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ADMINISTRATORS GUIDE EPISUITE 6

ADMINISTRATORSGUIDEEPISUITE 6A quick tutorial on how to set up and implement EPISUITE Softwarecreated bySpecialists in IDentificationIDentiphoto 1810 Joseph Lloyd , OH 44094 Phone: (800) 860-9111 Fax: (440) 306-9001e-mail: OF CONTENTSP rogram InstallationDatabase CreationGuard Tool Database UtilityPage 2 Page 3 & 4 Page 6 Page 7 Page 8 Page 9 Page 11 Page 12 Page 13 & 14 Page 15 & 16 Page 1 Guard Tool Database Utility - (cont.)- (adding & deleting fields and indexes)Epi Designer- Connecting to database- New ID Badge Template- Paper or Teslin - Page SetupAdding Objects to Badge Design (cont.)- Static Images or Logos- Magnetic Stripe Data- Defining ExpressionsAdding Objects to Badge Design- Dynamic Images- Geometric Shapes- Bar CodesAdding Objects to Badge Design (cont.)

ADMINISTRATORS GUIDE EPISUITE 6 A quick tutorial on how to set up and implement Episuite® Software created by Specialists in IDentification IDentiphoto ® 1810 Joseph Lloyd Pkwy.

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Transcription of ADMINISTRATORS GUIDE EPISUITE 6

1 ADMINISTRATORSGUIDEEPISUITE 6A quick tutorial on how to set up and implement EPISUITE Softwarecreated bySpecialists in IDentificationIDentiphoto 1810 Joseph Lloyd , OH 44094 Phone: (800) 860-9111 Fax: (440) 306-9001e-mail: OF CONTENTSP rogram InstallationDatabase CreationGuard Tool Database UtilityPage 2 Page 3 & 4 Page 6 Page 7 Page 8 Page 9 Page 11 Page 12 Page 13 & 14 Page 15 & 16 Page 1 Guard Tool Database Utility - (cont.)- (adding & deleting fields and indexes)Epi Designer- Connecting to database- New ID Badge Template- Paper or Teslin - Page SetupAdding Objects to Badge Design (cont.)- Static Images or Logos- Magnetic Stripe Data- Defining ExpressionsAdding Objects to Badge Design- Dynamic Images- Geometric Shapes- Bar CodesAdding Objects to Badge Design (cont.)

2 - Static Text Fields- Dynamic Text Fields- Moving Objects- Change Fill, Line or Text ColorsRe-sizing ObjectsRotating ObjectsAligning ObjectsPlacing Background on CardSwitch Views (Front & Back)GuardCard Setup- Connecting to Database- Adjusting Database SettingsAdding Fields to Input ScreenCard Printer Encoder SetupAdding UsersCard Format SetupImage Capture SetupGuard Tool Reports- Running ReportsPage 5 Button/Field SummaryADMINISTRATOR GUIDEThis GUIDE assumes the administrator has a good understanding of the windows environment. This manual will provide you with a general step-by-step GUIDE to setting up the EPISUITE software. For more detailedhelp on each module please refer to the online help provided by the software. This manual is based on alocal, single user TOOL DATABASE UTILITY1.

3 Place the hardware key on LPT port or USB port depending on which key you Insert software disk; auto run should start software installation. Follow instructions on screen. (If auto run fails, click on START, RUN, BROWSE then navigate to CDrom drive and choose )The software is installed in the c:\Program Files\Imageware Systems\ EPISUITE \6\ directory. The default databases are located in the c:\Program Files\Imageware Systems\ EPISUITE \6\DB folder ( & ).All program modules are located under START, PROGRAMS, EPI Suite 61. Open WINDOWS EXPLORE and browse to c:\Program Files\Imageware Systems\ EPISUITE \6\DB Make a copy of the file3. Rename copy of file to the name that you d like for your databaseYou have just created a blank database that will store the data used to create ID badges.

4 This database contains a number of default fields. Most users don t need all of these fields and usually need to add their own. This is accomplished using the GUARDTOOL DATABASE UTILITY Click Windows START button2. Select PROGRAMS3. Select EPI Suite 64. Select GUARDTOOL DATABASE UTILITY5. Click the CHANGE DATABASE button and BROWSE out and select the database file that you created, click OPEN, Click the EPI Suite DB UTILITY button (Figure 1 appears)DATABASE FILE CREATION(Figure 1)With this utility you can add fields to the person or card tables (Figure 1-A). The fields that are currently in the table selected are shown in the large white window (Figure 1-H). This is where you add and remove fields from the database just created. Continue adding and deleting fields until you have all the fields you can also do a repair and compact on the database from here by clicking on the OPTIMIZE DATABASE button (Figure 1-B)1 ADDING FIELDS(Figure 2)(Figure 3)1.

5 Click the ADD FIELD button (Figure 1-C) (Figure 2 will appear)2. Type in the name of the field you wish to add (Figure 2-A). Name can t contain Choose the FIELD TYPE (Figure 2-B) by clicking the drop down Check whether you want the field to be REQUIRED (Figure 2-C).5. Choose a FIELD SIZE (Figure 2-D) for this field6. Click INDEXESAn index helps Microsoft Access find and sort records faster. You ll want to apply an index to the database fields on which you will be performing your queries most often. (Last Name, Employee #, ).You ll also want to apply an index to any field that will be unique (not duplicated).1. Click on the field name in the DATA FIELDS window (Figure 1-H)2. Click on the ADD INDEX button (Figure 1-F) Figure 3 will appear3.

6 Type the INDEX NAME (Figure 3-A) (No spaces allowed)4. Check YES or NO to indicate if the field is UNIQUE (Figure 3-B)5. Click OKDELETING INDEXES1. Click on the field name in the DATA FIELDS window (Figure 1-H)2. Click the DELETE INDEX button (Figure 1-G)3. Click YES to confirm deletionDELETING FIELDS1. Click on the field name in the DATA FIELDS window (Figure 1-H)2. Click the DELETE FIELD button (Figure 1-D)3. Click YES to confirm deletion.** When deleting a database field you will lose all data that the field may have contained. **If the field you wish to delete has an INDEX attached to it, you must delete the INDEX first.(See DELETING INDEXES below)2 EPI DESIGNER - ID BADGE DESIGNThe EPI Designer module allows you to create ID badge templates. The design capabilities of this module are very limited.

7 For more complex badge designs you will need to use a graphics program like CorelDraw or Adobe Illustrator. With EPI Designer you will be able to add static text fields, dynamic text (database) fields, image fields, logos, barcodes, and set up magnetic stripe encoding Designer can be used to create ID badge templates that will be printed to PVC using a PVC card printer, or to paper or teslin (with multiple badges per sheet) using an inkjet or color laser printer. A unique feature of EPI Designer is that each ID badge template stores all the printer settings used to produce that badge. It is recommended that you set you windows default printer to your PVC printer before opening the Epi Designer manual will give you a very basic tutorial on how to create ID badge templates.

8 For more detailed information on the features of this module refer to the online help by pressing the F1 key. This tutorial also assumes that you are familiar with the printer you will be using and it s TO DATABASE 1. Click FILE menu 2. Select NEW This will open up the EPI Designer screen with a blank template based on the windows default printer.(Figure 4a) 3. Click FILE menu 4. Select PAGE SETUP (Figure 4a) 5. Choose the printer that you will print this ID badge to 6. Click on PROPERTIES to set all the printer options that will be needed to print this ID badge - Card Size - Orientation - Ribbon Type - Dual Side Print - Lamination - Overlay 7. Click OK to bring you back to PAGE SETUP 8.

9 Click OK to close PAGE SETUP, agree to adjust margins, OK 9. Click FILE menu10. Select LAYOUT PROPERTIES (Figure 4b)11. Click on the FRONT tab12. Click on SIZE drop down and select FULL PRINTER PAGE from the top of Click OK 1. Click on VIEW menu 2. Select OPTIONS 3. Click on DATA FIELDS tab 4. Click on OTHER DATABASE button to browse out to your database or click the drop down to view recently opened databases. 5. BROWSE out and select your database 6. Click OPEN, OPEN, OKNEW ID BADGE TEMPLATE(You will need to connect to the database that you will be designing badges for so that the fields in that database are available to you)3(Figure 4b)(The above settings are for PVC card printer setup)For paper or teslin setup, see next Click on FILE menu LAYOUT PROPERTIES and click on FRONT tab.

10 (Figure 4b)2. Click CARD SIZE drop down and select CUSTOM SIZE, type in the WIDTH & HEIGHT (Figure 4b) of your Select the CARD ORIENTATION (Figure 4b)4. Click OK5. Click on FILE menu and then PAGE SETUP (Figure 4a)6. Fill out the PAGE MARGINS and PAGE LAYOUT Click OK(You only need to measure the top & left margins. The right & bottom margins will automatically fill in based on all your previous settings)PAPER OR TESLIN - Page Setup4 New Blank LayoutOpenSaveCutCopyPasteUndoRedoFlip LayoutSelectLineRectangleRound RectangleEllipseStatic TextDynamic TextStatic ImageDynamic ImageBar Code5 Object PropertiesLayout PropertiesPrintPrint LeftCenter HorizontallyAlign RightAlign BottomCenter VerticallyAlign TopOutline Color (Custom Palette)Outline WeightFill Color (Custom Palette)Text Color (Custom Palette)Data Field or ExpressionBUTTON/FIELD SUMMARYThe design module allows you to add the following to your badge Database fields & images (dynamic data)2.


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