Product Training CardExchange Visitor At A Glance Pre-register - PowerPoint PPT Presentation

Product Training

CardExchange Visitor At A Glance Pre-register visitors, groups & events • Manage employees & contractors • Visitor over time warning • Categorize visitor & event types • Email notifications • Visitor screening [Requires 3rd party integration] • Self-service visitor kiosk option • Manage NDA & site policy documents • On demand evacuation report • Barcode check-in/check-out • Contactless card check-in/check-out • Batch check-in/check-out • Visitor reports •

Editions Overview Enter Standard Business Kiosk Single User Single User Single User Network Client Network Master Network Client Badge Designer Pre-register groups and Options for using Easy to use kiosk interface events MySQL and MS SQL databases Import/Export data Barcode check-in/check-out SQLite DataBase Batch check-in/check- for pre-registered visitors (unlimited records) out Easy Check-in/check- Badge date/time expiry Multiple buildings, Self registration & Event registration out lobbies & rooms Returning visitor lookup Expired badges Visitor screening Visitor screening (Requires monitoring (Requires 3rd party 3rd party integration) integration) Capture visitor Evacuation report Visitor invitation & Embed site safety & signature check-in notification information videos emails (SMTP) NDA/Site rule documents Pre-resister visitors ID document scanning Record lookup & check- in by Biometric reader Configurable check-in Take visitor photos Record lookup & check- NDA/Site rule process - Customize actions in by ID document documents & button labels User/Group logins & For Windows™ based kiosks Print visitor badges User login profiles permissions or tablets

CardExchange Gateway Suite Simple, single installation for multiple applications. • Choose to run as a standalone app (Producer OR Visitor) or as multiple apps (Producer AND Visitor) in one • interface. Switch between the Visitor Interface.... Common user interface • Similar ribbon & icon layout • Shared template designer • Shared hardware management (printers, cameras etc) • Increase productivity • Quickly switch between ID Card Production and Visitor Management • Integrate printing/encoding processes • Shared user permission management • Share information between applications • …..and the Producer Interface

Product Delivery & Licensing 30 day trial version available to download online • Full functionality, choose edition to evaluate on startup • Activate trial version with serial number and activation code • Easily upgrade from edition to edition using activation code • For single user license versions the product license is activated to • the local computer where CardExchange is installed For network license versions the license(s) are activated to the • computer/server where the central license manager is installed Optional USB dongle •

Flexible Connectivity With CardExchange Visitor you can connect to a wide range of peripheral devices Printers Document Scanners Cameras Biometric Readers Card Encoders Signature Tablets

Installation Standard InstallShield wizard • Default installation location • Choose custom data folder location • Custom option to install Kiosk •

Activation & Registration Standard activation requires internet connection • Can be activated offline (with MachineID) • Trial of Business edition features • Registration to keep updated •

Configuration file There are two main configuration files, CardExchange.ini and CardExchange,Gateway.exe.config These files are not removed when the application is uninstalled CardExchange.ini – Can be edited in text editor • Located in installation directory • Options to change license/data folder • locations Set to be licensed locally or from license server • Allow demo mode • Upgrade notifications • Etc.. •

Configuration Tool Used to manage the CardExchange.Gateway.exe.config file • Located in installation directory • Options to change database connection strings • Login information is stored in the database specified here, so this needs to be set on all SBS clients •

User Configuration Files Stored in the users AppData Folder with sub folders for each version installed These files can be deleted if needed and will automatically be recreated at startup Local directory contains user.config files in the following folders: CardExchange.Config.exe_ • contains settings for the CardExchange.config utility • CardExchange.Gateway.exe_ • contains settings for the main application • PhotoExchange.exe_ • contains settings for PhotoExchange • Roaming directory contains a cedx.config file in the CardExchange.Gateway folder that contains settings for the Template Designer

The User Interface The user interface makes day-to-day operation simple. In just a few clicks the user can find a visitor, enter/edit/delete data, take a photo and check-in. 1. Search Or Select 2. Edit Record 4. Check-in 3. Take Photo Visitor Data

Managing Visitors Add/Edit Visitors • Set VIP/Blacklist Status • See Visitor History • Capture/Update Photo • Capture Signature • Scan ID or enroll Biometric •

Employees And Contractors Add/Edit Employees • Add/Edit Contractors • Set VIP/Blacklist Status • See History • Assign Different templates for • Employees/Contractors Set Credential Permissions •

Using Events Create Events • Add Visitors/Groups To Events • Set Start/End Date & Time For Event • Set Badge Expiration Date & Time • Assign An Event Organiser • Add Documents That Require • Signing At Check-In Set Building/Lobby For Event •

Working With Reports View/Print Evacuation Report • See Visitor History • View Event Details • Top-Visitors report • Lobby Activity Report •

Advanced Options General Options • Visitor Screening • Email Setup • Kiosk Configuration •

Designer – Included in all Editions All configuration is done in the CardExchange Designer …. Based on Microsoft Powerpoint • Add text, shapes, images and barcodes • Set transparencies, rounded corners etc… • Drag & Drop database fields • Conditional layouts • Setup magnetic encoding •

eMarketing Free marketing tool standard • in all editions Promote new products & • services direct to the end user Remind end user where to • purchase consumables Personalise CardExchange • Visitor with distributor or reseller logo Direct link to distributor or • reseller website

Network License Editions Available For The Business & Kiosk Editions Only  Master License Includes License Manager Application & 1 Client License  Each Additional Client Adds 1 Client License To The License Manager  No Minimum Or Maximum Licenses  For Windows, Citrix, Remote Desktop, Virtual Server, LAN & WAN  Concurrent Licensing  Centrally Shared Data (Card Layouts, Database)  Centrally Managed Licenses  Centrally Managed User Permissions  No Dedicated Server Needed  Optional Kiosk Client– For Self-Service Check-in/Check-out  Optional USB dongle 

Network License manager Installation License activated to server License details stored in file on server (location defined by environment variable) License Manager installed using standard wizard Licenses added using WLMADMIN utility Client installations pointed to license server • Shared data folder used for configuration • License Manager runs as service on the server PC Clients communicate with server over UDP port 5093 •