How Do I Create and Print the New Staff Badge Design in xPortalNet Software


Problem (Issue) Statement:

How Do I Create and Print the New Staff Badge Design in xPortalNet Software

Description:

Badge Designer is used to create the Badge Design for the staff record. User can use the default design or create a new one based on their preferences. Inside the designer, there are toolkit provided and it is easy to use. 

Related Software:

xPortalNet v1.5.0.155 or higher

Related Hardware:

NIL

System Application:

Door Access System

Symptom and Finding:

NIL

Cause:

NIL

Solution:

Warning!

  • Users are not recommended to run any xPortal software in Windows XP operating system as the system is unstable

  • Users are also advised to stop the xPortal Services before shutting down the Server PC to prevent any missing transaction issues.

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Summary 

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Step-by-step Guide: 

  • To Enable the Use Badge Function:

In these steps, user will be guided to enable the "Use Badge" function.


Step 1: Run xPortalNet Server.


Step 2: Go to Server Admin > System Properties.


Step 3: The System Properties window will be shown. Click the General tab.
Select General Tab
Figure 1: Select General Tab.


Step 4: Click Modify. Enable the "Use Badge" field.
Enable Use Badge Field
Figure 2: Enable Use Badge Field.


Step 5: Click OK to confirm and save changes. "Record Updated!" message will be shown.
Record Updated Message
Figure 3: Record Updated Message.


Step 6: Login to xPortalNet Client software and download the settings.
Download the Settings at Client Software Message
Figure 4: Download the Settings at Client Software Message.



  • To Create the Badge Design:

In these steps, user will be guided to create new badge design.


Step 1: Run xPortalNet Client software.


Step 2: Go to Device Comm Send Door Setting Door Parameters.
Send Door Controller Settings
Figure 5: Send Door Controller Settings.


Step 3: Open Badge Designer. Go to Data Setup > System Setting > Badge Designer.

Important

If the Badge Designer menu cannot be found from the list, you may need to check the System Properties in xPortalNet Server. This feature must be enabled in advanced. After that, please download the settings at xPortalNet Client.



Step 4: The Badge Setup window will be shown. Click Add to create new badge design.
Add New Badge
Figure 6: Add New Badge.


Step 5: At Add Badge window, fill up the Code and Description for this Badge Design. Then, click "Click to Edit Badge Design".
Click To Edit Badge Design
Figure 7: Click To Edit Badge Design.


Step 6: You can create the badge design in the white canvas provided. You have to drag the item from the designer toolkit. 
Drop Your Item Into The White Canvas
Figure 8: Drop Your Item Into The White Canvas.


Step 7: Refer to the following example as reference.
Example Badge Design
Figure 9: Example Badge Design.



Badge Design Field Description
Table 1: Badge Design Field Description.


Step 8: Once finished designing the badge, click OK. Then, click Yes to confirm the changes made.
Confirm Design Changes
Figure 10: Confirm Design Changes.


Step 9: You can see that the Paper Width and Paper Height are updated. Click OK.

Figure 11: Badge Paper Width and Height are Updated.


Step 10: "Record Added !" message will be shown. Click OK.
Record Added Message
Figure 12: Record Added Message.


Step 11: You have successfully created a new badge design.
New Badge Design Created
Figure 13: New Badge Design Created.

Information

You can modify the badge design at any time. Just select the design code, then click Modify button. 

Step 1: At Edit Badge window, you can update the Description for this Badge Design. Then, click "Click to Edit Badge Design" to start the modification.
Edit Badge
Figure 14: Edit Badge.


Step 2: Once finished editing, click OK. "Record Updated !" message will be shown.
Record Updated Message
Figure 15: Record Updated Message.

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  • To Assign and Print the Badge Design:

In these steps, user will be guided to assign and print the new badge design.


Step 1: To assign the Badge Design to staff profile, go to Data Setup > Access Data Setting > Staff Records.


Step 2: Add or Modify the staff profile.
Add or Modify Staff Profile
Figure 16: Add or Modify Staff Profile.


Step 3: At Badge Design field, specify the badge design code that is desired for each staff profile.
Specify Badge Design
Figure 17: Specify Badge Design. 


Step 4: Click OK to confirm and save changes. 


Step 5: To print the badge, click Print Badge.
Print Badge Design
Figure 18: Print Badge Design.


Step 6: At Select User window, specify the Badge Design code to be printed.
Specify Badge Design to be Printed
Figure 19: Specify Badge Design to be Printed.


Step 7: Upon clicking Badge Design, the following window will be shown. Please select the Badge Design Code that you want to print. Then click OK.
Select Badge Design
Figure 20: Select Badge Design.


Step 8: Once you click OK after making selection on Card Group, the preview of your selected Badge Design can be seen. 
Badge Design Preview
Figure 21: Badge Design Preview.


Step 9: You can print or export the file for future printing. 


Step 10: Finished.

Document Date

20/08/2018  (Rev 1.0)

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