Datacard® Maxsys® and MX Series Card Issuance Systems Administrator’s Guide Software Version 5.6 SP2 July 2011 Part No.
Liability Statement Please do not attempt to operate or repair this equipment without adequate training. Any use, operation, or repair in contravention of this document is at your own risk. Proprietary Notice All drawings and information herein are the property of DataCard Corporation. All unauthorized use and reproduction is prohibited.
Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met: 1. Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer. 2. Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/ or other materials provided with the distribution.
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Contents Chapter 1: About the Software______________________________________________________ 1 Introduction ___________________________________________________________________ 1 Production_____________________________________________________________________ 3 Production Station Interface ________________________________________________ 4 Enabling the Syntera Interface ______________________________________________ 5 Syntera-Integrated Upper Status Bar _________________________________________ 6 Ready Jobs T
Chapter 2: Production_____________________________________________________________ 27 Monitoring Production _________________________________________________________ 27 Loading Jobs _________________________________________________________________ 28 Loading Maxsys/MX Series Jobs ____________________________________________ 28 Loading Syntera Jobs ______________________________________________________ 29 Loading CardSystem Manager (CSM) Jobs _________________________________ 33 Running Jobs ________________
Adding Fields _________________________________________________________________ 67 Adding Data Fields ________________________________________________________ 68 Adding Constant Fields ____________________________________________________ 70 Adding FIR Fields __________________________________________________________ 71 Adding Composite Fields __________________________________________________ 72 Adding Display Fields ______________________________________________________ 76 Changing the Order of Data Fields
Printing Card Setups _________________________________________________________ 128 Chapter 7: Form Setup __________________________________________________________ Creating a New Form Setup__________________________________________________ The Virtual Form _________________________________________________________ Mapping Merge Fields ______________________________________________________ Configuring the MXi Envelope Inserter ________________________________________ Setting Up Selective Inserts on the MXi Co
Adding a Crypto Device _________________________________________________ Deleting Crypto Devices _________________________________________________ Testing Crypto Devices __________________________________________________ Key Card Management_____________________________________________________ Adding Key Card Groups ________________________________________________ Adding Key Cards _______________________________________________________ Deleting Key Card Groups _______________________________________________
Microsoft Windows Updates__________________________________________________ 221 Managing the Password for the Datacard System Default User Name __________ 222 Font Mapping/Datacard Converted Fonts ____________________________________ 224 Appendix B: Vision Verification Module __________________________________________ Introduction ________________________________________________________________ Quick Stock Capture ________________________________________________________ Card Stock Setup with a Pattern Match
Bitmap Image Element __________________________________________________ Bitmap Text Element _____________________________________________________ Solid Box Element________________________________________________________ Wedge Element _________________________________________________________ Vector Settings Tab ______________________________________________________ Vector Line Element _____________________________________________________ Vector Rectangle Element ______________________________________________
Revision Log Maxsys and MX Series Card Issuance Systems Administrator’s Guide Revision Date Description of Changes A April 2011 First release of this document with software version 5.6. B July 2011 Updated for feature changes at version 5.
Chapter 1: About the Software This chapter provides an overview of the Datacard® Maxsys®, and MX Series (MX6000™, MX2000™, and MX1000™) card issuance system software interface. Introduction The Controller software program is the production interface for the Maxsys and MX Series card issuance systems. The MX6000, MX2000 and MX1000 systems will be referred to as MX Series systems in this manual.
Application Description Setups The Setups menu contains the following setups: • • • • • • Global Setups Card Setup Form Setup Production Options Setup Audit Setup Barcode Setup Emboss Font Setup Emboss Mapping Setup Magstripe Setup Image Placement Setup Camera Setup Mask Setup OCR Font Setup Card Stock Lookup Setup Vision Filter Setup The Stocks menu contains the Stock Management tool and setup tools for cards, forms, labels, ribbons, and other stocks.
Application Description Smart Card Management The Smart Card Management menu contains the tools used in smart card operations. • • • • Utilities Key Card Management Key Reader Management Local Master Key Management The Utilities menu contains tools for working with data files, diagnostics for Controller and modules, security configurations, exporting setups, localization tools, and vision utilities.
Production Station Interface The components of the Production interface include upper and lower status bars and tabs that display information on Job screens. The upper and lower status bars can be viewed regardless of the tab displayed. The components differ slightly depending on whether the workstation is integrated with the Syntera program (refer to “Enabling the Syntera Interface” on page 5).
Indicator Description Open Hood status Indicates whether it is OK to open the hood. Audit status information Indicates whether audit data is being collected. Lower Status Bar The lower status bar has program tabs on the left side that display all open applications. In the example shown below, the Production interface, Event Log Viewer, and Job Setup applications are currently open. Clicking on a Tab will bring that application window to the top.
Syntera-Integrated Upper Status Bar If the Production application is integrated with Syntera, the upper status bar contains the following information: Load status bar and Cancel load button and the load status bar The Load button is used to load a job into the database. One job can be loaded at a time. When a job is being loaded, the Load status bar gives a visual percentage of the job loaded. A Cancel Load button allows the job loading process to be stopped.
Syntera Toolbar Shortcut Icons The Syntera interface also contains a group of icons under the upper status bar. These icons provide a quick shortcut for many functions, such as splitting jobs, loading jobs, and viewing job details. Icons that are grayed-out on the screen are not currently applicable.
information on displaying jobs, refer to "Choose Columns to Be Displayed" on page 17 and “Job Grouping by Input File” on page 18. Depending on the fields defined in Data Setup and the columns selected, the following information may be available for each job: Column 8 Description Name The name of the job Split Number If the job has been split, the resulting jobs are sequentially numbered.
Production Tab The Production tab provides a visual representation of the entire system and system status messages. Elements of the production interface can be customized using Production Preferences from the Tools menu (refer to “Production Preferences” on page 19). Clicking on a cell in the table will bring up extended help. Right-clicking on a cell in the table brings up a menu with the View Data command.
A Visual Representation of the System Each module in the system is represented in graphic form. A color coding system displays the status of each module. 10 • Blue indicates normal operating status. Any informational messages concerning normal operation appears in the lower message pane. • Yellow indicates that a cautionary condition exists (low supplies, input card tray approaching empty, etc). A corresponding caution message appears in the message pane.
• Red indicates that an error condition exists. A corresponding error message appears in the message pane. (In the example below, the Controller and the Card Input module are red in the virtual view, which indicates an error. A corresponding error message appears in the lower pane.) System Supply Status In addition to the other functions, the Production screen displays the status of system supplies. Card trays change color depending on their fill state (white, yellow, red).
All Jobs Tab The All Jobs tab displays the Production All Jobs screen, which contains a list of all loaded jobs, of any status. Depending on the fields defined in Data Setup and the columns selected, the specific information that may be available for each job is listed below. (To change the columns displayed, refer to "Choose Columns to Be Displayed" on page 17 and to use the Job Grouping feature, refer to “Job Grouping by Input File” on page 18.
Column Description Held Forms Number of held forms (forms that will not be processed) Card Setup The Card Setup file used for this job Form Setup The Form Setup used for this job Data Setup The Data Setup file used for this job Audit Setup The Audit Setup file used for this job Created The date the job was created Last Worked On The date on which the job was last used or modified Syntera ID The Syntera ID number, if any, assigned to the record Syntera Interface On the Syntera-integrated Pr
Column Description Forms The total number of forms in the job Good Forms The number of good forms in the job (supplied only if the job has been run and contained rejects) Reject Forms The number of rejected forms (supplied only if the job has been run) Priority Type The priority of the job ProcessStepName The process name given to the job (for example, MaxsysProduction) Created The date the job was created Filtering Tool The All Jobs tab also includes a filtering tool for quickly locating jobs
Search Filter Parameter Description Due Date (Syntera only) Enter the date range to search within. Created (not available on Syntera) Enter a number in the text box and then select Hours or Days from the list. For example, enter “5” in the text box and select “Days” from the list, the program displays only those jobs created in the past five days. Last Worked On (not available on Syntera) Enter a number in the text box and then select Hours or Days from the list.
Column Description State The current state (Unprocessed, etc.) Status Job status (Ready, Completed, etc.
Filter Tool If the selected job contains a large number of cards, use the filter tool to limit the number of cards displayed. The tool consists of a list of record numbers and range parameters at the bottom of the Job List pane. For example, to view records 2700 to 2800 of a job that contains 10,000 cards, select Record No. from the list, enter the range (2700, 2800) in the Single Value or Range boxes, and then click Search. Click Clear to clear the search results and display the full job details.
3. In the Available Columns box, select the column(s) to display and click Add > or Add All >>. 4. In the Selected Columns box, select the column(s) not to display and click < Remove or << Remove All. Select multiple column types using Shift+Click or Alt+Click. 5. Use Set to Default to return to the default setting. 6. Click OK when finished, or Cancel to exit without making changes.
If an input file is loaded multiple times, all jobs that use this file will be grouped together, whether they are related or not. Job groups are displayed in sorted order (alphabetical by input file name). The sort indicator control in the Input File column can be used to reverse the order of the groups. Within each job group, the jobs are initially sorted by create time but may also be sorted by other fields. Click on a folder in the list to expand or collapse that folder.
General Tab Use the General tab to set the font and font size for the elements in the Production Station interface tabs (1 in the following figure), Production Statistics (2), Display Fields (3), Extended help titles and text (4), optionally enable and customize Table Tooltips (5) that appear when the pointer hovers over a cell in a table.
Toolbars Tab Use the toolbar tab to set the font and font size for the toolbar buttons (1 in the following figure) on the Production interface tabs and View Accounts dialog. Toolbars can be set individually or with common settings for all toolbars. 1 Tables Tab Use the Tables tab to set the font and font size for the tables on the Production interface tabs and View Accounts dialog.
The font and font size changes apply to the table column headings and table values (1 in the following figure). Tables can be set individually or with common settings for all tables. 1 FIR Record Tab Use the FIR Record tab to enable FIR data to display at the bottom of the Production interface tabs with customized sizing and tooltip option. The font and font size can be set for the FIR data view as well as the tooltip. Preferences can be set for each tab individually or with common settings for all tabs.
Event Log Use the Event Log tools to query and view system events. System events are logged automatically as the system and software program operates. These events can be viewed and analyzed for system administration and troubleshooting purposes. Events returned by the query display in tabbed lists that can be saved for later viewing or archiving. For more information, refer to Chapter 3: “The Event Log” on page 53.
Application Description Production Options Setup Use the Production Options Setup to define various operational parameters for a job. For more information, refer to “Production Options Setup” on page 145. Audit Setup The Audit Setup prepares the system to run audit reports primarily for use with Smart Card applications. Audit Setups define a format for the audit output file. The file contains production statistics for each card. For more information, refer to Chapter 9: “Audit Setup” on page 153.
and modules in a central issuance system. Trained personnel can access Diagnostics information in the service manuals for each module. This menu is not documented in this manual. Security Configuration The Security Configuration application allows an administrator to limit access to certain applications or areas of the system. Privileges are assigned to users based on their Windows group membership created in the Windows group configuration utility.
Software Information Error Messages A list of error messages is available by selecting Help | Error Messages. Error messages are categorized by module and have unique message numbers. A printable list of all error messages is published on the Administrator’s library. Software Version and Patch Information Software version, copyright, and patch information is available by selecting Help | About.
Chapter 2: Production This chapter provides procedures for working with jobs in the Production application, including loading job files, viewing and running jobs. The Production station is the heart of the Datacard high-speed production environment. This application allows you to perform the following tasks.
Loading Jobs After the Load command is started, the Load dialog box opens. From this dialog box, you can load jobs into the database for the Maxsys/MX Series modules. You can also load Syntera jobs and CardSystem Manager (CSM) jobs. These procedures are provided below. Loading Maxsys/MX Series Jobs Perform the following procedure to load job files into the database. 1. In the Production window (Applications | Production), click the Load button on the upper status bar.
2. Select the job file by clicking Browse, navigating to the file location, and clicking Open. The file path appears in the File Name text box. 3. Perform one of the following steps. • Select the Job Setup file by clicking Browse, navigating to the file location, and clicking Open. or • Select the Use Selection Criteria check box to let the program search through existing Job Setups (that contain the selection criteria) to find a name that matches the job file.
2. From the Syntera menu bar, select Applications | Order Processing | Order Input. 3. Click Browse in the toolbar, navigate to the order file, and then click Add. The order is listed under Files to be Input. 4. If necessary, specify the Job Setup for the order. 5. Click Queue. The file is loaded into the Syntera database.
6. From the Syntera menu bar, select Applications | Production Planning | Basic Job Creation. The job order you queued is listed under Available Work (Orders). 7. Select the job order from the list and complete one of the following: • Click Create And Queue. • Click Create Job(s). Once the order is displayed in the Unqueued Jobs list, select the order from that list and click Queue Job. In the dialog, add notes if necessary and click OK.
8. Exit Syntera. 9. In Maxsys/MX Series Production, select the All Jobs tab. The job is listed under the Pooled tab. 10. To move the job from the Pooled tab to the My Work tab: A. Select the Pooled tab. B. Select the job you want to accept. C. Click Accept on the toolbar. The job moves to the My Work folder. 11. To complete the loading process, select the job under My Work and click the Load icon on the toolbar.
Loading CardSystem Manager (CSM) Jobs Perform one of the following procedures to load CardSystem Manager (CSM) job files into the system from the CSM tab on the Load dialog box. You can use the standard method or QuickConnect. Using the Standard Method 1. If necessary, define the CSM that will be used. A. In Diagnostics (Applications | Utilities | Diagnostics), select Controller from the module list. B.
3. Select the CSM tab at the bottom of the dialog box. 4. Click Connect to CSM. The program connects to the CSM defined previously and displays the first available job in the Selected CSM text box. The size of the job appears in the File Size text box. 5. For Job Setup, click Browse to display the Job Setup Selection dialog box. Select the setup you want to use, and then click Open. 6. Click Load Current Job to load the job displayed in the Job Name text box.
Using QuickConnect You can also use the QuickConnect method for loading CSM jobs. 1. Reconfigure the CSM option. A. In Diagnostics (Applications | Utilities | Diagnostics), select Controller from the module list. B. Under the Controller Configuration Editor tab, double-click System from the list to expand it and then expand CSM Client. C. Under CSM Client, select Enable and then set the value to "false" on the top bar by double-clicking the "true" value and selecting the option button in the pop-up box. D.
6. Click Download to load a job file to the directory specified in step 4. The Files field contains a list of previously downloaded files that reside in the directory. You can select and delete files from the list. 7. To load the job into the database: A. Browse to the downloaded job and select a Job ID. B. Select the Maxsys/MX6000 tab at the bottom of the dialog and then click Load. The job appears in the Ready Jobs and All Jobs lists. Refer to "Running Maxsys/MX Series Jobs" on page 36 to run loaded jobs.
2. Select the All Jobs tab in the left pane of the screen. Use the Search facility at the bottom of the left pane to find jobs of particular interest. 3. Select the Pooled tab in the right pane and then select a job. When a job is selected, you can click the View Details icon to see the specific products in the job. 4. Click the Accept icon to move the job into your My Work folder. 5. Select the My Work tab and then select the job. 6.
12. When the job is complete, click Release on the toolbar. A. (Optional) Click in the bottom of the dialog box and type instructions to the next operator in the process. B. Click Release. 13. Click Refresh to remove the job from your My Work tab. “User Input Needed” Message After starting a job, one or more “User Input Needed” dialog boxes may appear that prompt you to take some action to ensure that the job completes successfully. Until the action is done, the dialog box continues to appear.
Viewing Cards/Forms Perform the following steps to view cards or forms within a job on a Maxsys/MX Series Production interface. 1. In the Production window (Applications | Production), select the Job Details tab. The Job Details screen contains a list of all cards in a selected job. 2. Select a card/form from the list. 3. Click View Accounts on the bar above the list to display information related to the card/form that you selected. The record must contain card/form data to display.
2. Open the print preview dialog. • Right-click on the selected records and then click Print Preview. or • Click the Print Preview button. If more than one record was selected in the table to preview, the row will be highlighted in light blue to correspond with the record currently being previewed in the Print Preview dialog. If the Card Setup is changed after loading the job or running the job, the preview will not necessarily match the printed card.
The following table describes the dialog properties on the Front, Back, and Both Sides tabs. Front/Back/Both Sides Tabs Properties The “Virtual Card” The representation of the card as designed using Card Setup. Only Image, Text, and Barcode elements will display. Zoom Select the zoom level to view greater or less detail Rotation Rotates the card clockwise in increments of 90 degrees Show Background Select the check box to display the background image (if any).
Remaking Jobs If a job requires a remake, perform one of the following procedures. Remaking a Maxsys/MX Series Job Use the following procedure to remake cards that were rejected. 1. In the Production window (Applications | Production) under the All Jobs tab, select the job from the list. 2. Select the Job Details tab. The Job Details screen contains a list of all cards in a selected job. 3. If any cards have been rejected, click Remake in the upper bar to remake those cards.
Stopping/Pausing/Cancelling Jobs When a job is running, perform the following steps on the Production screen to stop or pause the job. 1. In the Production window (Applications | Production), select the Production tab. (On the Syntera interface, select any tab.) 2. Click Stop to stop the job. (To stop the job only temporarily, click Pause.) The system attempts to finish any cards that are already in the track.
B. Enter the card/form number that you want to be the first card/form in the new job. Using the example of Job A, which contains 1000 cards: If you enter the number 301, the single job is then split into two jobs—one with 300 cards and one with 700 cards. If necessary, click View Details to open the Advanced Splitting dialog box (refer to "Advanced Splitting" on page 44 for details). C. Click OK. The new job is created and is visible in the various job lists.
1. In the Production window (Applications | Production), select the Job Details tab. 2. On the Job Details screen, select the cards you would like to split off from the job. You can click and drag using your mouse and use Alt+Click or Shift+Click to select multiple cards. 3. Click Advanced Split on the right side of the toolbar. 4. In the confirmation dialog box, verify that the cards you have selected are to be split, and then click OK. The new job is created and is visible in the various job lists.
5. Click OK. The Split Job dialog box opens, confirming at what record index number the job split. The split job appears in the My Work folder as Remake jobs cannot be split. If a job is partially complete (that is, some of the products have a status other than "none"), you can split only the unattempted cards into the new job.
• Input File (not available on Syntera) - Enter the Input File name into the text box. The program displays only those jobs that use the listed Input File. • Has Rejected Products - If selected, the program displays only jobs that contain rejected products. • Has Held Products - If selected, the program displays only jobs that contain held products. • Machine Setup (Syntera only) - Select a machine setup value from the list. 3. Click Search to initiate the process.
Holding/Removing Products from a Syntera Job 1. In the Production window (Applications | Production), select the All Jobs tab. 2. Under the My Work tab, select the original job that contains the product of interest. 3. Under the Job Details tab, select the products you want to process and click Special. 4. If you are not already logged in as an administrator, the Login window displays. Enter your Admin User Name and Password in the fields provided and click OK. 5.
3. Click Restore Audit on the upper bar to restore an audit file from the database in the event it has been deleted or corrupted. Allocating Materials in Syntera Production On a Syntera-enabled station, use the following procedure to assign allocated materials from the vault to a job. 1. In the Production window (Applications | Production), select the All Jobs tab. 2. Click the My Work tab in the right pane and then select a job. 3. Click the Allocate icon on the toolbar. 4.
• Click Remove to free the allocated materials. • Click Edit Status to change information about the material. (Enter the required information in the administrator login dialog box.) To change the number of unused materials manually, enter a number in the Un-used field. To manually change the number of rejected materials, enter a number in the Reject field. Click OK. • Click Transfer Overage to transfer unused stock to a job that requires it.
• If you selected Manual Reconciliation Mode, the Set Good and Set None buttons in the Job Details section of the Production window are available. Select a product and click Set Good to change the status to Good. Select a product and click Set None to change the status to None. When you are finished using the Manual Reconciliation Mode functions, turn it off by clicking Admin again and clearing the Manual Reconciliation Mode check box.
6. Click Apply. The date/time the note was created, as well as the user name of the person who entered it, are inserted before the note text. Notes are listed in reverse chronological order with the newest note at the top.
Chapter 3: The Event Log This chapter provides information on querying and viewing system events using the Event Log. The Event Log allows you to query and view system events. System events are logged automatically as the system and software program operate. These events can be viewed and analyzed for system administration and troubleshooting purposes. Events returned by the query are displayed in tabbed lists that can be saved for later viewing or for archiving.
3. On the Time Range tab (displayed by default), select the time range for your query. • Select All Events to include all system events since the inception of the system (time will not be considered). • Select Last and then make a selection from the list (i.e., 30 days) to include only those events in the selected period of time. • Select Time Range to enable the calendar. Using the calendar, you can specify the date and time range (down to the second).
• Select Restrict to user commented entries to return only events that have user comments included.
5. On the Column Filters tab, select the Columns of query data to include in the query. The events can be filtered as follows: 56 Visible Indicates whether the selected column is visible Column Column name Filter Enter text to filter the column. For example, if you want to display only events with a severity of Error, you would type Error into the field. You can use wildcard characters to further define the filter.
6. When the time, filters and column parameters have been selected for your query click OK to perform the query. The results are displayed on a tab in the event log viewer window. 7. Multiple queries may be performed and are displayed (by query date range) as individual tabs in the program window. To start a new query click Query Event Log from the tool bar. Event Viewing Options Filters can be applied to an open query so that specific events can be located quickly. 1.
Viewing Message Details To view the details of an event message, double-click the event in the list. You can browse through the messages by clicking the arrow buttons at the bottom of the Message Details window. The single arrow buttons will take you to the previous or next message in the list. The double arrow buttons will open either the first or last message in the list. The Extended Help tab contains error message information and the Details tab gives detailed information about the event.
2. From the Sort Order tab, select either Ascending or Descending and then click Apply. The list is sorted chronologically by date/time in the manner selected. To update the events list, click Refresh. Exporting Events You can export events for use in archiving or troubleshooting. Perform the following procedure to delete the event log from the system. 1. Select Applications | Event Log. 2. From the menu select Tools | Export Events. The Export dialog opens. 3. Select the appropriate options.
5. Click Export to File. The file(s) will be exported to the defined location. Purging the Event Log Perform the following procedure to delete the event log from the system. All event tabs must be closed before a deletion is allowed. If the Event Log is open, close it before beginning the following procedure. 1. Select Applications | Event Log. 2. From the menu select Tools | Purge Events. 3. The Purge Events window will open.
Chapter 4: Job Setup This chapter provides information on creating and modifying Job Setups. Creating a New Job Setup Job Setups combine the various required and optional setups to form a job that can be loaded and run on the card issuance system. Job Setups require a Data Setup, Card Setup, and Production Options Setup and are generally created after all other setups have been defined. Depending upon your job, the Audit Setup, Backup Location and Form Setup are optional setups that may be used.
The Settings Tab The Settings tab allows you to select and define settings for the Job Setup. 1. Under the Settings tab, use one of the following methods to select a Card Setup to use for this job. • Click Browse and then navigate to the file's location. • Click the icon to select Data Field information for this operation. • Select the Use Selection Criteria check box to let the program search through existing Job Setups to find the file name that matches this Job Setup.
8. Select a Smart Card Operation, Lookup Field, and Match Data Field from their respective lists. 9. Click the Save icon on the toolbar to save the new Job Setup. The Selection Criteria Tab The Selection Criteria tab allows you to select whether selection criteria are used. The new Job Setup will be used when specific criteria are met. To enable the system to automatically select a Job Setup based on selection criteria when the data loads, the criteria defined must be unique to the Job Setup.
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Chapter 5: Data Setup This chapter provides information on creating and modifying Data Setups. Creating a New Data Setup Data Setups tell the system how to interpret the input data. Specifically, the Data Setup provides the order of the input data fields and the code or position that identifies the beginning and end of each data field. The system uses this information to parse the Data Setup into the format used for production. There can be only one Data Setup open at a time.
4. Click the Save icon on the toolbar to name and save the new Data Setup. Defining Data Input Files The system must be told how to interpret the input data it receives. The elements on the General tab of the Data Setup component define the input data and its behavior. To define the input data for a Data Setup, complete the following steps: 1.
3. If you selected the Card and Form product type in step 2, define the form information. Before adding form information, you must first create a data field specifically for forms. Type - The number of cards that the form will contain is contained in the Data Field information as created on the Data Fields tab (see below).
• FIR fields - File Identification Records (FIR) identify the start of a new logical file in the data stream and provide job processing information to the system operator. • Composite fields - Fields that are comprised of two or more existing fields or that combine parts of existing fields to make a new field.
3. Double-click on the new field name and then change the name if needed. Do not use spaces in the field name. 4. Specify a Field Type.
Position. In the Record Position text box, type a number indicating the exact position of the start of the data for this field. 9. Specify the End Identifier parameters, including: • Before Next • String - indicates exact text denoting the end of information that belongs in this field. Type the exact text that indicates the end of data for this field. • Fixed Length • Embedded Length • UGL Data 10. (Optional) Enter a value in the Sample Value text box to display on the sample page.
1. Create a new, or double-click an existing Data Setup to open it, and then select the Constant Fields tab. 2. Click New. The new field is added to the field list as CONSTANT1, etc. • To insert a new field, select an existing field from the list and then click Insert. The new field will be added above the one you selected. • To duplicate a field, select a field from the list and then click Duplicate. The field will be duplicated and will appear below the original field in the list. 3.
1. Create a new, or double-click an existing Data Setup to open it and then select the FIR Fields tab. 2. Click New. The new field is added to the field list as FIR1, etc. • To insert a new field, select an existing field from the list and then click Insert. The new field will be added above the one you selected. • To duplicate a field, select a field from the list and then click Duplicate. The field will be duplicated and will appear below the original field in the list. 3.
1. Create a new Data Setup, or double-click an existing Data Setup to open it, and then select the Data Fields tab. 2. Click New. The new field is added to the field list as COMPOSITE1, etc. To insert a new field, select an existing field from the list and then click Insert. The new field will be added above the one you selected. To duplicate a field, select a field from the list and then click Duplicate. The field will be duplicated and will appear below the original field in the list. 3.
5. Select a Composite Field Result Property from the list and then specify the parameters for the newly-created field as described in the table below. Field Type Description Change Case Changes the alphabetic case of a field. Example: ThisIsATest is changed to THISISATEST. To do this select a source field and then for behavior, select either to upper or to lower (for upper or lowercase). Change Field Type Used to change the field type of a data field or composite field function.
Field Type Description First Index After Returns a numeric value of the character following the first occurrence of a specified character (from the beginning of the field). Example: THISISATESTCARD 1, with a value of S returns a value of 5. To do this select a source field and then either Character or Field. Last Index Before Returns a numeric value of a count of the number of characters from the last specified character to the beginning of the field.
Field Type Description Pad Pads the field with a specified character to a specified length. Example: With a specified character 'S' and a specified length of 20 characters, THISISATESTCARD 1 (which contains 17 characters) becomes THISISATESTCARD 1SSS to bring the field length to 20 characters. To do this select a source field, select either Character or Field, and then select either Integer or Field for field length.
Perform the following procedure to define and order Display fields. 1. Create a new Data Setup or open an existing Data Setup and then select the Display Fields tab. 2. Select five fields from the list of available fields and then click the arrow button (>). 3. Click the arrow buttons in the Selected Fields list to change the order of the fields as they will appear on the production screen. Alternately, you can click Sort to sort the fields in ascending or descending order. 4. Click Save.
Changing the Order of Data Fields It may be necessary to change the order of data fields if the fields in the Data Setup were set up in the wrong order. By default, the fields in the Data Setup are set up in their order of occurrence in the actual input file, unless you cleared the Fields in Order check box in the Data Fields tab. Complete the following steps to change the order of fields within the Data Field list. 1. Select the Data Fields tab. 2. Clear the Fields in Order check box. 3.
Chapter 6: Card Setup This chapter provides information on creating and modifying Card Setups. A Card Setup defines an individual card that has certain properties and contains certain element sets (label, image, overlay, etc.). Each Card Setup can be used to create multiple card products that each contain the defined properties and elements. This application allows you to perform the following tasks. • Add elements (embossing, graphics, smart card encoding, etc.
Creating a New Card Setup If you are creating a Card Setup that is similar to an existing Card Setup, it is often faster and easier to save the existing Card Setup as a new setup and modify it to suit your needs. Refer to "Creating a New Card Setup from an Existing Card Setup" on page 82. There can be only one Card Setup open at a time. Make sure that you save the new setup before opening another. To create a new Card Setup, complete the following steps: 1. Select Applications | Setups | Card Setup. 2.
3. Add elements to the Front (top view) or Back (bottom view) of the virtual card. Drag an element from the element list (the columns of icons on the left side of the window) to the card. Some elements can be placed directly on the card, while others will go to the docking column on the right side of the card.
• Define the properties as required, based on the element type. (For more information, refer to "Defining Element Properties" on page 91.) • Select the Advanced tab for access to advanced features. 6. Click the Save icon on the toolbar when finished to save the Card Setup. If the setup you created does not conform to basic design requirements, a warning message appears and you are not allowed to save the setup.
Defining Card Properties The Card Properties view allows you to define the properties for the cards that will be used in a particular Card Setup. To display the Card Properties view (2), click any unoccupied space on the virtual card (1). 2 1 To define card properties, fill in the information under the following tabs: The Settings Tab The Settings tab allows you to define basic card settings. 1. Select a predefined Data Setup from the Data Setup list.
2. Enter a unique name for the card in the Name text box. 3. (Optional) Enter a Card Description for the card. 4. From the Card Stock grouping select a Stock Name to use. Click the icon to the right of the list and then select one of the following: • Value - to select a pre-defined Stock Name from the list. Depending on the Stock Name selected, the Stock Description field may be populated with the description defined when the Stock Name was created.
7. Click Manage Element Groups to add or delete Element Groups. Element Groups allow you to split graphic/text/Barcode element operations between multiple devices. This is done to improve throughput. A. In the Manage Element Groups dialog, click Add, and then enter the new group name in the text box. Click OK. The new group appears in the list under the Default Group. B. To remove an Element Group, select the group and then click Remove. 8. Select a background image option.
For example, if you defined a field PS_Name in your Data Setup, you could define selection criteria that choose your Card Setup based on this value. You can use wildcard characters when entering text. Use “*” to include multiple characters in the search, or use “?” to include one character (for example *_Name). No Selection Criteria associated with a Card Setup are saved with the new Card Setup when you use the Save As function.
2. Click New, then enter up to 9 tab positions using either value in inches or click the icon to designate a data field. Tab positions are measured from the card’s lower left corner. If a tab position is not valid then it will not be used. You may add as many Tab Groups as needed. 3. In the text element properties on the Advance Tab select the desired tab grouping.
4. In this example, two text element with the same data are placed on the card. The top text element is using Tabgroup1 and the other doesn’t have a Tab Group assigned. Emboss Character Mapping To load pre-defined profiles: 1. Select Emboss Character Mapping. 2. Click Browse. 3. Navigate to the location of the Emboss Character Mapping Profile file. Click Choose. The Crosscheck Tab Crosschecks are used to verify that multiple card elements are referring to the same product.
you should verify that the emboss data (the source operation) is contained in the magnetic stripe data (the target operation). Crosschecks can be used only with Emboss, Indent, and Magnetic Stripe Read/Encode/Verify elements. Operations Tab 1. Under the Crosscheck | Operations tab, click Add. A new (blank) operation is added to the list with a generic name (e.g., operation1, operation2). 2. Select the operation in the Name text box and type in a unique name for the crosscheck. 3.
type of problem. If there is a machine Controller software problem, it should be investigated by Datacard customer support. If an internal crosscheck error occurs (error code 10370), contact Datacard customer service to receive a code that will prevent the error message from recurring. Data Tab From this tab you can define two fields whose data will be compared. 1. Under the Crosscheck | Data tab, click Add. A new (blank) operation is added to the list with a generic name. 2.
To override the default exposure value, select the Override check box and then enter a numeric value (in microseconds) into the text box. Alternately, you can click the icon to the right of the box and then select Data Field. Doing so will pull the variable exposure information from the selected Data Field. You can use an image viewing/editing program to determine the RGB/ exposure values for the image(s) you will be using.
Trailing Encode Fill Type The type of fill (Clock, Erase) to be used after the data is written Track Data Repeat Count The number of times that the data string is to be repeated Track Data Repeat Fill Type The type of fill (Clock, Erase) to be used between the repeated data strings (only editable if more than one repeat count is selected) Track Data Repeat Separation The distance between the repeated data strings (only editable if more than one repeat count is selected) Preceding Operations Click A
Track Data Repeat Fill Type The type of fill (Clock, Erase) to be used between the repeated data strings (only editable if more than one repeat count is selected) Track Data Repeat Separation The distance between the repeated data strings (only editable if more than one repeat count is selected) Preceding Operations Click Add/Modify to open the dialog from which you can select the operation(s) to occur before this operation. Use the arrows to move the operations from one column to the other.
Contact Smart Card Element Use the following information to define the properties of a Contact Smart Card Element.
Local Master Key Alias LMK name (alias) of the crypto resource to be used Key Cards Tab Logical Key Reader Logical names of the key readers declared by the Smart Card application Used Select the check box to use. Key Card Group Names Name of the Key Card Group resource to be used Initialization Data Tab Initialization Data Data that initializes the application.
Application Select a Smart Card application to use for this operation. Use Custom Module Capability Allows you to split contactless module gang operations, which ensures that some operations go to a particular gang. The module capabilities are set in the module’s VPD. At runtime, the program will attempt to assign the operation to only those modules with the capability. This feature must be set in Production Options Setup.
Initialization Data Data that initializes the application. Select the Required check box if necessary and then enter the value in the text box or click the icon to select Data Field, Feedback Field, or Runtime Composite information for this operation. Preceding Elements Tab Preceding Operations Click Add/Modify to open the dialog from which you can select the operation(s) to occur before this operation. Use the arrows to move the operations from one column to the other.
Used Select the check box to use. Destination Feedback Fields The fields into which the value generated by the source fields are copied Crypto Devices Tab Source Crypto Devices Logical names of the crypto devices declared by the Smart Card application Used Select the check box to use. Local Master Key Alias LMK name (alias) of the crypto resource to be used Key Cards Tab Logical Key Reader Logical names of the key readers declared by the Smart Card application Used Select the check box to use.
RFID Write Element Use the following information to define the properties of an RFID Write Element as used with a card scanner. Settings Tab Properties Name The name of the Magnetic Stripe Read Element Side The side of the card (Front or Back) on which the operation is to occur RFID Data Click the icon to select the source of the RFID data. The data can be a value, Data Field, Feedback Field, or Runtime Composite information.
Scanner Element Use the following information to define the properties of a Scanner Element. Settings Tab Properties Name The name of the Element Side The side of the card (Front or Back) on which the operation is to occur Scanner Verification Data Allows you to define a field that the scanner will use to verify that the correct data has been written to the card. Click the icon to select Data Field, Feedback Field, or Runtime Composite information for this operation.
Image Element Use the following information to define the properties of an Image Element. Settings Tab Properties Name The name of the Image Element Side The side of the card (Front or Back) on which the operation is to occur X/Y The horizontal and vertical coordinates (measured from the bottom-left corner of the card) at which the operation is to occur.
Advanced Tab Properties 102 Foreground Opacity Use the slider to set the opacity value Background Opacity Select Opaque or Transparent Rotation The value (in degrees) that the Image Element should rotate counterclockwise. Click the icon to select Data Field, Feedback Field, or Runtime Composite information for this operation. Orientation The value (in degrees) that the face of the image element appears on a vertical axis. Negative If set to True the output of the image will be a reverse image.
Scale Select the check box, and then click Modify to scale the image. You can manually insert Height and Width values based on the physical size or percentage of the size of the image. Click the Proportional by Width/Height check boxes to have the image adjust proportionally based on the Height or Width value you enter. Click one of the shortcut buttons to fill in the percentage values for the width and height based on the dpi conversion. Click the icon to select Data Field information for this operation.
Side The side of the card (Front or Back) on which the operation is to occur X/Y The horizontal and vertical coordinates (measured from the bottom-left corner of the card) at which the operation is to occur. Click the icon to use Data Field information for the X and Y coordinates. Text Data The text data to be used in the operation. Enter the value in the text box or click the icon to select Data Field, Feedback Field, or Runtime Composite information for this operation Font The font to be used.
Print Process The process used in the printing operation. This selection should correspond to the selected Ribbon Set. When Retransfer Print Technology is selected, along with a ribbon set and print process, the Settings button will be enabled. The settings for Spot color print process are: dots-per-inch (600/1200), Y offset, and grayscale enabled. The setting for CMY and CMYK setting is Use Color Table. Z-Order Sets the front to back order of elements on the Z axis.
Element Group Element Groups allow you to split graphic/text/Barcode element operations between multiple devices. This is done to improve throughput. Preceding Operations Click Add/Modify to open the dialog from which you can select the operation(s) to occur before this operation. Use the arrows to move the operations from one column to the other. Vision Verification Tab Properties Use Printing Offset Select the Card Stock Setup to use the printing offset defined therein.
Z-Order Sets the front to back order of elements on the Z axis. Zero (0) represents the farthest “back” an image can be. For example if you want Barcode Element B to overlap Barcode Element A, then Barcode Element A’s Z-Order value would be 0 and Barcode Element B’s value would be 1. Justification Changes the value of the Barcode’s baseline as defined by the X/Y coordinates (Bottom Left, Bottom Center, Bottom Right). Note that the virtual card does not reflect the change.
Scale Select the check box, and then click Modify to scale the image. You can manually insert Height and Width values based on the physical size or percentage of the size of the barcode. Click the Proportional by Width/Height check boxes to have the image adjust proportionally based on the Height or Width value you enter. Click the icon to select Data Field information for this operation. Element Group Element Groups allow you to split graphic/text/Barcode element operations between multiple devices.
UltraGrafix Language Element Use the following information to define the properties of an UltraGrafix Language Element. Settings Tab Properties Name The name of the UltraGraphix Language Element Side The side of the card (Front or Back) on which the operation is to occur Print Technology The technology type (Monochrome Mass Transfer, Color D2T2, Retransfer) Graphics Ribbon/ Ribbon Set (Retransfer) The ribbon stock to be used in the operation.
Element Group Element Groups allow you to split graphic/text/Barcode element operations between multiple devices. This is done to improve throughput. Preceding Operations Click Add/Modify to open the dialog from which you can select the operation(s) to occur before this operation. Use the arrows to move the operations from one column to the other. Topcoat/Laminate Element Use the following information to define the properties of a Topcoat/Laminate Element.
Advanced Tab Properties Perform Operation String Perform Operation Data Field Perform Operation on Module These three fields are related inasmuch as the program performs the defined operation string using the selected Data Field on the selected module. For example: If there are four modules and each module has a different foil type, and the operation string calls for the use of foil type A (which is loaded on module 3), you should select the options accordingly.
Y The vertical coordinate at which the operation is to occur. Click the icon to use Data Field information for the Y coordinate. For Maxsys – From 0.15 inch (3.81 mm) to 1.42 inches (36.09 mm), measured from the bottom edge of the card to the center line of the character • For MX Series – From 0.16 inch (4.064 mm) to 1.46 inches (37.08 mm) for 10 CPI characters, and from 0.20 (5.205 mm) to 1.46 inches (37.
Ganging Priority (Maxsys Only) Assign Relative Module (MX Series Only) To improve throughput, indent/emboss operations can be ganged. Select the priority for the ganging operation from the list. Number 1 is given the highest priority, None is given the lowest priority. If there are multiple Embossing modules in a system, each operation defined in Card Setup can be assigned a “relative module number” to indicate which Embossing module will carry out the operation.
X The horizontal coordinate at which the operation is to occur. Click the icon to use Data Field information for the X coordinate. For Maxsys – From 0.135 inch (3.43 mm) to 3.200 inches (81.28 mm), measured from the left edge of card to the center line of the character • For MX Series – From 0.10 inch (2.54 mm) to 3.275 inches (83.19 mm), measured from the left edge of card to the center line of the character Click the icon to select Data Field information for this operation.
Direction Forward or Reverse, the direction on the card the indent printing is to occur Secondary Font Japanese users print with two different fonts on the same line of Emboss or Indent. With Japanese characters, there is a distinct meaning between characters of different sizes and one field of emboss data can contain characters that need different sizes. Without defining a secondary font, either the default spacing from the primary font is used or the card setup spacing override is used for both fonts.
Topping Element Use the following information to define the properties of a Topping Element. Settings Tab Properties Name The name of the Topping Element Side The side of the card (Front or Back) on which the topping is to occur Topping Foil The foil stock to be used in the operation. Click the icon to select Data Field, Feedback Field, or Runtime Composite information for this operation.
Laser Engraving Element Use the following information to define the properties of a Laser Engraving Element. Settings Tab Properties Name The name of the Laser Engraving Element Side The side of the card (Front or Back) on which the laser engraving is to occur Template Select a template from the list of available templates. Alternately, you can pull template data from a Data Field, Feedback Field, or Runtime Composite Field by clicking the icon to the right and then making a selection.
Label Element Use the following information to define the properties of a Label Element. Settings Tab Properties Name The name of the Label Element Side The side of the card (Front or Back) on which the operation is to occur X/Y The horizontal and vertical coordinates at which the operation is to occur. Click the icon to use Data Field information. Coordinate Type Choose Top Left to Top Left or Bottom Left to Bottom Left Label Stock The label stock to be used in the operation.
Sticker Element Use the following information to define the properties of a Sticker Element. Settings Tab Properties Name The name of the Sticker Element X/Y The horizontal and vertical coordinates (from the bottom left corner of the card) at which the operation is to occur. Click the icon to use Data Field information for the X and Y coordinates. Advanced Tab Properties Preceding Operations Click Add/Modify to open the dialog from which you can select the operation(s) to occur before this operation.
X (Ref)/Y (Ref) The reference coordinates (in inches) for the dynamic OCV element. Click the icon to select Data Field information for this operation. Data Characters displayed on the card. Click the icon to select Data Field information for this operation. Data Contrast Type Select the contrast type between the characters and the background on which they are printed Select Light on Dark if there is a light image on a dark background. Select Dark on Light if there is a dark image on a light background.
Running Mini-Cards Card Setup changes are necessary to run the ID-K specified mini-card (refer to Datacard ID-K Key Ring Card Specification 553349-001, rev. 04). Perform the following steps to run mini-cards. 1. In Card Setup create a new, or open an existing Card Setup. 2. Click on the virtual card. In the Card Properties/Settings tab, select the Stock Description list and then select the MINI_CARD card stock. The MINI_CARD card stock defines where the break across the stripe is located on the card.
Using MasterCard Titanium Cards MasterCard® Titanium cards have a different shape from typical credit cards. A specific Card Stock must be defined so that the system modules (Magnetic Stripe, etc.) can compensate for the unique card shape. Card Stocks are defined using the Card Stock Setup application. A modification to each Smart Card module hardware must be made using kit 591492-001. 1. In the Maxsys/MX Series Production software select Applications | Stocks | Card Stock Setup from the menu. 2.
C. On the Settings tab of the Card Properties window define the parameters as needed (consult the Maxsys/MX Series Administrator Guide for more information on Card Setups). D. For Stock Name, select the Card Stock that was created above. Complete the Card Setup and then click Save. Using Print Preview from Card Setup The Print Preview command allows you to view a virtual representation of the card you have set up. To access this feature click Print Preview from the Card Setup window.
narrower the scope of the search. The following table describes the search parameters. Preview Data Tab Properties Job Search Parameters Name Enter the name of the job in the text box Status Select the status from the list. The program will display only those jobs with the selected status. Total Cards Total cards in the job. Enter a number in the text box and then select a quantitative indicator (less than, more than, equal to, etc.) from the list.
selection. Select the Product Record option button to preview the card using data from a loaded job. Select a job from the Job list to view the first record. To view an individual record, enter the product record number in the Product Record text box. Secure data can be viewed only by those who have been given the “View Secure Data” privilege in Security Configuration. If you have not been given this privilege, sample data will appear in place of the secure data.
Auto Refresh Select the checkbox to allow the preview image to refresh automatically when any change occurs to the Image, Text, or Barcode elements. A decrease in performance may occur if many changes are being made. Refresh Click to refresh the preview image Product Record Use the navigation buttons to scroll through product records.
Unicode Font Image Generation Errors If a font has been created with non-standard unicode content, cards may not print correctly (boxes will appear instead of characters). The software does not have the ability to detect this situation. The only resolution is to test the printout of the card or use the Print Preview feature, and then add fonts to the Configuration. Perform the following procedure to correct this problem. 1. Check the font version date.
Printing Card Setups To print a screen capture of a Card Setup window, complete the following steps. 1. From the Card Setup window (Applications | Setups | Card Setup), open an existing Card Setup or create a new one. 2. On the right side of the screen, select the tab you want to print. 3. Click the Print icon on the toolbar. The Windows Print dialog box opens. 4. Click OK. A. Select the Output tab, and then select file name you want to use. Ensure that the Unique File Name check box is selected. B.
Chapter 7: Form Setup This chapter provides information on creating and modifying Form Setups. Creating a New Form Setup The Form Setup application is used to create and modify card delivery forms, control the layout of those forms, and select/format the form fields. Complete the following steps to create a new Form Setup. 1. Select Applications | Setups | Form Setup. 2. In the Form Setup window, click the New icon on the toolbar.
3. In the Form Properties pane, select a Data Setup by clicking Browse and then navigating to a Data Setup. Select the setup and then click Choose. If there are problems with the Form Setup, the Warnings button is enabled. Click the button to display a list of the problems. 4. Under the appropriate Form tab, select a template from the Form Template list. Right-click the list for other options. • Value is the default selection. This allows you to select a value from the list.
5. Select the Show Sample Data check box if you would like sample data displayed on the form. This provides a visual reference of how the finished form will look. The Data Setup fields must have been created with sample values for this feature to work. Refer to "Data Setup" on page 65. 6. If necessary, click the Map Merge Fields button to launch the Map Merge Fields dialog. (Refer to "Mapping Merge Fields" on page 138.) 7. Select the paper stock from the Form Stock list.
When the fold type is not a data field, the checkbox for using default fold locations is disabled. When the fold type is a data field, the checkbox for using default fold locations is enabled. If this checkbox is checked, the fields for typing in custom fold locations become disabled. If the checkbox is unchecked, the custom fold locations fields will be enabled.
The Virtual Form The virtual form in the Form Setup application allows you to manually select the location of cards, the Barcode, and paper folds and preview them to ensure proper placement.
Positioning the Folds With your mouse, left-click on the fold (or folds, based on the fold type selected) and hold down to position it vertically on the form. When the mouse button is held down, position margins are displayed. Cards should not be placed inside these margins. Placing and Aligning Cards 1. Select a card type from the left side of the program window and drag it onto the virtual form. The form boundaries will be displayed to ensure that the card is not placed too close to the edge.
2. Right-click on the card to display alignment and centering options for the cards. Alternately, you can click on a card to bring up the Card Properties pane in which you can specify the X and Y coordinates for the selected card.
Aligning the Barcode 1. Select, hold, and drag the Barcode to position it on the form. When the mouse button is held down, the read position alley boundaries are displayed. 2. Right-click on the Barcode to display alignment and read position centering options.
Alternately, you can click on the Barcode to bring up the Barcode Properties pane in which you can specify the X and Y coordinates and the read position alley. Quiet Zone The Barcode used is Code 3 of 9 with dimensions of 1/8 inch by 1 inch. The Barcode can be placed virtually anywhere on the form, however there are some quiet space stipulations. • 0.3 inch of quiet space to the left/right of the Barcode • 0.1 inch from the top/bottom of the Barcode • 0.230 inch from the top and bottom margins • 1.
Mapping Merge Fields Mapping merge fields allows you to map fields from the template, card feedback fields, and runtime composites to a particular data field on the form. The available data fields are determined by the Data Setup that you chose for the Form Setup. Perform the following procedure to map merge fields. 1. In the Form Properties of a Form Setup file, click Map Merge Fields. Steps 2 and 3 are necessary only if your template is a Data Field instead of a specific template. 2.
Configuring the MXi Envelope Inserter Set up jobs for the envelope inserter option on your MXi system using the PFE Maximailer documentation before completing the MXi configuration in the Maxsys/MX Series Form Setup. If you are not using selective inserts, skip to "Configuring MXi in Form Setup" on page 142. Setting Up Selective Inserts on the MXi Controller If you are using selective inserts, use the following procedure to modify an existing job setup. 1.
3. Select the hopper from which the insert will be taken. Module 0 is used to feed the envelopes. For the inserts, start with Module 1. Depending on your machine configuration, you will have either 1 or 2 hoppers per module.
4. Select the Item Id. Assign an Item Id number for the insert, and then select OK at the bottom of the dialog. For example, the insert with Item Id 2 can be assigned to Hopper 1; Item Id 3 can be assigned to Hopper 2; and so forth. The default Item Id for normal operation (non-Selective Inserts) is Auto. 5. In the same hopper dialog box, select the Feed Control Mode value to edit it. In the Feed Control Mode dialog box, select Barcode select. 6. Select OK to save.
Configuring MXi in Form Setup Perform the following procedure to configure the MXi job(s) in the Maxsys/MX Series Form Setup. When the MXi option is installed, the Envelope Inserter should be enabled in the system Controller Diagnostics. If you have trouble accessing the MXi information through Form Setup, make sure it is enabled. Refer to the MXi Owner Installation Manual for details. 1. Open the Form Setup application. Select Applications | Setups | Form Setup. 2.
For example, the image below shows two lines of selective insert data. The tags ip1, ip2, and ip3 correspond to the Data Fields Insert 1, Insert 2, and Insert 3 respectively. The match strings are represented by ‘yes’ and ‘no’. Data can be viewed in the Hex Dump utility. Refer to page 199. In the first example, all three fields contain the match string ‘yes’.
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Chapter 8: Production Options Setup This chapter provides information on creating and modifying Production Options. Creating a New Production Options Setup A Production Options Setup defines the operational parameters for a job. To create a new Production Options Setup, complete the following steps: 1. In the Production Options Setup window (Applications | Setups | Production Options Setup), click the New icon on the toolbar. 2. Enter the parameters on the tabs as required.
Settings Tab Auto Remake Mode: • Off—The system will not attempt auto remakes. • Preserve Data Order—Entire Machine—The system will remake the card when it fails in any module. • Preserve Data Order for Encoding Rejects Only—When an encoding error occurs, the system will eject the upstream cards and remake beginning with the rejected card.
• Reusable Reject Station—Select if you have a reusable reject station set up in Diagnostics. • Finish Rejects—Select to complete the processing of all cards that have errors. Print on Render Error - Select to print an image on the card even though there is an error. The system will continue to print everything it can in order to determine where errors are occurring in the process. Pause on Image Error - Select to pause the machine when there is an image error.
Allow Double Topping - With this option selected, the card is topped twice (if needed) by the same Topping Module. The card is moved into the first topping position (60%) and the card is topped on the first 60% of the card. Then the card is advanced to the second topping position (100%) and topped on the rest of the card. Double topping is used when the length of the embossing is greater than the ISO standard.
Emboss Groups Tab (Maxsys Only) This tab allows you to define emboss module groups. Emboss grouping allows you to have more control over emboss (and indent) module ganging decisions on Maxsys machines. With emboss groups, you can indicate more precisely where the work is performed. This is controlled via the Production Options Setup and Card Setup. The Production Options setting is to allow defining relative module groups to a unique, sequential group number. Groups can consist of one or two modules.
combined with the selection of emboss group number in Card Setup which will modify system behavior. In the example above, the first and second emboss modules will be gang candidates and the remaining modules (three, four and five) will operate independently if so assigned in Card Setup. The Production Options change alone has no effect.
control. A sample Card Setup screen shot is shown below. In this scenario, emboss operation “acct” will be assigned to emboss group 1 (ganged in first and second relative emboss modules). • No two emboss/indent operations can specify the same emboss group. • If an emboss/indent operation specifies a group number, that group number must be defined in Production Options. • If an emboss/indent operation specifies a group number, that group number must correspond to a real module in the system.
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Chapter 9: Audit Setup This chapter provides information on creating and modifying Audit Setups. Overview The Audit Setup allows you to define a format for the audit output file. The file contains production statistics for each card. Creating a New Audit Setup Complete the following steps to create a new audit setup. 1. Select Applications | Setups | Audit Setup from the menu bar. 2. Click New from the toolbar. 3. Click Add Report to define a new audit report. A new report tab will be added.
• In the Report Type list, indicate whether the existing audit report has character separated fields or fixed length fields. • If this is a character separated report, type the character(s) separating the fields in the Field Separator text box. You can enter a single character or space, or you can enter a unicode escape sequence (\uxxxx). • If this is a fixed length report, enter the field length (number of characters) in the Default Field Length text box.
• To adjust the order in which the fields will appear in the audit report, select the fields and then click the up or down arrows to the left of the Fields list. The single arrow moves the field one position, the double arrow moves the field ten positions. On the Output tab you define the audit report output file: • Select the File Name Type from the list. • Fixed - The file name will be static. Click Browse to navigate to a directory and then enter the file name.
• If necessary, select Add Machine ID to File Path. This will automatically add the machine ID to the file name. You can see the output file name after Sample Name. • If necessary, select Create File Path when the file name indicates a nonexisting directory. Click Copy Report to make an exact copy of the current report. It will appear as a new tab with an iterated report name. Click Remove Report to delete a report. 4.
Chapter 10: Global Setups This chapter contains information on creating and modifying global setups. Global setups are those that are used across multiple programs within the Maxsys/MX Series software. Barcode Setup Barcode Setup allows you to create barcodes that will be available for the system to use. Complete the following steps to define barcodes. 1. Select Applications | Global Setups | Barcode Setup from the menu, and then select New. To modify an existing setup select Open. 2.
Placement Quiet Zone Whitespace before and after the barcode. Select the checkbox to enable. Bearer Bars A bar across the top and bottom edge of a bar code used to prevent misreads. Select the checkbox to enable. Align with Bars When enabled, the placement of a barcode will be aligned to the lower-left corner of the bars; otherwise it will be aligned to the lowerleft corner of the entire barcode image including interpretation text and quiet zone, if any.
PDF417 Properties (PDF 417 Topology Only) Error Correction Level Differing error correction levels that can endure varying levels of damage without causing a loss of data. The higher the value, the more error correction codewords. Compaction Mode Data is encoded using one of three modes: • Text compaction mode - encodes alpha-numeric characters and punctuation (2 characters per codeword) • Binary Compaction mode - encodes all 8-bit characters (1.
Emboss Font Setup Adding Emboss Font or Indent Font Definitions Emboss/Indent font definitions are used in Emboss/Indent operations and are assigned in Card Setup using the Emboss/Indent elements. Complete the following steps to add an emboss font or indent font definition. 1. Select Applications | Global Setups | Emboss Font Setup. 2. Click New on the toolbar. The font properties screen opens. 3. Select Emboss Font or Indent Font. 4. Fill in the fields to define the font. A.
Emboss Mapping Setup Emboss Mapping Setups allow you to map any character of any font to be used as a character of another font. Complete the following steps to map characters of a specific font to specified characters of another font. 1. Select Applications | Global Setups | Emboss Mapping Setup. The properties screen opens. 2. Click Add. A properties row opens. 3. Select a source font from the list and a source character in the text field. 4.
Magstripe Setup Creating a New Magstripe Setup Magstripe Setup allows you to define the behavior of a magnetic stripe encoding process. You can define and then use a magnetic stripe setup to encode in a particular manner or to adhere to a specific standard. Complete the following steps to create a new Magnetic Stripe Setup. 1. Select Applications | Global Setups | Magnetic Stripe Setup. 2. In the Magnetic Stripe Setup window, click the New icon on the toolbar. 3.
Defining the Magnetic Stripe Properties Define the magnetic stripe properties as detailed in the following table.
Track Map Entries Magnetic Stripe Setup allows you the option of altering the input character/bit pattern combination to customize your encoding. Perform the following procedure to change the character values. 1. Open a Magnetic Stripe Setup or create a new one. 2. Select the Track Map Entries tab to display the list of values. 3. For a selected bit pattern, double-click a corresponding Key Value (can be Character, Decimal, or Hexadecimal). 4. Type in the new value.
Image Placement Setup Positioning an Image File The Image Placement Setup application is used to position graphic images. This setup uses legacy technology from the Datacard 9000 Series systems. Datacard recommends that whenever possible, users define image location using the Card Setup’s Image Element placement capabilities or in the data stream (refer to “Card Setup” on page 79).
Creating a New Image Placement Setup Complete the following steps to create a new Image Placement Setup. 1. Select Applications | Global Setups | Image Placement Setup. 2. In the Image Placement Setup window, click the New icon on the toolbar. A new Image Placement Setup form opens that depicts a blank card setup with a virtual card on the left side and a Properties view on the right. 3. Under Image Placement Setup Properties, click Browse and then navigate to the image file you would like to use.
the camera setup allows the same camera setup to be used across modules (of the same type) and systems. Mask Setup Mask setup allows you to create a unique named setup that defines what characters are allowed in each position of a string. The definition includes a description of the setup, the number of characters allowed, and what set of characters are allowed at each of the character positions. For most applications the characters used would be upper case A-Z and 0-9.
6. To use a character set that is different from the default (A-Z and 0-9), deselect Use Default Character Set and then enter the desired characters in the Character Set text box. 7. Click Train to create the Font and Font Setup files.
Chapter 11: Stocks This chapter provides information on creating and modifying your stock inventory. Using Maxsys Stock Setups Those who may use Maxsys stock setups in the MX Series system should carefully read the following section. Those who will not be using Maxsys setups can skip this section. The Stock Management system (released with Maxsys version 3.1) replaces the Inventory Management system that was used in previous releases of Maxsys.
Maxsys 3.1 system to a Maxsys 3.1 and above system. However, it is not acceptable to copy Maxsys 3.1+ stock files to a pre-Maxsys 3.1 system. • Scenario #3 - You have different releases of Maxsys, and some (or all) of these systems are configured to use stock objects from a common location (i.e. a network drive, one of the Maxsys systems, etc.). This is acceptable as long as you use a pre-Maxsys 3.1 system to create new or edit existing stock files. In this scenario, a Maxsys 3.
2. From the Stock Types list, select a particular stock to view or select All Stocks. 3. To view the details of a particular stock item, select the item in the list and then click Open on the toolbar. Adding Stock Descriptions Complete the following steps to add a stock description. When adding new graphics ribbon or topping foil, you must have an identical item described in Diagnostics. 1. Select Applications | Stocks | Stock Management from the menu bar.
4. Complete the stock description by filling out the fields provided (see the next section for details). The name you enter in the Stock Name field is the name that will appear for this item throughout the system. 5. Click Save As on the toolbar to save the stock description. Stock Descriptions by Type The stock description details for each stock type are described in the following tables. Card Stock Card stock details are defined in the Card Stock Setup. See “Card Stock Setups” on page 178.
Form Stock Parameter Description Stock Name Unique, descriptive name of the stock Description A description of the stock Size Select the size of the form stock. Equivalent Weight Standard paper measurement. Enter the value provided on the paper ream label. Preview (Front and Rear) Image files that are placed on the form (letterhead, etc.). To select an image, click Browse and then navigate to the image location.
Monochrome Ribbon Stock Parameter Description Stock Name Unique, descriptive name of the stock Description A description of the stock Stock Number The Datacard part number of the stock to be read by the associated module. Simulated Ribbon Color Click Choose Color to open the color selection dialog. Use the dialog to choose the color value of the ribbon. Click the HSB/RGB tabs to fine-tune the selected color.
Retransfer Stock Set CMYK Ribbon Stocks Tab Parameter Description Stock Name Unique, descriptive name of the stock Description A description of the stock Define Ribbons Select/enable the print head position (up to five) and then choose a corresponding ribbon stock from the Stock Name list. Retransfer Material Choose a retransfer material stock from the list. Primer Choose a primer material stock from the list. Print Processes Tab Parameter Add Print Process Description 1.
Retransfer Stock Set CMYK_Gold Ribbon Stocks Tab Parameter Description Stock Name Unique, descriptive name of the stock Description A description of the stock Define Ribbons Select/enable the print head position (up to five) and then choose a corresponding ribbon stock from the Stock Name list. Retransfer Material Choose a retransfer material stock from the list. Primer Choose a primer material stock from the list.
Roller Stock Parameter Description Stock Name Unique, descriptive name of the stock Description A description of the stock Stock Number The Datacard part number of the stock to be read by the associated module Topcoat/Laminate Stock Parameter Description Stock Name Unique, descriptive name of the stock Description A description of the stock Stock Number The Datacard part number of the stock to be read by the associated module Type The overlay stock type (CardGard, DuraGard, or Topcoat) Siz
2. Select the stock item to change and click Open. The stock definition dialog window for the selected stock opens. 3. Change the information as necessary (see the previous section), and then click Save. One stock name can associate with more than one Datacard part number. Deleting Stock Descriptions Complete the following steps to delete a stock description you no longer use. 1. Select Applications | Stocks | Stock Management from the menu bar.
3. Drag the Pattern Match/Optical Character Verification (OCV) elements to the virtual card. 4. Define the stock properties as described in the next section. 5. Click Save on the toolbar. Defining Card Stocks The stock description details are described in the following tables. Click on the virtual card to show these parameters.
Parameter Description Front/Rear Aspect Ratio The aspect ratio of the imported image (view only). Use Camera Setup Use parameters from the camera setup. Front/Rear Variable Exposure The amount of time (in microseconds) that the verification camera lens will open during the verification procedure. Card Stock Laser Receptivity Front/Back Tabs Parameter Description Laser Capable Surface Select if the card contains a laser capable surface. The laser options will become editable.
Parameter Description Y Vertical offset (in inches) from the bottom-let corner of the card Width Width (in inches) of the pattern match box Height Height (in inches) of the pattern match box Pass Threshold The value at which the pattern match item will pass when tested Vision Filter Setup Browse to select a setup or open the Vision Filter Setup Properties. Open Vision Filter Setup/ Element Filter The filter by which the camera distinguishes objects of similar color from one another.
Optical Character Verification (OCV) Settings Tab 182 Parameter Description Name Descriptive Name (OCV1 by default) Side The side of the card (Front or Back) on which the element appears X Horizontal offset (in inches) from the bottom-let corner of the card Y Vertical offset (in inches) from the bottom-let corner of the card Width Width (in inches) of the OCV box Height Height (in inches) of the OCV box X (Ref)/Y (Ref) The reference coordinates (in inches) for the dynamic OCV element Data
Advanced Tab Parameter Description Width/Height Scaling The degree to which the OCV font characters have been scaled from their original size Rotation Degrees The degree to which the OCV font characters will be read from the X/Y reference point Testing Card Stock Elements Once the Pattern Match/OCV elements are placed on the card, the Verification Module then compares the elements on the front and/or back of the card to either a pre-defined file, data element, or contents of a live data stream.
184 • In the second example, the test passed but only with an average score of 47 and a minimum score of 28. All characters were recognized. • In the third example, the test passed with an average of 71 and a minimum of 44.
Chapter 12: Smart Card Management This chapter provides information on using the Smart Card Management tools. Smart Card Management Tools Smart Card Management provides tools for configuring the applications, crypto devices, key cards, key readers, and local master keys used in the smart card personalization process. Privileges for this tool may be defined when security is enabled; refer to Chapter 14: “Security Configuration” on page 203.
and then use Key Reader Management to define the key readers and to assign key cards to key readers. Crypto Device Management Crypto Device Management allows you to create entries for multiple crypto devices and to use custom names to identify the devices. Each cryptographic device requires a local master key (LMK) in order to encrypt and decrypt other keys used in the smart card personalization process. Only one LMK at a time can be used by a crypto device.
3. For name, enter a name for the crypto device. 4. For Description, enter a comment that describes the crypto device. 5. Verify that the Available check box is selected to make the crypto device available for use by personalization applications. 6. For Address, enter the IP Address and Port Number of the crypto device. 7. For Crypto Type, select the crypto device model number. 8. For Firmware Indicator, enter the version of firmware you are using. 9. For Default Command, enter a command.
12. Once you have a value in the Check Value field, click the Get Alias button. This should highlight one of the values in the Alias list box. If it does not, you must define an LMK Alias in the Local Master Key Management application. Only an LMK Alias (and not a Check Value) can be used in the Card Setup Manager for mapping the Smart Card application's Crypto Device resources.
Key Card Management Key Card Management enables the user to create key card groups, add key cards to groups, and identify groups and cards using custom names. A unique group must be created for each type of key card that will be used, and every key card assigned to a group must be identical to the others in that group. Key Card Management can be used to define key card groups and key cards. Adding Key Card Groups A unique key card group must be created for each type of key card that will be used.
Adding Key Cards Each key card assigned to a group must be identical to the other key cards in that group. To add a key card to a group, complete the following steps. 1. Select Applications | Smart Card Management | Key Card Management from the menu bar. 2. Double-click the group to which you would like to add a card. If no key card groups currently exist, none will be listed. To add a group, refer to "Adding Key Card Groups" on page 189. 3. Click Add Key Card. 4. For Name, enter a name for the key card.
Deleting Key Card Groups To delete a key card group, complete the following steps. 1. Select Applications | Smart Card Management | Key Card Management from the menu bar. 2. Select the name of the key card group to delete. 3. Click Delete in the toolbar. 4. Click Yes to confirm the deletion of the key card group. Deleting Key Cards To delete a key card, complete the following steps. 1. Select Applications | Smart Card Management | Key Card Management from the menu bar. 2.
Modifying Key Card Groups To modify a key card group, complete the following steps. 1. Select Applications | Smart Card Management | Key Card Management from the menu bar. 2. Double-click the group to modify. 3. Modify the group Name and/or Description. 4. Click Save and Close to save your modifications.
Modifying Key Cards To modify a key card, complete the following steps. 1. Select Applications | Smart Card Management | Key Card Management from the menu bar. 2. Double-click the group to which the card belongs. 3. From the KeyCard list, select the key card to modify. 4. Click Modify Key Card. 5. Modify the key card Name and/or Description. 6. Click Save to close the dialog. 7. Click Save and Close to save your modifications.
Key Reader Management Key readers read key cards that are required to encrypt and decrypt data sent to smart cards during the personalization process. Key Reader Management enables the user to define key readers, to create entries for multiple key readers, and to identify key readers using custom names. Adding and Defining Key Readers Use Key Reader Management to define key readers and specify which will be available for use during the smart card personalization process.
3. Enter a name for the key reader in the Name text box. 4. Enter a description of the key reader in the Description text box. 5. Select the Available check box to make the key reader available for use. 6. In the Address section of the dialog, select one of the following: • PC/SC (If the key reader is connected to a USB port) Select the Device Name of the PC/SC reader from the list. This list is populated when SCS is configured. • TCP/IP, and then enter the following: • The IP Address of the key reader.
Deleting a Key Reader To delete a key reader, complete the following steps. 1. Select Applications | Smart Card Management | Key Reader Management from the menu bar. 2. Select the key reader to delete. 3. Click Delete. 4. Click Yes to confirm the deletion of the key reader. Modifying a Key Reader To modify a key reader, complete the following steps. 1. Select Applications | Smart Card Management | Key Reader Management from the menu bar. 2. Double-click the key reader to modify. 3.
Testing a Key Reader When testing Datacard key readers, the test function checks for a TCP/IP connection and then sends one test transaction to verify that the reader is responsive. For PC/SC readers the test is checking for connectivity. To test a key reader, complete the following steps. 1. Select Applications | Smart Card Management | Key Reader Management from the menu bar. 2. Select the key reader to test. 3. Click Test from the toolbar. 4. Click OK.
3. For Check Value, enter the check value of the LMK. Typical values are 16 characters in length. This value can be copied from the Crypto Device Management application's Check Value field if the Auto Fetch function has been used to retrieve it from the crypto device. 4. Click Save to add the LMK alias. Deleting Local Master Key Aliases To delete a local master key alias, complete the following steps. 1. Select Applications | Smart Card Management | Local Master Key Management from the menu bar. 2.
Chapter 13: Hex Dump This chapter provides information about using the Hex Dump tool. Using the Hex Dump Tool The Hex Dump tool is used to display the raw text code of a data file. The main purpose of this tool is to troubleshoot problems with data input files that may cause errors during production. Using Hex Dump, you be able to see nonstandard characters contained in your data. Privileges for this utility may be defined when security is enabled; refer to Chapter 14: “Security Configuration” on page 203.
Perform the following steps to use the Hex Dump tool: 1. Select Application | Utilities | Hex Dump. 2. Select a Data File to view by clicking Browse and then navigating to the file’s location. The data for the selected file will appear in the display. 3. Optionally select a corresponding Data Setup (whose encoding you would like to use to convert the data file selected) by clicking Browse and then selecting an available Data Setup from the list. 4. Select a format option.
Find Perform the following steps to use the Find command in Hex Dump tool: 1. To search the data using the Find tool select Edit | Find (Ctrl +f). 2. Enter a search string in the Find box. 3. In the Search For box choose Characters or Hex Data. 4. In the Search On box choose to search the Current Block or All Blocks. 5. Optionally choose to Ignore Case. 6. Click Find All to begin the search. Search results will appear in the Find display table.
Go To Offset Perform the following steps to use the Hex Dump Go To Offset tool: 1. To search the data using the Go To Offset tool select Edit | Go To Offset (Ctrl+g). 2. Select an Offset Value Type: • Hexadecimal - Enter a hexadecimal number no bigger than the one stated in the dialog box. • Decimal - Enter a decimal number no bigger than the one stated in the dialog box. 3. Click OK to continue or Cancel when finished. 4.
Chapter 14: Security Configuration This chapter contains information on the use of the Security Configuration component. About Security Configuration The Security Configuration application allows you to assign privileges to groups when security is enabled. The groups and users assigned to those groups are created in the Windows group configuration utility. Keep the following in mind: • Every user must have write access to directory C:\Maxsys (or MX6000, MX2000)\StartupTracing.
• Users needing to extract a trace through the Diagnostics application must have permission to access the Maxsys DB2 database. Permission can be granted through the DB2 Control Center. Using Security Configuration Perform the following steps to assign privileges to User Groups: 1. Select Applications | Utilities | Security Configuration from the menu bar. 2. The Security Configuration window contains three tabs: General Tab A. Select Enable Security to use the security features in the software.
• Select multiple domains by using Ctrl/Shift+Click. All available domain groups appear in the Available Groups list. When a group is selected, its members appear in the Selected Groups list. A. To select a group, click on the groupname in the Available Groups list and then click the right arrow button. The group will move to the Selected Groups list. • Click the double arrow button to move all listed groups into the Selected Groups list (and vice-versa).
3. If necessary, choose the location in which to save the security configuration file by clicking Browse next to the Save in text box and then navigating to the location using the Explorer. The configuration is saved automatically to that location whenever changes are made.
Chapter 15: Export Setups This chapter contains information on the use of the Export Setups utility. Overview The Export Setups utility allows you to bundle Setups and other related files for use in transferring between systems, facilities, etc. and for use by Datacard service personnel in debugging problems. The exported Setups are saved in a compressed zip file. Privileges for this utility may be defined when security is enabled; refer to Chapter 14: “Security Configuration” on page 203.
2. Click a button in the Select Files to Export pane. In this example, a Job Setup is selected and the Choose dialog opens and the Job Setups that exist on the system are displayed in the window.
3. Select the files to export (for multiple files hold the Ctrl key and select the files) and then select any referenced files from the Referenced File list on the right side of the dialog. 4. Click Choose. The tree view in the right pane will reflect your selection.
5. Click Save from the toolbar. 6. Browse to a location to save the zip file. Click Choose. 7. When the export if finished, optionally click Yes to open Windows Explorer to view the file.
Chapter 16: Keyboard Entry This chapter contains information on the use of the Keyboard Entry utility. Overview The Keyboard Entry utility allows job creation without an input data file. Sample data can be entered manually using the keyboard or by browsing to a file and to use as a reference in order to create a job. Manually created jobs may be reviewed prior to Production. Once loaded, the job appears and can be run from Production like any other job.
Using Keyboard Entry Perform the following steps to use this utility: 1. Select Applications | Utilities | Keyboard Entry from the menu bar. 2. To enter Job information select the Job tab. A. Enter a Group Name if the Group configuration option is enabled. B. Enter a Job Name. C. Browse to select a Job Setup.
• To enter string or binary FIR information manually using the FIR Fields box, select FIR Fields. A table with FIR Field and Data Type information from the job setup is displayed. Data can be entered into the values field using the keyboard, Cut and Paste, or a file reference can be added using Browse. For information on the column headings see the list below. 3. To add and define Records either select the Records Tab or use the Records Box displayed at the bottom of the screen. A.
• Browse - References files for field data types that are not easily added using the keyboard or Cut and Paste. For example: Binary, Graphics, Smart Card, and Magnetic Stripe content. B. The Records box at the bottom of the screen provides quick access to add and clear records displayed in the Data Fields Table on the Records Tab as well as navigation tools. • Clear - Clears the data currently displayed. • Add - Adds a record of the data currently displayed.
Chapter 17: Back Up and Restore This chapter contains information on backing up and restoring a Maxsys/MX Series system. Backing Up and Restoring the System After the controller software is installed, prepare a backup of the hard drive(s) so that recovery is possible. Then if the software is changed, more software is added, or setups on the drive are modified, the hard disk(s) should be backed up again. New systems ship with a CD containing Acronis software to perform the backup.
7. At the Confirmation dialog verify that only tables with a schema of Maxsys are displayed. 8. Select OK. 9. Restart Datacard Maxsys services or reboot the PC. When the services restart, the database tables will be recreated. Create the Backup If the system is completely clean, the backup should take 10 to 20 minutes. If the system has a large database and you did not drop the tables, the backup could take several hours. If using a large external USB drive (500 GB), do not plug in the drive yet. 1.
Once the backup is completed, remove the Acronis boot CD from the CD drive, close the Acronis software (which will cause the system to reboot, and remove the USB external drive (or proceed to validation). Validating the Backup Image 1. Select the large external USB backup drive to find the image files just created. 2. Select the first file of the image, and click Next. 3. Verify that everything is correct, and select Proceed. 4. At the Archive was successfully checked information window, select OK. 5.
12. No change is needed for Restoration Options, so click Next. 13. For login information, just click Next. 14. Confirm everything is correct, and click Proceed. 15. At the data was successfully restored information window, click OK. 16. Restore other drives in the system. If the system has two drives, the database might be installed on the second drive. You need to back up and restore both drives as a set.
Appendix A: Miscellaneous Configuration This appendix covers various administrative issues that may need to be addressed when configuring the system. Configuration of Services When the Card Issuance Software is installed for the first time, a user called Maxsys is created and a password is configured. By default, the Maxsys user is installed in the Local Administrators Group, and given the password datacard. The following Services need to be started by the Maxsys User.
If the password is changed for any reason, (either Local or Domain) it is necessary to go to Services and then change the password “Log On” to the new password for each of the above services. User Configuration A user to the system does not need to be in the Local (or Domain) Administrators group. They can be placed in a group that has limited access rights to the system.
Anti-Virus Datacard does not validate, endorse, or recommend the use of a specific anti-virus software product for the Maxsys or MX Series Controller PCs. However, if an anti-virus product is used, select a product that does not interfere with system performance or that can be configured in such a way that it does not interfere with system performance. If configurable, on-access (or real-time) scanning should exclude the MX6000, MX2000, MX1000, Maxsys, and DB2 directory trees.
Managing the Password for the Datacard System Default User Name Datacard Maxsys, MX Series, and PB6500 systems are shipped from the factory with a default user account defined as follows: User Name maxsys Password datacard Group Membership DB2ADMINS General attributes selected Password never expires Similarly, Datacard Affina Personalization Manager has a default user account, defined as follows: User Name ObjectServer Password datacard Group Membership DB2ADMINS General attributes selected P
Name Status Startup Type Log On As Used By Cognex Reminder Service Started Automatic Local System Vision Verification Cognex Security Service Started Automatic Local System Vision Verification Datacard Affina PM Collector Started Automatic Local System APM Datacard Affina PM DRM (Database Resource Manager) Started Automatic Local System APM Datacard Affina PM Object Communicator Controller Started Automatic Local System APM Datacard Affina PM PC/SC Key Reader Server Started A
Font Mapping/Datacard Converted Fonts This feature was developed for customers who call out fonts in their data on a Datacard 9000 system, using “Datacard Converted Fonts”, and wish to use the same data on an MX Series or Maxsys system. Font Mapping Procedure This procedure will enable you to use existing font data and then map this data to a Windows TrueType font that exists in the system. 1. First, create a file named “dccFontmap.ini” in the \Maxsys\cfg, \MX2000\cfg directory or \MX6000\cfg directory.
4. The following fonts are pre-defined; however, if the system detects the presence of the dccFontMap.ini file located in the \MX6000\cfg, \MX2000\cfg, or \Maxsys\cfg directory, it is necessary to include these fonts in the file because the defaults will all be replaced by the contents of the INI file. dcpName, ttfName, fftFileName, PointSize, Style “GF1”, “GF1”, “GF1.ttf”, 18, REGULAR “GF2”, “GF2”, “GF2.ttf”, 12, REGULAR “GF3”, “GF3”, “GF3.ttf”, 10, BOLD “GF4”, “GF4”, “GF4.
Possible Errors The following errors may be generated. Check the structure of your code to prevent such errors from occurring. 1. Runtime Font creation check If you use the font name and no mapping information exists in the INI for the font, or the font does not exist, the following error will occur. “Font not supported.: Name'%1' Operation: '%2' Element: '%3'.” Font not supported.
Appendix B: Vision Verification Module This appendix provides information about using the Vision Verification module to verify that the correct card stock has been loaded, to verify that the card has been personalized correctly, or both. Introduction The Vision Verification module for the Maxsys or MX6000 Card Personalization System is an inline camera, lighting, and capture module for card stock verification and quality assurance.
As shown in the illustration above, when a card enters the Vision Verification module the camera takes a picture of the front and back of the card and sends the images to the system Controller for analysis. While the Controller is analyzing the image, the flipper mechanism returns the card to its original position in preparation for leaving the module. If the card stock is correct, the card is personalized in subsequent modules.
Fif As mentioned, the Vision Verification module can use either pre-printed graphics or characters as a basis for generating the Score. To use a pre-printed graphic you must identify the graphic with a Pattern Match element on the Card Stock Setup. To use characters that are always the same, you identify the characters with an Optical Character Verification (OCV) element on the Card Stock Setup or Card Setup.
4. From the Batch Size list, select the number that corresponds to the number of cards you will load in the Card Input module. You can load as many different card stock types as needed if you change the batch size to equal the number of cards you have. The front and rear image will be captured for each card. 5. If the card has a dark background, increase the value of Front Variable Exposure and Rear Variable Exposure to improve the captured image.
Pattern Match Element 9. Select the Pattern Match Element icon, and then click on the card near the area you want to verify. A box appears where you clicked. 10. Use the mouse to move and size the box around the graphic. The box you define is the ideal location for the graphic. The Controller software adds a margin that is, by default, 0.08 inch larger on each side of the box. That is the area the Vision Verification software searches for the graphic.
To create and check multiple elements on both the front and back of the card, repeat steps 9 through 11 for each element you want to check. Create a Card Stock Setup with an Optical Character Verification Element This procedure can be performed at a Simulator. 1. From the menu bar select Applications | Stocks | Card Stock Setup. 2. Click the New icon. 3. Enter a meaningful Description.
Optical Character Verification Element 8. (Recommended) Enlarge the image by selecting a Zoom setting. 9. Select the Optical Character Verification icon, and then click on the card near the area you want to verify. A box and cross-hair appear where you clicked.
10. Use the mouse to crop the box around the text. The box you define is the search region, that is, the area that will be searched for the characters you specify. Defining a larger search region can compensate for variations in the location of pre-printed text. 11. Move the crosshair so that the horizontal line of the crosshair is on the baseline of the text and the vertical line of the crosshair is at the left edge of the first character.
16. Enter a Pass Threshold value that is as high as you can without causing too many false rejects, and then click Test. The system will report an average score for all the selected characters in the image and a minimum score for the character with the lowest quality. The system also reports on recommended scaling. If the green text is bigger or smaller than the image, then you can change the scaling (from the Advanced Tab). Close the Test Results window.
Whether you use a graphic element or a text element for verification, you will need to specify verification details in your Card Stock Setup or Card Setup. Verifying Card Stock You can use text elements or graphic elements that are pre-printed on cards to verify that the correct card stock will be personalized. Card Stock with a Graphic Element or Static Text This procedure can be performed at a Simulator. 1.
Card Stock with a Card Setup that has a Dynamic OCV Element This procedure can be performed at a Simulator. A Dynamic OCV is defined on the Card Stock, and the parameters can be modified via data, so that you don’t have to define multiple card stock setups. Dynamic OCV only works if the field being checked is in the same place on each card. 1. From the menu bar select Applications | Setups | Card Setup. 2.
7. Move the crosshair so that the horizontal line of the crosshair is on the baseline of the text and the vertical line of the crosshair is at the left edge of the first character. The crosshair defines the ideal location for the text. 8. Click the icon to the right of the Data box and select Value. 9. Enter the characters that appear in the box you defined. 10. Select the Data Contrast Type. 11. Click Browse and select the Font Filename for the data you are verifying. Click Choose. 12.
Vision Registration Some card stocks are designed with tight tolerances for areas that are meant to be personalized at production time. Card stock manufacturing processes may allow for some variation in the location of these areas. If personalization elements are not adjusted when pre-printing moves, the finished card can appear badly designed or badly printed.
2. On the toolbar click Open and then, from the Open dialog box, select the Card Setup to work with. 3. Select the card element you want to verify. 4. In the Settings tab for the element, select Quality Check and then enter a Pass Threshold value that is as high as you can without causing too many false rejects. 5. (Optional) Repeat steps 3 and 4 for other elements. 6. Click Save.
5. Click Save. When the Card Setup is used to produce cards, the elements you selected for quality checking will be examined. Verify Laser Engraving Quality Use this procedure to verify the quality of text or graphics printed with a Laser Engraving module. 1. Open the ConCAD utility. 2. Click Open and then select the file to work with. 3. Select a text or image element in the left pane. 4.
Font Creation Procedure 1. Determine which characters are required to perform the verification or OCV operation. The created font does not require that all letters and number characters be imported into the font, just those that are to be validated. For example, if you are going to search for a serial number such as SN25242310, you will need to import only the capital S and N and all the possible digits that could be found in the number. 2.
Appendix C: Artista VHD Module This appendix explains how to create the setups necessary for printing with an Artista© VHD module on an MX6000 card personalization system. Setups can be created on an MX6000 Simulator and then copied to the production card personalization system.
6. For Retransfer Material, select AVHD_RTM. 7. For Primer, select AVHD_PRIMER. At this point your Ribbon Stock Setup will look like the following illustration. 8. On the Print Processes tab, from the Add Print Process list, select CMYK and then click Add. A tab page appears. 9. Enter a name for the Print Process, such as “CMYK”. 10. For each ribbon color, select the appropriate stock type and Mount Point. 11. From the Add Print Process list, select One Color and then click Add. Another tab page appears.
15. Enter “black” for the Print Process. (This Print Process will be used for black text on the card.) 16. From the Ribbon list, select AVHD_BLACK (Mount Point 4). 17. From the Add Print Process list, select Blank Color Planes and then click Add. A fourth tab page appears. 18. Enter a name for the Print Process, such as “blank”. This Print Process will be used to allow pre-printed information on the card stock to show.
The example card requires three graphics files: logo.bmp knockOut.bmp brothers.jpg 1. From the menu bar, select Applications | Setups | Card Setup. 2. Create a new card setup (see “Creating a New Card Setup” on page 80 or “Creating a New Card Setup from an Existing Card Setup” on page 82). 3. To specify a background that will cover the entire card, follow these steps: A. From the element list (icons on the left side of the window), drag an Image Element to the Front Side of the card. B.
A. From the element list, drag an Image Element to the Front Side of the card. B. In the Settings tab of the Image Properties (right pane), enter “logo” for Name. C. Click Browse and navigate to the location where the logo image is stored. Or To have the logo file specified by the data stream, click the icon to the right of the text box, select Data Field, and then select the appropriate data field from the list. D. Drag the Image Element to the correct location on the Front Side of the card.
6. To specify static text to appear on each card, follow these steps: A. From the element list, drag a Text Element to the Front Side of the card. B. In the Settings tab of the Image Properties (right pane), enter “valid dates” for Name. C. Click the icon next to the Text Data text box, select Value, and then enter “VALID DATES” in the text box. D. Select a Font, Font Style, Font Size, and Justification from the lists. E. For Print Technology, select Retransfer from the list. F.
Appendix D: Resource Editor Translation Tool This appendix contains information about using the Resource Editor tool. Overview When you order software from Datacard, it includes the standard Factory Translations. In addition to the Factory Translations, Datacard also offers User Translation files that can be ordered separately. These files can be installed and used to create other non-standard translations of certain interface elements such as labels, names on buttons, and error messages.
To use the Resource Editor tool, follow these steps: When viewing a translation in the Resource Editor, the following color coding is used: • Pink — Missing properties (translation items that have no entry) • Blue — Untranslated properties (items that look the same as the default values) • Green — Modified properties (items changed by the user) (When the user saves the modifications, the green color is removed.) 1. Make sure all software applications are closed. 2.
8. To view multiple columns, click Toggle View. 9. To view the current locale, select Tools | Current Locale from the menu bar.
10. To add a new translation: A. Select the file tab for which you want to add a translation. B. From the Tools menu, select Add Translation. C. Browse to select the location for the new translation. D. Select a language from the list. Czech and Dutch are not standard supported languages. E. Select the corresponding country from the list. F.
11. To view the difference between the default resource bundles and determine any properties that have been added or updated between releases: To use this tool effectively, you must have saved a copy of your Controller.jar file before installing the new Maxsys/MX Series software release. A. From the Tools menu, select Difference. The Difference tab is displayed. B. Browse to locate the resource locations to compare. C. Click Compare. The differing properties between the selections are displayed.
12. To merge translations: A. From the Tools menu, select Merge Translations. The Merge tab opens. B. Browse to the locations you want to merge. C. Select the Include Missing Bundles or the Include Missing Resources check box if applicable. D. Click Merge. Comments appear in the bottom of the window. 13. Click Close to close the Resource Editor.
Tip Sheet The Resource Editor tip sheet provides information on the use of the tool. This document can be accessed from the Resource Editor menu. The tip sheet is in Microsoft Word (.doc) format. Word must be installed on your system in order to view it. • Select Help | Tip Sheet. The tip sheet will open.
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Appendix E: ConCAD This chapter contains information on the setup and use of the ConCAD utility. ConCAD is available on MX6000 systems that have card laser engraving capability. Overview The ConCAD program is an image generation tool for the laser module and for the inkjet module. The Main Window The Main Window contains the Element List (1) and the Page Area (2).
Layout Properties Use Layout Properties to define the features of the layout. To access right-click in the page area where there is no element and then select Properties from the menu. From the layout properties tabs, define the properties for the layout. Each field is described in detail below. Front/Back Surface Select Back Surface on the back surface tab to enable a two-sided layout. If both front and back surfaces are used, it is best to also select Produce Backside First for better throughput.
Background Image The background image gives a visual representation of preprinted artwork, it is not laser engraved. Click the ellipses (...) button to select the background image. This image is display only and not produced. Alpha Channel Some products have areas that contain special features, e.g. a kinegram. Depending on the material, these areas may be more sensitive to laser energy causing bubbling or delamination of product layers.
Profiles Use the profiles tab to define the Vision, Camera and Laser Profiles for a layout. Vision Profiles Only vision profiles listed here will be available in the Element Info tab of an object's Element Property Form. The file names listed in this area must match profile names in the module VPD. Vision profiles are defined by selecting Add Profile, Remove Profile, Edit Profile or Import From Controller.
Camera Profiles Camera profiles are used for vision verification operations. Camera profiles define the picture and camera to use to verify the element. Only camera profiles listed here will be available in the Element Info tab of an object's Element Property Form. The file names listed in this area must match profile names in the module VPD. Camera profiles are defined by selecting Add Profile, Remove Profile, Edit Profile or Import From Controller.
Grid Guidelines Grid x/y distances (the distance between grid lines), grid color, and guideline color are defined on this tab. The grid can be shown or hidden by using the View menu. Compatibility Use the options on the compatibility tab to customize for the following options. Bitmap Filtering Select this option to provide the old implementation of XYZ color space based color-to-gray filters. 1D-Barcodes Provides an option for which barcode library to use. Legacy (version 5.
Menus File Tool Description New New Laser Template (CTRL+N) Opens a new blank laser template file. New Inkjet Template (CTRL+I)( Opens a new blank inkjet template file. Open… (CTRL+O) Opens an existing file. Close (CTRL+W) Closes the current file. Save (CTRL+S) Saves the current file as a ConCAD Layout File (*.ccl) Save As... Saves the current file under a new name. Export DSP File Creates actual laser data based on the default values/images as shown in the layout.
Edit Following are the operations available from the edit menu. To select multiple objects press and hold CTRL and click on the objects. Tool Description Cut (CTRL+X) Cut selected object(s). This operation is available on the context menu. Copy (CTRL+C) Copy the selected object(s) to the clipboard. Select from the element list or layout area. Paste (CTRL+V) Paste the clipboard object(s) onto the page area at the location of the copied object. Delete (Del) Delete selected object(s).
Service for assistance if ther is a need a specially developed or modified vector font. View The view can also be adjusted by using the appropriate tools in the toolbar. Most values, such as the placement of guidelines, must be set or adjusted in the Layout Properties window. Tool Description Orientation Used to rotate the orientation of the layout as shown on the screen. Options are Default (0º), 180º rotated, Portrait View (270º), and Reverse Portrait View (+90º).
Tool Description Status Bar Displays/hides the status bar at the bottom of the window. Toolbars Options to display/hide the Main, Actions, and Add Elements toolbars (Old Style and Drop Down options). Options will be different for Laser Templates and Inkjet Templates. Resets Bar/States Positions Resets the view, toolbars, states, and positions. The Toolbar The toolbar groups in the ConCAD program are listed below.
Buttons The following buttons appear in most dialogs. OK Apply property values and close window. Cancel Cancel and close form. Apply Apply property values. Next/Previous (Laser) While editing an element in a Laser template, clicking Next will apply the changes (keeping dialog open) and then highlight the next available element. Clicking previous will apply the changes and then highlight the previous element.
Processing Tab This tab is common to all elements in a laser template. Tilting Axis/Angle The direction and degree to which the product is angled during element lasing. Values: • • • Horizontal axis Vertical axis(MX6000) No Tilting (default) - If “No Tilting” is set the track bar will be disabled. Note: Tilting is used for lasing special lens structures.
Bitmap Settings Tab This tab is common to all bitmapped elements. Alignment Point The x/y coordinate (mm) to which the image is aligned. Horizontal Pos. Horizontal alignment (left, center or right) with the alignment point. Vertical Pos. Vertical alignment (top, middle or bottom) with the alignment point. Rotation Rotation of the image (range: -180 to 180 degrees) around the alignment point When rotating an element, the laser line or scan direction will also change.
BMP Laser Details Use this tab to set laser details for bitmapped elements. The Raster Mode, Line direction, Color Mode, Scan Mode and other options are explained below. Raster Mode 270 The display of data on a grid of pixels arranged in columns and rows. Mode 0 is the preferred mode for most applications (all rows are in one y, all columns in one x position). See the examples below. Modes 0, 1, 3, and 5 are used in ConCAD.
Mode 3 (x/y half shifted, 45°) Mode 5 (Independent y resolution) Line Direction The way laser dots are applied to the product. The laser line direction is relative to the rotation angle specified for the element. Laser line direction can be row-by-row (horizontal lasing) or column-by-column (vertical lasing direction). There are several things to consider when choosing the lasing direction: Speed will be fastest when the least number of scans is used. When objects are more or less square (e.g.
Color Mode There are three options for the color mode: • • • Scan Mode Grayscale (regular) Grayscaled Bitstream Bitstream (black and white only) Unidirectional lases each line of a bitmap in one direction (left-to-right). Bidirectional lases every other line of a bitmap in the opposite direction (1st row: left-to-right, 2nd row: right-toleft).
4. Set the data contrast. 5. Optionally select ICAO Specification 6. Optionally perform the confusion analysis A. Set Confusion threshold B. Enter Confusion Data List Filter Tab This tab is used to define the settings that are used to convert RGB color images to grayscale and to modify or enhance an image for best results on products. It is important to note that the changes made in this procedure will affect every image lased by the system.
Input Levels - Adjust the Black and White Threshold levels to attain the best looking image. Increasing the black level will result in a darker image and decreasing the white level will result in a lighter image. This may result in loss of gray level information (similar to a contrast change). Use of the Auto level filter is preferred in this instance. Click Input Histogram to view the histogram of the image before any changes have been made.
Auto Levels - ConCAD identifies the lightest and darkest pixels and then redistributes intermediate pixel values proportionately to provide a more balanced image. The recommended settings are: • • • • Black Limit - 1 White Limit - 230 Black Clip - 0.5% White Clip - 0.5% The use of Auto Level is preferable to changing the input levels. Unsharp Mask - Used to sharpen the image. The image must be resized before using this filter.
Bitmap Image Element File The path to the image file. If necessary, click the ellipses (...) button to navigate to a different image. Embedded Important: Only use this option if the element form has been closed at least once after selecting a file (in order to load the image into the layout). Selecting this will increase the file size of the layout since the image will be saved inside the layout.
Resize Algorithm ConCAD supports nearest neighbor, bilinear, and bicubic. They all produce different results. You should conduct tests with each algorithm to determine which is best for your application. • • • Nearest Neighbor (preserve edges) - This mode is the fastest and results in the sharpest edges, but use may result in the loss of some gray scales or in incorrect dimensions of small, thin lines (or even the elimination of small features).
Font Attributes Select any combination of the following font attributes: Bold, Italic, Underline, Strikeout, Smoothing. Smoothing font edges results in a less jagged appearance, but generally should not be used since it will reduce the sharpness of characters. Pixel effects are usually not detectable at DPI values of 350 or more. Add EM Width for Text Width Calculation This setting is a work-around for some TrueType Fonts (Arial included) that render incorrectly.
Solid Box Element Use this tab to define a solid box filled with a shade of gray. Size Size of the box (width and height) in mm. Fill/Border Color Use the color definition boxes to determine color. For laser templates Gray Only must be selected to limit the color choices to grayscale. Border Thickness Thickness of the border, in mm. Wedge Element Wedge elements are available only on laser templates.
Vector Settings Tab Vector elements are available for laser templates only. The vector settings tab is common to all vector-based images. Vector Mode Black line Results in a solid, non-tactile line, depending on laser settings and card material. Tactile line A tactile vector is a vector that is lased so that the material actually breaks up. This results in a tactile surface (when moving your finger over it you can feel it), depending on laser settings and card material.
Vector Line Element This tab allows you to define x/y-coordinates for the line's start and end points. Start Point Define the x/y coordinates for the start point. End Point Define the x/y coordinates for the end point. Read Only Properties Length and angle of the vector line. Vector Rectangle Element Base Point The position of the base corner (bottom left) corner of the rectangle (P0) Size The size of the shape (in mm). Rotation Angle The number of degrees the shape will be rotated.
Vector Circle Element Center Point Location of the circle’s center point. Radius The size of the circle (in mm). Start Angle The position, given in degrees as a direction from the center point, where the circle begins. Angle direction is given mathematically (i.e. 0° = 3 o'clock, positive values = counterclockwise). Processing Angle The length of the circular arc in degrees beginning at the start angle (360° is a full circle, 90° a quarter circle).
Ellipse Rotation The ellipse radius can be defined along the x and y position. That means an ellipse can be defined that is either lying (x-radius > y radius) or standing (y-radius > xradius). To draw ellipses that have the semi-major/semiminor axis in different directions than the x/y axes, the ellipse can be rotated. Rotation is in mathematical direction (positive angle: counterclockwise; negative: clockwise).
Text The text string to be lased. Font The font that will be used to lase the text. Size The size of the font (in em heights). One EM equals the point size of the character (for example, a 16 point font will have an em value of 16 points). Ratio Scales the aspect ratio of the font. A number smaller than one will shrink the width a number greater than 1 will expand the width.
Perforated Number Element The dot matrix font is only used with Number Perf layouts. To create a number perf layout, you must enable a number perf module (PB6500): 1. Right-click the background of the card/passport surface and then select Properties or click the yellow layout properties icon in the toolbar 2. In the Available Modules box, enable Number Perf. Alignment Point Location (x/y coordinates) of the top-left number string. Text The text to be lased. Font The font that will be used.
Barcode Element Tab Barcode elements are available for both laser and inkjet templates. Barcode elements for inkjet templates have more color options. Symbology Type of barcode being used. Text The text to be lased or printed. Auto-Calculate Check Digit Many barcodes include a check digit. The check box defines if the check digit shall be generated by ConCAD (activate check box) or already is part of the text data (deactivate checkbox).
2D Barcode Element The 2 dimensional bar code element is available only for an inkjet template. Symbology Type of barcode being used. Text The text to be lased/printed. Sizing Mode Choose from three modes. Pixel per Module enables module width and height adjustment in pixels. Maximum Size, or Exact Size enables barcode width and height in mm. Module Width/Height The height and width (in pixels) of the barcode. Barcode Width/Height The height and width (in mm) of the barcode.
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Appendix F: Ring Search Vision Profiles This chapter includes information about the configuration and use of Ring Search Vision Profiles. ConVision is only available on systems that have laser engraving capability. Introduction Background artwork is applied to products with a certain degree of placement tolerance.
There are two algorithms for searching for reference marks in the laser module: • ConCAD This algorithm is suitable only for reference marks consisting of horizontal and/or vertical lines on a solid color background. It operates by searching over a specified region of an image for lines. • Ring Search This algorithm is more suitable for products with busy backgrounds. There is no need to have a completely solid color background over the entire search area.
3. Click to select the Vision Profiles tab. 4. At the bottom of the tab, click Add Vision Mark to create a new vision mark. 5. For Vision Profile Type select Ring Search from the list. 6. Enter a name for the vision mark and click Add. 7. With Ring Search selected, click Add to continue.
8. In the black box is an image display area that will be used to show the camera's view of the product. This image is the basis for determining the search parameters. Loading Images To begin the process, an image must be loaded. This can be accomplished one of two ways. The easiest way is to manually load a product into the vision module and then click Capture Image. This will capture only one image at a time.
The dialog box shows capture progress. You can also use the dialog to cancel the capture. Note that: • Images are captured to the "Capture Directory" specified in the program. The capture directory defaults to the root installation directory for the controller software. • Ideally, the capture directory should be set to a different directory than the default. The directory can be set using the bottom Browse button.
Defining and Testing Search Parameters Once the image is loaded, the search parameters can be defined and tested to see how well they perform. The image below shows the dialog with a loaded image. In this case, our target is a “T” shape near the top of the product. The target file used is the default “Target-T.bmp” file. This is the default target provided with the controller software. A different target can be specified using the Target File/ Browse button.
The blue rectangle shows the search area, which currently is set to the default at the top-left edge of the product. The blue X marks the search position. Note that under Search Results, the X and Y coordinates of the blue X have been automatically entered, with a score of 100%. 2. Manually enter the X and Y coordinates into the Ideal Location field. The numbers can be rounded off, the absolute correct position of the mark is not necessary. 3. Click Search.
The blue X marks the target position chosen by the search algorithm. The green X marks indicate other marks in the search zone which also match the search parameters. The search algorithm will always choose exactly one best match point. In this example, it will be the top-left-most location with the best score in the search area. Note that the search area box (the blue box) has moved to be centered around our newly specified ideal location (see the image on the previous product).
Determining the Minimum Score The Minimum Score is used to enable the detection of products inserted in the wrong orientation. If a product is inserted upside down, for example, some unintended region of the product will be captured by the camera. In such an occurrence, the product should be rejected. The search algorithm can accomplish this by looking at a minimum score threshold provided. The example above has a minimum score of 100%.
To determine an acceptable setting for the minimum score, misoriented products can be examined, or you may shift the ideal location around on the product to see what the max score is for an area. A misoriented product is shown below.
In the Search Results area, the match point chosen is at (246, 72), and a score of 46.38 is achieved. That is the best score possible given the search area. If the minimum score is set to 47, the following result occurs: There are no matches for the target. If such an image came in at production time, the search algorithm would reject the product indicating that the reference mark was not found. In addition to simply searching over the indicated search area, the entire image can be searched.
Within the search zone, there are still no matches (which is ideal for this misoriented product). Outside the search zone, a large number of red marks indicate the areas that satisfy the minimum score outside of the search zone. If the search zone is expanded slightly, it would encompass some of these points, and would again yield a false find at production time.
The max score above was 88.41. Setting the range back to 30 and using a minimum score of 95 now results in the following: The threshold is now set to 90, which will work on the first image, since that first product yielded scores of 100. This threshold also rejects every point on this current image, so that if the product were misoriented in this manner at production time it would be rejected with a “target not found” error.
The batch of images can now be tested using the defined search parameters. Using the navigation buttons below the captured image, navigate to the beginning of the image set and step through the images. For ease in analysis, check the Search on Image Load checkbox, to avoid repetitive clicking of the Search button. Images from this sequence are shown below.
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Ring Search Controls This section provides descriptions for each of the parameters in the Ring Search dialog. Capture Directory Specifies where captured images are to be stored. This is also the input for the image display region below. Capture Mode Indicates whether images are to be captured at production time. Use caution when enabling, as you can fill the storage space with these images, and there is some security risk if these images contain perso-data.
Navigation Bar (Below Image Area) Allows navigation through the images in the capture directory. The Refresh button re-scans the directory for files. Target Shows the target file name and target image. Select a target using Browse. Side The side of the product to reference. Ideal Location Reference mark location for the ideal product. Range Pixel area to search around the Ideal Location. Defines the size of the search area. Light Intensity Percent of illumination to use when capturing the image.
Match Count (Overall): The total number of points matching the search criteria over the entire image. If "Search Entire Image" is unchecked, this will just include the search area. Match Count (Search Area): The total number of points matching the search criteria within the search area. Vertical Splitter (to right of Image Area) This can be dragged to change the split point between the image area on the left and the rest of the parameters on the right.
Keep in mind that if the directory access permissions prevent storage of the image, a time hit will be incurred on each image that comes along. This may substantially slow down system performance. Also keep in mind that if you are running multiple vision profiles per job, all directed at the same storage directory, and all with capture enabled, the collisions can be costly.
can copy and paste the proper pixel values from this sample image to construct a new image, one pixel or line at a time. This is the Target-T.bmp file (...\setups\CustomApps\Feedback\target-t.bmp): 308 • Note that the FOREGROUND is the T shape, except that the intersection point is in the REFERENCE_POINT color. • Note that the background markers are single pixel lines as well. This is for performance.
Search Algorithm The search algorithm is as follows: • For each point in the search area, compute a score. The first point found which yields the best score (keeping in mind that there can be many occurrences of the best score over the search area) will be the match point. If that match point score is >= min score, it's good, else generate a target-not-found error. Scoring at each point is conducted by: • "Sample all the FOREGROUND pixels (the pixels specified on the target image at color FOREGROUND).
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