Chapter 1 - Forzip at a Glance



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Chapter 1 - Forzip at a Glance Forzip is the software designed to enhance card production quality and volumes, adding constantly evolving technologies demanded by production bureaus and providing management tools to Administrators. Forzip has been developed by Task Sistemas since 1996, based on the know-how acquired over the years on production bureaus processes. Forzip is conceived to meet the needs of a broad range of companies: since high security card production bureaus to companies, clubs, schools, industries, offices, associations and others who want to produce internally their associates IDs. Main Concept The objective on Forzip is to easily produce cards with many different layouts containing many different data fields. Data and images for the cards may be retrieved from many different files, file types and / or structured databases. So, Forzip s main concept is to let the User define, for each one of his Clients, which are the fields used and the template layouts for the cards. Then, Forzip merges variable data and images to the layouts, adding efficiency to batch production of cards. Forzip provides a graphic visual interface, designed according to Microsoft Office 2010 style. The idea is to guide the User through main steps he must perform: i. Manage Client databases. Management Tab ii. Edit Fields to contain all variable data that will be used on the cards. Fields Tab 2

iii. Design Card Layouts (templates). Card Layout Tab iv. Import / edit variable data and images. Client Data Tab v. And finally: produce cards. Production Tab 3

Sample Card In this manual, we ll use the following sample card on our explanations. We call that project as Utopia s National ID. The background for the card, in red, was previously drawn on a graphics editor such as CorelDraw. Variable data on front side ID Name Nationality Gender Issuance date Photo Signature Variable data on back side Driver s license Expiry date Mother s name Father s name Additional info Photo Forzip will either: personalize white cards by printing that background plus variable data. personalize pre-printed cards by just printing or laser marking variable data. If you ll also print the background, you must save it as an image file on the exact size and proportions of the card you ll print. These are the background images for our sample: 4

Chapter 2 Installation To install Forzip, run SetupForzip.exe and just follow instructions shown on screen. You may need Administrator privileges to install on your computer components such as: - Microsoft Access Database Engine 2010 - Microsoft Visual C++ Runtime Libraries (x86) These components are freely distributed by Microsoft. 5

Chapter 3 - Quick Start These are quick instructions on how to produce cards for our example, Utopia s National ID, shown on Chapter 1 Forzip at a Glance. Log on Forzip On the Logon window, select the desired language and enter admin for both User and Password fields. Language selector Forgot your password? Change it here! First step: Create a Client Database Select Management Tab and click on Clients button to add a new Client. On Insert button, Forzip creates a specific folder containing the internal database with the Client name. Layouts, images and data files must be copied to this folder. Note: Copy all images, card layouts and data files onto the folder created for your Client. 6

Second step: Edit Fields to the Client Let s add the Fields needed for both sides of the card. A Field contains any variable data, such as name, Id, barcode, numeric info, date, photo or other images that will be used on the cards. Select Fields tab and just drag a Field type icon from the Navigation Panel, dropping it onto the Fields area. Drag and drop Field icon on this area, according to its type. Navigation Panel 1. 2. Drag from Navigation Panel Drop on Fields area Field ID Text National ID Basic Text Text Text Date Image Image Name Nationality Gender Issued on Photo Signature Finish Fields configuration by adding the Fields used on the back side of the card. 7

3rd Step: Draw Fields on the Layout template Card Layout is the graphic area where the User will draw templates for the front and /or back sides of the card. Select Card Layout Tab and click on New button. Click on New button and enter the name for the Layout. Design area 1. 2. 3. 4. 5. 6. 7. Use the Navigation Panel to browse through Card Layouts already created. Drag Fields listed here and drop them on the design area. 8

Drag Fields listed on Navigation panel and drop them on the design area. Drag each Field and drop over the layout There are many properties you may use to configure each Field on the Card Layout. If you already have an image file of the layout, click on Drawing button and choose it. Forzip will show the selected layout on the design area. This is an easier way for the User to place Fields on the Layout. Show the selected image on the design area 9

On Options button, you will define the output device for the Field, that is, a printer, a laser marker, a contact smart card module, a contactless smart card module or a magnetic stripe writer. These settings refer to Nidec Copal s laser marker. Use them to configure tactile data, ghost images, micro texts, etc. Finish this step by saving this layout, and then create a layout for the back side of the card. Now we have both front and back Layout templates, which will be associated to textual and image data, to produce cards. 10

Fourth Step: Import Client Data Variable data used on card production may be imported from data files such as Microsoft Access, Excel, XML, CSV or TXT files. Select Client Data Tab, click on Import button, option Data and choose Excel. On the example below, there s a spreadsheet containing data for Utopia s cards. Select the corresponding column of the spreadsheet and double-click upon the Field. Contents will be shown next to Field s name. Click on Import button. Forzip will show Import options on the next window. After import, Forzip opens a new window showing how many records were processed, inserted, updated and not imported (rejected). If there are rejected records, click on PDF Report to see the errors. Notice that all data imported is now listed on the Navigation panel. 11

Fifth Step: Link images to imported data Next operation is to link image files to textual data previously imported. Click on Import button, Images option. Using the ID as image filename, it s easy to associate them. Forzip links images to Client Data according to the association Field selected by the User. The target image Field selected will be filled with the image filename. 12

Sixth Step: Edit or Review Client Data Now you re ready to edit and/or review variable data to be used on card production. Review or edit data by clicking on the tabs. View production info for this data here. Use the Navigation Panel to browse through Client Data. Browse through Client Data Select Images Tab and double-click on the image: Forzip will show you the image edition tools available. Settings: gamma, bright, contrast and rotation tool. Crop tool: crops image to fulfill the area drawn on a specific layout. 13

Seventh Step: Produce Cards Everything is ready to start production. On Production Tab, select settings such as: which sides of the card will be printed / engraved, layout for each side and operations to be performed. Select layouts for front-side and / or back-side of cards When the layouts are selected, Forzip marks which operations will be performed on current production, according to settings defined by the User on Card Layouts. Check button shows a grid containing cards whose production is rejected by Forzip, also showing the reasons to each card rejected. Click on Output Settings button to define batch production parameters on Copal laser marker. Select a range of cards to be produced using the any data Fields. 14

Or either select the cards that weren t produced yet. Define the order for the cards produced, if needed. Click on Preview button to review all cards that will be produced. If there is any reason not to produce any card, after previewing Forzip will show Data verification window. This window contains IDs and reasons not to produce such cards, such as image missing, data cannot fit specified area, etc. Current card ID Finally: click on Produce button to send these cards to Copal laser marker! 15