HID Asure ID 7.5 User Manual

Asure ID

USER GUIDE

PLT-01485, Rev 2.0

July 2014

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July 2014

Asure ID PLT-01485 Rev 2.0

to version 7.4. Updated copyright information

1.9) Addition: Language Support

Africa

M-F 7am-6pm CST

©2014 HID Global Corporation/ASSA ABLOY AB. All rights reserved. This document may not be reproduced, disseminated or republished in any form without the prior written permission of HID Global Corporation.

Trademarks

HID GLOBAL, HID, the HID logo, FARGO, Asure ID, are the trademarks or registered trademarks of HID Global Corporation or its licensors in the U.S. and other countries.

Other trademarks and registered trademarks are the property of their respective owner.

Trademark Acknowledgments

Other trademarks and trade names may be used in this document to refer to either entities claiming the marks and names or their products.

Document History

Revision Control Number

Date Document Title

2.0 July 2014

1.9 July 2013

1.8 August 2012

Contacts

North America

HID Corporate 611 Center Ridge Drive Austin, TX 78753 USA

866 607-7339, #6

Europe, Middle East and

Phoenix Road, Haverhill, Suffolk CB9 7AE, England

+44 1440 711 822 M-F 8:30 - 17:30 GMT (17:00 Friday)

Changed release date, updated HID address, removed reference

HID Global Asure ID 7.4 Software Application User Guide (Rev.

HID Global Asure ID 7.3 Software Application User Guide (Rev.

1.8) Addition: Laser Engraver Interface for HDP8500 Card Printer

Asia Pacific Brazil

19/F 625 King’s Road, North Point, Island East, Hong Kong

+852 3160 9833 M-F 9am – 6pm GMT +8

Av Guido Caloi 1985 Prédio 18 São Paulo – SP, CEP: 05802-140

55 11 5514-7110 M-F 9am – 6pm ATC

support.hidglobal.com

www.hidglobal.com

July 2014

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Asure ID PLT-01485 Rev 2.0

Table of Contents

1 Getting Started .......................................................................................................................... 4

1.1 Installation ...................................................................................................................... 4

1.2 Initial Login ..................................................................................................................... 9

2 Introduction to Asure ID Software 10

2.1 Product Overview ......................................................................................................... 10

2.2 Navigation within Asure ID ........................................................................................... 12

2.3 Asure ID Keyboard Shortcuts ...................................................................................... 13

3 Card Design 14

3.1 Card Design Area ......................................................................................................... 15

3.2 Basic Card Design Tutorial .......................................................................................... 15

3.3 Advanced Card Design Tutorial ................................................................................... 16

3.4 Card with a Barcode Data Field Tutorial ...................................................................... 24

3.5 Card with a Magnetic Stripe Tutorial ............................................................................ 24

3.6 Card with a Compound Field Tutorial .......................................................................... 25

4 Data Entry 26

4.1 Data Entry Window ...................................................................................................... 26

4.2 Sample Data Entry Workflow ....................................................................................... 27

4.3 Additional Data Entry Elements ................................................................................... 29

5 User Config Application 33

5.1 Add User ...................................................................................................................... 33

6 Reports Application 34

6.1 User Reports ................................................................................................................ 34

6.2 Data Entry Reports....................................................................................................... 35

6.3 Card Design Reports.................................................................................................... 35

7 Selected Asure ID Options 36

7.1 Template Options ......................................................................................................... 37

7.2 Resources and Check for Updates .............................................................................. 38

8 Licensing 39

9 Data Connection 40

9.1 Create a New Native Database – Access, SQL, Oracle .............................................. 40

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Asure ID PLT-01485 Rev 2.0

Step

Browse to the Setup.exe file if the CD does not run automatically.

1 Getting Started

1.1 Installation

Your license key is located on the back of the CD package. The set-up procedure may take several moments to complete.

Procedure

1 Insert the Asure ID CD and follow the instructions or download the softwar e from the HID

Global webpage, www.hidglobal.com/AsureID.

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Step

Asure ID PLT-01485 Rev 2.0

Procedure

Click Install Asure ID and select your language. Click Next to continue.

The Asure ID – InstallAware Wizard guides you through the installation. Follow the on-screen instructions.

Read the License Agreement and click I accept the license agreement.

Click Next to continue.

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Asure ID PLT-01485 Rev 2.0

Step

Procedure

Select a path to the destination for the software installation. Click Next to continue through the installation process. Follow on-screen instructions.

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Step

Asure ID PLT-01485 Rev 2.0

Procedure

When installation is compl ete, Asure ID allows you to perform the following installation options:

1. Activate Asure ID – If you have a license key available you can activate the Asure ID software upon installation. If you don’t then As ure ID will be installed in trial mode and will remain active for 30 days.

2. Select Alternate Native Data Source – Select this if you would like to configure the native data source which stores card templates and Asure ID system information. By default Asure ID will set the native source to an embedded MS Access data source.

Helpful Hint: We recommend configuring this for installations where Asure ID will be used on multiple PC’s and all template and reporting information needs to be consistent.

3. Enable Asure ID to Automatically Check for Updates – This allows the Asure ID software to notify you of product updates that can be applied

Click Finish to run the selected installati on options.

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Asure ID PLT-01485 Rev 2.0

Step

of this user guide.

Procedure

If Activate Asure ID was selected, Asure ID will prompt you to enter your user information and

the license key. The license key is located on the back of the CD case. Click Phone Activation or Activate Online.

If you selected Select Alternative Native Data Source, Asure ID will walk you through the

Data Connection Wizard to complete this process. For details on this please refer to section 9

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already activated their software, proceed to step 5.

Helpful Hint: Asure ID Solo users are not required to enter a User ID or Password.

1.2 Initial Login

Step

Procedure

Open Asure ID 7 by double-clicking the Asure ID 7 icon.

If the software has not been activated the Activation Required dialog displays. For users that have

Click Activate. The Activate Licen se scre en disp lay s.

Helpful Hint: For a Trial version, click Continue.

Asure ID PLT-01485 Rev 2.0

To activate the software refer to step 9 and 10 in the installation section of the user guide – sect. 1.1. For Asure ID Express editions and above, enter admin (lower case) for both the User ID and

Password to log onto the software.

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Asure ID PLT-01485 Rev 2.0

General

Tablets

Card Design

2 Introduction to Asure ID Software

2.1 Product Overview

Asure ID 7 includes a full line of card personalization applications that are simple to learn. They are loaded with useful features and are flexible enough to improve the issuance and management of basic-to-advanced photo I D cr eden ti als for virtually any size or type o f enterprise. Asure ID 7 is available in the following editions for new and existing installations.

Solo Express Enterprise Exchange

Operating System Supported: Windows® 8 / 7 / Vist a / XP,

including Wi ndow s 8 Pro

Language Support (Arabic, Czech, English, French, German, Indonesi an, Portuguese (Br azil), Russian, Simplified Chinese, Spanish, Thai, Turkish

Microsoft® Acc ess® (2000 and

2003) Password Log-on with

definable user privileges Microsoft® SQL Server®

(2000, 2005, 2008) DVTEL® Networkable6 MySQL® (version 5)

Oracle® (9i and 11g) Mircrosoft Active Directory /

LDAP

Dual-sided Template Designs Add Text Field (Variable, Static) Add Photo Fields Import Images (s uch as, logos

and graphics) Add a Linear Barcode

x x x x x x

Native

x x x

x x x x Live Link

x x x x x x x x x x x x x x x x x x

x x x x x x x x x x x x

Native,

Live Link

Native,

Live Link

Native,

Live Link

Native,

Live Link

Native,

Live Link

Native,

Live Link

Developers

Edition

Developers

Exchange

Edition

Add Magnetic Str ipe Fluorescing Panel (F-Panel)

Support

x x x x x x

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Developers

x x x x x

Data

Data Entry

x x x

x x x x

x x x

Asure ID PLT-01485 Rev 2.0

Solo Express Enterprise Exchange

Various Card Sizes Add Data Fields Add Compound Data Fi eld Add Signatures Add 2D Barcodes (PDF 417,

QR Code and Datastripe) Set Conditional Design and

Print Rules Smart Card Encoding and

Management (iDIRECTOR®) Add Laser Engraved Text,

and Photo Fields

Integrated Photo Capture (TWAIN, DirectShow® & WIA

Save and Search Records Global Find Integrated Signat ure Capture Batch Printing Sheet Printing Reports (Standard and

Custom) Export Reports ODBC Import/Export

Live Link (Real-time data exchange)

SIF (Student Interoperability Framework) Agent

Educational import/ export (Student Photo CD)

CR-80 Only

8 Unlimited Unlimited Unlimited Unlimited Unlimited

x x

x x x x x x

200 x

Import

Optional

Free Updates Annual/multi-year support

packages

(1) Manage and control card access formats, smart cards and card applications. (2) Available when used with FAR G O HDP8500LE. (3) Storage limitations based on MS Access. (4) Bi-directional data exchange with third party databa s es an d applications. (5) Available as a purchasable add-on opt i on. (6) Asure ID site license enable sharing of networked database information on multiple workstations

x x x x x x

Optional Optional Optional Optional Upon Request Upon Request

x x x x x

Unlimited Unlimited

x x x

Single DB,

Single Table

Single DB,

Multi-Table

Multi-DB,

Multi-Table

Optional5

Asure ID Protect Plans

Developers

Edition

Exchange

Edition

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2.2 Navigation within Asure ID

If you have used the latest version of Microsoft® Office, the Asure ID user interface seems familiar. Asure ID is based on the Microsoft Ribbon. Tab-driven navigation with convenient tools and fly-out control palettes make Asure ID an efficient tool.

High Level Workflow:

1. Asure ID enables you to create a card template for each card type (for example, employee card, contractor or student). Helpful Hint: Individual cards are not printed from the Card Design application. Printing typically occurs in the Data Entry application.

2. After a card template is complete, you change from the Card Design module to the Data Entry application so you can add, modify and delete card records. This stage includes acquiring photos through a webcam and printing selected cards.

3. The Reports application allows you to view standard reports (for example, user activity and template activity reports) and custom reports.

4. The User Config application enables you to manage user privileges and login credentials for editions of Express and above.

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<CTRL> + A

Select All

<CTRL> + V

Paste from Clipboard

<CTRL> + C

Copy to Clipboard

<CTRL> + W

Close Template

Dialog

<CTRL> + H

Replace

<CTRL> + Y

Redo

<CTRL> + O

Open Template

<CTRL> + Z

Undo

<CTRL> + P

Print Template

Open Preview

<CTRL> + S

Save Template

Exit Application

<CTRL> + T

Toggle Preview Mode

2.3 Asure ID Keyboard Shortcuts

Data Entry Keyboard Shortcuts

<CTRL> + A

Select All

<CTRL> + T

Asure ID PLT-01485 Rev 2.0

Set View to Table View

<CTRL> + <SHIFT> + A <CTRL> + C <CTRL> + F <CTRL> + H <CTRL> + I <CTRL> + L <CTRL> + O <CTRL> + P <CTRL> + Q <CTRL> + R <CTRL> + S

<CTRL> + N

Deselect All Copy to Clipboard Find Replace Capture Photo Load Photo from File Open Template Print Card Quick Filter Set View to Record View Save Record

Card Design Keyboard Shor tc uts

Show New Template

<CTRL> + X

Paste from Clipboard Cut to Clipboard Delete Record Add Record Toggle Select Open Preview Switch to Template View Mode Switch to DataView Mode Exit Application Find Next Refresh Database

Cut to Clipboard

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3 Card Design

You can use the Card Design application to create the card layout for printing and encoding objects. (Note: Each card layout is saved as a template for use by the Data Entry application for enrollment and printing.)

Helpful Hints:

• The Asure ID Solo edition is limited to 200 records. (See Product Overview for a full list of features and capabilities for each edition.)

• The native database for Asure ID has a size limitation of 2GB when using MS Access, which is a limitation of MS Access. If you have large photo files, the database may reach its limitation and prevent the addi ti on of records. Asure ID recommends that you store photos in a folder and use a photo field in your template, as illustrated below.

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