SATEON 2.6 - Telerik Report Design Guide 1.0

Release 2.6

Telerik Report Designer

User Guide

August 2013

SATEON Release 2.6 2 Issue 1.0 Telerik Report Designer User Guide August 2013

SATEON Release 2.6

Telerik Report Designer User Guide

Issue 1.0, released August 2013

Disclaimer

Copyright © 2013, Grosvenor Technology. All rights reserved.

SATEON and the SATEON logo are trademarks or registered trademarks of Grosvenor Technology. All other brands, names, or trademarks appearing in this document are acknowledged as the trademarks of their respective owners.

No part of this document may be reproduced in any form or by any means for any purpose without the written permission of Grosvenor Technology.

Whilst we make every effort to ensure the accuracy of our publications, Grosvenor Technology assumes no responsibility or liability for any errors or inaccuracies that may appear in this document.

Grosvenor Technology Ltd. Millars Three Southmill Road Bishop’s Stortford Herts CM23 3DH

Telephone: +44 (0)1279 838000 Fax: +44 (0)1279 504776 Email: [email protected] Website: www.grosvenortechnology.com


Contents

Preface ..............................................................................................................................4 About the Telerik Report Designer ................................................................................................... 4 About this guide ............................................................................................................................... 4 Technical support ............................................................................................................................. 5

Introduction ......................................................................................................................6 About the Telerik Report Designer ................................................................................................... 6 Installation of the Telerik Report Designer....................................................................................... 7

Application ................................................................................................................................ 7 Example token designs ............................................................................................................. 7

Using the Report Designer .................................................................................................8 Before you start ................................................................................................................................ 8 Setting up a new token design ......................................................................................................... 8

Starting the Report Designer .................................................................................................... 9 Copying an existing sample design ........................................................................................... 9

Editing the design ...........................................................................................................................10 Changing the background .......................................................................................................10 Moving and resizing design elements .....................................................................................13 Adding and deleting data fields ..............................................................................................13

Advanced features ..........................................................................................................................14

Using the card designs within SATEON ............................................................................. 15 Adding card designs to SATEON .....................................................................................................15 Printing a personnel token .............................................................................................................17

Troubleshooting .............................................................................................................. 19 Report write protected ...................................................................................................................19


Preface

This document provides information on the Telerik Report Designer, a utility that allows you to set up and manage the designs used for token printing.

This version of the document relates to SATEON Release 2.6. It may not include changes incorporated in later versions of the software.

Date of latest update: May 2013.

About the Telerik Report Designer SATEON is a powerful yet easy-to-use browser-based access control system that allows users to manage and monitor physical access to sites. It integrates access control, alarm and incident monitoring and comprehensive reporting facilities.

SATEON includes the facility to print cards for users and visitors at specific printers. Card designs can contain personal data from the SATEON database such as name, employee number, department, photos, etc. They can also include standard text and graphics such as company names and logos.

SATEON users can set up their own card designs using the Telerik Report Designer, a utility which is provided as part of the standard SATEON installation.

About this guide This document explains how to use the Telerik Report Designer to set up new designs for token printing.

It is aimed at installers and system administrators who are responsible for setting up new card designs.

SATEON Release 2.6 5 Issue 1.0 User Guide August 2013

Technical support For further assistance with SATEON, please contact Grosvenor Technology Technical Support as follows:

Phone: +44 (0)1279 838000

E-mail: [email protected]

Website: www.grosvenortechnology.com

mailto:[email protected]

http://www.grosvenortechnology.co.uk/


Section 1

Introduction

SATEON supports the printing of tokens for personnel and visitors at specific printers.

Card designs can contain personal data from the SATEON database such as name, employee number and department as well as photos. They can also include standard text and graphics such as company names and logos.

Note the following important points:

• Card designs are held as Telerik reports (.trdx files) and can be created and modified using the Telerik Report Designer. For full details of using this, see the Telerik website (http://www.telerik.com/products/reporting.aspx).

• These examples and the descriptions assume the standard credit card size card as supported by most printers (CR80 format – 85.6 mm x 54 mm).

• The card printer in use may have its own requirements/restrictions.

• At present the system does not support magnetic strip printing.

About the Telerik Report Designer The Telerik Report Designer is a utility provided with SATEON to allow users to create and manage their own token designs.

Some sample token designs are included which you can base your token designs on. In order to produce a token design a user will need to:

1. Define how the token is to look and prepare any images required.

2. Create a new design based on an existing Telerik report.

3. Set up and test the new card design within SATEON.

http://www.telerik.com/products/reporting.aspx


This guide provides a brief summary only. For more detailed information on creating and managing Telerik reports, see the Telerik Reporting website (http://www.telerik.com/products/reporting.aspx)

Installation of the Telerik Report Designer The Telerik Report Designer is installed on the server as part of the standard SATEON installation.

Application Unless an alternative location was selected during installation, the application will be installed in the following default folder:

C:\Program Files (x86)\Grosvenor Technology Ltd\SATEON\Utilities\Telerik Report Designer

It consists of the following files:

• Telerik.ReportDesigner.exe – the executable.

• Telerik.ReportDesigner.exe.config – the XML configuration file.

Example token designs Four default token designs are included as part of the installation. By default they are in the following location:

C:\Program Files (x86)\Grosvenor Technology Ltd\SATEON\WebSites\SATEON\Sample Cards

Note: This location has also been defined in IIS (Internet Information Services) so that the sample token designs can be used by the SATEON application.

We recommend that you store any token designs that you create in this folder, as the security and management by IIS has already been set up for this folder.

The sample card designs are as follows:

• PersonnelL.trdx – Personnel data, landscape format.

• PersonnelP.trdx – Personnel data, portrait format.

• VisitorL.trdx – Visitor data, landscape format.

• VisitorP.trdx – Visitor data, portrait format.

You can easily amend these designs to create additional ones.

The sample designs use CR80 size (85.6 mm x 54 mm).



Section 2

Using the Report Designer

This section describes the steps you need to follow to create a new token design within the Telerik Report Designer.

Before you start Consider how you want your tokens to look before starting. For example, will the layout be portrait or landscape? What personal data should appear? Will there be a corporate logo?

• If the design is to include any graphics, for example a logo, then make sure you have the graphics files in an accessible location. The Telerik Report Designer supports .jpg, .bmp and .png files.

• Ensure the image file is sized for the layout on a CR80 format.

Setting up a new token design The best way of setting up a new token design is to open one of the sample reports, save it under a new name and then edit that. This ensures the dimensions are correct.


Starting the Report Designer 1. You can run the Telerik Report Designer from the Windows start menu (Sateon >

Telerik Report Designer )

Alternatively you can run the Telerik.ReportDesigner.exe file from the ..\Grosvenor Technology Ltd\SATEON\Utilities\Telerik Report Designer folder.

2. The Telerik Report Designer main screen appears, as follows:

Copying an existing sample design 1. From the main Report Designer screen, select Open report…

2. Navigate to the location where the example card designs are stored, by default:

C:\Program Files (x86)\Grosvenor Technology Ltd\SATEON\WebSites\SATEON\ Sample Cards

3. Select one of the existing design files and click Open.

For example if you select PersonnelP.trdx, the following appears


4. Select File > Save As. Enter a name for the new design and press Save.

Editing the design The sample token design is composed of:

• The background of the design. This contains the 3D cube image.

• A control to display a users’ image, from the SATEON database.

• Several text fields showing the title, first name, surname and department, from the SATEON database.

Changing the background

To change the existing background image 1. Click anywhere in the background of the token design (not on the defined data

fields). A border will appear around the outline of the token design, to indicate that the background has been selected.

2. Right-click and choose Style from the drop-down menu. The following dialog appears:


3. Select Background.

− Click the button next to ImageData to remove the background image.

− Click the button next to ImageData to browse to an alternative graphic file.

− Click the button next to Color to select a background colour.


4. Press OK to confirm the changes.

To add an image to the token design 1. Choose the Insert tab at the top of the screen and then select Picture Box.

2. On the token design in the main window, click and drag to create a box of the required size for the image to be inserted.

You can reposition and resize this box if the size if its not initially correct.

3. Right-click on the picture box and select Style...

4. Select Background

5. Click the button next to ImageData to browse to an alternative image file.

6. Set the Repeat option to NoRepeat.

7. Choose the appropriate image format from the MimeType drop-down list.

8. Press OK to confirm the changes.


Moving and resizing design elements You can move or amend any of the existing design elements.

• To change the position of an existing object, click on it and drag it to the new position.

• To resize an object, click on it and drag one of the markers on the surrounding box.

Guides and sizing information when you select items on the design.

Alternatively, when you click on an item in the Design View its Properties pane appears at the bottom right. You can amend the properties, including the Location and Size settings.

Adding and deleting data fields Data from the SATEON database can be included in the card design. This is specific to the type of design selected, e.g. Personnel or Visitor.

For the sample Personnel card layouts, the Title, FirstName, Surname and Department fields are included. For the sample Visitors card layouts, the Title, FirstName, Surname ValidFrom and ValidTo fields are included.

Both card layouts also include the person’s photo which is held as the Image field in the database.

The Data Explorer pane on the right lists the fields that can be included in the card design, allowing you to select additional fields.


• To add new fields to the design, drag them from the Data Explorer on to the card design.

• To delete a field, right-click and choose Delete.

Note the following:

• The size of the box defines the size of the font

• The Angle property defines the orientation of the field. For example, on the sample Portrait personnel card the Angle of the Department field is set to 90. Change this to 0 to make the text horizontal

Once the changes are completed click Save. The report is now ready to be added to SATEON and used to print tokens.

Advanced features This is a brief overview of the Telerik reporting functionality only. For additional information, see the Telerik website, which provides step-by-step tutorials, feature descriptions and examples.




Section 3

Using the card designs within SATEON

Once you have set up new designs using the Telerik Report Designer you need to add them to SATEON. We recommend you then check how they look by printing them from the Personnel or Visitor pages.

Adding card designs to SATEON The sample card designs are included in SATEON. If you have created additional card designs you need to add them to the system configuration.

To set up a new card design 1. Choose System Configuration > Token Printing.

2. Choose Card Design. The existing card designs are listed.


3. Click the Add button at the bottom of the Filter pane:

4. A set of blank fields appears:

5. Enter the following fields:

Description Provide a unique identifying name for the card design.

Report Path This must identify the exact path and name of the report created in the Telerik Report Designer, including the extension. The report path is relative to the folder location pre-defined in IIS. For example .\Sample Cards\ContractStaff.trdx

Report Name Name of the report that holds the design.

Card Design Type Choose the type of design from the drop-down list, e.g. User, User Paper, Visitor, Visitor Paper.

6. Click Save.


Printing a personnel token To print a token 1. Choose Access Control > Personnel Management > Personnel.

2. Choose the appropriate person.

3. Click the Manage Tokens button at the bottom of the page:

4. On the Manage Tokens page, select the token which must be of a Token Type that supports printing.

5. Click the Print Token button:

6. The following is displayed

7. Choose a design from the drop-down list.

8. A preview of the token will be presented.


9. Click Print. This will call the Windows Print dialog and allow printing on any printers defined on the PC.

Note: You can also print a token for a specific person from the Token Management page by clicking Print Token.


Section 4

Troubleshooting

Report write protected The folder used to store the sample token designs is in an area managed by IIS. Token designs needs to be located here so that the token designs can be used by the SATEON application.

There may be occasions when IIS has a lock on the file that prevents any updates. In this case any attempt to save the card design will fail with an error message that the file is write protected.

If this happens, select the Save As option and provide a new name for the report. You will need to set up this new name in the System Configuration > Token Printing > Card Design page in SATEON.

SATEON 2.6 - Telerik Report Design Guide 1.0

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