HID Global Asure ID 7.0 Software Application User …

1 Asure ID Software user guide (L001235 Rev. ) HID Global Asure ID Software Application user guide (Rev. ) 2011 HID Global Corporation All rights reserved Asure ID Software user guide (L001235 Rev. ) 2 2011 HID Global Corporation. All rights reserved. Exclusive permission is granted to authorized resellers of HID Global products to reproduce and distribute this copyrighted document to authorized HID Global customers, who have signed a no disclosure agreement regarding the restricted, proprietary use of said document revision number for this document will be updated to reflect changes, corrections, updates and enhancements to this document.

2 Revision Control Number Date Document Title Revision February 2011 HID Global Asure ID Software Application user guide (Rev. ) Addition: Report (Generating and Custom Reporting) and iDIRECTOR Revision February 2010 HID Global Asure ID 2009 Software Application user guide (Rev. ) Addition: Section : Open Data View Revision November 2009 HID Global Asure ID 2009 Software Application user guide (Rev. ) SP3 Addition: Section : Creating an iCLASS Card using the MERGE function Revision July 2009 HID Global Asure ID 2009 Software Application user guide (Rev. ) SP2 Revision March 2009 HID Global Asure ID 2009 Software Application user guide (Rev. ) SP1 Revision 1 January 2009 HID Global Asure ID 2009 Software Application user guide (Rev.)

3 These reference documents were thoroughly reviewed to provide HID Global with professional and international standards, requirements, guidelines and models for our technical, training and user documentation. At all times, the Copyright Protection Notice for each document was adhered to within our HID Global documentation process. This reference to other documents does not imply that HID Global is an ISO-certified company at this time. ANSI/ISO/ASQ Q9001-2000 American National Standard, (sub-title) Quality Management Systems - Requirements (published by the American Society of Quality, Quality Press, Box 3005, Milwaukee, Wisconsin 53201-3005) 2011 HID Global Corporation All rights reserved Asure ID Software user guide (L001235 Rev.)

4 3 The ASQ ISO 9000:2000 Handbook (editors, Charles A. Cianfrani, Joseph J. Tsiakals and John E. West; Second Edition; published by the American Society of Quality, Quality Press, 600 N. Plankinton Avenue, Milwaukee, Wisconsin 53203) Juran's Quality Handbook (editors, Joseph M. Juran and A. Blanton Godfrey; Fifth Edition, McGraw-Hill) HID Global Support Services 6533 Flying Cloud Drive Eden Prairie, MN 55344 (USA) (866) 607-7339 (Extension No. 6) FAX: (952) 946-8492 2011 HID Global Corporation All rights reserved Asure ID Software user guide (L001235 Rev. ) 4 HID Global Asure ID Software Application user guide (Rev. ) _____1 Section 1: Introduction to Asure ID Software _____9 Interface _____9 Navigating Asure ID _____9 Reviewing the Routine Tasks (designed within the Software ) _____9 Reviewing the Data Entry Center _____9 Reviewing the Internal Database _____9 Reviewing the Live Link Capabilities _____9 Product Overview_____9 Section 2.

5 How to Install the Asure ID Software _____12 Installation Procedure_____12 Step-by-Step Tutorial _____16 Designing a Card Template _____16 Creating a Card with Data Fields _____20 Creating a Card Template with an Image from file _____21 Creating a Card with Photo Field _____23 Creating Magnetic Stripe Cards _____25 Creating a Card with Compound Data field _____26 Creating a Card with a Photo Field_____28 Using the Clone Feature _____29 Section 3: Using the user Config Application _____30 Accessing user Config functions _____30 Setting user Privileges _____31 Selecting Home tab _____31 Selecting Clipboard Cut, Copy, and Paste _____31 Selecting Asure ID Users Add user , Remove user , and Save Users _____32 Adding Users _____33 Adding Users (2) _____34 Selecting Password Change Password_____36 Selecting the View tab _____37 Selecting View Record and Table _____37 Selecting Record Views Carousel and Single Row _____38 Selecting Layout Customize _____38 Section 4.

6 Using the Card Design Application_____39 Reviewing the Card Design Window _____39 Toggling the Card Properties window _____40 Accessing the Card Design Application Menu_____40 Creating a New Template- Card Design _____41 Selecting the CR-80 Card Size (Single Sided)_____42 Card Size (Dual Sided) _____43 Selecting the CR-79 Card Size (Single Sided)_____44 Selecting the CR-79 Card Size (Dual Sided) _____45 Selecting the Custom Card Size (Single Sided)_____46 Selecting the Custom Card Size (Dual Sided) _____47 Selecting Unit, Width, and Height (Custom Card Size) _____48 Selecting Card Orientation (Horizontal or Vertical) _____49 Selecting Magnetic stripe Properties (None or Magnetic stripe) _____49 Selecting Technologies (None, HID Prox ,ICLASS, or MiFare)_____50 Confirming Template Changes _____50 Opening an Existing Template _____51 Closing a Template _____51 2011 HID Global Corporation All rights reserved Asure ID Software user guide (L001235 Rev.)

7 Saving a Template _____52 Selecting Save Template As _____52 Managing a Template _____53 Setting up Asure ID (to load the last template on startup) _____54 Using the Bind and UnBind Template Option _____55 Selecting the Import/Export option_____58 Selecting Import Asure ID Data_____59 Selecting Import Template from Swift ID _____62 Selecting Import Template from File_____64 Selecting Export Template to File _____65 Previewing a Template _____66 Printing a Template_____67 Exiting Asure ID (System Options) _____68 Home Tab _____69 Copying an Object to Clipboard _____70 Copying an Object to Clipboard _____70 Pasting an Object from Clipboard _____70 Adding Text Fields _____71 Masking Data Field Characters _____72 Adding Image Fields_____74 Adding a Photo _____75 Adding a Signature _____77 Adding a Static Image _____79 Adding a Data Field_____79 Setting the Data Field Properties _____80 Editing a Condition in Data Field Properties _____81 Using the Compound Field _____82 Setting the Properties (Compound Field) _____83 Using the Image Properties window _____86 Adding a Static Bitmap (to Card Template design)

8 _____87 Using the Background Object _____88 Using the Background button _____88 Using the Background dropdown _____88 Using the Add a Background_____89 Adding Image Shapes _____90 Selecting and Applying Lines _____90 Creating Cards with Non-printable Objects_____91 Adding Barcodes _____92 Creating Cards with a Barcode _____93 Editing _____103 Aligning Lefts _____103 Aligning Rights _____103 Aligning Bottoms _____104 Aligning Centers _____104 Aligning Middles _____104 Center on Card Horizontally _____105 Center on Card Vertically _____105 Fluorescing Panel Option _____105 Listing the Object Types (F-Panel) _____106 Required for Printer Support (F-Panel) _____106 Card Setup Tab _____109 Layout_____109 Selecting the Card Size (CR-79) _____109 Selecting the Card Size (CR-80) _____109 Selecting the Card Size (Custom) _____110 Using the Custom Card Size window _____110 2011 HID Global Corporation All rights reserved Asure ID Software user guide (L001235 Rev.)

9 Orientation Options _____111 Technology Options _____111 Magstripe _____112 Setting the Magnetic Stripe Properties _____112 Adding or Removing under Track _____113 Enabling the Smart Chips _____114 Selecting a Chip Type _____114 iDIRECTOR Access and Usage _____115 Introduction _____115 Description _____115 Adding an Application for HID Prox , ICLASS, or MiFare _____115 Memory Mapping _____116 Application Tabs _____120 Advanced Encoding Options _____122 RFIDeas _____123 Custom Field Properties applications _____123 Key Management_____125 SAM Status and Password Change _____127 Backward Compatibility_____128 Step By Step Tutorial _____128 Reading the HID Access Data from a Prox card _____128 Writing the RFIDeas Application to an iClass card _____130 Changing the MemoryMap for the RFIDeas application_____131 Setting the Authentication Key _____131 Setting the Change Key _____133 Live Link _____135 Setting up Live Link _____136 Data Sources _____157 Creating Live Link

10 Connections_____157 Using the Multi Live Link Options (Advanced user Level) _____160 View Tab _____161 Viewing Front_____162 Viewing Back _____162 Snap To Grid _____163 Using Rulers To Fit the Card into View _____163 Zooming in on the active Card Side _____164 Zooming Out on the Active Card Side _____164 Selecting Show / Hide _____165 Selecting Gridlines _____165 Selecting Ruler Units _____165 Section 5: Data Entry Application _____166 Selecting the Home tab_____166 Selecting Clipboard Cut, Copy, and Paste _____167 Selecting Records Save, Add, Add Batch, Delete, and Void_____167 Voiding a Record (Data Entry) _____167 Selecting Acquire Capture and Load From File _____171 Load from File _____171 Photo File_____173 Signature File_____176 Selecting Find Find, Global Find, Replace, Quick Filter, Clear Filter, and Show Filter _____177 Global Find _____178 Global Find (2)