Polaroid ID CARD MAKER WEBLINK User Manual

Polaroid ID Systems Weblink

Configurator Utility Guide

Polaroid ID Systems

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Table of Contents

Configurator Utility Overview............................................................................................ 1

Configurator Installation Options .............................................................................. 2

What You Will Need.................................................................................................... 2

Using this Guide ......................................................................................................... 3

Weblink Configurator Modes............................................................................................. 4

Using Configurator in Tab Mode ............................................................................... 4

Using Configurator in Wizard Mode.......................................................................... 5

Application Definition........................................................................................................ 6

Group Definition................................................................................................................. 8

Table Definition................................................................................................................ 10

ODBC Connection.................................................................................................... 11

LDAP Connection..................................................................................................... 13

Drop-Down List Definition (Optional)............................................................................. 14

Values Stored in the Weblink Configuration ............................................................ 15

Values Stored in a Look-up Table............................................................................. 16

Search Definition.............................................................................................................. 19

Search Table Definition............................................................................................ 20

Search Field Definition............................................................................................. 21

List Field Definition.................................................................................................. 22

Data View Definition........................................................................................................ 24

Data View Pages Definition...................................................................................... 26

Data View Image Definition ..................................................................................... 33

Data View Header Definition ................................................................................... 35

Menu Item Definition ....................................................................................................... 37

Window Location Definition............................................................................................ 39

After Each Configuration Change .................................................................................... 41

Appendix A – Weblink Software License ........................................................................ 42

Appendix B - End-user License Agreement for Microsoft Software ............................... 43

1

Configurator Utility Overview

The Weblink Configurator utility is used to configure the Weblink application to meet your
particular needs. You may modify applications, as well as user accessibility to those applications.
You may also modify the way screens are presented to users. Seven components of the sample
application may be configured. Each is briefly described below:

Applications are sets of pages that allow a user to search for, display, and edit records in a
database. Each Weblink application has its own Virtual Directory (Web site) in Internet
Information Server. Therefore, an application is equivalent to a Weblink site.

Groups control user access to various features of Weblink. Groups must first be defined in the
initial security setup and then in the Configurator utility.

Tables are the database tables to be used with Weblink.
Drop-down List Boxes refer to preset list boxes that can be placed in Search or Data View

screens and can be pre-populated from Weblink or external databases.
Searches define how Weblink searches records. A search definition contains table names, list

fields, and search fields.
List Views define the fields to be displayed in a list when more than one matching record is

found. The user selects records from this list to view.
Data Views define what the user sees after a record is located. This includes page fields, images,

and ActiveX components.

Menu Items relate searches and data views. A menu item may have multiple searches.
Window Locations are screen positions for certain items such as the menu and toolbar.

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Configurator Installation Options

You may choose to configure Weblink off site or on a workstation other than the server. To do
so, select the “Configurator Only” option during the Weblink installation. Once you have
configured your application, copy the workstation version of IDCardMakerWeblink.mdb (usually
in the Program Files\Polaroid\IDCardMakerWeblink\Design folder) to the appropriate folder on
the Web server (usually the Program Files\Polaroid\IDCardMakerWeblink\Design folder).

Your configured application is stored in several tables of the Microsoft® Access™ 97 database,
named “IDCardMakerWeblink.mdb.” It has an ODBC data source entry of “Weblink.” Never
edit this file directly, unless directed to do so by Polaroid personnel. Configuring Weblink on a
server or workstation that has an ODBC connection to the database is highly recommended. The
user may then take advantage of drop-down edit boxes and test connection buttons to verify that
the database columns are entered correctly.

What You Will Need

You will need to know the following items before configuring your application:

 Database table schema including all field names, types, and keys.
 Group names defined in the User Manager that identify Weblink functions.
 Fields to search including which fields are required and their particular case.
 Fields to display in a list.
 Fields to display in data views grouped in logical subsets. You should decide which

fields are editable.

 Images to display.

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Using this Guide

The Weblink Demo Microsoft Access database installed during setup is provided as a sample
application. You may refer to this information as necessary to observe how information in dialog
boxes is to be completed. The name of the demo database is DEMO32BLOB.MDB. A table
from the database is shown below. This demo database should not be edited.

The steps in this guide instruct you on how to add information to your application. Use the Add
button, as directed throughout this guide, to build a new application. Use the Edit button to
modify information in an existing application. The text boxes in the Add and Edit dialog boxes
are identical, although the Edit dialog boxes automatically display previously entered
information. A Copy button is also provided for use in copying a selected item. By clicking the
Copy button, you copy the selected item, add it to the list, and label it “Copy of <item>.” You
may also select an existing entry and then select the Delete button to delete the entry. Upon
deleting an entry, you are presented with a confirmation dialog box. If you still wish to delete,
click the Yes button.

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Weblink Configurator Modes

The Configurator utility is available in three modes: the Configurator Tab mode; the Configurator
Wizard mode; and the Configurator EZ Wizard mode.

Using Configurator in Tab Mode

The Configurator utility Tab mode is used for fast editing once you are familiar with Weblink.
The Tab mode allows you to tab through each of the eight components in any order you choose.
Use the following procedure to use the utility in the Tab mode:

1. From the Start menu select >Programs >Polaroid > IDCardMakerWeblink >
Configurator. The Weblink Configurator utility is displayed in Tab mode.

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Using Configurator in Wizard Mode

The Wizard mode is recommended for familiarizing yourself with the Configurator utility. The
Wizard mode prompts you through each step of the application and is used as examples in this
guide to take you through each available function. The Next button takes you to the next
Weblink component. The Back button returns to the previous component. The Cancel button
exits the Weblink application.

To start the Configurator utility in Wizard mode:

1. From the Start menu, select Programs > Polaroid > IDCardMakerWeblink > Configurator
Wizard . The Applications dialog box is displayed.

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Application Definition

The application definition feature allows you to enter the application name, script source, and
logo information. You may also add hypertext information. Use the following procedure to add
an application:

1. In Configurator Wizard mode, click the Add button in the Applications dialog box. The
Application dialog box is displayed.

2. Enter the Application Name. This will be displayed in the Web browser title bar.

3. In the Event’s Script Source text box enter “capture.js” only if using Image Capture.
This file is located in the virtual directory of the application and can be optionally used
for other events defined in the Events dialog box. You may also select the Browse button
to the right of the text box to search for a file.

4. Enter the logo path from the Inetpub\wwwroot folder. This is the logo to be placed in the
upper right corner of each screen. You may also select the Browse button to the right of
the text box to search for a logo.

5. Enter the logo width and height in pixels. This sets the lower left position of the logo on
the browser, not the size of the logo. Use an image editing application to determine your
logo size.

6. The internal application ID is shown for information purposes only. The global.asa
function in your Web site folder, under the inetpub folder, should reference this ID.

7. The Web Root is shown for informational purposes only. This lists the web root defined
by the Internet Information Server.

8. Enter the Local Path of the Virtual Directory of this application. This is the Physical
Local Path specified in Internet Server Manager or Personal Server Manager, and it is
usually a subfolder of inetpub. The following example is from the Internet Server
Manager:

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9. Click the OK button.

10. Click the Save button.

For each application created with Weblink, certain .asp (Active Server Page) files must be stored
in a separate physical folder. This is the physical folder of the virtual directory that you set up in
the Microsoft Internet Information Server. See the Getting Started Guide for details. If these
files are not up-to-date, the Copy Files dialog box appears.

11. If you click the Copy Files button, the files are copied and a global.asa file is created in
your specified folder containing the line: ApplicationValue ( “AppID” ) = <the
application ID of your app>. You may also click the Cancel button to avoid copying the
files.

IMPORTANT: You must set up a new Web site (Virtual Directory) for each site that
you create. Refer to the Getting Started Guide, the “Setting up the Internet
Information Server” section.

12. Click the Next button. You are ready to configure groups.

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Group Definition

You may add, edit, or delete groups created for the Weblink application to provide or restrict user
access to features. Refer to the Getting Started Guide for additional information.

Click the Next button to display the Groups dialog box.

Notice how the groups in the Configurator utility match the groups defined in the NT User
Manager, or in the Windows 95/98 Security Manager, during the Getting Started process. In
Configurator, you may accept the defaults.

The suggested groups are:

 WEBLINK_SEARCH: Defined in User Manager and assigned to users with data viewing

privileges.

 WEBLINK_EDIT: Defined in User Manager and assigned to users who require data edit

privileges.

 WEBLINK_DELETE: Defined in User Manager and assigned to users who require data

delete privileges.

 WEBLINK_PRINT: Defined in User Manager and assigned to users who require print

privileges. This group requires Weblink Card Issuance.

 WEBLINK_INSERT: Defined in User Manager and assigned to users who require data insert

privileges.

 WEBLINK_NONE: Should not be defined in User Manager. Assign functions to this group

if you don’t want them to be viewable or editable. Users should not be assigned to this
group.

WEBLINK_CAPTURE: Defined in User Manager and assigned to users who require capture
privileges. This group requires Weblink Image Capture.

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To add a group:

1. Click the Add button in the Groups dialog box. A Group dialog box with edit capability
is displayed.

2. Enter the Group Name.

3. Click the Save button.

4. Click the Next button in the Groups dialog box.

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Table Definition

You may add, edit, copy, or delete database table connections. This is where you define the
database tables to connect to Weblink. When you click the Next button in the Groups dialog box,
the Tables dialog box is displayed.

Use the following procedure to add tables:

1. Click the Add button. The Choose Connection Type dialog box appears.

2. Click either the ODBC button to connect to an ODBC database connection or the LDAP
button to connect to a Novell Directory Services data source. Both types of connections
are discussed in the following sections. You may also click the Cancel button to return to
the Tables dialog box.

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ODBC Connection

Click the ODBC button on the Choose Connection Type dialog box to display the Table
Definition dialog box.

1. Enter the 32-bit ODCB Data Source Name (DSN). You may click the Browse button to
the right of the text box to select an ODBC DSN from a list. You must choose a system
DSN.

2. Select or enter a name from the Table Name drop-down list. The name may be the
schema if necessary, such as “DEMO2” for an Access database such as DEMO32BLOB,
or “SCHEMA.TABLE” for Oracle.

3. Enter the Description of Data, such as personnel, employee, or auto. This is displayed in
the Data Retrieval Menu dialog box as “NEW <description of data>.”

4. If necessary, enter the Database User ID. This is the user ID whose permissions will be
used to access the database for each search, update, insert, and delete.

5. If necessary, enter the Database Password for the user.

6. Click the Test Connection button to verify that the connection to the database is
successful. If not, refer to the Weblink Troubleshooting Guide included on the Weblink
CD-ROM.

7. Select the primary Key Column Name of the database from the drop-down list.

8. Select the primary Key Column Type from the drop-down list. The options in this field
include Text, Number, or Date.

9. Enter the maximum number of records to retrieve on a search.

10. Select the Group that the user must be a member of to access the function from the drop­down list for each function.

11. Click the Save button. The Tables Definition dialog box is displayed.

12. Repeat steps 1 to 12 for each table.

If required, Weblink will retrieve data from both the parent and child tables. A table must already
be defined before adding it as a child table.

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