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BadgePass Release Notes
Version 4.5
New DataSync Application Summary
The DataSync application has been completely rewritten to provide the simplest experience
when configuring profiles, and the fastest performance when syncing. Many new features have
been added to meet the real world needs that our customers have run into.
Details
Sync Profiles can now pull from 5 different source of data, ODBC, Sql Server, another BadgePass
database, File system, Tcp. All features of the previous DataSync application exist in the new
DataSync with many more features added. Some of these include the ability to query data from
BadgePass for mapping, inserting data directly into any table in BadgePass without going
throught the connector tables and triggers.
The BadgePass source option was added which will allow “Master/Slave” BadgePass systems to
stay synced up. This will allow you to have multiple BadgePass systems that you can take offsite,
for example, and sync back to the Master BadgePass.
You can now set up multiple schedules to run specific sync profiles at varying times. There are
many more scheduling options available including scheduling by the minute, hour, daily, weekly
and monthly.
External Database Search Summary
External Datasync Search allows a button to be clicked from the Identity Manager to
immediately search for and save entities from external sources. All connection and mapping
information to the source data is setup in a DataSync profile.
Details
You can setup a profile in DataSync, and Identity Manager will use that profile, along with its
field mappings and formatting, to pull the data set into BadgePass. The entity will then be
loaded into BadgePass, for further data editing and/or printing. You can configure which
DataSync profile can be used per entity and the text of the search button, in Management
Console.
Entity Card Changes Summary
Several additions and changes have been made to the Entity Card. An activation date has been
added to the Entity Card section of Identity Manager. This will allow the card to be activated,
only when the Activation Date arrives. Also, the layout of the Entity Card form layout has been
changed. The new interface allows for the user to easily see all active cards for the current
entity, as well as all inactive cards.
Details
The Entity Card layout has been redesigned to allow for the entity’s card details and card history
to be viewed in a more efficient manner.
Using the Activation Date, you can set your card to become active at a later date, as opposed to
immediate activation. Keep in mind that when you add a new card with an activation date, you
will not immediately see the card as active, because it is not yet active.
Also, this is now structured so that the entity can easily have multiple credentials of different
technology types.
You can now also configure, the default Expiration Date and Activation Date that will appear,
when a new Entity Card is created. Also, a schedule can be set so that the defaults change from
one date range to another.
Campus Filtering Summary
The ability to filter the various List values by campus has been added. This includes values such
as Visitor Type, Visit Purpose, Badges, etc.
Details
In Management Console, when a list such as Visitor Type is being viewed, you will now see a
switch to turn on Campus Filtering for that list.
Once Campus Filtering is turned on for that list, the selected Type should only be available to
the campuses where the association has been turned on.
‘Volunteer’ was the only type that was turned on for Main Campus. Below is Add New Visitor
screen in a Visitor Manager at Main Campus. Notice that ‘Volunteer’ is the only Visitor Type that
is loaded.
Client Location Reassignment Summary
When the location that a BadgePass Client is assigned to is no longer valid(it has been deleted),
you will be prompted to re-assign the location, when the client starts.
Details
The following window will allow you to choose the campus and the location for the current
client.
Barcode XDimension Summary
You can now set the XDimension for barcodes on badge designs. XDimension (for all barcode
grid symbologies, excluding the MaxiCode) defines the narrow element width for the symbol in
millimeters.
Details
You can set the XDimension for the supported barcodes, in BadgePass Studio. When you select
the barcode on the design surface, the Format tab gets focus in the ribbon menu. If you set the
aspect ratio to None, then the XDimension becomes enabled.
NOTE: On the canvas, we wrap all items in a container that allows the item to be moved /
resized / rotated. Also, we use a third party vendor to rendor the barcodes. We discovered an
issue with the third party vendor whereby the barcode does not rendor correctly within the
container when using XDimension. After much effort, they told us they were not going to fix the
issue. So, in order to view the badge in Studio as it will be printed in production, simply navigate
to File > Print and the badge preview is displayed correctly.
New Visitor Ban Functionality Summary
We have added several new pieces of functionality to the Visitor Ban experience in Visitor
Manager and in the ban related reports.
Details
Each banned visitor record now saves the username of the user logged into BadgePass when the
banned record is created and the created timestamp. In addition, any subsequent modification
to the banned record including un-banning the visitor will save a modified username and a
modified timestamp. This data will be viewable from the Banned History report.
After a visitor is banned from within the Visitor Manager, you will now see a window asking if
the visitor tried to enter the premises:
If you choose Yes, then a Deny Access will be automatically created at that time without having
to do the extra step of clicking the Deny Access button.
There is also a new permission added to allow or dis-allow users in a specific group from
banning visitors. From with Management Console, under Security/Permissions click the group,
then click the Entities tab:
This permission is currently only available on the Visitor entity type. When the permission is set
to On, then the Ban Visitor button in Visitor Manager will be enabled, otherwise it will be
disabled.
Delete Entity Summary
The ability to delete an existing entity has been added to Identity Manager.
Details
After searching for and retrieving an entity in Identity Manager, there is now a delete button in
the ribbon menu that will delete the currently selected entity and all of their associated objects
including cards, users, addresses, etc. This button will only be enabled if permissions have been
granted for delete on this entity type.
Time Manager – Shifts Spanning
Multiple Days Summary
The Time Manager now handles shifts that span multiple days in a much more intuitive way.
Details
When a shift spans more than one day, it will show up as multiple days on the time card. Only
the clock-in will be editable on the first day, and the clock out on the last day. Any days in
between ( for shifts that span more than 2 days ) will not be editable. Here is a shift that starts
at 12:00 am on 9/26/2014 and ends on 9/28/2014 at 5:00 AM.
In the case that the multi-day shift was accidental. you can delete one of the days, then the shift
will converted to a single day shift and you can modify the clock in and out on that day.
Predator Barrier Plugin Summary
This is our new sexual predator search for BadgePass. It is much faster than using the NSOPR
plugin, and is also much more efficient in the way that it allows for you to look at multiple
results and view the predator’s description.
Details
While the NSOPR plugin provides a free way to check a person against the sexual offender
registry, it can be a somewhat slow process and requires extra input and typing for the end user.
The new Predator Barrier Plugin allows for a way to quickly search against the sex offender
registry, and efficiently view detailed information. For pricing, please contact the Sales
department at BadgePass.
Setting up the Predator Barrier is just as easy as setting up NSOPR. Simply go to the Plugin
Center, and select to ‘Add’.
Collapsible Ribbons Summary
All of our ribbons now collapse, and the main application interface expands to allow the user to
take advantage of the extra screen real estate.
Details
Double click on the ribbon tabs to expand and collapse the ribbon.
If the ribbon is collapsed, then single click on one of the tab headers, and that tabs body will
overlay the main interface temporarily, to allow the user to click on one of the buttons. Once
you move your mouse from the overlayyed menu, it will disappear, showing only the tab header
once again.
TotalCard Integration Summary
BadgePass now securely integrates with TotalCard. When a new entity is created or credential is
assigned to an entity, that information is passed into TotalCard.
Details
You setup your integration with TotalCard in BadgePass Management Console. Keep in mind
that you will need to have set up your TotalCard account and configured if for use with
BadgePass, before performing the configuration in Management Console.
Once configured, BadgePass transparently notifies TotalCard of any additions or changes to
entity data.
Infinite ID Summary
Infinite ID provides third parties with an SDK to read data from BadgePass, as well as receive
specified live events.
Details
You setup InfiniteID in BadgePass Management Console. There you will enter the necessary
information about where your third party application will be running from, its communication
information and the usename/password that it will be passing.
Installer with Windows Firewall hole
punching Summary
BadgePass installers will now automatically punch the necessary holes in the local Windows
Firewall, provided the logged in user has permissions to do so.
Details
In the Enterprise(Client-Server) setup of BadgePass, tcp/ip is the method of communication
between the different services and clients. The Windows Firewall can be configured in many
ways. Depending on how the firewall was configured your problems can range from the client
not installing, to the Onsite List not being properly updated with entity check-ins and check-
outs. Essentially, several configurations can interfere with communication from server-to-client
and/or client-to-server. The server and client installers will punch the necessary holes in the
Windows Firewall, as long as the logged in user has permissions to do so.
Card Format Utility Summary
We have added a utitlity in Management Console to assist the user in figuring out the correct
parameters, when attempting to put a new Card Format in the system.
Details
You will get the following screen when you choose to add a new ‘Card Format’ or edit an
existing one.
The utitlity will allow you to read a card and then tweek the different parameters(Parity, FC Start,
CN length, etc.) to see which values will give you the data that you are looking for. This tool will
be invaluable when trying to add a custom card format.
New SQL Summary Views Summary
We have added a series of SQL views to the BadgePass database. This will offer the user a
simpler experience when attempting to custom reporting.
Details
Currently there is one view per entity type. This combines the majority of the personal data for
the entities, into a single view for that entity type. There are columns for First Name, Custom
Data fields, Address City, etc. By release there will be 3 more views per entity type. These other
views will provide additional information for Visits, Entity Trackings, and Time Trackings.
There is a view that combines the majority of the personal data for the entities, into a single view
for that entity type. There are columns for First Name, Custom Data fields, Address City, Card
data etc. There are other views that provide additional information for Visits, Entity Trackings,
and Time Trackings.
isLog DataWriter Integration Summary
You can now use isLog DataWriter in conjunction with Identity Manager to better take
advantage of your smart card investment.
Details
The DataWriter Plug-In allows encoding data to a PCSC compliant smartcard. A plug-in can be
defined to perform encoding either during Printing of the smartcard to a BadgePass printer or
when clicking the smartcard Read button from Identity Manager.
DataWriter proper is a third party application that must be purchased and configured separate
from BadgePass. The DataWriter Plug-In is BadgePass’ way of communicating to DataWriter
what data to encode and which DataWriter configured parameters to use.
RFIdea Prox Reader Integration Summary
Identity Manager will now be able to use all modern RFIdea Prox Readers to read prox cards.
Details
The Prox cards can either be read during the print process, in conjunction with a supported
badge printer, or they can read using a RFIdea desktop reader.
Physical Lockdown Button Summary
You will now be able to Lockdown an entire door group, using a physical button.
Details
Previously you could only lockdown by reading a valid card 3 times at designated readers. You
can now setup BadgePass to perform the lockdown using a physical Input. The button will need
to be pressed the 3 times, for the lockdown to occur.
The lockdown is setup, by setting up a Door Group, turning on the ‘Enable Button Lockdown‘
option and then selecting the input that the physical button was setup on.
Communication Encryption Summary
You will now be able to encrypt all BadgePass network encryption, by taking advantage of your
existing Active Directory infrastructure.
Details
By turning on the encryption in the Management Console, any communication between services
and clients will take place over encrypted communication channels. This ideally needs to be
done during the initial setup of the BadgePass system. If this is turned on after the fact, any
BadgePass Clients or satellite products will need to be reinstalled in order to be functional.
This is considered advanced functionality. The decision to implement this needs to be made in
advance of installation and configuration. Ask for the Communication Encryption
documentation to view the steps that need to be taken, to smoothly take advantage of this
functionality.
Ink Canvas Summary
InkCanvas is a capture technology that has been added to the BadgePass Client.
Details
This is a free form drawing canvas that can be used with a mouse or touch technology. A good
example of when this can be used, is for capturing a person’s signature on a touch-enabled
device with the person using their finger or supported stylus.
Monitor Pointe Security Summary
Authentication and authorization has been added to Management Console, for Monitor Pointe.
Details
What a user can see or perform in Monitor Pointe is now controlled by permissions set in
Management Console.
What hardware that the Monitor Pointe user is able to view, is primarily determined by their
Group membership. You can further filter what the user can view, by turning on the filter for
Campus Membership.
What hardware that the Monitor Pointe user is able to control, is solely determined by their
Group Membership.
Other
Studio
o Badges printed from Studio in Disconnected Mode, will now have
“SAMPLE” overlaying the badge.
o When an item is selected in the design space, the focus in the ribbon
will be given to selected item’s Format menu.
o User’s now have the native ability to remove the text below a 1D
barcode.
o When “Save As” is selected for a badge, the old badge will remain
open as the new badge is opened also.
o The Data Matrix barcode has been added to the list of supported
barcodes.
o Unnecessary prompts to save have been eliminated.
o MOD10 number function has been added for formatting.
o Field list is now defaulted to Expanded, when creating a text or
barcode field.
o ‘Browse’ button has been removed from the UI, when setting up a
‘Photo’
o The overlay border now grows outside of an image, when the border
thickness is increased.
o The Rectangle item now defaults to having a Black fill.
o The Entity Barcode has been rename to Visitor Barcode, since it only
applies to Visitors.
o ‘Save As’, leaves the source badge open and opens the new badge in
a new tab.
o ‘Client Campus’ has been added as a possible value to Available
Fields.
Management Console
o You can now Maximize the Management Console, to use all available
screen real estate.
o You now have the ability to rename the extra inputs on the panels,
and change it from the system default.
o When a new Entity Type is created, a default value(‘Default’) is added
to the Type list associated with that Entity Type. This can be deleted
and new Type values added if you would like to take advantage of
this list.
o Option to append the current/datetime to the value for auto-
increment id number.
o You will no longer be allowed to add the same Form Layout to an
Entity Type more than once.
o The Administrators group now has all permissions except Delete by
default, when a new Entity Type is created.
o The Form Layout for Visitor is now blank by default. This causes the
Visitor tab in Identity Manager to be invisible by default, since it has
no form layout items.
o Active Directory Group and OU seach has been redesigned, to
account for large Active Directory implementations.
o You can now create an Employee entity in the process of creating a
user. This is to enable Visitor Manager customers who do not have
Identity Manager, to create multiple user logins.
o Various minor changes have been made throughout Management
Console. Unusable options for future features have been removed.
More descriptive names have been given to certain sections.
Ex. Under Printing Rules, the values for the drop down list
associated with Values, has been changed to ‘Print All Badges’
and ‘User Select Badge’
o In the AD Integration area, additional AD fields have been added
pertaining to security principal information.
o The root node of the Campus Location tree, is now the name of the
Campus.
Client
o If there are no form layout items configured for an Entity, the Entity’s
tab will not show up in Identity Manager. This will allow users who
use Visitor and Identity Managers on the same pc, to have the Visitor
tab not visible if they don’t use it.
o You now have the ability to set the brightness for the images that
you capture. This is done where you configure your Image Capture.
o In Identity Manager, the “Clear” button now clears the existing entity
and prepares the form for a new one.
o The Image “Carousels” have been removed from Identity Manager.
This has been found to provide better performance and also better
emphasizes the selected Image Type’s image and the actions you
can perform.
o We have provided buttons in the Entity Imaging form layout, to
make it easier to execute the more common image capture
functions.
o In the Time Agent, the correct time action is now focused and
accented. If your last action was a clock-in then the Clock-Out
button will be accented/focused. However, the Clock-In button will
still be enabled.
o ‘Time Management Console’ has been renamed to ‘Time Manager’.
o If the Entity’s ‘Type’ field is not added to the associated form layout,
then the first value in the list will automatically be set.
o Adjusted the size of the WebPrint screens to better fit lower
resolutions displays.
o Create a Form Layout item for Department separate from the Payroll
Form Layout item.
o ‘Client Campus’ has been added to Available Control Fields for
Printing Rules.
Event System
o Slight change in the way events are called from Identity Manager. If
the only change that you make is to disable or enable the entity,
then the entity edited event is not fired, but only the entity enabled
or disabled event. Likewise, if only the entity’s card was disabled or
enabled, then only the entity card disable/enabled event will fire, not
the entity edited event.
o New events were added:
Employee Deleted
Employee Enabled
Employee Card Enabled
Employee GroupMembership Changed
Person1 Deleted
Person1 Enabled
Person1 Card Enabled
Person1 GroupMembership Changed
Person2 Deleted
Person2 Enabled
Person2 Card Enabled
Person2 GroupMembership Changed
Person3 Deleted
Person3 Enabled
Person3 Card Enabled
Person3 GroupMembership Changed
Visitor Deleted
Visitor Disabled
Visitor Enabled
Visitor GroupMembership Changed
Visitor Card Disabled
Visitor Card Enabled