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Release 2.

Telerik Report Designer


User Guide
August 2013

SATEON Release 2.6


Telerik Report Designer User Guide
Issue 1.0, released August 2013
Disclaimer
Copyright 2013, Grosvenor Technology. All rights reserved.
SATEON and the SATEON logo are trademarks or registered trademarks of Grosvenor
Technology. All other brands, names, or trademarks appearing in this document are
acknowledged as the trademarks of their respective owners.
No part of this document may be reproduced in any form or by any means for any
purpose without the written permission of Grosvenor Technology.
Whilst we make every effort to ensure the accuracy of our publications, Grosvenor
Technology assumes no responsibility or liability for any errors or inaccuracies that may
appear in this document.

Grosvenor Technology Ltd.


Millars Three
Southmill Road
Bishops Stortford
Herts
CM23 3DH
Telephone:
Fax:
Email:
Website:

+44 (0)1279 838000


+44 (0)1279 504776
support@grosvenortechnology.com
www.grosvenortechnology.com

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Contents
Preface ..............................................................................................................................4
About the Telerik Report Designer ...................................................................................................4
About this guide ...............................................................................................................................4
Technical support .............................................................................................................................5

Introduction ......................................................................................................................6
About the Telerik Report Designer ...................................................................................................6
Installation of the Telerik Report Designer.......................................................................................7
Application ................................................................................................................................7
Example token designs .............................................................................................................7

Using the Report Designer .................................................................................................8


Before you start ................................................................................................................................8
Setting up a new token design .........................................................................................................8
Starting the Report Designer ....................................................................................................9
Copying an existing sample design ...........................................................................................9
Editing the design ...........................................................................................................................10
Changing the background .......................................................................................................10
Moving and resizing design elements.....................................................................................13
Adding and deleting data fields ..............................................................................................13
Advanced features ..........................................................................................................................14

Using the card designs within SATEON ............................................................................. 15


Adding card designs to SATEON .....................................................................................................15
Printing a personnel token .............................................................................................................17

Troubleshooting .............................................................................................................. 19
Report write protected ...................................................................................................................19

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Preface

This document provides information on the Telerik Report Designer, a utility that allows
you to set up and manage the designs used for token printing.
This version of the document relates to SATEON Release 2.6. It may not include changes
incorporated in later versions of the software.
Date of latest update: May 2013.

About the Telerik Report Designer


SATEON is a powerful yet easy-to-use browser-based access control system that allows
users to manage and monitor physical access to sites. It integrates access control, alarm
and incident monitoring and comprehensive reporting facilities.
SATEON includes the facility to print cards for users and visitors at specific printers. Card
designs can contain personal data from the SATEON database such as name, employee
number, department, photos, etc. They can also include standard text and graphics such
as company names and logos.
SATEON users can set up their own card designs using the Telerik Report Designer, a
utility which is provided as part of the standard SATEON installation.

About this guide


This document explains how to use the Telerik Report Designer to set up new designs
for token printing.
It is aimed at installers and system administrators who are responsible for setting up
new card designs.

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Technical support
For further assistance with SATEON, please contact Grosvenor Technology Technical
Support as follows:
Phone:

+44 (0)1279 838000

E-mail:

support@grosvenortechnology.com

Website:

www.grosvenortechnology.com

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Section 1

Introduction

SATEON supports the printing of tokens for personnel and visitors at specific printers.
Card designs can contain personal data from the SATEON database such as name,
employee number and department as well as photos. They can also include standard
text and graphics such as company names and logos.
Note the following important points:

Card designs are held as Telerik reports (.trdx files) and can be created and modified
using the Telerik Report Designer. For full details of using this, see the Telerik
website (http://www.telerik.com/products/reporting.aspx).

These examples and the descriptions assume the standard credit card size card as
supported by most printers (CR80 format 85.6 mm x 54 mm).

The card printer in use may have its own requirements/restrictions.

At present the system does not support magnetic strip printing.

About the Telerik Report Designer


The Telerik Report Designer is a utility provided with SATEON to allow users to create
and manage their own token designs.
Some sample token designs are included which you can base your token designs on. In
order to produce a token design a user will need to:
1.

Define how the token is to look and prepare any images required.

2.

Create a new design based on an existing Telerik report.

3.

Set up and test the new card design within SATEON.

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This guide provides a brief summary only. For more detailed information on creating and
managing Telerik reports, see the Telerik Reporting website
(http://www.telerik.com/products/reporting.aspx)

Installation of the Telerik Report Designer


The Telerik Report Designer is installed on the server as part of the standard SATEON
installation.

Application
Unless an alternative location was selected during installation, the application will be
installed in the following default folder:
C:\Program Files (x86)\Grosvenor Technology Ltd\SATEON\Utilities\Telerik Report
Designer
It consists of the following files:

Telerik.ReportDesigner.exe the executable.

Telerik.ReportDesigner.exe.config the XML configuration file.

Example token designs


Four default token designs are included as part of the installation. By default they are in
the following location:
C:\Program Files (x86)\Grosvenor Technology Ltd\SATEON\WebSites\SATEON\Sample
Cards
Note: This location has also been defined in IIS (Internet Information Services) so that
the sample token designs can be used by the SATEON application.
We recommend that you store any token designs that you create in this folder, as the
security and management by IIS has already been set up for this folder.
The sample card designs are as follows:

PersonnelL.trdx Personnel data, landscape format.

PersonnelP.trdx Personnel data, portrait format.

VisitorL.trdx Visitor data, landscape format.

VisitorP.trdx Visitor data, portrait format.

You can easily amend these designs to create additional ones.


The sample designs use CR80 size (85.6 mm x 54 mm).

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Section 2

Using the Report Designer

This section describes the steps you need to follow to create a new token design within
the Telerik Report Designer.

Before you start


Consider how you want your tokens to look before starting. For example, will the layout
be portrait or landscape? What personal data should appear? Will there be a corporate
logo?

If the design is to include any graphics, for example a logo, then make sure you have
the graphics files in an accessible location. The Telerik Report Designer supports .jpg,
.bmp and .png files.

Ensure the image file is sized for the layout on a CR80 format.

Setting up a new token design


The best way of setting up a new token design is to open one of the sample reports,
save it under a new name and then edit that. This ensures the dimensions are correct.

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Starting the Report Designer


1.

You can run the Telerik Report Designer from the Windows start menu (Sateon >
Telerik Report Designer )
Alternatively you can run the Telerik.ReportDesigner.exe file from the ..\Grosvenor
Technology Ltd\SATEON\Utilities\Telerik Report Designer folder.

2.

The Telerik Report Designer main screen appears, as follows:

Copying an existing sample design


1.

From the main Report Designer screen, select Open report

2.

Navigate to the location where the example card designs are stored, by default:
C:\Program Files (x86)\Grosvenor Technology Ltd\SATEON\WebSites\SATEON\
Sample Cards

3.

Select one of the existing design files and click Open.


For example if you select PersonnelP.trdx, the following appears

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4.

Select File > Save As. Enter a name for the new design and press Save.

Editing the design


The sample token design is composed of:

The background of the design. This contains the 3D cube image.

A control to display a users image, from the SATEON database.

Several text fields showing the title, first name, surname and department, from the
SATEON database.

Changing the background


To change the existing background image
1.

Click anywhere in the background of the token design (not on the defined data
fields). A border will appear around the outline of the token design, to indicate that
the background has been selected.

2.

Right-click and choose Style from the drop-down menu. The following dialog
appears:

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3.

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Select Background.

Click the
image.

Click the
button next to ImageData to browse to an alternative
graphic file.

Click the

button next to ImageData to remove the background

button next to Color to select a background colour.

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4.

Press OK to confirm the changes.

To add an image to the token design


1.

Choose the Insert tab at the top of the screen and then select Picture Box.

2.

On the token design in the main window, click and drag to create a box of the
required size for the image to be inserted.
You can reposition and resize this box if the size if its not initially correct.

3.

Right-click on the picture box and select Style...

4.

Select Background

5.

Click the

6.

Set the Repeat option to NoRepeat.

7.

Choose the appropriate image format from the MimeType drop-down list.

8.

Press OK to confirm the changes.

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button next to ImageData to browse to an alternative image file.

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Moving and resizing design elements


You can move or amend any of the existing design elements.

To change the position of an existing object, click on it and drag it to the new
position.

To resize an object, click on it and drag one of the markers on the surrounding box.

Guides and sizing information when you select items on the design.
Alternatively, when you click on an item in the Design View its Properties pane appears
at the bottom right. You can amend the properties, including the Location and Size
settings.

Adding and deleting data fields


Data from the SATEON database can be included in the card design. This is specific to
the type of design selected, e.g. Personnel or Visitor.
For the sample Personnel card layouts, the Title, FirstName, Surname and Department
fields are included. For the sample Visitors card layouts, the Title, FirstName, Surname
ValidFrom and ValidTo fields are included.
Both card layouts also include the persons photo which is held as the Image field in the
database.
The Data Explorer pane on the right lists the fields that can be included in the card
design, allowing you to select additional fields.

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To add new fields to the design, drag them from the Data Explorer on to the card
design.

To delete a field, right-click and choose Delete.

Note the following:

The size of the box defines the size of the font

The Angle property defines the orientation of the field. For example, on the sample
Portrait personnel card the Angle of the Department field is set to 90. Change this
to 0 to make the text horizontal

Once the changes are completed click Save. The report is now ready to be added to
SATEON and used to print tokens.

Advanced features
This is a brief overview of the Telerik reporting functionality only. For additional
information, see the Telerik website, which provides step-by-step tutorials, feature
descriptions and examples.
http://www.telerik.com/products/reporting.aspx

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Section 3

Using the card designs within


SATEON

Once you have set up new designs using the Telerik Report Designer you need to add
them to SATEON. We recommend you then check how they look by printing them from
the Personnel or Visitor pages.

Adding card designs to SATEON


The sample card designs are included in SATEON. If you have created additional card
designs you need to add them to the system configuration.

To set up a new card design


1.

Choose System Configuration > Token Printing.

2.

Choose Card Design. The existing card designs are listed.

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3.

Click the Add button at the bottom of the Filter pane:

4.

A set of blank fields appears:

5.

Enter the following fields:

6.

Description

Provide a unique identifying name for the


card design.

Report Path

This must identify the exact path and name of


the report created in the Telerik Report
Designer, including the extension. The report
path is relative to the folder location predefined in IIS. For example .\Sample
Cards\ContractStaff.trdx

Report Name

Name of the report that holds the design.

Card Design Type

Choose the type of design from the dropdown list, e.g. User, User Paper, Visitor,
Visitor Paper.

Click Save.

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Printing a personnel token


To print a token
1.

Choose Access Control > Personnel Management > Personnel.

2.

Choose the appropriate person.

3.

Click the Manage Tokens button at the bottom of the page:

4.

On the Manage Tokens page, select the token which must be of a Token Type that
supports printing.

5.

Click the Print Token button:

6.

The following is displayed

7.

Choose a design from the drop-down list.

8.

A preview of the token will be presented.

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9.

Click Print. This will call the Windows Print dialog and allow printing on any printers
defined on the PC.

Note: You can also print a token for a specific person from the Token Management page
by clicking Print Token.

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Section 4

Troubleshooting

Report write protected


The folder used to store the sample token designs is in an area managed by IIS. Token
designs needs to be located here so that the token designs can be used by the SATEON
application.
There may be occasions when IIS has a lock on the file that prevents any updates. In this
case any attempt to save the card design will fail with an error message that the file is
write protected.
If this happens, select the Save As option and provide a new name for the report. You
will need to set up this new name in the System Configuration > Token Printing > Card
Design page in SATEON.

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