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

SLIDE 1

Product Training

SLIDE 2

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

CardExchange Visitor At A Glance

SLIDE 3

Editions Overview

Enter

Single User

Badge Designer SQLite DataBase (unlimited records) Easy Check-in/check-

ut

Returning visitor lookup Evacuation report Pre-resister visitors Take visitor photos Print visitor badges

Standard

Single User

Pre-register groups and events Batch check-in/check-

ut

Badge date/time expiry Expired badges monitoring Capture visitor signature ID document scanning Record lookup & check- in by ID document User login profiles

Business

Single User Network Master Network Client

Options for using MySQL and MS SQL databases Import/Export data Multiple buildings, lobbies & rooms Visitor screening (Requires 3rd party integration) Visitor invitation & check-in notification emails (SMTP) Record lookup & check- in by Biometric reader NDA/Site rule documents User/Group logins & permissions

Kiosk

Network Client

Easy to use kiosk interface Barcode check-in/check-out for pre-registered visitors Self registration & Event registration Visitor screening (Requires 3rd party integration) Embed site safety & information videos NDA/Site rule documents Configurable check-in process - Customize actions & button labels For Windows™ based kiosks

r tablets

SLIDE 4

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.

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

CardExchange Gateway Suite

Switch between the Visitor Interface.... …..and the Producer Interface

SLIDE 5

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

Product Delivery & Licensing

SLIDE 6

Flexible Connectivity

With CardExchange Visitor you can connect to a wide range of peripheral devices

Document Scanners Biometric Readers Signature Tablets Card Encoders Printers Cameras

SLIDE 7

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

Installation

SLIDE 8

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

Activation & Registration

SLIDE 9

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 file

There are two main configuration files, CardExchange.ini and CardExchange,Gateway.exe.config

These files are not removed when the application is uninstalled

SLIDE 10

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

Configuration Tool

SLIDE 11

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

Roaming directory contains a cedx.config file in the CardExchange.Gateway folder that contains settings for the Template Designer 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

SLIDE 12

1. Search Or Select

Visitor

2. Edit Record

Data

3. Take Photo
4. Check-in

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.

SLIDE 13

Managing Visitors

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

SLIDE 14

Employees And Contractors

Add/Edit Employees
Add/Edit Contractors
Set VIP/Blacklist Status
See History
Assign Different templates for

Employees/Contractors

Set Credential Permissions

SLIDE 15

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

SLIDE 16

Working With Reports

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

SLIDE 17

Advanced Options

General Options
Visitor Screening
Email Setup
Kiosk Configuration

SLIDE 18

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

SLIDE 19

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

eMarketing

SLIDE 20

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 Editions

SLIDE 21

Client installations pointed to license server
Shared data folder used for configuration
Clients communicate with server over UDP port 5093

License activated to server License details stored in file on server

(location defined by environment variable)

License Manager installed using standard wizard License Manager runs as service

n the server PC

Licenses added using WLMADMIN utility

Network License manager Installation

SLIDE 22

Basic Troubleshooting

Requirements:

CardExchange Visitor is a Windows Presentation Foundation application written in VisualBasic.net
It requires the Microsoft .net framework 4.7 to be installed on the PC (.net 4.6 is not supported for Windows XP)

Settings:

All the templates & settings are by default stored in the Data folder, this is automatically backed up during an update but should be regularly backed up by the user or

placed on a network share where it is automatically backed up

User settings such as the selected printer, selected camera & window state are stored in the users App Data folder, these config files can be deleted if they become

corrupted and they will be recreated at startup

If the metadata.cdd file becomes corrupted, the main window may load with no templates displayed. We do create an automatic backup of this in the Data folder called

metadata.cdd.bck that can be restored if needed Licensing:

Licenses are locked to a MachineID of the PC based around the MAC address, if the license needs to be moved to a new PC then they will have to reactivate it to the

new PC which will blacklist the old license automatically

Customers get 4 automatic relicenses, after that they will need to contact yourselves for a replacement license
Network licenses require the environment variable on the server to contain the path name as well as the desired license file name and file extension
When using Network licenses, the clients need to be able to communicate with the license server over UDP port 5093
On license servers with multiple network controllers, it may be necessary to activate the license to a MachineID based on the HDD ID as the MAC address may change

Printing:

All printer settings are loaded from the Windows driver, page settings such as rotation can be set under page setup in the designer

Display:

The display panes in the main window can be moved and resized, you can also restore the default view under the view tab

SLIDE 23