KYOCERA TASKALFA 520I Operating instructions

Brand: KYOCERA

Model: TASKALFA 520I

Type: Operating instructions

ID Register

OPERATION GUIDE

ID Register OPERATION GUIDE

Contents

Introduction ................................................................................................................ 3

Trademarks .............................................................................................................. 3

Software ................................................................................................................... 3

Operation flow .......................................................................................................... 4

Installing/uninstalling the programs......................................................................... 5

To install the ID card reader driver ........................................................................... 5

To install ID Register ................................................................................................ 6

To uninstall ID Register ............................................................................................ 6

Starting ID Register.................................................................................................... 7

To start ID Register .................................................................................................. 7

To change the setup password ................................................................................ 8

Registering the user information.............................................................................. 9

To register new user information.............................................................................. 9

Managing the user information............................................................................... 14

To open the ID card list .......................................................................................... 14

To add a user ......................................................................................................... 15

To change the user information.............................................................................. 16

To duplicate an existing user and add as a new one ............................................. 17

To delete a user ..................................................................................................... 18

To search a user .................................................................................................... 19

ID card list data management.................................................................................. 20

To transmit the ID card list to the machine............................................................. 20

To acquire the ID card list from the machine.......................................................... 20

Error messages ........................................................................................................ 21

Descriptions.............................................................................................................. 21

ID Register OPERATION GUIDE

Introduction

Trademarks

• Microsoft, MS-DOS and Windows are registered trademarks of Microsoft Corporation

of either the United States or other countries.

• Windows XP is a trademark of Microsoft Corporation.

• Adobe Acrobat and Adobe Reader are trademarks of Adobe Systems, Incorporated.

Other company names and product names in this Operation Guide may be the

trademarks or registered trademarks of their respective owners. TM and ® are not

mentioned in each case in this guide.

Software

ID Register is software for registering/editing user information on the computer instead of

on the machine touch panel.

Connecting the ID card reader to the computer will allow you to add the ID card

information to the user information.

You can also use a computer to edit the user information registered in the machine. For

access to the user information (ID card list) registered in the machine, contact a service

representative.

ID Register OPERATION GUIDE

Operation flow

Using ID Register to register the user information

1. ID card

2. ID card reader

Reads the ID card information. This product does not support writing to the ID card.

Connect to the USB port of the computer.

3. Administrator’s computer

Used to install ID Register and register/edit the user information.

4. KM-NET for Accounting

Software for managing the job account of the machine on the computer. Used to

download the Account List from the machine.

5. ID Register

Software for reading the ID card information by ID card reader. Used to register/edit

the user information.

6. KMnet Viewer

Software for managing the print status on the computer. Used to transmit the ID card

list (*.icr) to the machine.

7. Machine

Manages the User Login setting by referring to the user information registered with ID

Administrator’s

computer

ID card reader

ID card

Machine

ID card

information

ID Register

KMnet Viewer

ID card list (*.icr)

Service

representative

KM-NET for Accounting

Account Code list (*.csv)

ID Register OPERATION GUIDE

Installing/uninstalling the programs

You will find the following files after extracting the file you downloaded.

ID Register associated files

ID card reader driver associated files

To install the ID card reader driver

The driver is compatible with plug-and-play installation.

Connect the USB cable of ID card reader to the USB slot on the computer.

NOTE: Depending on type of the card reader, the additional driver installation may be

required. When connected to the computer, the ID card reader is detected as new

hardware. If you use a SCM ID card reader, select the folder which contains

SCL0102K.INF and install the driver.

ID Register OPERATION GUIDE

To install ID Register

NOTE: Before installing ID Register, complete the driver installation. You need to log in

as an administrator to install ID Register.

1 Double-click setup.exe to start the installation wizard.

The language selection screen appears.

2 Select a language from the list and click [Next].

3 Follow the instructions of the installation wizard.

If you proceed to user information registration, refer to Registering the user information

on page 9.

To uninstall ID Register

Access to Add or Remove Programs in Control Panel to uninstall ID Register.

ID Register OPERATION GUIDE

Starting ID Register

To start ID Register

Follow the steps below to start ID Register.

1 Click [Start]→[Program]→[Kyocera]→[ID Register]. ID Register startup screen

appears.

NOTE: You need to log in as an administrator to start ID Register.

2 Enter the password if necessary.

3 Select one of the following options to start ID Register.

• New -

Select this option to register a new user information. Refer to

To register new

user information on page 9

for details.

• Open an existing file

Select this option to open an existing ID card list file. Refer to

To open the ID card list

on page 14

for

details.

• Open an existing file after modified

Select this option to convert an existing ID

card list file and register in the new machine. Refer to

To open the ID card list

page 14

for details.

NOTE: If you select [Open an existing file after modified], you are prompted to reset the

default administrator settings to its initial state. If you click [Yes], the information

pertaining to the default administrator or the user whose login name is ‘Admin’ will be

automatically erased after conversion.

ID Register OPERATION GUIDE

To change the setup password

Follow the steps below to change ID Register setup password.

1 Start ID Register.

2 Select [Edit]→ [Password] from the menu.

3 Enter the new setup password in New password and Confirm password, and then click

[OK].

4 When The password has been changed. appears, click [OK]. The new setup password is

now set.

ID Register OPERATION GUIDE

Registering the user information

To register new user information

Follow the steps below to create a new ID card list and register information.

1 Start D Register.

2 Select New.

3 From the file format, select the machine name in which you wish to register the user

information, and click [OK].

Click [Add].When Do not insert or remove the card reader while the user information is

edited. appears, click [OK]. If you use the RFIDeas ID card reader, go to step 7.

NOTE: In the default setting, only Default Administrator is registered. You cannot select

[Delete] or [Duplicate] for Default Administrator.

ID Register OPERATION GUIDE

5 Hold the ID card over the ID card reader.

6 In the User Editor screen, click [Read ID Card Data]. Its ID number is automatically

entered in ID number.

ID Register OPERATION GUIDE

7 Input the user information.

Item Description

ID number Enter the serial number of the card.

Displays the information retrieved from an ID card using

[Read ID Card Data].

The ID number should be 64 characters or less*.

*The length of the ID number allowed will vary depending on the make and

type of ID card readers, typically up to 20 even number.

**Required items for user registration

Enter the Login User Name for login within 64 characters. The

same Login User Name cannot be registered twice.

Confirm password Enter again the password you set in Login password.

Access level Select a user privilege from User or Administrator.

Account code You can register the job account to which the user belongs. If

you log in as a user whose job account has been registered,

you do not need to enter the Account Code. Directly enter the

Account Code or select from the Account List which has been

read in step 6.

If you enter an unregistered Account Code or register a code

which is not registered in the machine, the code will be

classified as other a count.

E-mail address You can register the user’s e-mail address. The address is

required if you use the e-mail transmission feature. The e-mail

address you register here will be automatically selected when

the e-mail feature is used.

User name** Enter the user name shown in the User List within 32

characters.

ID Register OPERATION GUIDE

8 To read the Account Code from the Account List, click [Select] of Account code.

If you do not use the Account List, go to step 11.

9 Select the Account List (*.csv) and click [Open].

NOTE: You can export the Account List (*.csv) from KM-NET for Accounting. To download

the Account List (*.csv) from the machine,

use

KM-NET for Accounting

for Accounting. Refer to the

To acquire the ID card list

from the machine on page 20

for more details.

You can also read the Account List (*.csv) you used for KX printer driver. Refer to the

Printer Driver Operation Guide for more details.

10 Select the Account Code in the Account List and click [OK]. The Account Code is read in.

ID Register OPERATION GUIDE

11 Click [OK] (If you use the RFIDeas ID card reader, hold the ID card over the card reader

and click [Read ID Card Data].). A new user is now added.

12 If you continue to add users, repeat steps 4 to 11.

13 Select [File]→[Save As...] from the menu.

14 Enter the file name and click [Save]. The ID card list (*.icr) is created.

NOTE: For details to transmit the ID card list (*.icr) to the machine, refer to To transmit

the ID card list to the machine on page 20.

You can edit the ID card list (*.icr) when you need to change the user information, so keep

it safely.

When you create a new ID card list, select [File]→[New] from the menu, and then select

the machine name in which you wish to register the user information.

ID Register OPERATION GUIDE

Managing the user information

To open the ID card list

Follow the steps below to open ID card lists (*.icr) you created or exported from the

machine.

1 Start ID Register.

2 To open an existing ID card list, select Open an existing file and click [OK] to proceed to

step 4.

When you work with a machine different from the one you used for creating the ID card

list, select Open an existing file after modified.

3 From the file format, select the machine name in which you wish to register the user

information, and click [OK].

4 Select the ID card list (*.icr) you wish to edit, and click [Open].

5 The ID card list home screen appears.

NOTE: If you open the ID card list (*.icr) while ID Register is running, select

[File]→[Open] from the menu. If you work with a machine different from the one you used

for creating the ID card list, select [File]→[Open after Modified], and then select the

machine name in which you wish to register the user information.

ID Register OPERATION GUIDE

To add a user

Follow the steps below to add a user.

1 Follow steps 1 to 4 of To open the ID card list on page 14, and display the ID card list

home screen.

2 Click [Add].

3 Follow steps 4 to 11 of To register new user information on page 9, and add a user.

4 Select [File]→[Save] from the menu.

ID Register OPERATION GUIDE

To change the user information

Follow the steps below to change the user information.

1 Follow steps 1 to 4 of To open the ID card list on page 14, and display the ID card list

home screen.

2 Select the user for whom you wish to edit the information, and click [Edit]. The User

Editor screen appears.

NOTE: Alternatively you can double-click the user to display the User Editor screen.

3 Follow steps 4 to 11 of To register new user information on page 9, and edit the user

information.

4 Select [File]→[Save] from the menu.

ID Register OPERATION GUIDE

To duplicate an existing user and add as a new one

Follow the steps below to duplicate an existing user, edit the user information and then

add as a new user.

NOTE: You cannot duplicate Default Administrator, which is registered as the default

setting.

1 Follow steps 1 to 4 of To open the ID card list on page 14, and display the ID card list

home screen.

2 Select the user for whom you wish to duplicate the information, and click [Duplicate]. The

User Editor screen appears.

3 Follow steps 4 to 11 of To register new user information on page 9, and edit the user

information.

NOTE: Make sure to change ID Number and Login User Name to complete the edition.

4 Select [File]→[Save] from the menu.

ID Register OPERATION GUIDE

To delete a user

Follow the steps below to delete a user.

NOTE: You cannot delete Default Administrator, which is registered as the default

setting.

1 Follow steps 1 to 4 of To open the ID card list on page 14, and display the ID card list

home screen.

2 Select the user from whom you wish to delete the information, and click [Delete].

3 On the confirmation screen, click [Yes]. The selected user is deleted.

4 Select [File]→[Save] from the menu.

ID Register OPERATION GUIDE

To search a user

You can search a user whose information contains the string of text you specify. Follow

the steps below to search a user.

1 Follow steps 1 to 4 of To open the ID card list on page 14, and display the ID card list

home screen.

2 Select [Edit]→[Find] from the menu.

3 Enter a string of text you wish to use for search, and click [Find Next]. The user search

starts.

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KYOCERA TASKALFA 520I Operating instructions

KYOCERA TASKALFA 520I Operating instructions

KYOCERA TASKALFA 520I Operating instructions

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