keys and the options dialog box can be opened by either double clicking on the field or right clicking and selecting Properties This dialog box is almost Sme A Trusted Identity Software User Manual identical to the one presented for Logo items and you should by now recognize many of Asure ID s common controls presented on this window New Photo Name Employee Card Side F Position in 1 10 mm Front Back P TEE Top fiex Width
15. third option entitled Custom will allow you to input ANY characters into any magstripe track without checking for compliancy This has been added for user convenience however please note that it is possible using this format to create magstripe layouts that will not encode or read back Synerchrd A Trusted Identity Software User Manual Also in the Type box is a drop down menu that is used to choose which of the three available tracks are currently being edited Data Source Here you will see the data fields from your template that are available for encoding as well as an item for adding a static text field to each magstripe track Adding a static text field prompts you for a unique string of data to encode into the track The length and data type are useful when building ISO compliant magstripes To add a field to the currently selected track either double click on the field name or single click it and press the Add button Any fields that have been added will appear in the right hand Data window and in the track display at the bottom of the magstripe editor window To remove a previously added field either double click it in the Format window or single click to select it and press the Remove button Multiple fields can be encoded to a single track as long as the track stays within the maximum character length as specified in the track display at the bottom of the magstripe editor window Track 1 79 characters
16. user to select the font they would like to use for the text in the data field from any TrueType font installed on the system This window will also allow for the user to select a font script and size for their field Please note that Asure ID only supports TrueType fonts and not the Type II ATM fonts Select Color Pressing this button will bring up the Windows color palette allowing the user to select the color that they would like to use for the text in this data field Word Wrap selecting this item will cause the data contained within the field to occupy multiple lines if needed or if the width of the field is manually decreased Logo Button Logo 2 Select this button to place a logo fixed image onto your card After pressing the logo button single click on the card in the area where you would like to place your logo After you click on the card the logo s properties dialog box will appear shown below select the Load button then browse to the image you want to use and select Open Synerchrd A Trusted Identity Software User Manual New Logo fX Name Logo 1 Load Edit 5 m Card Side r Position in 1 10 mm ic ea sack Front Back iba fico a Top 106 Width 200 V Maintain Aspect Ratio Height 200 4 r Frame in 1 10 mm l Enable Frame EBERT Frame Width 3 4 Orientation Rotation In Degrees Horizontal Y Cancel When browsing for an image file a
17. Add View Help Card Design Center Photograph _Magstripe Barcode A a la a ae rh Y cy W o Z S JA m Z eN Y a gt lt T ey S _ 4 A About Card Templates Card Template This area represents the appearance of the card you are designing and will be used to place your photo signature logos data fields magstripes barcodes and any other elements in your card s design After any of these elements have been placed on the card they may be repositioned by dragging them while holding down the left mouse button or by single clicking to select one and using the arrow keys on your keyboard If you hold down the lt SHIFT gt key while using the arrow buttons you will resize the selected field without moving it Sme A Trusted Identity Software User Manual Add a Background There are three different ways to add a background to the card You may simply double click on the card area as shown right click on the card and select Add Background or choose Add then Background from the drop down menu bar at the top of the screen xi Name Background 1 tad Card Side Front Back 6 Tl Background Color RESSAR I Conditional Display Edi Cancel When the New Background window appears press the Load button to load an image file for the background or check the Background Color box to use a color instead If you select this box
18. Card Navigation Buttons KIOL When a template is selected that has more than one card entered into its database you can use these buttons to navigate through the selected cards The First button will take you to the first card in the series of selected cards and the Last button will take you to the last one These navigation buttons are used when finding a previously entered card that needs to be edited or voided Between the First and Last buttons are Previous and Next buttons that can be used to move one card at a time through the database Add Button Add Card Y Add Card Press this button to add a new card record to the database and enter the relevant data You may also add a card by right clicking on any of the data entry fields and selecting Add Card Edit Button F Edit Card Press this button to open a saved card so that you may edit the information again Save Card Button l Save Card 2 Save Card Press this button when you are finished entering the data for a card and want to save it into the active template s database This button will only be available if you have selected either the Add Card button or by right clicking on any of the data entry fields and selecting Add Card or Edit Card first You may also save a card by right clicking on any of the data entry fields and selecting Save Card Synerchrd A Trusted Identity Software User Manual CO Print
19. Card Template Select this item to save the current card template to the database The template will be saved under the name that was specified under Template Properties when the template was started Save Card Template As Select this to save your current template and specify a filename This is the same as pressing the Save button on the main Card Design Center window Template Properties Select this item to review the properties for the current template card size and template name Import Card Template Select this item to browse for a template file to import into Asure ID s database The template may be either an Asure ID v4 0 or higher template that was exported using the Export Template function When you Import a template it will not be automatically added to the database so be sure to press the Save button if you want to store this template in your Asure ID database for later use Export Card Template Select this item to export the currently selected template to a stand alone file This is useful if you want to back up the templates that you have created or if you want to move your template to another computer running Asure ID Please note that exported templates will not work with earlier versions of Asure ID make sure that anyone you send the template to has updated their software to at least the same version that you are using Exit Choose this item to end your current Card Design Center session Print Set
20. Menu or by clicking on the Help button at the top of either of the Card Design Center or Data Entry Center modules of Asure ID Synerched Trusted Identity Software User Manual Card Design Center Detail This section is designed to complement the information provided in the Quick Start Guide Please ensure that you begin by reading the Quick Start Guide and then proceed to this section if you need to find more detailed information In this section you will find a comprehensive listing of all the options found in Card Design Center and their various functions Introduction Asure ID s Card Design Center is where you will create templates for new cards either from scratch or by modifying existing templates It is here that you decide what your cards will look like what types of text and data they will hold and display and what types of special features such as magnetic stripes or barcodes they will incorporate This is all done through a simple drag and drop visual interface while Asure ID takes care of creating a custom database for you behind the scenes The benefit of this approach is that no database programming knowledge or skills is needed to use Asure ID In this section you will find a comprehensive listing of all the options found in Card Design Center and their various corresponding functions Synerched Trusted Identity Software User Manual Asure ID New Template 2 Template Print Edit
21. Pressing this button will perform a local print operation of all selected cards A printers dialog box will appear letting you select and configure the printer that you want to use Card Design Center Press this button to quickly go from the Data Entry Center to the Card Design Center Please note that you must have Card Design Center privileges assigned to your user profile for this to work A Help Select this button to jump to Asure ID s online help file Data Entry Center Drop Down Menu Items The following items are found at the top of the Data Entry Center s interface under the headings Card Records Card Print Database Image Settings and Help Card Records The following items are found in the Drop Down Menu heading Card Records located at the top of the Data Entry Center main interface Synerchrd A Trusted Identity Software User Manual First Card This option selects the first card in a selected series for the current template and selection This is the same as pressing the First button on the main Data Entry Center window Previous Card Selects the record before the currently displayed entry for the current template and selection This is the same as pressing the Previous button on the main window Next Card Selects the next record for the current template and selection This is the same as pressing the Next button on the main window Last Card Selects
22. Registration and are calling to register offline outside of business hours you may use the Register Offline function in conjunction with any computer that has Internet access even if it is not the same computer you are installing Asure ID onto Please select Register Offline when prompted by Asure ID and then using any computer go to our web based registration page located at http www synercard com support registration asp You will need to fill out the form on the webpage and enter the Initialization ID displayed when you select Register Offline in the Asure ID software into the appropriate box on the web form When you have filled out all of the requested items press the Submit button at the bottom of the page and our servers will process your registration request If the registration is successful you will be presented with an Installation ID that you can type into the appropriate box in Asure ID s Offline Register window Please note that this web based registration will not re activate products that have been registered multiple times and thus cannot be activated by the standard Register Online function If you cannot LP e Synercard A User Manual register your product because it has already been activated please call Synercard s product registration team on the phone number that is displayed on the Register Offline window Launching Asure ID After Asure ID has been installe
23. Settings button on the Field Parameters properties page will reopen the list values editor Advanced Field Options The Advanced Options tab of a Data Field s properties box is used to configure the appearance of the field on your card The configurable items are broken into six distinct areas Position Justification Orientation Frame Field Color and Font New field Field Options Advanced Options m Position in 1 10 mm Frame in 1 10 mm Enable Frame E olor Frame Width 7 m Field Color J Enable Color Synerchrd a Trusted Identity Software User Manual Position Card Side Front Back Select either the front or back of the card Changing this option is the easiest way to move a logo or signature from one side of the card to the other Left Top Width Height These items allow you to fine tune the position of fields within your template Manually setting these values allows for much more precise lining up of fields compared to simply dragging them into position For example to vertically line up left justify two data fields make sure that the Left screen parameter value is the same for both Justification Horizontal Alignment Configuring this item allows for the control over how your field s text is horizontally aligned within it s own allotted space the frame around the field The options are Left left justify Center centered within it s frame a
24. Template Button New Select this button to begin creating a new card template It is important to remember that the template data for new templates must be sent to the Asure ID Server before you send any card records entered into that template After selecting the New option you will be prompted to choose the layout of your new card design Portrait or Landscape and specify if it should have a magnetic stripe or not LP e Synercard A User Manual Template Layout Options Template Name Employee Card Card Technology None Y r Magnetic Stripe C Yes No Card Orientation Landscape r Card Size CREO Open Template Button Open Select this button to continue working on or to edit an existing card template After selecting the Open option you will be presented with a list of all the current templates and may choose the one you would like to open Save Template Button Save Select this button to save the current template If it has already been saved you will be prompted to confirm that you want to overwrite the existing template If you would rather save it under a new name press Cancel and select Save Template As from the Template drop down menu Sme A Trusted Identity Software User Manual Data Field Button Data Field 7 Select this button to add a data field either onto the card itself or into non printed entries After clicking on the Data Field button the
25. Track 2 40 Characters Track 3 107 characters Fill Do Not Fill Unused Space with Zeros These two options provide a control for how the magstripe encoder should handle unused space in the magstripe By default unused space in the magstripe ex the maximum of 107 characters for Track 3 will be left empty but this control allows an option to be selected that will force any unused characters in each magstripe track to be filled with zeros When you have finished making your selections press the OK button to add the magstripe to the card Unlike other fields magstripes cannot be layered moved or resized after they have been placed on the card template The general position or track encoding of the stripe can however be modified by re opening the magstripe dialog box by double clicking on the stripe itself and editing the various options This stripe can be removed from your card layout by right clicking it and choosing the Remove Magstripe option Please note that since they are encoded and not printed magstripes do not appear in print preview screens Instead a code for the data that the stripe holds will be shown Sme A Trusted Identity Software User Manual Drawing Tool Buttons Ele lO z At the bottom right corner of the main Card Design Center screen you will see a button bar containing five drawing tool buttons These buttons are for Line Rectangle Round Rectangle Ellipse and Polygon Using thes
26. an additional character used as a delimiter or start stop character The 43 character set includes the following 1234567890ABCDEFGHIJKLMNOPQRSTUVWXYZ Note that the alphabetic characters are all upper case If you wish to use lower case letters or other ASCII characters then Code 39 Full ASCII sometimes referred to as Extended Code 39 must be used The maximum data size is 100 characters Code 93 Code 93 was designed to complement and improve upon Code 39 Full ASCII It encodes the same character set and the only difference is that Code 93 is a continuous symbology and produces denser code Code 128 Code 128 allows the full ASCII 128 character set to be encoded It may also be scanned bi directionally and there is no restriction on the number of characters allowed Synerchrd A Trusted Identity Software User Manual Interleaved 2 of 5 Interleaved 2 of 5 is capable of encoding numeric data only The maximum data size is 100 characters CodaBar CodaBar sometimes referred to as Code 2 of 7 is a discrete width modulated barcode that provides a character set for encoding numeric data plus six special characters The supported characters are as follows 1234567890 UPC The Uniform Product Code UPC family of codes is typically used for product identification and includes UPCA and UPCE These are numeric codes only supporting only the characters 1234567890 e UPCA 12 digit is limited to 12 characte
27. an right click the photograph area and select Acquire photo from Asure ID Imago to launch the camera interface In a similar fashion to loading from a file a successful photo capture using the method will automatically set the Asure ID Imago to be the default device launched in subsequent operations by simply double clicking on the Photograph area After an image has been entered into this field either imported via TWAIN or loaded from a file the photo can be cropped by right clicking on it and selecting Edit Photo or saved to a standalone file by right clicking and selecting Save Image When cropping with the Edit Photo option a window will open showing the active selection see screenshot below This window provides similar functionality to the Image Editor window described Synerchrd A Trusted Identity Software User Manual previously and allows the user to perform both cropping and image enhancement operations To crop simply resize the highlighted selection by dragging on the edges of the selection box and reposition the selection as needed by clicking in the center of the selection box and dragging it releasing the mouse button when it is in the correct location When you are satisfied with the selection press the OK button to import the edited image back into Data Entry Center This cropping window will automatically appear after an image has be imported via TWAIN but this behavior can be disabled by choosin
28. argo CardJet HDP DTC Pro LX Persona C11_C16 The command flow window that appears has a drop down menu at the top with a variety of presets for different printer models If your printer is listed simply select it and Asure ID will handle the rest If your printer is not listed or if it is not responding properly to Asure ID s default commands you may need to manually configure the card movement commands LP e Synercard A User Manual The second item from the top of the page is used to configure the timing of the encoding operation within the print job You may select to have the encoding performed before printing after printing after printing the front of the card etc Make the desired setting by clicking on the appropriate radio button Next are sets of hardware binary commands used to perform operations such as Feed card to encoder module Eject card from encoder module etc Each of these needs to be configured for the commands that your printer has been designed to use Information on the correct values for these items will be available in the programming manual for your printer or by contacting your printer manufacturer Below the binary commands section is an area that is used to set the escape characters that should be sent to the printer s magstripe encoder unit These are configured in the same manner as described above Finally there is a Supporting Printer Key Words section After configuring the it
29. ased item such as Photographs Signatures Fingerprints and Retina Scans or in Card Design Center when adding logos and background images When working with this dialog all adjustments are made with the available controls and the changes are in real time updating your image as the adjustments are made It is important to note that any time you load an image file into Asure ID the software automatically makes a copy of the original image and will only work with this copy Under no circumstances do you need to worry about making edits or changes to an original image file LP e Synercard A User Manual Below you will find a description for the various adjustments made on the common image editor window Sharpness Adjusts the sharpness or crispness of the image Adjustment range is between 0 lowest possible and 100 maximum sharpness Brightness Controls the amount of brightness in the image Adjustment range is between 0 complete darkness and 100 full brightness a white image Contrast Regulates the amount of contrast in the image or the amount of median difference between light white and dark black colors Adjustment range is between 0 no contrast and 100 full contrast Gamma Gamma controls the white balance of the image Hue The hue adjustment allows for the adjustment of colors in the image For example if you are capturing images in an area with too much blue light giving an undesired bluish ti
30. ate that you want to use Data Entry Center provides you with any templates that you have created in the Card Design Center Select the Synercard template from the drop down Card Templates menu at the top of the Data Entry Center main window Step 14 After you have selected the template click on the Add Card button You will notice that all of the data fields on the card will include an area to enter values into these fields are grayed out until you press the Add Card button MI Asure ID Employee Card Records CardPrint Database Image Settings Help Data Entry Center Card Templates Employee 0of0 Step 15 Simply click in each field and type in the appropriate data You may also use the lt TAB gt key to move from one field to the next Sme A Trusted Identity Software User Manual Step 16 If the cardholder you wish to add is with you and you have an Imago or TWAIN compliant digital camera attached to your computer click on Image on the main menu bar at the top of the screen and select either Photograph and then select Acquire Photo from Imago or simply choose Select Twain Source to configure your TWAIN camera If you selected Select Twain Source from the Select Source window that appears highlight the source you would like to set as the default photograph capture device and then press Select You are only required to configure your TWAIN capture d
31. ay enter into the Upgrade box Click on the Upgrade button found on the About box to start the process Synerchrd A Trusted Identity Software User Manual Asure ID Upgrade Current Serial Number New Serial Number OoOO Your current serial number will be shown and you will see a space to enter the new serial number Please note that you cannot downgrade to a lower product Enter your new serial number into the lower box and press OK to validate your new product You will see a message stating that your upgrade has been successful and after your restart Asure ID you will have a new application with all your previous data and settings intact a Trusted Identity Software User Manual Data Entry Center Detail This section is designed to complement the information provided in the Asure ID Quick Start Guide Please ensure that you begin by reading the Quick Start Guide and then proceed to this section if you need to find more detailed information In this section you will find a comprehensive listing of all the options found in Data Entry Center and their various functions M Asure ID Employee Card Records CardPrint Database Image Settings Help Data Entry Center Card Design Center l Help Card Templates Employee X New record Photo 1 First Name Rosalina its Last Name Diaz tt i s S Front Background Card Template Select the template y
32. ble clicking on it or right clicking and selecting Properties and will allow you to control the color line width and location Synerched A Trusted Identity Software User Manual Rectangle Similar to the Line object this option allows you to place a rectangle onto the card This feature is also accessed by clicking the heading Add from the drop down menu bar and then selecting Rectangle from the options LO Synerc rd d Round Rectangle User Manual Again similar to the Line object this allows you to place a rectangle with rounded corners on the card template This feature is also accessed by clicking the heading Add on the top Drop Down menu bar and then selecting Round Rectangle from the options Drawn Object Properties xj Nove E O Shoe ate Frame x 0 1 FZ Enable Frame SI Frame Wide a LO Synerc rd Trusted Identity Software User Manual Ellipse Much like the Rectangle object this lets you create an ellipse oval or circle on the card template This feature is also accessed by clicking the heading Add on the top Drop Down menu bar and then selecting Ellipse from the options le oly B Drawn Object Properties xj Genera Nove ERT Shave Fs Frame x 0 1mm F Enable Frame Ea Polygon Similar in function to the other drawing objects the Polygon tool lets the user create a flexible multi sided polygon object on the card After
33. d you may login to the Card Design Center The Data Enter Center module cannot be used until at least one card design has been created or imported into Card Design Center and then saved to the database LCP e Synercard Trusted Identity Software User Manual Quick Start Guide A Step By Step Tutorial Designing a Card Template The Card Design Center is where you create templates for cards either from scratch or by modifying existing templates It is here that you decide what your cards will look like what types of text and data they will hold and display and what types of special features such as barcodes magnetic stripes or chips they will incorporate This is all done through a simple drag and drop visual interface while Asure ID takes care of creating a custom database for you behind the scenes The best part is that no database programming knowledge or skills is needed To fully appreciate the powerful features of the Card Design Center take a look at the simple steps involved with creating a new card template Step 1 Login to the Card Design Center by clicking on the shortcut on your windows start menu labeled Card Design Center Step 2 To create a new card template press the New button on the upper left of the main window ES Card Design Center New Template 1 Template Print Edit Add view Settings Help Card Design Center LP e Synercard A User Manual Step 3 A
34. d to register Synerchrd A Trusted Identity Software User Manual Product Registration x Please register your Asure ID software with Synercard Registration only takes a moment and ensures that you will have full use of the Asure ID software Please note that you must register your software within a specific number of days depending on your version and license or you will be unable to use it untill you have registered If you choose to register later you will be reminded to register whenever you open one of Asure ID s modules Register Offline Register Later Register Online Select Register Online if you would like to use the built in product activation This is the standard registration procedure that is recommended for the majority of users who are connected to the Internet After selecting Register Online you will see a customer information page Please fill out the different items and press Next to continue as long as your computer has web access you should be registered automatically If the Online Registration program is unable to communicate with the registration servers you will see a communication error message Please check your Internet connection disable any firewalls if needed just for the duration of the registration and press the Try Again button If the communication failure persists press Cancel and use Register Offline instead If the produc
35. data field which has simply copied the properties of the original and you will need to enter a new name for this field To copy a field simply right click on the field select Copy then right click on a different area of the card and select Paste After selecting Paste the properties menu for the new copy will appear allowing you to type a new field name Data Field Options Dialog Box This box appears when entering a new data field or when editing an existing one either by double clicking on any existing data field or by right clicking and selecting Properties The contents of the options dialog box are broken into two tabbed sections as displayed below e Field Options and e Advanced Options Synerched Trusted Identity Software User Manual New field Field Options Advanced Options ae Data Type Test Field Settings Field Options On the Field Options tab the following functions are available Field Name Type the name or label of the new field you are creating here This will be the label used to prompt the user for what type of data should be entered into the field For example if you were creating a field to hold an employee s card number it would be a good idea to use Card Number for the Field Name Data Type You may select either Text for variable information or Label to create static text Field Settings This item is normally grayed out unl
36. e this approach and this one of the reasons that this manual was designed with a Quick Start guide preceding the detailed explanations of each function We hope that the Quick Start guide will give you a familiar enough understanding of the way our software works so that you can treat the rest of the manual as a detailed reference ready to consult whenever you need further information about a specific feature a Trusted Identity Software User Manual Quick Start Guide Installation Thank You For Purchasing Asure ID Let s Get Started This easy to use QuickStart Guide provides you with all the information you will need to quickly get the Asure ID software working for you This guide is divided into the following four sections 1 Installing Asure ID 2 Registering Your Purchase 3 A Step By Step Tutorial e Designing A Card Template e Creating A Cardholder Record e Printing A Card Full Asure ID online and offline product documentation can be obtained from within the application by clicking on the Help Menv or by clicking on the Help button at the top of either the Card Design Center or Data Entry Center modules of Asure ID Installing Asure ID Before you begin the installation please ensure that your computer meets the minimum system requirements for Asure ID System requirements are printed on the case that your software came in Please note that you will need to be logged onto your compu
37. e tools you can draw many different items on your card To use the tools simply click the tool you would like and then click on your card to begin placing the drawing Depending on the tool you have selected you will need to place at least one more click on the card to set the second edge of the drawn object The Polygon tool supports as many clicks as you would like allowing the user to draw an object of any imaginable size and shape After you have placed a drawn object on the card it can be resized by clicking and dragging the handles that appear when it is selected Additionally you may double click or right click and select properties on the object to bring up its properties dialog box which will allow you to configure a fill color frame color location and name for the object These drawn objects act like any other item on your card and can be moved resized deleted or opened just like a data field logo or photo Line Select this item to draw a line on your card This feature is also accessed by clicking Add on the drop down menu bar at the top of the screen and selecting Line from the options The line object is created by clicking on the card where you would like the line to begin and then clicking again where you would like it to end After the first click you will see the line following your mouse as you move to the second point in the line After the line has been set its properties can be opened by dou
38. ems on this menu you may save your settings as a preset Any words entered into this key words box will be matched against the name of your print driver if you have the same word in the print driver name Asure ID will automatically use this preset After configuring the window if you would like to save the settings as a preset press the Save button Synerched Trusted Identity Software
39. ess you have selected the Label data type in which case this button will launch the Label Text Editor Max Characters This option can be used to specify the maximum number of characters allowed in a field Please note that Data Entry Center will not allow more characters than set here to be entered into the field Min Characters This option can be used to specify the minimum number of characters allowed in a field Please note that Data Entry Center will not allow a card to be saved less characters than set here are entered into the field Synerchrd A Trusted Identity Software User Manual Data Types When adding a new Data Field to the card design the following Data Types are available to the user Text supporting all characters Label The Label data type is the only data type that can be placed on the card that will not create a field for data entry in the Data Entry Center If you would like your card to have fixed text for example to say Acme Inc without having to enter this on a card by card basis then the Label is the data type you should choose When you select Label from the drop down Data Type menu a Label Editor dialog box shown below will appear letting you type in the Label s text When entering this text please bear in mind that you may use spaces and carriage returns to achieve the formatting of the text that you desire After you have created the label pressing the Field
40. evice once unless you wish to change the default device at some point in the future FI Asure ID Employee Card Records CardPrint Database BURCHA Settings Help Select Twain Source Taos eta ae ee Yata Entry Center Photograph Load Photo Save Photo Edit Photo Card Templates v Acquire Photo from Imago New record Step 17 Once your camera or scanner is configured right click the large Photograph area in the upper right comer of the Data Entry Center s window and select Acquire Photo from TWAIN Source to capture the photo of your cardholder LCP gt Synercard Trusted Identity Software User Manual FI Asure ID Employee Card Records CardPrint Database Image Settings Help Card Design Center Help 2 Data Entry Center Card Templates Employee v New record Photo 1 Double click to acquire photo First Name Last Name Load Photo Acquire Photo from Imago Acquire Photo from TWAIN source Front Background ite Step 18 After you load from file or capture Asure ID Imago TWAIN camera or scanner the photograph you have the option to edit the image To crop the image simply right click on the photograph display and select Edit Photo Next resize the crop selection frame that appears When you are satisfied with your selection click OK Image Editing C z Image Effect fo a Brightness fo a Contrast
41. fter pressing the New button a Template Layout Options window will appear asking you to specify the Template Name We ve used Employee Card for our example as well as other basic details about the physical structure of the card that is going to be used such as Orientation and Magnetic Stripe These are fundamental aspects of the card s appearance and structure and must be selected before the layout of the new card can be displayed For this tutorial select Portrait for the Orientation and leave Magnetic Stripe to No Template Layout Options General Template Name Employee Card Card Technology None Magnetic Stripe C Yes No Card Orientation Landscape Card Size CR80 3 Cancel Apply Help Step 4 After you select the basic properties a new blank template appears within the workspace Now you should select a background image or a color for the front of your card Double clicking on the white area of the card allows you to add a background A New Background dialog box will appear giving you the option to browse your computer and network for a background image or to select a custom color from the Windows color palette To add a background image click on the Load button and a Open dialog box will appear allowing you to choose an image When you have located the image that you would like to use press the O
42. g the Settings drop down menu and choosing Auto Crop If you do not wish to crop the image at this time simply press the Cancel button Image Editing Image Effect Sharpness 0 Brightness 0 Contrast fo ol Gamma 0 Hue p Saturation 0 Image Qualit Perfect X 4 Default image quality Perfect o aw In addition to cropping Asure ID provides the user with the ability to fine tune the appearance of any image file after it has been loaded from disk or imported via TWAIN To perform image enhancement operations or to crop your image again right click on the photograph in the main Data Entry Center window and select Edit Photo and the press the Image Effects button On the Image Editing window that appears there will be adjustments for all the supported image enhancements Sharpness Brightness Contrast Gamma Hue Saturation and Image Quality More detailed information on these image enhancement operations can be found in the sub section on Editing Images in the chapter on Card Design Center Details When you are satisfied with the appearance press the OK button to save your changes to the database Sme A Trusted Identity Software User Manual Data Entry Center Function Buttons In this section you will find a complete description of the functionality provided by the main Function Buttons found along the top and left hand edge of the main Data Entry Center interface
43. g the lt DEL gt key or by right clicking on it and choosing Remove Note that if you make a mistake at any point in Card Design Center weather moving adding or changing items it can be easily fixed by selecting Edit and then Undo from the drop down menu bar at the top of the main Card Design Center window Layering Fields Data fields along with all other fields created within the Card Design Center such as logos signatures and photograph fields may be layered either above or below another field that is either partially or completely overlapping it To set the layering option for a field select the field by single clicking on it then right click over the field and select either Layer Above or Layer Below You can set the layering options for any number of fields that overlap each other Synerchrd A Trusted Identity Software User Manual Please note that the field layered at the top Above will print and display in its entirety while fields layered below will only display that portion of themselves not covered by a higher layered field Assuming that there is no transparency enabled for the uppermost item When layering multiple fields it is en a good idea to perform Print Preview operations to ensure that the fields are being displayed the way that you have intended Copying Fields After a data field has been placed on the card it may be copied to a new location Please note that this will create a new
44. gle between front side backside and both sides and to print the card a Trusted Identity Software User Manual Proporty of Star Communications Call 1 600 123 4567 if found Print Displayed Card Prints the currently displayed card on a local printer After selecting this item a Printers dialog box will appear letting you select the desired print device and set any driver specific settings for the printer Database Refresh Database When working with a shared database choosing this option reloads the database to the local computer so that any changes by other networked users can be seen Image The following items are found in the Drop Down Menu heading Image located at the top of the Data Entry Center main interface Select TWAIN Source Allows the user to select the default image capture device from any installed TWAIN compliant hardware i e Digital Camera Scanner Video Capture Device etc After selecting this option a TWAIN menu will appear listing all of the TWAIN compliant hardware that has been installed on the system Simply select the device that you wish to be the default and press OK Photograph e Load Photo Allows the user to load a photograph image from a file on your computer rather than importing via TWAIN This is the same as right clicking in the Photograph field on the main window and selecting Load Image After successfully capturing your image using this method it will become
45. he default thin black frame that is apparent on all data fields before you choose Enable Frame is not actually a drawn frame one that is shown when cards are printed but rather used simply to show the card designer how much space on the card template area is being used by the field This can easily be verified by performing a print preview on your card template Clearing the Enable Frame item is also handy for when you want to disable a frame without losing your color and line width Synerchrd A Trusted Identity Software User Manual settings After enabling a frame you can select the color of the frame by clicking on the Select Color button and the width of the frame in 0 11mm increments can be configured with the Frame Width item Field Color Enable Color Selecting this item allows for a background fill color to be used for your data field Please note that data fields by default have transparency or no fill color thus allowing the card s background image to show through behind the data field s text Using this item will draw the selected color into the field s background After enabling this item the fill color can be selected by clicking on the Select Color button Font The items found in this section of the Advanced Options tab allow for flexible control over the appearance of text within your data field Change Font Clicking on this item will bring up a font selection window which will allow the
46. ico J Top 106 Width 200 IV Maintain Aspect Ratio Height 200 Frame in 1 10 mm Enable Frame EPIRA Frame width 3 H Orientation Rotation In Degrees Horizontal Y LO e Synercard A User Manual Asure ID New Template 2 Template print Edit Add View Help x ard Design Center 1 Photograph _ Magstripe Barcode A a 2 A RA fae a 5 Y A a n Z Q JaA ls Z A p S Q amp Z ee Step 11 When finished save your card template by clicking the Save button on the upper left of the main window Congratulations You have just created your very first custom card template Creating a Cardholder Record Data Entry Center is the part of Asure ID that you will use most often This is where the individual cardholder s photograph signature biometric and personal data can be captured and added to the card template s database The Data Entry Center is very simple to use Synerchrd A Trusted Identity Software User Manual Let s take a look at how the Data Entry Center functions by opening the card template we created in the last section and then adding a few cards to the database Step 12 If you are still in the Card Design Center enter the Data Entry Center by clicking the Data Entry Center button at the top of the screen Step 13 You first must select the Card Templ
47. inter or obtained by contacting your printer manufacturer Sme S Trusted Identity Software User Manual The settings are made per track For each of the three tracks on the magstripe enter the escape command for both Start track and End Track commands When you are happy with your selection press OK to close the window and save your settings If your printer has a retrofit encoder the printer itself may have to be told to move the card in and out of the encoder unit Asure ID knows how to control most printers however if your printer is not accepting the card movement commands you may need to manually setup these commands This is done by pressing the Advanced Printer Settings button found on the Advanced Encoding Settings window Advanced printer settings Advanced printer settings configuration name Fargo Printers v New Chip encoding command sequences __ Save 4 Feed card to the contact card encoding position Bytes Delete 1B 00 02 53 31 1B 00 02 69 ja B Feed card to the contactless card encoding position 1B 00 02 50 31 1B 00 02 69 ifs C Feed card to print from encoding position 1B 00 02 54 31 Tf 3 D Eject card from any positon 1B 00 02 65 00 5 Magstripe encoding command sequences Start track End track Start track End track Start track End track Track 1 mz Track 2 2 Track 3 ma Supported printer Key Words F
48. l see all of the data fields that are currently on your card template To add a field to the barcode double click on the field in the left column or select it and then press the Add button You will see a copy of the field appear in the right hand column which is used to list the fields selected for and the ordering of the data in the barcode It is important to understand that if you add the First Name data field to the barcode the words First Name will not appear in the barcode but rather the value of the First Name field entered in Data Entry Center is what will be encoded hence the need for a test string described below when previewing barcodes in Card Design Center Fields that have already been added to the barcode may be removed by selecting them on the right hand column and then pressing the Remove button Please note that this will only remove the field from the barcode s structure not from your template design As you build your barcode by adding fields you will see a preview of the data s structure in the bottom preview pane of the properties page LP e Synercard A User Manual Barcode Appearance Tab The following items are available on the Barcode Appearance page of the barcode s properties window Position These items are identical to the Position controls found on data fields and allow for adjustment of the position and size of the barcode on your card Options This area allows for the
49. nd Right right justified If you would like your text to be centered horizontally on the card the easiest way to do it would be to stretch the field to the entire width of the card and then choose the Center option for Horizontal Alignment Vertical Alignment Configuring this item allows for the control over how your field s text is vertically aligned within it s own allotted space the frame around the field The options are Top top justification Center centered within it s frame and Bottom bottom justification If you would like your text to be centered vertically on the card the easiest way to do it would be to stretch the field to the entire height of the card and then choose the Center option for Vertical Alignment Orientation Rotation in Degrees This option provides control for the Rotation of your data field By default all data fields are as you have seen laid out horizontally on the card This item allows for the rotation of the field to be set in degrees by choosing a setting from the drop down menu The options are given in five degree increments from 5 to 355 degrees A setting of 90 or 180 will make the field completely vertical either up to down or down to up Please note that when using this item the degree measurements will rotate the data field counter clockwise Frame Enable Frame Place a check in this box if you would like a frame drawn around the selected field Please note that t
50. nt to the image then this discoloration may be compensated for with the Hue adjustment Different levels of this control will affect different colors in the image Adjustment is made between 0 and 100 Saturation Saturation controls the amount of white color used in the image It is similar in function to brightness but when using saturation even very dark images can be made to look white without increasing brightness Adjustment range for this control is from 0 no saturation to 100 full saturation Transparency Adjusting this control allows you to create a transparent or see through image This will allow items that are behind the image in your card design show through at least partially Adjustment is made from 0 to 100 and the selection is represented as percentage transparency For example setting this control to 50 makes your image 50 transparent Setting it to 90 would mean that your image is 90 transparent or in other words barely visible You can use the transparency adjustment to achieve ghosting effects on your card designs Chromakey The Chromakey adjustment allows for color matching when adding images to your card in Asure ID This control will adjust the main background color in the image you supply to match the color of other items on the card Adjustments are made between 0 and 100 and represent the amount or strength that the Chromakey feature will use to override the default colors in your image
51. o perform a Copy operation by right clicking on the object you would like to cut and selecting Copy Paste Field Properties Selecting this option will paste the properties of the last copied object onto the currently selected object Properties Select this item to open the properties dialog box for the currently selected object on the card template s design You can also access the object s properties right clicking on the object and selecting Properties or simply by double clicking the object Add Background Select this item to add an image or a color to the background of your card template After choosing this item you will be prompted to select which side of the card you want to add the background to Make your selection then either browse to an image file to load for the background or choose a background from the Windows color palette For more information see Card Template Front and Back earlier in this section Choosing this drop down menu item provides the same functionality as double clicking on the front or back of the card template Data Field Select this item to add a data field to the card template More information on data fields is available under Data Field Selecting this item provides identical functionality as pressing the Data Field button on the main Card Design Center window Logo Select this item to add a logo to your card template More information on Logos is available in the section on
52. ou wish to add cards to from the drop down menu When a template is selected all fields that require data entry will be visible in the center of the Data Entry Center window These data fields will be grayed out until either the Add or Edit button is pressed T anit y Trusted Identity Software User Manual Photograph Window Photo 1 This window will display the photo that goes with each entered card When entering new or editing existing cards double click in this area to import an image from any TWAIN compliant device To define the default TWAIN device select Image from the drop down menu at the top of the screen then choose Select TWAIN Source Alternatively you may load an image file into the photograph field by right clicking on the photograph area and selecting Load Photo You will be asked to browse to the image you would like to load and a preview is available before you make your selection If you load an image from a file this will become the default means of image capture and double clicking the photo field will subsequently launch the Browse dialog letting you load a file To restore the TWAIN capture as the default simply choose the Image drop down menu and select Photograph and then Acquire photo from TWAIN Source After you have captured the TWAIN photo successfully this will again become the default action when double clicking the photo area Additionally Asure ID Imago camera users c
53. pen button LP e Synercard A User Manual Look in Backgrounds e ck eo N Golf bmp hid synercard copy tif Etg_artwork tf IEG ski_pass bmp N star_card bmp N student_card bmp ASSA ABLOY Filename ig anwokti Files of type al Image Files Cancel Step 5 Edit the image by clicking on the Edit button An Edit Image window will appear giving you the option to crop selecting the area of image to be used the image To crop the image simply resize the crop selection frame over the portion of the image you wish to use as the background When you are satisfied with your selection click OK and then OK again to close the New Background dialog box and load your image onto the card area Synerched Trusted Identity Software User Manual IDENTIFICATION TECHNOLOGY GROUP Saturation 0 Image Qual Perfect b Apply Image Effects gt gt Defaut image quality Perfect A look at the Card Design Center s main button panel on the left side of the screen shows buttons for Data Field Logo Photograph Magstripe and Barcode Although there are a wide variety of options they are all added to the card in the same simple fashion Simply press the button of the item that you want to add and then click within the card area to place the selected item Step 6 We will next add a First Name field to your card Begin b
54. r corners while holding down the mouse button The Polygon button on the drawing objects button bar provides the same functionality View Show All Templates Selecting this item will bring up a list of all the templates saved in the database This menu can be used to delete any of the active templates simply by selecting the template and pressing the Remove button Please note that deleted templates will no longer be available you may want to export a copy of the template before you remove it from the database LP e Synercard A User Manual Refresh Select this item to refresh the template database and the display of the active card template Use this if another networked user has made changes to the templates that you would like to see Help e On the Help drop down menu you will find three additional items o Asure ID User s Manual launch the User s Manual that was installed along with your software o Wwww synercard com this item will take you to Synercard s webpage o About display the version and copyright information for your copy of Asure ID o Upgrade Additionally there is an Upgrade button found on the About box that can be used to perform an Instant Upgrade from your version of Asure ID to a more comprehensive version such as Asure ID Exchange To perform an upgrade you simply need to purchase a license for the new application which will come with a new serial number that you m
55. r the password again to confirm your choice Please choose a password that you will remember as you will need it to login to Asure ID after the install has completed Synerchrd A Trusted Identity Software User Manual i Asure ID InstallShield Wizard Customer Information Please enter your information ynercard Corporation InstallShield Step 3 Next the Setup Type page will appear and you may choose either a Complete or a Custom installation Select Complete Installation if you would like the software automatically installed with all of the default options or select Custom Installation if you would like to choose the installation path language and database configuration LCP e Synercard Trusted Identity Software User Manual Asure ID InstallShield Wizard Setup Type Choose the setup type that best suits your needs All program features will be installed Requires the most disk space Choose which program Features you want installed and where they will be installed Recommended for advanced users Installshield Step 4 If a Custom Installation has been selected you will see the installation options on the following page Synerched Trusted Identity Software User Manual ie Asure ID InstallShield Wizard Custom Setup Select the program features you want installed Choose product language Install to C Program Files
56. ransport commands Complete details on these options are found below in the chapter on Advanced Encoding amp Printing Settings Synerchrd A Trusted Identity Software User Manual Help e On the Help drop down menu you will find three additional items o Asure ID User s Manual launch the User s Manual that was installed along with your software o Www synercard com this item will take you to Synercard s webpage o About display the version and copyright information for your copy of Asure ID o Upgrade Additionally there is an Upgrade button found on the About box that can be used to perform an Instant Upgrade from your version of Asure ID to a more comprehensive version such as Asure ID Exchange To perform an upgrade you simply need to purchase a license for the new application which will come with a new serial number that you may enter into the Upgrade box Click on the Upgrade button found on the About box to start the process Asure ID Upgrade Current Serial Number New Serial Number Cancel Your current serial number will be shown and you will see a space to enter the new serial number Please note that you cannot downgrade to a lower product Enter your new serial number into the lower box and press OK to validate your new product You will see a message stating that your upgrade has been successful and after your restart Asure ID you will
57. rds that match Please note that you must first configure the hot Quick Find Field before you can use this feature The field can be chosen using the Quick Find Settings option found on the Settings drop down menu If you have not configured the hot field you will be prompted to do so the first time you select Quick Find The Quick Find feature can be accessed at any time within Data Entry Center from the keyboard by pressing lt ALT gt lt F gt Synerchrd A Trusted Identity Software User Manual Exit Exits the Data Entry Center You will be asked to confirm this choice in order to protect your data and prevent accidentally leaving the application Card Print The following items are found in the Drop Down Menu heading Card Print located at the top of the Data Entry Center main interface Set Printer Settings Choose this option to select a printer and configure the various options available for your printer driver Asure ID will remember any settings that you make here and will use these instead of the Windows default settings whenever you print cards from within Asure ID Preview Displayed Card Performs a print preview operation of the currently displayed card in the Data Entry Center s main screen This will allow you to see what the card will look like when it is outputted on the currently selected or default printer Various controls are available on the print preview s screen to zoom in zoom out tog
58. rs e UPCE 6 digit is limited to 6 characters EAN European Article Numbering EAN codes are an extension of the UPC system A barcode scanner set to read EAN could also read UPC however a scanner set for UPC may not be able to read EAN This is also a numeric encoding system which supports the characters 1234567890 e EAN 8 is limited to 8 characters e EAN 13 is limited to 13 characters Booklan The Booklan barcode is really an EAN 13 barcode that follows a specific format and is used exclusively with books The Booklan barcode therefore supports the same character set as the EAN family EAN UCC 128 This barcode was created through joint cooperation between EAN International and the Uniform Code Council It incorporates functionality from both barcode styles and is able to encode both alpha and numeric characters The maximum number of encoded data characters is 48 Synerched a Trusted Identity Software User Manual Appendix B Advanced Encoding amp Printing Settings Asure ID has the ability to communicate with a wide variety of different hardware Because these units can either be standalone or integrated within a printer and additionally the many different settings for addressing all these devices can be very different Synercard has designed a powerful configuration screen for setting up all of your printing and encoding hardware To setup custom commands for magstripe encoding launch the menu by clicking on
59. setting the first point with a mouse click additional clicks will create multiple anchor points for the polygon s corners on your card After you have designed the object you want double clicking on the template will let you exit the Polygon tool After the polygon has been set its dimensions can be rearranged by dragging any of the handles often referred to as vertices or comers while holding down the mouse button This feature is also accessed by clicking the heading Add on the top Drop Down menu bar and then selecting Polygon from the options LP e Synercard A User Manual Data Entry Center Press this button to quickly go from the Card Design Center to the Data Entry Center Please note that you must have Data Entry Center privileges assigned to your user profile for this to work Help Select this button to jump to Synercard s online help file Card Design Center Drop Down Menu Items The following items are found at the top of the Card Design Center s interface under the headings Template Print Edit Add View and Help Sme A Trusted Identity Software User Manual Template New Card Template Select this item to begin working on a new card template This is the same as pressing the New button on the main Card Design Center window Open Card Template Select this item to open a previously saved template This is identical to pressing the Open button on the main Card Design Center window Save
60. t license has already been registered multiple times you will see a message stating that the product cannot be automatically activated Exit the Online Registration application and select Register Offline when next prompted to register LP e Synercard A User Manual Register Offline If you select Register Offline for the registration option you will see the Offline Registration window Please phone the number shown on the window and select the option for Asure ID Product Registration You will have to read the number displayed in the Initialization ID column to the operator who will issue you a corresponding number to enter into the Installation ID column This number pair is unique to your current installation and cannot be used again even if the same product is reinstalled onto the same computer After you enter the number issued by the operator press OK to save your registration data The window will close and you may now run Asure ID using the shortcuts that have been placed on the Windows Start Menu in the Programs gt Synercard gt Asure ID folder Offline Registration x Please call Synercard s Registration Department at 819 777 8229 select option 1 to obtain the Installation ID Number required to complete your registration Cancel Initialization ID POIO KIOK OOR Installation ID Web Registration If you are unable to register your software using Online
61. tem is selected the Edit Image dialog box described above which lets the user crop and perform image enhancements will automatically appear every time a photograph or signature image is loaded or captured in the Data Entry Center When this item is turned off the Edit Image dialog will not appear and the user can launch the Edit Image dialog manually by right clicking on the photograph or signature field and selecting Edit Image Quick Find Settings Select this item to configure the hot field for the Quick Find feature described previously You will see a list of all the fields on the template and will be able to mark one as the Quick Find Field by placing a check mark in the box Please note that for Quick Find only one field may be used as the hot field If you would like to perform more complex Find operations referred to as a Select operation often called a query please use the Select function described in more detail in Data Entry Center Function Buttons Advanced Encoding Settings Launches the Advanced Encoding Settings window where all magstripe encoding settings are configured Complete details on these options are found below in the chapter on Advanced Encoding amp Printing Settings Advanced Printer Settings Launches the printer command configuration section of the Advanced Encoding Settings dialog box Select this item if you would like to configure magstripe hardware t
62. ter selecting the Magstripe button click on the card in the area where you would like the magnetic stripe to appear An options dialog box will appear asking you to specify the following information Sme A Trusted Identity Software User Manual New Field S gt Remove Hew Field z Ree Teachs Tek Empoy Nome 40 chu Track 3 107 char Filunuzed space wthze Do rot fil unused space with z You can use this area to type a name for your magstripe By default Magstripe 1 is used here but it can be changed to any desired name This is simply a label used to identify the magstripe in the Show All Objects drop down menu described in the following section on Card Design Center Drop Down Menu Items Mag Position Select the position on the card for the magstripe Your options are Up top of card and Down bottom of card for a landscape card or Left and Right for a portrait layout As the orientation of the magstripe encoder varies from printer to printer please ensure that your choice matches the capabilities of your encoding hardware Type Choose this option if you would like your magstripe to conform to ISO standards or if you would like to build a custom magstripe format non ISO Please note that choosing ISO will impose certain requirements when choosing what fields to encode into which track The magstripe editor will inform you if you are not maintaining ISO compliance with your selections A
63. ter with Administrative rights in order to install Asure ID successfully If you are the only person who uses your computer by default you probably already have administrative rights on your machine If you need to have a network administrator come to your machine in order to install software or to make changes to your system you probably do not have administrative rights If you are unsure about having these rights please contact your network administration staff or Synercard s Customer Support Team Step 1 To begin the Asure ID setup simply place the Asure ID CD into your computer s CD ROM drive Within a few moments the install wizard will begin and welcome you to the installation of Asure ID If you have CD Autoplay disabled simply browse to the CD ROM and launch setup exe LP e Synercard A User Manual i Asure ID InstallShield Wizard Welcome to the InstallShield Wizard for Asure ID The InstallShield R Wizard will allow you to modify repair or remove Asure ID To continue click Next After selecting Next the software license agreement will appear Select the I accept the terms in the license agreement button and press next to continue or select Cancel if you would like to exit the installer Step 2 Next the customer information page will appear Enter your company name product serial number as printed on your CD case and the password for the Asure ID Admin user login Ente
64. the default image capture operation when you double click the photograph area in Data Entry Center e Save Photo Lets the user save the current photo image to a standalone file on the computer s disk This is the same function as right clicking on the Photograph field of the main window and selecting Save Image Synerchrd A Trusted Identity Software User Manual e Edit Photo Allows the user to perform cropping and image enhancement operations on the photograph image as discussed previously in the Photograph section of this chapter e Acquire Photo from Asure ID Imago Capture an image from the Asure ID Imago integrated camera After successfully capturing your image using this method it will become the default image capture operation when you double click the photograph area in Data Entry Center Please note that you must have an Asure ID Imago camera installed in order to use this item e Acquire Photo from TWAIN Source Capture an image from the default TWAIN compliant device After successfully capturing your image using this method it will become the default image capture operation when you double click the photograph area in Data Entry Center Settings The following items are found in the Drop Down Menu heading Settings located at the top of the Data Entry Center main interface View Status Bar Deselecting this item removes the status bar from the bottom of the Asure ID interface Auto Crop When this i
65. the last record in the current template and selection This is identical to pressing the Last button on the main window Add Card Create a new card in the active template s database This is identical to selecting the Add Card button on the main window Edit Card Opens the current card record for editing provided it has been saved You can also perform an Edit Card operation by right clicking over any gray data entry field on a saved card records and selecting Edit Card Save Card Saves the currently displayed card into the template s database This is identical to pressing the Save Card button on the main interface Discard Card Changes This can only be selected when a card record is open either for editing or when creating a new record Selecting this function closes the current record discarding any changes since it was last saved or discarding the entire record if it is an unsaved new card This same functionality is also be achieved by right clicking over any data entry field on the open card record and selecting Discard Card Changes Delete Card Deletes the current card record from the database Quick Find Selecting this item brings up a Quick Find dialog similar to a Select or Query operation only much simpler The Quick Find will bring up a simple dialog box shown below asking for a line of text and it will search for matches to this text in the Quick Find Field selecting the ca
66. usted Identity Software User Manual Step 6 Depending on your system and the install type you selected you may be informed that you need to reboot your computer before the installation will be complete as displayed below If you see this message you must reboot your computer before you can use Asure ID Press Yes if you want to automatically reboot immediately or No if you will reboot the computer yourself at a later time If you do not see this message you may launch Asure ID immediately using the shortcuts that have been placed on the Windows Start Menu in the Programs gt Synercard gt Asure ID folder Registering Your Purchase When you launch Asure ID you will be asked to register the software You will be able to use the software for a fixed number of days depending on the version of the product before registering after which time you must register before you can use the product again z You have lt 14 gt days left to use AsureID without registering Would you like to take a moment and register now If you would like to register at this time select Yes and if you would like to register at a later time select No When you choose to register the software you will be given the option to register online register offline or register later If you select register later the product registration options will close and you may still use Asure ID within the time limit before you nee
67. will force any items on the card design to show through between the bars of your barcode Please exercise caution when using the Transparent Background item as cards with a noisy background image on them could interfere with the proper readability of your barcode Options Selecting Include Quiet Zones will create a barcode with a quiet zone or an area around the barcode that is intentionally left blank to ensure readability The Include Bearer Bars item adds bearer bars to both ends of the barcode This can help differentiate the beginning and the end of the barcode and is required by certain usually older barcode readers Include Optional Check Character will when selected add a check digit to the barcode This is use to verify data integrity and is required by certain barcode readers Linear Barcode Options Tab Synerchrd a Trusted Identity Software User Manual Barcode Style Select the barcode symbology barcode style that you would like to use for your barcode There are many types available so if you are working with some specific barcode reader or access control system please check the specification to determine what type of barcode to implement More information on the various barcode symbologies and considerations is available in Appendix C Barcode Limitations and Considerations Max Data Length Specify the maximum number of characters the barcode will be able to use Note that the
68. will see the line following your mouse as you move to the second point in the line After the line has been set it s properties can be opened by double clicking on it or right clicking and selecting Properties and will allow you to control the color line width and location Rectangle Similar to the Line object discussed above this option allows you to place a rectangle onto the card The Rectangle button on the drawing objects button bar provides the same functionality Round Rectangle Again similar to the Line object discussed above this allows you to place a rectangle with rounded corners on the card template The Round Rectangle button on the drawing objects button bar provides the same functionality Ellipse Much like the Rectangle object this lets you create an ellipse oval or circle on the card template The Ellipse button on the drawing objects button bar provides the same functionality Polygon Similar in function to the other drawing objects the Polygon tool lets the user create a flexible multi sided polygon object on the card After setting the first point with a mouse click additional clicks will create multiple anchor points for the polygon s corners on your card After you have designed the object you want holding down while clicking will let you exit the Polygon tool After the polygon has been set it s dimensions can be rearranged by dragging any of the handles often referred to as vertices o
69. y simply pressing the Data Field button on the left hand side of the screen and clicking on the area of the card where you would like the field to appear Synerched A Trusted Identity Software User Manual ES Card Design Center Synercard Card Design Center New J Open Save Data Field 7 Logo Step 7 Within the New Field dialog box that appears you will see a field titled Field Name In this area type the field name in this case we will use First Name Browse through the rest of the fields on both the General and Advanced tabs and try to replicate the options shown in the picture below When you are satisfied with your field choices click OK Synerched Trusted Identity Software User Manual New field Field Options Advanced Options Faek Hase Data Type Text Field Settings Step 8 Add another data field and repeat the steps in steps 10 and 11 This time instead of First Name type Last Name into the Field Name area Step 9 Add a field for a photograph by pressing the Photograph button on the left hand side of the screen and positioning the cursor on the front side of the card and clicking the left mouse button Name the new photograph field Employee and enable a frame by selecting the box next to the words Enable Frame and set the Frame Width to 8 When you are satisfied click
70. you will need to click on the Select Color area to choose a custom color from the Windows color palette Color Basic colors El eel eee ee ie ee es ee EEE Eee ee _ te ie Custom colors BEE i Em a m m E p Satj182 Green 121 Define Custom Colors gt gt ColorlSolid Lum 127 OK Cancel f Blue 44 N a Trusted Identity Software User Manual Editing Images After you have loaded an image you can press the Edit button to perform various image enhancements such as cropping and adjusting contrast brightness etc A window will appear shown below giving you various image editing options including image cropping You can change the size of the area you wish to crop select by holding down the left mouse button dragging the outline frame over the area you want to select and then releasing the mouse button If you do not want to crop the background image at this time simply press the Cancel button to use the entire image un cropped Communications Additionally on the cropping window you see a number of control items along the right hand side of the window These controls allow you to adjust various elements of the background and provide greater control over the appearance of your image This cropping window along with it s adjustments are a common dialog within Asure ID and the identical options are also available in Data Entry Center whenever you add any image b

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