FormsDesigner Lite and FormsDesigner

1. FormsDesigner Lite and FormsDesigner Documentation References FormsDesigner User Guide CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

2. FormsDesigner Application • Separate OnGuard Application • Start | Programs | OnGuard | FormsDesigner • Controlled through licensing • FormsDesignerLite • Supplied with OnGuard • FormsDesigner • Licensed with a maximum concurrent login of 1 CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

3. Prerequisites • Backup the database! • Directly manipulates the database structure • Modifications cannot be undone • Unforeseen problems • Power Outage • Network Problems CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

4. Prerequisites • Close all cardholder screens • No changes can be made in System Administration or Alarm Monitoring • These programs may be open, but not recommended • Another good reason to backup before beginning! CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

5. Database Backup * - Should be done before opening FormsDesigner • Microsoft SQL Server 2008 • SQL Server Management Studio • Microsoft SQL Server • Databases • <Database Name> • Right Click • Select - Tasks • Backup Database* CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

6. Open Form Options Assets Cardholder Reader Visit Visitor CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

7. Before Design FYIs • There is not an “undo” option • Save your work often • Deleting a field means permanently deleting data from the database. Use caution • Adjust the Field Page Permission Groups to include the fields you have just added • New fields will not be available with default reports • Use Crystal Reports for report customization to include new fields CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

8. FormsDesigner Navigation • Object List • Lists all objects currently defined in system • Used for easy selection of objects • Database Information Window • Lists database tables and fields • Form Layout View • Forms look as they will within their respective applications CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

9. FormsDesigner Navigation • All Viewing Permanent Area • Appears at the top and right side of all cardholder pages including reports tab • Custom Area • User configurable objects seen only on current cardholder page CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

10. FormsDesigner Navigation Form Design Layout Object List All Viewing Permanent Area All Viewing Permanent Area Custom Area Database Info Window CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

11. FormsDesigner Navigation • The interface for adding reader groups is very similar to adding other objects CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

12. FormsDesigner Lite Same application as FormsDesigner, but license limits the ability to alter database fields Included with the standard Lenel OnGuard product Allows you to make cosmetic changes to the cardholder screen only CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

13. FormsDesigner Lite • Selecting objects: • Clicking on object • Selecting Name in Object List • Multiple selection • Boxing objects CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

14. FormsDesigner • Cardholder Screen Customization • Allows you to create, edit, and delete database fields used in ID CredentialCenter • Assets • Cardholders • Visits • Visitors • Software option • Part # SWG-1210 CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

15. Inserting Form Objects • Adding Objects • Page • A tab added to the selected form where additional fields, dropdown boxes and labels may be added • Field • Text Field -Alphanumeric characters can be entered • Encrypted Text Field • Text is encrypted in OnGuard database with the option of viewing data entered in OnGuard • Number Field - Only numeric characters can be entered • Date Field - Formatted to allow easy date entry CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

16. Inserting Form Objects • Dropdown Box • Entry is supplied by selecting from a list of predefined choices • Label • Displayed title for each of the objects listed above CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

17. Inserting Pages • Pages may be inserted into: • Cardholder Form • New pages must be inserted between the Cardholder and Badge pages • Order can be adjusted with other added pages only • Visit Form • New pages must be inserted after the Visit page • Order can be adjusted with other added pages and Details page • Visitor Form • New pages must be inserted after Visitor page • Order can be adjusted with other added pages only • Asset and Reader Form • Pages may not be inserted on these forms CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

18. Inserting Pages Menu = Insert | Page Pages Window | Add Page Order Page Name New added Page CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

19. Inserting Fields • New database fields are added to the UDFEMP table • Text Field • Encrypted Text Field • Dropdown List • Will cause a new table to be created in the database • The field name used for • Column in UDFEMP • Table which the column is joined • The contents are populated in List Builder CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

20. Inserting Fields • Adding a drop down field to the Readers group page CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

21. Inserting Fields Naming the drop down field CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

22. Text Field Number Date Uses local date format from Windows Text Adding New Fields Text Fields are added to the User Defined Employee Table and can be customized for numbers, dates, or plain text. CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

23. Adding New Fields: Encrypted Text • New text fields may be encrypted by selecting ‘Encrypted Text’ field type • Existing fields CANNOT be converted • Utilizes a IEEE DES Lenel encryption • Institute of Electrical and Electronics Engineers – Digital Encryption Standard • No reporting capability • Data viewed from OnGuard only CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

24. Field Style – Password • Controls the ability to view in plain text format or masked with asterisks • If enabled with Encrypted Text, then data within that field can not be read CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

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26. Adding New Fields The field in the UDFEMP table is represented as a dropdown box in the OnGuard form, and a new table is created for the dropdown list. CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

27. Field Properties • Defining Field Properties • General Settings • Fonts • Field Settings • Field Styles CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

28. Field Properties • General Settings • Object Name • Position on (current) page • Width and Height of object • Number of pixels from top & left of page • Where object can be viewed from • Where object can be edited from CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

29. Field Properties • Fonts • Selection of font • Font style • Font size • Strikeout • Underline CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

30. Field Properties • Field Settings are automatically displayed when adding object, or when viewing the ‘properties’ of an object • Object name – displayed in object list • Field name – name assigned in database • Field type – determines the way database will store the data • Date • Numeric • Text CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

31. Field Properties • Maximum length – determines length reserved in database • Decimal – used only for numeric field type • Default value – will automatically populate field with this value • May be overridden if used has edit capability for this field • Template – regulates data entered into field CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

32. Field Properties • Required • Enforced in the Lenel cardholder form during add or modify • Indexed • Creates index in database • Used to increase search performance • Unique • Enforced in the Lenel cardholder form during add or modify CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

33. Field Properties Text Field Properties Window Drop-down List Field Properties Window CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

34. Field Properties • Field Styles • Multi-line & scrolling options • Input Appearance • Editing Permission • Field Effect CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

35. Label Object • Label Objects • May be associated with a specific field • Cosmetic Change CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

36. Object Configuration • Object Manipulation • Move • Windows drag and drop interface • Resize • Use of arrow keys • Delete CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

37. Finalizing The Layout • Set Tab Order • Sets the order in which the cursor moves from field to field when the user tabs through the fields on a page • Populate Drop-Down Lists • Use the List Builder to add contents to drop-down lists • Can populate from text already entered when converting from a text field to a drop-down using the same database field name CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

38. Finalizing the Layout • Arranging the added fields • Fields can be organized in several different ways • Align left, center, right • Aligned to the top or bottom of the selected objects • Make all the objects the same width or height • A complete list of options is available on pages 38-40 in the Forms Designer user guide CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

39. Finalizing the Layout CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

40. Saving The Changes • Save Cosmetic Changes (Lite version) • Does not affect the database • Available in full version • Save and Preserve • Preserves any existing cardholder data in the database • Save and Destroy • Deletes any existing cardholder data in the database CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)

41. Summary • FormsDesigner Lite • Cosmetic Changes • FormsDesigner • Database changes • Field properties • Saving changes CR3000 - M03.01 - 6.4.500 TU 1 (Forms Designer)