Polaroid ID CARD MAKER ENTRY User Manual

ID Card Maker Entry Online User Documentation

This file contains information about Polaroid ID Card Maker identification software version 6.0 or higher. Some information included here may not apply to your environment.
Please choose a title below to view the document, or click on the titles to the left of this page.
Administrator’s Guide for ID Card Maker Version 6
Polaroid PCID Printer and Magnetic Stripe Plug-ins
Legal Notices
Conventions Used in the Online User Documentation
Comments? Suggestions?
ID Card Maker Entry Version 6 User Documentation

Legal Notices

The design and information contained in these materials is protected by US and international copyright law.
U.S. Patent No. 6,632,250.
Names and logos in sample projects are fictitious. Any similarity to actual names, trademarks, or trade names is coincidental.
Polaroid and Polaroid & Pixel are trademarks of Polaroid Corporation.
Adobe and Acrobat are registered trademarks and Type Manager is a trademark of Adobe Systems Incorporated. Microsoft and Windows are registered trademarks of Microsoft Corporation. Pentium is a registered trademark of Intel Corporation.
All other product names are trademarks of their respective owners.
Portions of this product were created using LEADTOOLS © 1991­2005 LEAD Technologies, Inc. ALL RIGHTS RESERVED. Portions of this product are licensed under US patent 5,327,254 and foreign counterparts.
Portions of the bar code technology of this product are copyrighted by StrandWare, Inc.
ID Card Maker Entry Version 6 User Documentation

Conventions Used in the Online User Documentation

Notes remind or inform you of something you should know before proceeding.
Names of menus, dialog box options, and buttons appear in bold type.
File names also appear in bold type, and the variable part of the file name is in bold italics (for example, project name.iwx indicates that you supply the project name while iwx remains constant).
Names of keyboard keys appear in large and small capital letters (for example,
ENTER).
Information you enter appears in regular italic type (for example, you may be instructed to type Admin to log in to an ID Card Maker application).
Parts of dialog box names that change depending on a name you supplied appear in brackets [ ].
Blue text indicates a jump (link) to the referenced topic for online reading.
ID Card Maker Entry Version 6 User Documentation

Comments? Suggestions?

Please send comments, suggestions, or corrections to:
ID Card Maker Information Development Polaroid Commercial ID Systems 4650 Executive Blvd. Ft. Wayne, IN 46808
ID Card Maker Entry Version 6 User Documentation
Operator’s Guide for
ID Card Maker Version 6

Contents

About the Operator’s Guide _________________________________________________ iv
Chapter 1: System Overview _________________________________________ 1
Introducing the ID Card Maker “Project” _____________________________________ 1 Getting Started_____________________________________________________ _________ 2
Start an ID Card Maker Application_______________________________________ 2 Using the Welcome Dialog Box___________________________________________ 3 Using ID Card Maker Applications ________________________________________ 3
Opening a Project __________________________________________________________ 5
Chapter 2: Using the ID Card Maker Process Application ______________ 7
Using an ID Card Maker Project ______________________________________________ 7
Entering Information in Text Fields_________________________________________ 8 Using Photo Fields _______________________________________________________ 9
Photo from File______________________________________________________ 10 TWAIN__________________________________________________________ ____ 10 TWAIN (Fast)________________________________________________________ 11 Video for Windows__________________________________________________ 12 Video for Windows (Fast) ____________________________________________ 13 Optional Cameras __________________________________________________ 13 Selecting a Different Photo Source __________________________________ 13 Cropping and Adjusting Photos______________________________________ 14
Rotating Photos _________________________________________________ 15 Selecting an Exposure ___________________________________________ 15
Starting Over____________________________________________________ 17 Previewing Cards_____________ __________________________________________ 17 Printing Cards __________________________________________________________ 18
Using the Project Database _________________________________________________ 20
Changing Information in a Database____________________________________ 20 Entering a New Database Record_______________________________________ 21 Deleting a Database Record____________________________________________ 22
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Chapter 3: Searching the Database _________________________________ 23
Performing a Search _______________________________________________________ 23
Refining the Search____________________________ ___ ____ ___ ____ ___ ____ ____ 24 Navigating Search Results_______________________________________________ 25
Index ______________________________________________________________ 27
ID Card Maker Entry Ver sion 6 Operator’s Guide iii

About the Operator’s Guide

This document, part of the online User Documentation, guides users of the Process application through the tasks they perform.
Other sources of information about ID Card Maker applications are:
The CD insert tells how to install ID Card Maker software.
The online help system tells you how to perform ID Card Maker
tasks. You can access the online help system from the Help menu in each ID Card Maker application or by pressing the F1 key.
The Administrator’s Guide, also part of the online User
Documentation, explains why you might want to use the various features available in the ID Card Maker applications. It also suggests the order in which tasks should be performed.
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Chapter 1: System Overview

Polaroid ID Card Maker Entry Edition includes three applications:
ID Card Maker Designer lets a System Administrator create projects that meet your organization’s specific needs for card designs, data entry, and database access.
ID Card Maker Production lets you use the projects you create in the Designer application to gather information, access your database, and print identification cards.
ID Card Maker Administrator contains tools to configure your ID Card Maker software.

Introducing the ID Card Maker “Project”

An ID Card Maker project is similar to a folder or directory on a computer: it is the container that holds information about an identification implementation.
A project contains a Production Form, a card design, and a database.
By using field connections, information entered in a Production Form can be saved in a database, printed on a card, or both. The Production Form can also be used to query an existing database so that you can add or change information in the database or print cards using information in the database.
ID Card Maker Entry Version 6 Operator’s Guide 1
System Overview

Getting Started

The rest of this chapter explains the steps you take to begin using your ID Card Maker identification software.
Start an ID Card Maker Application
To begin using ID Card Maker software, on the taskbar, click Start, and then click Programs, Polaroid, ID Card Maker, and then ID Card
Maker Entry Process.
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System Overview
Using the Welcome Dialog Box
The Welcome dialog box appears.
From this dialog box you can open an existing project. If the project you want to open is not listed, click More projects to display the Open Project dialog box, which lists all ID Card Maker projects available to you.
You can also choose not to have the Welcome dialog box display by clearing the check mark next to Show this window at startup. If you hide the Welcome dialog box and later want to show it again, from the menu bar, select View and then Show Welcome on startup.
Using ID Card Maker Applications
ID Card Maker applications let you perform most actions several ways: by selecting menu commands with the mouse, or with the keyboard, or by clicking a toolbar button, or by clicking the right mouse button and selecting from the pop-up menu. Key commands or shortcuts for actions common to many applications—such as print and save—follow Microsoft Office conventions; you do not have to relearn your favorite shortcuts.
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System Overview
Most ID Card Maker applications have several toolbars, and you can display or hide toolbars to match the way you prefer to work. When you rest the mouse pointer on a toolbar button, the name and function of the button appears.
A status bar at the bottom of the window provides additional information about the application
. As with toolbars, you can choose to
view or hide the status bar.
Menu Bar
Toolbar Statu s B a r
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System Overview

Opening a Project

To open a project, from the menu bar select File and then Open Project (either with the mouse or with the keyboard).
*** IDCM Entry screenshot goes here
The Open Project dialog box opens. Select a project from the list of projects that are available to you and then click the Open button.
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System Overview
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Chapter 2: Using the ID Card Maker Process Application

This chapter uses the sample projects that came with your ID Card Maker software to explain your tasks. The projects you will use will be created to meet your specific needs, but they will probably follow the same general principles.
This chapter gives you background information about using the ID Card Maker Process application. While you are using the software you can get step-by-step instructions on the task you are doing by pressing the F1 key or by selecting Help Topics from the Help menu.

Using an ID Card Maker Project

When your project opens, the pointer will be in the field that the designer of the project designated as the starting field. (This is usually the field in the upper left corner of the window.) The New button on the toolbar will be “pushed in” and there will be a check mark next to the New command on the Record menu.
You can start entering information immediately. Most fields will have a prompt that indicates the kind of information you are to enter in the field. You can move between fields by tabbing or by clicking with the mouse.
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Using the ID Card Maker Process Application
The following sections discuss how to enter information into each type of field you may find in your project.
If you need to start over with the record, from the menu bar select Record and then Refresh. All fields will return to the way they were when you selected the record from the database.
Entering Information in Text Fields
Text fields
Most fields will be text fields. There will be a maximum number of characters you can enter in a text field. If a text field stops accepting characters, it may be that you have reached the maximum field length.
If you enter more characters than the text field entry box can display, the text might scroll. You can see all the text using the H
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OME, END, left
Using the ID Card Maker Process Application
arrow, and right arrow keys. You can also ask the project designer to make the text field wide enough to display all the text.
Using Photo Fields
Photo field
Whenyou enter a photo field, a photo capture begins.
The dialog box for the default photo source opens. If an “Unable to capture photo . . .” message appears, you must select a source for the photo. From the menu bar, select Capture and then Select Capture Source. See the online help topic “Select a photo source” for step-by­step instructions.
If you need to select a source, check with your System Administrator. They may have forgotten to assign a source.
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Using the ID Card Maker Process Application
The following paragraphs show the dialog boxes that open for the photo sources that are available on all ID Card Maker computers.
Photo from File
If the photo source selected is Photo from File, the Open dialog box opens. You use standard Windows navigation techniques to find the drive, folder, and file that contains the photograph that should be used. Your supervisor or ID Card Maker System Administrator will supply you with the file location and file naming scheme to use. When you select a file, a “thumbnail” of the file displays so you can verify that you have the correct file.
When you have found the file you want, click Open.
TWAIN
If the photo source selected is TWAIN, the TWAIN Interface dialog box opens. (The TWAIN standard specifies how an application, such as ID Card Maker Process, can activate a scanner, digital camera, or other image-capturing device.)
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When you click the Select Source button, the Select Source dialog box opens. It lists all the TWAIN devices installed on your computer.
Select the device you want to use and click the Select button. The Select Source dialog box closes. In the TWAIN Interface dialog box, click the Acquire Photo button. The software application that is associated with the device you selected opens.
Because there are many different TWAIN devices made by many different manufacturers, this document cannot supply explicit instructions for using your TWAIN device. See the documentation that came with your device, or ask your supervisor or ID Card Maker System Administrator for step-by-step instructions.
TWAIN (Fast)
If the photo source selected is TWAIN (Fast), the last TWAIN device used is automatically selected. See the documentation that came with your device or ask your System Administrator for step-by-step instructions.
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Using the ID Card Maker Process Application
Video for Windows
If the photo source selected is Video for Windows, the Video for Windows Interface dialog box opens.
When you click the Select Source button, the Select Source dialog box opens. It lists all the Video for Windows devices installed on your computer.
Select the device you want to use and click the OK button. The Select Source dialog box closes.
If the Source list shows a Video for Windows source (possibly designated VFW) and a Windows Driver Model (WDM) source for your camera, selecting the Windows Driver Model entry usually gives better results.
In the Video for Windows Interface dialog box, click the Acquire Photo button. The Video for Windows Camera dialog box opens.
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Using the ID Card Maker Process Application
When your subject is ready, click Take Photo. The camera captures the image and the label on the button changes to Retry. If the photo is unacceptable (for example, if the subject’s eyes are closed), click Retry. If the photo is acceptable, click OK. The Photo Crop and Adjust dialog box opens. See Cropping and Adjusting Photos
Video for Windows (Fast)
If the photo source selected is Video for Windows (Fast), the Video for Windows Camera dialog box opens immediately. You do not have to select a source.
on page 14.
Optional Cameras
In addition to the photo sources already described, your ID Card Maker system may include an optional capture device, such as a Polaroid ID Card Maker Image Capture product. These optional devices have special software that makes them especially easy to use with your ID Card Maker system. Optional cameras are explained in their own online documents, which you access through the Windows Start menu.
Selecting a Different Photo Source
You can use a photo source other than the one specified when your project was created. See the online help topic “Select a photo source” for step-by-step instructions.
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Using the ID Card Maker Process Application
Cropping and Adjusting Photos
The Photo Crop and Adjust dialog box will open as soon as you have selected your photo. Your photo will appear in the image area with four squares, called sizing handles, around the outside.
To zoom in on the subject (eliminate unnecessary background), click and drag any sizing handle, then release the mouse button. The crop box proportions, set by the project designer, remain constant.
After you have zoomed in, your subject may no longer be centered in the crop box. To adjust the position of the crop box, move the mouse until the pointer is inside the crop box. The pointer changes to a four-
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Using the ID Card Maker Process Application
way arrow. Click and drag the crop box to the position you want, then release the mouse button.
When the photo is as you want it, click the OK button. The Photo Crop and Adjust dialog box closes, and the photo appears in the photo field.
Most of the time, cropping and adjusting is all you need to do to a photo. But the Photo Crop and Adjust dialog box also offers the following advanced capabilities.
Rotating Photos
Some previously taken photos may have an orientation different from the one you need. You can compensate for this by rotating the photo as necessary. Each time you click the Rotate button, the photo rotates one-quarter turn clockwise.
Any cropping or adjusting you did is lost when you rotate a photo. If you need to rotate the photo, do that first, then crop and adjust.
Selecting an Exposure
If the subject of the photo has a very light or very dark complexion, you can improve the quality of the photo to some degree by clicking the Photo Selection button.
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Using the ID Card Maker Process Application
An array of nine different brightnesses appears, with the original exposure in the center. Select a photo by clicking it with the mouse or by using the arrow keys to move the selection box.To adjust the contrast of the photo, select the More button. You can also select from nine choices for saturation. At any time you can start over or select OK or press E
NTER to accept the currently-selected photo. Your selection
appears in the image area of the Photo Crop and Adjust dialog box.
Remember, the final quality of the image is also affected by the printer you are using to print your ID cards. Changing lighting and camera settings should always be the first steps you take to improve the photo. This selection option will not make up for poor data.
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Starting Over
You can undo all your changes (cropping, exposure selection, rotation) by clicking the Restore Original button.
Previewing Cards
To see a preview of the card that will be printed, from the menu bar select View and then Card preview – front or Card preview – back. A Card Preview opens. (You can see previews of both sides of the card by selecting both card preview menu commands.)
You can move the Card Preview to a different location by clicking on its title bar and dragging it to the new location. You can change the size of the Card Preview by moving the mouse to an edge of the Card Preview until the pointer turns into a two-way arrow, then clicking and dragging the edge of the Card Preview until it is the size you want.
If your card design includes a bar code and if you enter too much data, the bar code in the Preview will change to diagonal lines. If you enter the wrong kind of data in the Production Form field associated with the bar code (for example, a letter if the bar code type only accepts numbers), the bar code in the Preview will change to a crosshatch pattern. Cards with too much or unsupported bar code data will not print.
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Using the ID Card Maker Process Application
Too much bar code data
Unsupported bar code data
Printing Cards
You can print each card as you gather the information or you can collect information on a group of cardholders (saving it in the project database) and then print the cards in a batch.
Card printing works the same whether you print cards singly or in batches:
1. Gather the cardholder information or select the record(s) to print.
2. To print a single card, from the menu bar select File and then Print
Card or click the Print button on the toolbar.
To print cards for all the records you selected, from the menu bar select File and then Print All or click the Print all button on the toolbar.
The Print Card(s) dialog box opens.
3. If necessary, select your card printer from the list.
4. If you want to print more than one copy of the card(s), enter the
number of copies you want.
5. If your printer has a magnetic stripe encoder, you can choose to
print the card, encode the card, or both by selecting the appropriate check boxes.
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6. Click OK. If you chose to print cards for multiple records, the
Batch Print Status dialog box opens.
Clicking the Cancel button stops processing cards. However, cards that have already been processed will still be sent to the printer and cards that have been sent cannot be retrieved.
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Using the ID Card Maker Process Application

Using the Project Database

Your ID Card Maker project is connected to its own database. To help you use the database, your menu bar has a Record menu and your toolbar includes eight database-specific buttons.
Database-specific buttons
Databases store information in tables. Each row of the table is called a record, and that is why the new menu on the menu bar is named Record—it deals with database records. Each column of the table is known as a field. A column contains a category of information, such as a name, a telephone number, or a photograph of the person described in the record. The information you enter in fields in the ID Card Maker Production Form can be stored in and retrieved from columns in a database table. Searching the database to retrieve information is explained in Searching the Database
on page 23.
Changing Information in a Database
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To change information in a database:
1. Locate the record you need to change. See Searching the Database
on page 23, or go to the online help topic “Find a record with Quick Search”.
2. Click in or tab to the field that needs to be changed and correct the
information.
If you need to reverse all the changes you made to the record, from the menu bar, select Record and then Refresh. The information returns to the way the record is stored in the database.
3. When all changes have been made, from the menu bar, select
Record and then Save (or click the button on the toolbar that looks like a diskette). The changed information is saved in the database.
Entering a New Database Record
To add a new record to a database:
1. From the menu bar, select Record and then New (or click the
button on the toolbar that has a yellow starburst). All fields are cleared.
2. Enter data into the fields. See the online help topics “Enter data
into a text field” and related topics, as well as “Take a photo” for step-by-step instructions.
3. When all information has been entered, from the menu bar, select
Record and then Save (or click the button on the toolbar that looks like a diskette). The new record is saved in the database.
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Using the ID Card Maker Process Application
An ID Card Maker project can be set up so that a record is automatically saved to the database each time a card is printed. Ask your ID Card Maker System Administrator if your project has been set up this way. If so, you do not have to remember to save each record.
Deleting a Database Record
To delete a record from a database:
1. Locate the record you need to delete (see Searching the Database
on page 23, or go to the online help topic “Find a record”).
2. From the menu bar, select Record and then Delete (or click the
button on the toolbar that has an X). A confirmation message appears.
3. Click Yes to delete the record. The record is deleted from the
database.
To delete multiple records, repeat the procedure above.
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