Next day delivery on all stock items - We'll beat any UK based quotation
By James Kelly on February 7th, 2020
On this page you’ll find helpful advice and walk-throughs for installing and setting up your EasyBadge software properly, including how to register your EasyBadge program, setting up user accounts and using the Bureau dashboard.
To use your EasyBadge software, you need to register it to the version you’ve purchased. To do this:
The EasyBadge Bureau Dashboard allows you to easily see who is sending ID card data to you using the application across multiple databases. To use the EasyBadge Bureau, we’ll assume:
1. Click the Menu button. (Three lines top left)
2. Now click settings at the bottom of the menu and select the Bureau from the list and Click ‘Wizard’ as below.
3. Next, click the ‘Create’ button.
4. Now enter a new email and password of your own. We recommend using a generic email and password like bureau@yourcompany.com rather than personal account linked to one person.
5. Click OK to this message. It’s important that the Bureau Database is held on a shared drive or location so that anyone that needs to can access it too.
6. Now pick the database format you want to use for the Bureau Dashboard Database. Remember this database is a special database that holds information about the other EasyBadge databases you are using.
7. Give the bureau database a name and click ‘Save’ to save it into a folder on your network or PC where you know it will get backed up. This is important.
8. Now click the ‘Create’ button on the Bureau Connection Wizard Page to create the Bureau Dashboard Database.
9. After a few moments, the below message will appear telling you the Bureau Database has been created and the Bureau Dashboard is available to use.
10. Once the Bureau Dashboard has been created it will create a default Logon which is User Name = Supervisor, Password = Supervisor.
11. When prompted click “yes” to the above message so you can add some databases into the Dashboard.
12. Tick all the databases you want to use in the dashboard and click “OK”.
13. To open the Dashboard for the First time move the cursor to the left to lead the side fly out or click the main menu button and select Bureau > Dashboard and enter the Supervisor Log on details provided above.
To use the bureau dashboard once you’ve set it up, follow the instructions outlined below.
1.To open up the bureau dashboard, move your cursor to the left of the program window or click the menu button (three lines, top left corner). Now select Bureau > Dashboard.
2. Enter the Username and Password as “Supervisor”.
3. When the dashboard is open you have the following options available from the fly out menu on the left detailed below.
4. Under the Manage Dashboards > Databases tab you have the ability to create new Dashboards for different groups of databases, add new databases to a specific Dashboard and assign users and restrict access to certain Dashboards.
5. Under the Manage Dashboards > Users tab you have the options to manage new users that need to use the selected Dashboard.
6. To add a new user from the Manager Dashboard > User tab click Add > Add > Select Account Type and Enter User Name. Then click ‘OK’
7. To manage Bureau Users, select Manage Dashboard > Users. From this page, you can add, delete, rename, manage access rights to new accounts and set the Dashboard passwords for these accounts.
8. To reset the overall bureau dashboard email password (which is linked to the cloud service that sends you email notifications) or alter email notification options click Manage Dashboard > Account.
Setting up different user accounts in EasyBadge is a simple process, but it’s important to remember there are two types of user accounts that can be created:
Any account information that’s configured is held within the database you want to gain access to. The guide below outlines the process of setting up both types of account.
1. Click the main EasyBadge menu button in the top left of the program window.
2. Click ‘Users’ and then ‘Manage Users’.
3. Once you’re into the user management window, you need to highlight ‘Supervisor’ and tick the ‘Password required’ option and set a password. A Supervisor account is always needed if you want to create user accounts.
4. Next, disable ‘Authenticated Users’ and any windows domain accounts that appear in the list. The ‘Account Disabled’ is found at the bottom of the Access Rights list.
5. Now you can either select “Default User” or “Add a new user” with a specific name and configure the account as required.
1. Click the main EasyBadge menu button in the top left of the program window.
2. Click ‘Users’ and then ‘Manage Users’.
3. Once you’re into the user management window, highlight ‘Supervisor’ and tick the ‘Password required’ option and set a password. A Supervisor account is always needed if you want to create user accounts.
4. Next, highlight ‘Authenticated Users’ and set ‘Account Type’ to Principal if it is not already set.
5. Now highlight the Windows user account and set which access rights need to be set. Then change the account type to ‘Explicit Windows User’.
6. When the Windows user logs in, they will now only have access to the features set in the access rights section of the user management panel.
NOTE: You can bypass the automatic login so you can log in as a supervisor, hold the ‘shift key’ when you open up the EasyBadge program to force a password attempt.
On this page you’ll find detailed instructions on how to set up an external ODBC connection in EasyBadge. EasyBadge allows you to connect to an external database using its ‘External Connection’ feature.
It’s important to understand how EasyBadge software works. Here’s a few things to keep in mind:
The following pre-requisites are required before setting up an external connection:
2. Click ‘Modify Database’.
3. Click ‘External Connections’.
4. Click the ‘Create new Connection’ icon.
5. Click ‘OBDC’ Icon.
6. Enter the name of the ODBC Data source in ‘DSN’ and Click’ Test’ to check the connection. You should receive ‘Test Successful’, Then Click OK.
If your test was unsuccessful you need to check your ODBC Data source settings.
7. Click ‘Add Query’.
8. Name this first query ‘Load’ as below. In ‘SQL’ insert the SQL query that will load the data using SELECT and FROM statements. In this example the table being loaded from is call IMAGEBASE. Then tick ‘Synchronisation Query’ and click test to check it works.
9. Repeat step 7 and 8 but this time name the query ‘Sync’. This query uses SELECT, FROM and WHERE Statements. Click the ‘Test’ button once then click ‘OK’.
Once you have completed this form click OK.
10. Now click the ‘Test’ button, on the query results page in the comments column click each different line and select map this field. The comment line will change to ‘Data is being used’, then click OK.
11. Now from the Main EasyBadge view click the Menu button top left
12. Next click “import & Export and “Synchronise Load” to trigger the Synchronisation of the query.
13. Once the Sync is complete you will see the below dialogue box and you can click “Close”.
14. If you need to you can adjust the Database Synchronisation settings by clicking the Menu button > Modify Database > Database settings to view this dialogue box.
The ODBC data should now be synced into the EasyBadge SQL table ready for the user.
Changing the polling of an external connection in EasyBadge can be done by carrying out the following procedure.
1.Click into the main EasyBadge menu via the button in the top left-hand corner of the program.
2. Click ‘Modify Database’.
3. Click ‘Database Settings’. From here you can adjust the sync settings as shown below.
To keep your EasyBadge program up to date, it’s important to run the most recent version. You can run the update manually by following the steps below.
2. Click on the Settings button.
3. If your EasyBadge install is not up to date, the latest version will be displayed. Click the download button, and you will be able to download the update.
If your computer fails or you’ve got a new PC, then you’ll need to reinstall your EasyBadge software.
Just to be clear, we’re assuming you have access to Easybadge software and backed up files from an Easybadge database.
Remember if you’ve saved your EasyBadge data on your computer’s local drive and your computer malfunctions, you might need to recreate a brand-new database using the wizard.
Now you’ve installed your EasyBadge app, you might want to take a look at some other common FAQs relating to encoding, designing cards and using the database.
Prefer to Talk?
Our team have more than 25 years of industry knowledge and are happy to help. We're available Monday to Friday, from 9am to 5pm.