1. User Guide Logging On to OnDemand Managing Your Files Saving Files from OnDemand Transferring Files

Transcription

1 User Guide Logging On to OnDemand Managing Your Files Saving Files from OnDemand Transferring Files Between Your Hard Drive and the OnDemand Server Customizing OnDemand Setting a Single Login for OnDemand and your Software Applications Printing with OnDemand Understanding Messages and s from OnDemand Using Multiple People Datasets in OnDemand Scheduling Tasks OnDemand Support Using Palm and Finger Scanners in OnDemand Installing the fonts to process Max It! labels in OnDemand

2 The OnDemand User Guide contains information such as managing your files, customizing OnDemand, and scheduling tasks. Logging On to OnDemand Managing Your Files Saving Files from OnDemand Transferring Files Between Your Hard Drive and the OnDemand Server Customizing OnDemand Setting a Single Login for OnDemand and your Software Applications Printing with OnDemand Understanding Messages and s from OnDemand Using Multiple People Datasets in OnDemand Scheduling Tasks OnDemand Support Using Palm and Finger Scanners in OnDemand Installing the fonts to process Max It! labels in OnDemand Copyright 2014, ACS Technologies 2

3 Logging On to OnDemand After you download and install OnDemand, an OnDemand icon (as shown below) displays on your desktop. To log in to OnDemand, double-click the icon on your desktop. Version 2 OnDemand Icon Version 5 and later OnDemand Icon Your user name for OnDemand is unique and requires a complex password. Once you log in to OnDemand, you can log in to your software product - ACS, PDS, or HeadMaster. You can configure your settings to have a single sign on for OnDemand and your software product. To log on to OnDemand (Windows) On your desktop, double-click the OnDemand icon. Enter your user name and password. Click Sign In. To log on to OnDemand (Mac) OnDemand Log In Window In Applications or on the Dock, double-click the OnDemand icon. Click Go. Enter your user name and password. Click Sign In. Tip If the log on window does not display, quit the OnDemand client by using Force Quit, and then restart the OnDemand Client. Copyright 2014, ACS Technologies 3

4 Managing Your Files In OnDemand, you still have access to your local and network drives. You can save files from OnDemand to your local workstation, for example, when running an Advanced Export from ACS People, and you can transfer files from your local hard drive or network into OnDemand, for example, pictures to import into people's records or a document for a mail merge. What do you want to do? Save Files from OnDemand Transfer Files Between Your Hard Drive and the OnDemand Server Saving Files from OnDemand You can still save files from OnDemand to your local hard drive, for example, when you save an Advanced Export in ACS People. When you save a file from OnDemand to your local hard drive, your options will look much the same as they do in the desktop version of the software. However, you should not select the options for My Documents or Desktop, as this will save the files to our OnDemand servers as opposed to your computer. In order to save the files to your workstation, you must select your local C drive, which displays in OnDemand as the J Drive in most cases. It is usually listed as Client C (J:). Related Topics Managing Your Files Transferring Files Between Your Hard Drive and the OnDemand Server Transferring Files Between Your Hard Drive and the OnDemand Server You may want to import files into your software program, for example, a document you created to use with a mail merge, or pictures for ACS People records. When working with these files, we recommend copying them from your local or network drive to the OnDemand server through File Manager. This way, the files will load quicker and without interference. The File Manager is located on the OnDemand desktop. A common example of this is importing pictures into ACS People records. You can copy the folder containing the picture files into OnDemand (the S Drive) through the File Manager. When importing the pictures into people's records, you can select the folder you copied into the OnDemand server. Another example is attaching files to s being sent from OnDemand. If you attach the file directly from a local or network drive, the will likely get hung up and not send. To avoid this, you can copy the file from your local drive into OnDemand through the File Manager first. Working with File Manager File Manager is divided into two panes: OnDemand Drive and Client File System. The OnDemand Drive is the S drive, which is where your software and data are stored. Every user who logs in has his or her own user directory that contains a My Documents folder. Client File System displays the local and network drives you have access to. In most cases, your local C drive is listed as J:\(Client C) in OnDemand. Copyright 2014, ACS Technologies 4

5 If you save a file to the OnDemand server, you can also transfer it back to a local or network drive through the File Manager. To transfer a file to the OnDemand server (Windows) To open OnDemand, double-click the OnDemand Client desktop icon and log in. In the OnDemand window, double-click File Manager. In the right pane under Client File System, in the drop-down list, select the location of your file. Select the file you want to transfer to the OnDemand server. 5. In the left pane under OnDemand Drive, select the location you want to transfer the file to, then click Copy to copy the file or Move to move the file. To transfer a file from the OnDemand server to your hard drive (Windows) To open OnDemand, double-click the OnDemand Client desktop icon and log in. In the OnDemand window, double-click File Manager. In the left pane under OnDemand Drive, in the drop-down list, select the location of your file. Select the file you want to transfer to your hard drive. 5. In the right pane under Client File System, select the location you want to transfer the file to, then click Copy to copy the file or Move to move the file. To transfer a file to the OnDemand server (Mac) To open OnDemand, in Applications, double-click the OnDemand Client icon; or, on the Dock, click the OnDemand Icon and log in. Copyright 2014, ACS Technologies 5

6 In the OnDemand window, double-click File Manager. In the right pane under Client File System, in the drop-down list, select the location of your file. Select the file you want to transfer to the OnDemand server. 5. In the left pane under OnDemand Drive, select the location you want to transfer the file to, then click Copy to copy the file or Move to move the file. To transfer a file from the OnDemand server to your hard drive (Mac) To open OnDemand, in Applications, double-click the OnDemand Client icon; or, on the Dock, click the OnDemand Icon and log in. In the OnDemand window, double-click File Manager. In the left pane under OnDemand Drive, in the drop-down list, select the location of your file. Select the file you want to transfer to your hard drive. 5. In the right pane under Client File System, select the location you want to transfer the file to, then click Copy to copy the file or Move to move the file. Related Topics Managing Your Files Saving Files from OnDemand Copyright 2014, ACS Technologies 6

7 Customizing OnDemand Now you can personalize OnDemand to suit your organization. Using the new Settings feature, you can create folders to organize your icons, rename your icons, and select the number of clicks you prefer to use when opening an application. To change your click settings Click Settings. Under Click Settings, select the Single-Click or Double-Click option. Click Close. To sort icons Click Settings. Under Icon Settings, click Manage. Highlight the icon you want to sort. Select from the buttons on the right how you want to sort the icon. You can move the icon up, down, or move it into a folder. Tip If you find that the way you've sorted your icons doesn't work for you, you can always restore the default settings by clicking Reset to Defaults. Selecting this option will delete all folders and return any sorting or renaming you've done to the default settings. 5. Click OK. To create a folder Click Settings. Under Icon Settings, click Manage. Click New Folder. Copyright 2014, ACS Technologies 7

8 5. Enter a name for the new folder.click OK. Click OK. Copyright 2014, ACS Technologies 8

9 Setting a Single Login for OnDemand and your Software Applications You can set up OnDemand to remember your login credentials for your software applications such as ACS, HeadMaster, and PDS. ACS, Access ACS, and Facility Scheduler We strongly recommend using your OnDemand user name and password to begin the two-part process below since it has the most stringent requirements for password creation. Caution Access ACS and Facility Scheduler do not allow the following symbols that OnDemand may allow: < & > / \ ; % ' " Follow both sets of procedures to complete the conversion to a single user name for OnDemand, ACS, Access ACS, and Facility Scheduler. If you only want to have the same login credentials for OnDemand and ACS, follow the first set of procedures. To set up a single login for ACS OnDemand Confirm your OnDemand user name and password. 5. In ACS People, under Advanced Tools, select Add/Edit Users. Click Go. Select the Login Users Automatically check box. Select the user you want to add an OnDemand login to, then click Edit. In the Network Login Name field, enter your OnDemand user name. Useful Information This does not change your ACS user name, but causes the ACS programs to recognize your login to OnDemand as sufficient credentials to proceed. ACS user names are limited to 8 characters, while OnDemand user names are typically longer since they are unique across all users at all sites. Since Access ACS and Facility Scheduler share user names and passwords once the two user accounts are linked, you can change the information once in Access ACS, and it will carry over to Facility Scheduler. No need to enter duplicate information just follow the steps below to complete the process. To change a User Name in Access ACS/Facility Scheduler In Access ACS, point to Admin, then click Security. In the user list, click the User Name you want to change. Under User Options, click Edit. Change the user name, then click Save. Copyright 2014, ACS Technologies 9

10 HeadMaster You can also set up OnDemand to remember your login credentials for HeadMaster so you don't have to enter this information each time. To set up a single login for HeadMaster OnDemand Log in to OnDemand with your OnDemand user name and password. On the OnDemand desktop, double-click HeadMaster. Enter your HeadMaster user name and password, then select Remember Me. Click OK. Useful Information This does not change your HeadMaster user name or password. Selecting this option saves your HeadMaster login information with this OnDemand user name and allows you to proceed without entering this information each time. PDS You can set up OnDemand to remember your login for PDS products so you don't have to enter this information each time. To set up a single login for PDS OnDemand Ensure that all OnDemand logins for all users are set up. For each PDS program, launch the program and go to Administration > Users & Passwords. a. b. If you currently have security enabled, rename the existing user names to match the OnDemand user names. If you don't have security enabled, add new user names for each OnDemand user and use the same user names set up for OnDemand. c. Review and set the Access and Privileges levels to control what each user has access to in each program. In Other Tasks click Set Security Method. Select The user name is detected by OnDemand authentication Click Save/ OK. Click Close. Copyright 2014, ACS Technologies 10

11 7. 8. Restart the program - you will not be prompted to enter the user name and password again as long as the list of users contains a valid OnDemand username. You will be logged into the program as the same user used to log into OnDemand. Repeat steps 2-7 for each PDS program. Copyright 2014, ACS Technologies 11

12 Printing with OnDemand We highly recommend using either a PostScript (PS) or Printer Control Language (PCL) printer for all your OnDemand printing needs. OnDemand uses Adobe Acrobat Reader, which communicates with printers using PostScript printing language. PostScript, which is not handled well by older printers, is causing margins to be skewed when printing Adobe documents on a nonpostscript printer. This can become a problem when printing documents like W2 forms and labels for which text placement is very important. OnDemand provides Universal PCL and PS Print Drivers from HP, Ricoh, Xerox, KonicaMinolta and Adobe for your printing convenience. Preview PDF When printing from OnDemand, you can preview the item as a PDF first as long as Adobe Acrobat Reader is installed on your workstation. Just select the Preview PDF option from the list of printers. This option is particularly useful when printing mailing labels because you can further customize your printing options so that the labels are correctly aligned on the page. This also applies to any other reports where text placement is key. To use the Preview PDF option when printing In the Print window, select Preview PDF. When the PDF preview displays, click File > Print. To align the text on the page If using Adobe Version 8, under Page Handling, set Page Scaling to None and clear Auto-Rotate and Center. If using Adobe Version 10.2, under Page Sizing & Handling, set the Size Option to Actual Size and the Orientation to Auto portrait/landscape. Click Print. Copyright 2014, ACS Technologies 12

13 Understanding Messages and s from OnDemand The following messages may be received when a new a user is added to OnDemand, a user's password has been reset, or when a password is changed. Password Requirements OnDemand logins require complex passwords. Click here for the requirements. OnDemand User Created When you create a new user, you may opt to have the user and site administrators receive notifications. These s will display the user name, password, and the administrator account that created the new user. The site administrator will receive one with this information, but the user will receive two. New user to the administrator: New User Messages The user will be prompted to change the password the first time they log in, and they should make note of the new password. Passwords must be at least 6 characters long and are case sensitive. Once passwords are changed, they can be reset but not displayed. New user to the user - 1st You will be prompted to change your password the first time you log in, and you should make note of the new password. Passwords must be at least 6 characters long and are case sensitive. Once passwords are changed, they can be reset but not displayed. New user to the user - 2nd To download and install OnDemand, or to use OnDemand through a web browser, go to Demand/Downloading+OnDemand and follow the instructions. If you need assistance, contact Support at OnDemand User Password Reset When a password is reset, you may opt to have the user and site administrators receive notifications. These s display the user name, password, and the administrator account that reset the password. Copyright 2014, ACS Technologies 13

14 Reset password to the administrator: Password Reset Messages The user will be prompted to change the password upon their next log in, and they should make note of the new password. Passwords must be at least 6 characters long and are case sensitive. Once passwords are changed, they can be reset but not displayed. Reset password to the user: You will be prompted to change your password upon your next log in, and you should make note of the new password. Passwords must be at least 6 characters long and are case sensitive. Once passwords are changed, they can be reset but not displayed. Change Password When changing your password, you will receive a message if the password you choose does not meet the minimum requirements. Your password must meet all of the criteria listed in the Change Password window in order to proceed. Copyright 2014, ACS Technologies 14

15 Using Multiple People Datasets in OnDemand The Multiple People Dataset Manager works in OnDemand the same as it does in the desktop version of ACS. You can select the dataset you want work in, edit an existing dataset, and create a new one. In OnDemand, if you do not select a specific dataset, you will default to the ACSDATA directory. This is the folder listed under the Data Directory column and is your default dataset. To create a new dataset On the OnDemand desktop, double-click People Dataset Manager. Click Create to add the new dataset. Enter a name for the new dataset. Edit the remaining fields, if necessary. Highlight the dataset you want to work in, then click Activate. To change the active dataset On the OnDemand desktop, double-click People Dataset Manager. Highlight the dataset you want to work in, then click Activate. Note The new dataset is only available to the OnDemand user who is making the change. If you are using HeadMaster, you can verify that you have activated the correct dataset. Copyright 2014, ACS Technologies 15

16 To verify the ACS People Dataset in HeadMaster OnDemand On the OnDemand desktop, double-click HeadMaster. Enter your user name and password, then click OK. 5. On the Home screen, click Options. In the left pane of the Options window, select ACS People Integration. Click Settings. The active ACS People dataset information displays. 6. Click OK. Copyright 2014, ACS Technologies 16

17 Scheduling Tasks You can use OnDemand to schedule tasks to run when you're busy working on other projects, or when your staff is not working in the system. This can be particularly helpful for uploading assignments and homework to HeadMaster Online or for timing your uploads during your least busy time of day in Access ACS. However, only one task may be added per hour. For example, if you schedule an upload for 3 p.m., the next task cannot be scheduled to begin until 4 p.m. To schedule a task On the OnDemand overlay, select Schedule Tasks. Click Add to begin adding a task for a specific time. Select the task you want to run, followed by the time and dates you want the task to run Optional: Click Adjust to set your local time. Click Close. Click OK. Click Close. Tip To add more than one scheduled task per day, you must create a separate task using the new time. To edit a scheduled task Copyright 2014, ACS Technologies 17

18 On the OnDemand overlay, select Schedule Tasks. Select the task you want to change, then click Edit. Make the necessary changes, then click OK. To delete a scheduled task On the OnDemand overlay, select Schedule Tasks. Select the task you want to delete. Click Delete. Click Yes. Tip Click the Task Log tab to view previously scheduled tasks. Copyright 2014, ACS Technologies 18

19 OnDemand Support Support If you need assistance with OnDemand, don't hesitate to contact us. You can reach a Support Representative by: Phone: Click here for the Request Form You can also visit the Client Portal, where you can view the system status, visit our online store, access training resources and more. OnDemand Customers in the Onboarding Process If you are currently in the OnDemand onboarding process, call your OnDemand OnBoarding Technician. Your site administrator should have your technician's contact information. Training ACS Technologies offers a variety of training opportunities. Visit the training section of the Client Portal for more information. Copyright 2014, ACS Technologies 19

20 Using Palm and Finger Scanners in OnDemand Note The Palm and Finger Vein scanners are no longer available. Finger and Palm Vein Readers work with ACS CheckPoint and ACS Headmaster Desktop and OnDemand. To download the Palm and Finger Vein Scanner Guide, click here. Some organizations have replaced barcode scanners with vein scanners. Instead of scanning a key fob, members scan the veins of their palm or finger (depending on the scanner style) when they check in, creating a numeric code based on location of certain biometric points within their palm/finger. Because vein patterns exist inside the body, it is practically impossible to recreate someone's biometric template. By connecting palm/finger vein scanning devices to check-in stations instead, of barcode scanners, and entering the vein ID in place of the individual s bar code, you can use palm and finger scanners instead of barcode scanners. Scanners convert the vein locations in a person s palm/finger into a numeric code. Keep in mind, while this method is the most secure, it might take a while to create everyone s numeric profile. Bio Snap-On is a complete palm/finger vein recognition system that can be instantly integrated with any third party software package. It can be used to complement or replace any external barcode or magnetic stripe device with biometric identification. The vein scanning systems work by using both hardware and software in conjunction with ACS People, Checkpoint, OnDemand and HeadMaster v10.0. To learn more about the hardware and software requirements, click the links below. Getting Started with Scanners Use the checklist below to install, set up, and begin using a palm/finger vein scanner. Install required hardware Setup and install scanners Register individuals Configure Checkpoint setup Copyright 2014, ACS Technologies 20

21 Troubleshooting Other scanners set up on my system are affecting the performance of the M2-FV Finger Vein Reader. Match the driver for the M2-FV Finger Vein Reader to the drivers already installed. If you are running Windows 7 with a 6 Client Driver (Legacy), you need to install an updated driver from Hitachi. Contact support to access the driver. Do not install the server a second time. Only the client installation is necessary on second computers, however, you are required to configure the server path. I have a 64-bit operating system. The Palm Vein Scanner is compatible with a 64-bit operating system, if you use the hybrid software. The Finger vein scanner is currently only compatible with 32-bit operating systems. I'm using a Mac Currently the M2SYS Palm Scanners and Finger Vein Scanners are not compatible with a Mac operating system. Copyright 2014, ACS Technologies 21

22 Installing the fonts to process Max It! labels in OnDemand In order to process Max It! labels in OnDemand, you will need to download and install three additional fonts on your workstation. You can access these fonts here at Satori Software's website under the Mailing Resources page. The three fonts you will need are listed under Barcode Fonts and are: Font Name File Name Description USPS4CB usps4cb.ttf This font gives you the capability to print the Intelligent Mail Barcode in Max It! SatCode128 SatCode128.ttf This is the Intelligent Mail Barcode font for container tags. SatIMpb SatIMpb.ttf This is the Intelligent Mail Package Barcode used for containers and parcels. To install the fonts on a Windows operating system Save the USPS4CB, SatCode128, and SatIMpb fonts from Satori Software's website to your workstation. Double click on the first font, then click Install. Repeat step 2 for the other two fonts. To install the fonts on a Mac Save the USPS4CB, SatCode128, and SatIMpb fonts from Satori Software's website to your workstation. Double click on the first font, then select Install font. Repeat step 2 for the other two fonts. Copyright 2014, ACS Technologies 22