CardWizardAdministrator UserManual v6.3

Datacard® CardWizard® Software
Administrator User Manual
Part No. 527122-002, Rev B
©2015 Entrust Datacard Corporation. All rights reserved.
Version 1: Created 2006
Version 2: Revised July 1, 2008
Version 4: Revised November 11, 2008
Version 5: Revised December 30, 2008
Version 6: Revised February 24, 2009
Version 7: Revised March 19, 2009
Version 8: Revised May 12, 2009
Version 10: Revised October 27, 2009
Version 11: Revised October. 29, 2009
Version 12: Revised December 21, 2009
Version 12: Revised March. 2, 2010 (Version 5.0)
Version 13: Revised July 27, 2010 (Version 5.2)
Version 14: Revised May 23, 2011(Rebranding)
Version 15: Revised June 7, 2011(Rebranding)
Version 16: Revised June 14, 2011(Version 5.3)
Version 17: Revised August 8, 2011 (FP65i security note)
Version 18: Revised March 14, 2012 (Printer additions)
Version 19: Revised August 1, 2012 (CE870 graphic additions, Version 6.0)
Version 20: Revised March 27, 2013 (Printer feature changes, Version 6.0)
Version 21: Revised July 24, 2013 (Width parameter changes, Version 6.0.2)
Version 22: Revised December 11, 2013 (System Priv. changes)
Version 23: Revised March 25, 2015 (Version 6.3)
Contents
Chapter 1: Overview .......................................................................... 7

Chapter 2: Getting Started .................................................................. 7
Chapter 3: Menu Options ................................................................... 7
Menu Bar ................................................................................................................................................................ 7
File Menu .......................................................................................................................................................................................... 7
Administration .................................................................................................................................................................................. 8
Tools Menu ..................................................................................................................................................................................... 10
Language ........................................................................................................................................................................................ 12
Help ................................................................................................................................................................................................ 12
Chapter 4: Icons .............................................................................. 13

Chapter 5: Report Display Options .................................................... 13
1. Reporting Criteria ......................................................................................................................................... 13
2. Crystal Report Viewer ................................................................................................................................... 14
3. File Export/Save As & Export XML ............................................................................................................... 14
Chapter 6: Reports........................................................................... 15

©2015 Entrust Datacard Corporation. All rights reserved. Page 2 of 57
Reports: Activity ................................................................................................................................................... 15
Reports: Production Statistics ............................................................................................................................. 15
Reports: Production .............................................................................................................................................. 15
Reports: Duplicate Card ....................................................................................................................................... 16
Reports: Access Control ....................................................................................................................................... 16
Reports: Users/Groups .......................................................................................................................................... 16
Reports: Inventory Summary ................................................................................................................................ 16
Reports: Inventory Balancing History ................................................................................................................... 16
Reports: Server Information ................................................................................................................................. 17
Reports: Log Files ................................................................................................................................................. 17
Reports: Network Configuration ........................................................................................................................... 17
Chapter 7: Inventory ........................................................................ 17

Chapter 8: Inventory- Post Activity Tab ............................................. 18
Chapter 9: Inventory- Balance Card Stock Tab .................................. 19
In & Out of Balance Card Stock ........................................................................................................................... 20
View Details .......................................................................................................................................................... 20
Chapter 10: Inventory- Linking Card Formats..................................... 21

1a) Adding and Deleting Card Stock ............................................................................................................................................. 21
1b) To Delete an existing Card Stock, complete the following steps: ......................................................................................... 21
1c) Card Stock Warning Levels ..................................................................................................................................................... 21
Linking and Unlinking Card Stock to Card Format(s).......................................................................................... 22
Chapter 11: Users/Groups ................................................................ 23

Chapter 12: Users/Groups Tab .......................................................... 23
Printing Permissions/Privileges ............................................................................................................................ 23
Creating a New User ............................................................................................................................................. 24
User Membership ........................................................................................................................................................................... 25
Creating a New Group ........................................................................................................................................... 25
Group Members .............................................................................................................................................................................. 25
Chapter 13: Permissions/Privileges Tab ........................................... 26

System Privileges & PC Group Permissions .................................................................................................................................. 26
System Privileges Defined .................................................................................................................................... 26
Examples of System Privileges ...................................................................................................................................................... 33
Card Format Permissions ..................................................................................................................................... 36
Assigning System Privileges ................................................................................................................................. 36
Assigning PC Group Permissions ......................................................................................................................... 37

Chapter 14: Network........................................................................ 37
Configuration Tab ................................................................................................................................................. 37
Search Toolbar: Configuration and Monitor Tab ................................................................................................. 39
New, Deleting, Editing and Duplicating a PC Group ........................................................................................... 39
New, Deleting and Editing ................................................................................................................................... 40
Adding & Deleting Card Machine Controllers (Ex. SuperCMC) ........................................................................... 41
Adding PC Groups and PCs (Batch) ..................................................................................................................... 41
Adding Card Machine Devices ............................................................................................................................. 42
Card Machine Simulator: ............................................................................................................................................................... 42
Card Personalization System: ........................................................................................................................................................ 42
315GX: ............................................................................................................................................................................................ 42
CD820: ............................................................................................................................................................................................ 43
CE870: ............................................................................................................................................................................................ 44
CIM: ................................................................................................................................................................................................ 45
CR500: ............................................................................................................................................................................................ 45
DataCard 150i: ............................................................................................................................................................................... 46
DataCard 28x/295: ......................................................................................................................................................................... 46
FP65i: ............................................................................................................................................................................................. 46
Matica: ........................................................................................................................................................................................... 47
SE48: .............................................................................................................................................................................................. 47
SuperCAT: ....................................................................................................................................................................................... 47
Disk File: ........................................................................................................................................................................................ 47
ActiveX ........................................................................................................................................................................................... 48
SuperCAT III & KDT: ....................................................................................................................................................................... 48
Intellicoder: .................................................................................................................................................................................... 48
Editing and Deleting Card Machine Devices ....................................................................................................... 49
Moving a Card Machine Device from one PC Group to another PC Group ......................................................... 49
Adding a New Card Format Link .......................................................................................................................... 49
Linking a Card Format to a Card Machine Device ............................................................................................... 50
Moving a Card Format Link from one PC/Group to another PC/Group ................................................................ 50
Adding an Alternate Card Format Link ................................................................................................................ 50
Deleting an Alternate Card Format Link .............................................................................................................. 50
Linking a Card Format to a Production Queue .................................................................................................... 51
Adding a Mailer Print Link ................................................................................................................................... 51
Editing and Deleting Mailer Print Links .............................................................................................................. 51
Adding a new Production Queue .......................................................................................................................... 52
Editing and Deleting Production Queues ............................................................................................................. 52
Chapter 15: Network- Monitor Tab ................................................... 52

Monitor Sub-Tab Full ........................................................................................................................................... 53
Monitor Sub-Tab CMCs ........................................................................................................................................ 53
Monitor Sub-Tab Devices ..................................................................................................................................... 53

Stopping, Starting & Restarting Devices within the Monitor Tab ....................................................................... 54
Deleting Pending Request within the Monitor Tab .............................................................................................. 54
Chapter 16: Production Queues Icon ................................................ 55

How to make Cards for a Production Queue ........................................................................................................ 55
How to Display and Print Cards in a Production Queue ...................................................................................... 56
Chapter 17: CardWizard Encryption .................................................. 57

Chapter 18: Troubleshooting CardWizard Software............................ 57
CardWizard Support.......................................................................... 57


Notice
Please do not attempt to operate or repair this equipment without adequate training. Any use,
operation or repair you perform that is not in accordance with the information contained in this
documentation is at your own risk.
Trademark Acknowledgments
Datacard is a registered trademark and service mark of Entrust Datacard Corporation in the United
States and other countries.
MasterCard is a registered trademark of MasterCard International Incorporated.
Visa is a registered trademark of Visa International Service Association.
All other product names are the property of their respective owners.
Proprietary Notice
The design and information contained in these materials are protected by US and international
copyright laws.
All drawings and information herein are the property of Entrust Datacard Corporation. All unauthorized
use and reproduction is prohibited.
Datacard Group
1187 Park Place
Shakopee, MN 55379
Phone: 952‐933‐1223
Fax: 952‐933‐7971
www.entrustdatacard.com


Chapter 1: Overview
CardWizard software has been designed and implemented as an easy to use solution for the issuance of plastic cards in
conjunction with various card machines and other card production systems. It can be operated as a stand-alone system or
integrated as a sub-system to an existing software application. CardWizard software allows users to provide customers
with embossed and/or encoded plastic financial cards on the spot. With Instant Issuance, customers leave with a
personalized card that they can use immediately.
The component can be used from any PC within the CardWizard software network; provided the user has the proper
permissions.
The CardWizard Administrator component provides an easy to use graphical user interface to:
Maintain CardWizard Users

Run System Reports
Maintain and edit the CardWizard enterprise network
Maintain and monitor CardWizard Hardware
Set up and maintain security rights
View Activity Logs
Utilize Inventory Options
Utilize Production Queues
Please Note: We strongly advise that the default Administrator User “Wizard” created by the CardWizard Installation
team not be used to gain access to any of the CardWizard software components. In addition, Administrators should
change the password assigned to the default user; please adhere to PABP (Payment Application Best Practices) guidelines
to ensure data security.
Chapter 2: Getting Started

Access CardWizard software using the CardWizard Administrator shortcut. The shortcut should be readily available;
however, if there is no shortcut available on the desktop you can create one by:
Click the Start button All Programs CardWizard Administrator Right Click Send to Desktop.
Microsoft® Note: Depending on your Microsoft settings you may have a Windows® Security Alert box appear when first
logging on to the CardWizard software. Simply select the Unblock button to avoid getting the warning message in the
future.
Upon opening the component, the user will be prompted to sign onto the software with their designated User
Name and Password.
Click OK.
Please contact your IT department concerning any login issues to CardWizard software.
For detailed information regarding troubleshooting the CardWizard Administrator, please review the
CardWizard Web Application manual (Product Number: 527553).
Chapter 3: Menu Options

A variety of functions are available within Administrator. These functions are accessed using the menu bar
located at the top of the user interface.
Menu Bar
The Menu Bar provides the user with several options.
File Menu
Exit: Allows the user to exit CardWizard Administrator. Users may also utilize the Red X.
Administration
Change User Password: Allows the signed on user to change their password. Users must enter their current
password and then enter and confirm their new password. The new password will be effective the next logon.
Open Card Machine: Used for the authorization to open the cover of the card machine, this requires two user
logons. The first “authorized” user is simply anyone with CardWizard software access, while the second
“authorized” user must have the appropriate System Privileges discussed below. The two users may either both
sign on the same workstation, or the secondary authorization may be done remotely utilizing the remote request
feature. The cover will remain unlocked for 15 seconds, if the cover is not lifted within this time, the cover
will relock automatically. To open a Card Machine Device, the following steps must be completed:
Within the menu bar select Administration.
Select Open Card Machine.
If applicable, select the device.
First user must provide their user Name and Password.
A prompt will appear that notifies user a second user is required to authorize the request.
Second authorized user provides their user name and password at PC station.
OR the “Remote Request” button is accessed- contacts the authorized administrator to request “open
machine cover” override request.
o Remote overrides place the override requests in a “queue” that can be viewed by authorized override
grantors.
The cover will remain unlocked for 15 seconds, if the cover is not lifted within this time, the cover will
relock automatically
o The administrator must have one or both of the following CardWizard software security
permissions.
Management: Override (within PC Group): Open Card Machine
Management: Override (outside PC Group): Open Card Machine
Post Memo to Activity Report: Authorized users may Post a Memo to Activity Report which allows the user
to type in a message that will be logged in the CardWizard Activity Report.
Read Card: Allows the reading of track data on a card (permission to this feature is required).
o Component: Client or Administrator
o If a user does not have the security permission “Client Applications: Read Track Data”, the Read Card
option will not be displayed.
Override Requests: Used to check for pending override requests from another CardWizard user. There are four
types of overrides used in the CardWizard system:
o Permissions that specify “within PC Group” indicate the user is allowed to grant overrides only within the PC
Group where they are located. “All PC Group” indicates that the user is allowed to grant overrides for a
remote PC Group. For example, the user may reside at Branch 1 and grant an override for someone in
Branch 2.
1. Missing current PIN override: administrator must have one or both of the following CardWizard
System Privileges:
Management: Override (within PC Group): Missing current PIN
Management: Override (outside PC Group): Missing current PIN
2. Open card machine override: administrator must have one or both of the following CardWizard
System Privileges:
Management: Override (within PC Group): Open Card Machine
Management: Override (outside PC Group): Open Card Machine

3. Grant Balancing of Inventory: administrator must have one or both of the following CardWizard
System Privileges:
Management: Override (within PC Group): Balancing
Management: Override (outside PC Group): Balancing
4. Issue New Card override (optional): administrator must have one or both of the following
CardWizard System Privileges:
Management: Override (within PC Group): New Card
Management: Override (within PC Group): New Card).
Grant PIN CMS operation: administrator must have one or both of the following CardWizard
System Privileges:
Management: Override (within PC Group): PIN CMS
Management: Override (outside PC Group): PIN CMS
Grant PIN Switch operation: administrator must have one or both of the following CardWizard
System Privileges:
Management: Override (within PC Group): PIN Switch
Management: Override (outside PC Group): PIN Switch
Grant Re-PIN operation: administrator must have one or both of the following CardWizard
System Privileges:
Management: Override (within PC Group): Re-PIN
Management: Override (outside PC Group): Re-PIN
All override procedures require:

User Name and Password
User must have the appropriate permissions to grant the specific type of override.
Overrides may be:

Local: override is entered at the PC that originated the request.
Remote: override is entered from a PC other than the PC making the request. The PC may be located in a
different branch or PC group. In addition, users may grant or deny an override. Users simply select the
Remote Request button.
Remote requests are posted in a special queue called “Override Requests”. This shows pending override requests that
are allowed for the administrator. The administrator may view these requests by:
Within the menu bar select Administration.
Select Override Requests.
The administrator can then grant or deny any of the outstanding override requests. Four results are possible when issuing
an override request.
Request granted: user granted request.
Request denied: user denied the request.
Requester cancelled request: requester no longer needs override.
Request timed out: default timeout for each request (with the exception of the issue new card request, Re-PIN, PIN
CMS, and PIN Switch) is set to 10 minutes. However, timeout periods for pending requests can be specified by the user in
the CardWizard Web Application System Configuration page.

The Override Request Queue will provide the user with the following helpful information:
Name of requester’s PC Group
User that requested the override
The approximate number of minutes the request has been pending under “Wait Time”.
Approximate number of minutes before the request will be automatically deleted.
Type of request
If it’s an “Open cover” request, it displays the user name of who granted the first override. In addition, descriptions of the
DataCard machine can be viewed under the “Comments” section. If it’s a “Missing Current PIN” request, it displays the
card format name and the card holder name, if available under the “Comments” section.
Clear Activity Data: If authorized, allows the user to clear part of or the entire activity data.
Clear Production Data: If authorized, allows the user to clear part of or the entire production data.
Clear Access Control Data: If authorized, allows the user to clear part of or the entire access control data.
Tools Menu
There are two options listed under the Tools menu, they are:
Function Icon Orientation: Allows the user to customize the Administrator User Interface by selecting where the
Function Icons (Reports, Inventory, Options, etc.) will be displayed; Top, Bottom, Left, or Right. By default the icons
will appear at the Top of the interface.
Options: Options provides 4 two main tabs of Card Formats and Security with additional tabs that allow various
CardWizard software options to be maintained and edited by authorized Administrator users.

1. Card Formats: Card Formats can be linked for production to any of the Card Machine Devices (e.g.
DataCard 150i) in the Card Wizard Network, or to any defined Production Queues.
For each card format, numerous attributes may be set by:

Select the Card Formats tab.
o This will display all available Card Formats and the attributes that may be associated to each format.
o BIN: If the card format is for a financial card, the BIN (Bank Identification Number) will be displayed in this
field. Changes to the BIN can only be accomplished using the CardWizard Card Designer
component. Please contact CardWizard software for any changes to this component.
o Allow access using BIN: If checked, this allows the client applications to optionally use the BIN rather than
the alphanumeric card format name for identification of the card format. EX. ATM CARD would be
represented by 566666 rather than the title “ATM Card”. This feature must be selected if using PIN
verifications.
o Locked Out: The card format is not available to anyone in the network for the production of cards.
2. Security Tab: This tab allows an authorized administrator to set the following CardWizard software
security options:
a. Login
Automatic sign on for client component(s): if selected, allows users to bypass the User Identification
screen for accessing the Client User-Interface component. Generally this is used in a Windows XP
(Windows Domain) environment where the operating system has already provided security clearance,
thus providing additional user identification would be redundant.
Please Note: The following security tab options will be grayed out if the software security device is set up for PCI
compliance:
Security restrictions on passwords: if selected, this feature will require that when users change their
passwords, it complies with the following PCI compliancy guidelines.
Length: must be at least seven characters long.
Width: must contain at least one digit, uppercase character, lowercase character and optionally a
special character. Valid special characters ~!@#$%^*_ and space..
Depth: must be four non-consecutive passwords (i.e. cannot reuse passwords).
Automatically log off inactive users: if selected, this feature will automatically terminate the
CardWizard Client components if there is no activity by the user within a set period of time specified for
each user. If the software security device is set up for PCI compliance any sessions idle for more than 15
minutes require re-entry of username and password to reactivate the session. This option requires that
each user have the number of minutes set appropriately. If the users Time Out Minute value is zero, the
user will not be automatically terminated even though this option may be set for the system. Refer to User
Maintenance, Time Out Minutes option.
To set the number of minutes associated with the Auto Log Off Inactive Users option:
Function Users/Groups->Select User->Edit->Time Out Minutes.
Require passwords to be changed: if selected, forces CardWizard users to change their passwords
after a designated number of days, for security reasons. If software security device is set up for PCI
compliancy then this value is defaulted to 30. The number of days must be between 1 & 30.

b. Activity/Production Data: This tab provides various options regarding certain activities that can
be logged in the CardWizard Activity and Production Data Reports.
Activity Report: detailed summary of various events that have occurred within the CardWizard
system. These are organized by date, time and user. Events include: card machine status changes,
users logging on/off the system, cards produced correctly and those that had errors during production.
Production Report: detailed records of all cards produced successfully by the CardWizard system.
These are organized by date, time and user. Card format name, card holder name, card number
recorded.
Please Note: The following security tab options will be grayed out if the software security device is set up for PCI
compliance:
Log failed user identifications: if selected, when a user exceeds the Maximum Identify Attempts
assigned to their user profile, the system can optionally log this event in the Activity Log. When this
occurs, the user is “locked out” of the component and will be unable to access the system until an
administrator clears the “locked out” indicator in that user’s profile.
Log user maintenance activities: if selected, information is added or changed for a user during User
Maintenance; a record of this activity will be made on the CardWizard Activity Log. Selection of this
option will add more detail to the activity log for these activities. Normally, this activity is not
required for most users.
Log cards submitted, resubmitted and deleted: if selected, submitted, resubmitted and deleted
card data is tracked.
Number of calendar days to save: this option allows specification of the number of calendar days to
keep in the Activity and Production Logs. Each time the CardWizard Server component is started, it
will automatically delete any activity beyond this value. If you wish to retain all activity, set this
value to zero. It then becomes the responsibility of the user to periodically manually clear the Activity
and Production Logs.
c. Server Component: The Server Component Tab displays a Server Schedule button. The server
schedule is used to specify the hours of operation for the CardWizard Enterprise server component.
Clients will only be able to use the system within the designated time frames. In addition, a time can be
selected for Card Wizard’s automatic database maintenance.
Language Menu
By default the language is set to English (United States); however upon installation users may install other
available languages.
Help Menu
Contents and Index: Displays the CardWizard software Help Documents.
About CardWizard software: Informs the user about the CardWizard software version that they are using.

Chapter 4: Icons
The CardWizard Administrator component provides several easy to use icons located on within the user interface. Each
icon represents a specific function within the component. Icons will be appropriately enabled based upon the user’s
authorization. If a user is not authorized to use one of the icon(s), the icon will be disabled. Users may have access to an
icon, however only limited access to the functions housed within icon. The five available function icons are:
1. Reports
2. Inventory
3. Users/Groups
4. Network
5. Production Queues
Chapter 5: Report Display Options

A variety of reports are available within the report icon menu. Any report can be easily accessed by clicking on the Report
function icon and then selecting the appropriate report. To select a report, users may either use the drop down menu or
click directly on the report.
Please Note: If a report is unavailable, please ensure that the user has been assigned the proper system privileges.
All reports are displayed via a Crystal Report viewer which provides users with the following functionality:
File Export (Save as):

o Crystal Report (.rpt)
o Adobe Acrobat (.pdf)
o Microsoft Excel (.xls)
o Microsoft Excel Data Only (.xls)
o Microsoft Word (.doc)
o Rich Text Format (.rtf)
o Export XML
Print
Paging and Group By Navigation
Parameter values which allows the user to specify report criteria where applicable.
Each report provides the user with an easy to use interface. The interface allows the user to:
1. Select their specific reporting criteria
o Allows the user to select specific parameters such as Date Range, Users, PC Groups etc.
2. Use the functionality provided by the Crystal report viewer
o Allows the user to use page navigation controls, print, report displays, etc.
3. File Export/Save as
Each area will be discussed in detail in the section below.
1. Reporting Criteria
Within each report there are a number of report criteria fields that may be filled out to allow the user to specify the data
that they would like to request. For information about each available report, please see the topic Reports.
Reporting Criteria: With the exception of the Server Information and Network Configuration, the top portion of each
report, will display all possible reporting parameters (Date Range, Users, PC Groups etc.) for each specific report.
Reload Report: Users may change the reporting criteria at any time; the “Reload Report” button will refresh the data
with the newly selected criteria.
Please Note: Each of the reports offers its own reporting criteria window. Some reports have numerous parameter
values while others may only have one or two.
The following reports have default date ranges that will be auto populated upon opening:
Activity: Current Week
Access Control: Current Week
Inventory Balancing History: Current Week
Production Statistics: Current Month
Production: Current Month
Duplicate Card: Current Month
2. Crystal Report Viewer

With the exception of the Server Information, Log Files, and Network Configuration, each report provides the user with
an easy to use reporting tool bar.
Functions: Users are able to use the following functions in the majority of the reports:
File Export/Save As
Print
Refresh
Page Navigation Controls
Zoom
Report Data Display: Each report has its own unique display of the data which could include graphs or summaries.
Group by Navigation Window: Users may expand/collapse their selection criteria by clicking on +/- signs. If specific
criteria are selected, users will be navigated to the data within the report.
3. File Export/Save As & Export XML

The following reports have the option to “Export/Save”: Activity Log, Production Statistics, Production, Duplicate Card,
Access Control, Users/Groups, Inventory Summary, and Inventory Balancing History.
After selecting the appropriate reporting criteria, users can click the File Export/Save icon and select the appropriate file
format:
Crystal Report (.rpt)
Adobe Acrobat (.pdf)
Microsoft Excel (.xls)
Microsoft Excel Data Only (.xls)
Microsoft Word (.doc)
Rich Text Format (.rtf)
Export XML
Please Note: The following reports do not offer the “File Export/Save As”:
Users/Groups: This report only has the Export to XML option.
Server Information: Users may only print the report data.
Log Files: Users may print or save the report data to file.
Network Configuration: Users may only print the report data.

Chapter 6: Reports
The following reports are available via the Report Icon:
Activity
Production Statistics
Production
Duplicate Card
Access Control
Users/Groups
Inventory Summary
Inventory Balancing History
Server Information
Log Files
Network Configuration
Please Note: If a report is unavailable, please ensure that the user has been assigned the proper system privileges.
Reports: Activity
The Activity Report provides an audit trail of various events within the system. These events include users starting
and ending a session, card requests being submitted and processed, card formats being changed, and status information
about the card machine devices.
Selection Criteria:
Specific date or range of dates
All users or specific users
Current PC Group or specific PC Group on the network (if allowed)
All activities or specific activity
Please Note: Users may also add certain data to this report under the Options Function Icon. Please see the section
titled Activity/Production Logs Tab.
Reports: Production Statistics

The Production Statistics Report displays the production statistics which include both cards that were produced (New, Re-
PIN (card & CMS), Reencode, & Encode/Embossed) without errors (good) and cards that ended up inside the machine as
rejects due to various reasons (rejects). The rejected cards will need to be destroyed or reused.
Selection Criteria:
Reports: Production
The Production Report provides an audit trail of cards produced by the system.
Selection Criteria:
All users or specific users.
Production Type, i.e. New Card, Reencode, etc.
Optional- Any portion of the cardholder name (e.g. “BILL JONES” or “BILL” or “JONES”)
Optional- Last four digits of the card number
Group By: Card Format/PC Group
Please Note: Users may also add certain data to this report under the Options Function Icon. Please see the section
titled Activity/Production Logs Tab.
Reports: Duplicate Card

The Duplicate Card Report provides an audit trail of all cards produced with identical card numbers.
Selection Criteria:
All Card Formats or specific Card Format (if allowed)
Reports: Access Control

CardWizard software maintains information on each user that connects with the Server component. This connection is
referred to as a “session”. Each CardWizard software component must establish a session with the server component. This
process requires the user to enter their user name and password.
Selection Criteria:
Current PC Group or specific PC Group on the network (if authorized)
Reports: Users/Groups
The User/Group Report is available only if the user is authorized to view this report. It displays all users as well as the
groups they are members of. In addition, it displays all groups and the users who are members of each group. Alternately,
users may view the report based upon PC Group Authorization.
Selection Criteria:
All Groups or specific group
Display Option: User/Group Membership
o Group-Users or Users-Groups
Display Option: PC Group Authorization
o PC Group-Users/groups or User/Groups
Reports: Inventory Summary

The Inventory Summary Report is available only if the user is authorized to view this report. This report provides a
summary of all inventory data, both balanced and unbalanced.
Selection Criteria:
All Card stock or specific Card Stock (if authorized)
Optional- Users may select “Display Unbalanced Inventory Only”
Reports: Inventory Balancing History

The Inventory Balancing History Report is available only if the user is authorized to view this report. This report provides
an audit trail of all balanced inventory activity.
Selection Criteria:

All Card stock or specific Card Stock (if authorized)
Please Note: The current activity since the last time the card stock was balanced will not appear in this report. Only
after the card stock is balanced will the information be displayed in the report.
Reports: Server Information

The Server Information Report is available only if the user is authorized to view this report. There are no selection criteria
for this report.
Reports: Log Files

The Server Log Report is available only if user is authorized to view this report. This report is primarily used for
diagnosing problems.
Selection Criteria:
Log List- Server, Client, or CMC
Log File type- Business Service, Application Service, etc.
Display Option- Log File or Log File Backup
Reports: Network Configuration

The Network Configuration Report is available only if user is authorized to view this report. It displays the current
network configuration associated with the CardWizard software component. There are no selection criteria for this report.
Chapter 7: Inventory
The inventory function can be easily accessed by the Inventory function icon. The following tabs are accessible within
Inventory:
Post Activity
Balance Card Stock
Link Card Formats
Users may either use the drop down menu or the individual tabs within the Inventory menu.
CardWizard software provides complete inventory and balancing functions for blank card stock use and card machine use.
Use of this function is optional. The inventory system consists of Card Stock Items that are linked to one or more card
formats.
Example of linked Card Stock Items to Card Formats.

CardWizard software tracks each card stock item. The “current card” count is based upon the cards both in the vault and
outside of the vault. These counts are adjusted when the cards are physically moved into and out of the system, and when
cards are produced by the card machine.
Chapter 8: Inventory- Post Activity Tab

This tab is used to manually post activity transactions against the card stock inventory. The Card Stock, Transaction
Type, Number of Cards, Optional Comments and PC Group (if user is authorized) may be designated. Simply click post,
so that all totals will be properly updated.
Example of Posting Transactions for Card Stock

PC Group may appear above Card
Stock if:
a) User is authorized to make

designations for other
groups/branches.
b) Other branches exist.

For access to all PC Groups the user
must have the system privilege
Card Stock: Using the drop down arrow within the Card Stock field all available transaction card stocks will be
displayed.
o Please Note: Card Stock must have been previously created by someone with the appropriate System
Privileges (Administrator->Inventory->Link Card Formats).
Transaction: Using the drop down arrow within the Transaction field all available transaction types will be
displayed.
Number of Cards: Number of cards associated with the transaction.
Optional Comment: Any additional information that needs to be posted with the transaction.

Chapter 9: Inventory- Balance Card Stock Tab
This feature is used to track each card stock item. For clarification, included is a table showing the available transactions
that can be posted against the card stock. Where appropriate, a plus or minus sign indicates how that total category is
affected.
Any transactions with an asterisk *are automatically generated when the card is produced or produced with an error.
The following are step by step instructions to balance a selected card stock.
Please Note: It is suggested that this action should be performed at the end of the day (select PC Group if authorized)
Select the Card Stock.
Click on the card stock name in the list box at the top left of the screen. This will then display to the right, the
current balancing information for that specific card stock.
Once the card stock has been selected, the following information will display:
Date of Last Balancing: date and time the card stock was last balanced. In the case of a new card stock, it will be
the date and time the card stock was defined within CardWizard software.
o Expected: calculated CardWizard system numbers based upon card production activity and manual
transactions that have been posted for the selected card stock since the last balancing.
o Actual: displays numbers provided by user from the Card Count section. These are obtained by
physically counting the blank card stock in the vault and outside of the vault. Outside of the vault include
the blank cards inside of the input hopper of the card machine and cards stored in locked boxes outside of
the vault (typically these are exception cards).
o Difference: numbers calculated by CardWizard software. These indicate differences between the
expected and actual numbers. If “in balance” the value will be zero and the background color will be
green. If “out of balance” number is non-zero and the background is red.
o Inside Vault: number of cards in the bank vault.
o Outside Vault: number of cards outside of the vault that have not yet been produced. This could
include cards in the card machine input hopper, or stored in locked box etc.

o Rejects-In Machine: total number of cards that were rejected by the card machine and placed in the
reject bin inside the machine since this card stock was last balanced. Cards can be rejected due to a
problem with the magnetic stripe, or if a mechanical error occurred with the card machine. Cards of the
incorrect magnetic coercivity can also be rejected.
Please Note: The Inventory system assumes that rejected cards will be destroyed. If you wish to re-use a card that was
rejected, you will need to post an inventory transaction to add the card back to the vault.
o Rejects-QA: total number of cards that were rejected by the user due to some visual problem such as
poor topping, misspelled name, etc. QA rejects must be either manually posted either from the “Post Activity”
windows in the Administrator component, or from the client component at the time the card was issued.
Balance Card Stock

Once the “Actual” numbers have been entered, the user clicks this button to balance the card stock. If there is an
over/short for any of the categories, CardWizard software will ask if they wish to continue and force balance the card
stock. If they agree, another user with Administrator authority must verify the balancing. CardWizard software will also
print a completed balancing sheet once the balancing is completed.
View Details
View Details provides a spreadsheet which explains how CardWizard software arrived at the expected numbers for the
selected card stock. The spreadsheet will provide the following standard information:
Starting Balance: date and time of either the last time this card stock was balanced or when the card stock was
defined in the CardWizard system. . There are three starting balances, Inside Vault, Outside Vault and Rejects.
Outside Vault includes blank card stock in the card machine and/or located in a locked drawer, etc.

Transactions: all manually posted transactions will appear since the date of the last balancing. Each transaction will
be appropriately noted on the inside vault and outside vault totals.
Cards Made: displays the total number of cards produced successfully by the card machine using this card stock.
Machine Rejects: displays the total number of cards produced unsuccessfully by the card machine using this card
stock.
Expected Totals: displays the current expected total for each column of Inside Vault, Outside Vault, and Rejects.
Please Note: Users can click anywhere on any transaction lines with an assigned user (provided they have the
appropriate permissions) and click the delete button to delete a specific transaction. Generally, this is used in the event of
an incorrect entry. The entry will remain in the report and will include the date, time and user that deleted the entry.
Print Balance Form: prints a balancing form for the currently selected card stock to the selected printer. This can be
used by the person doing the physical count of the card stock. They would manually write in the numbers on the
sheet, and then return to CardWizard Administrator component to enter the Actual numbers on the balancing screen.
Additionally users may access the Inventory Summary and Inventory Balancing History Reports via the Reports
Function Icon to obtain detailed information concerning any inventory data.
Chapter 10: Inventory- Linking Card Formats

CardWizard’s inventory system account allows linking or associating card formats (e.g. ATM Card, Classic Card, Debit
Card, etc.) to specific card stocks. It is possible that more than one card format uses the same card stock (as referenced in
the diagram).
To link a card format the user must:

1) Add the new Card Stock
2) Link the Card Stock to the Card Format
1a) Adding and Deleting Card Stock

o Select the Link Card Formats tab
o Select the PC Group (if authorized).
o Click on the New button.
o Type the card stock name.
o Click OK.
o The Card Stock name will now appear in the Card Stocks List Box.
1b) To Delete an existing Card Stock, complete the following steps:

oSelect the Link Card Formats tab
oSelect the PC Group (if authorized).
oSelect the card stock from the list at the top right of the screen.
oClick the Delete button on the right of the screen.
Please Note: Deleting a card stock will loose any associated links with card formats, plus any totals.
1c) Card Stock Warning Levels

Card Stock Warning Levels can be established at the time of the Card Stock creation, or when linking the Card Stock to
the Card Format. To access the Card Stock Warning Levels, do the following:
o Select the card stock from the list at the top left of the screen.
o The Warning Levels window will only active when a Card Stock has been selected.
o Place a in the Warning Active box.
o Enter the number you want associated to the Low Level Warning.
o Enter the number you want associated to the Empty Level Warning.
o Click the Apply button.
o Low Level: number of cards “in the machine” that will activate the Low Card Stock warning for the
selected card stock.
o Empty Level: number of cards “in the machine” that will activate the Empty Card Stock warning
for the selected card stock.
Please Note: The Low and Empty warning levels will display in the CardWizard Client component when appropriate.
It is also suggested that the warning levels only be set up for the card stock kept in the machine ex. Classic Card.
Linking and Unlinking Card Stock to Card Format(s)

Once the Card Stock has been added to the Link Card Formats tab, the stocks can be appropriately linked to the card
format.
To link a Card Format Link to a Card Stock, complete the following steps:
Select the Link Card Formats tab
Select the PC Group (if authorized).
Select the Card Stock from the list in right side of the screen by clicking on the Card Stock name.
Below in the Linked Card Formats section, select desired card format from the drop down menu.
If desired, check the “Warnings Active” check box and enter the levels. Press the Apply button.
Click the Add button.
To unlink a Card Format from a Card Stock, complete the following steps:
Select the Link Card Formats tab
Select the PC Group (if authorized).
Select the Card Stock from the "Card Stocks" list, and then select the card format from the "Linked Card
Formats" list.
Click the Delete button on the left, from the Linked Card Formats section.

Chapter 11: Users/Groups
The Users/Groups Function Icon provides two additional tabs- Users/Groups and Permissions/Privileges these tabs allow
for the setup and maintenance of various CardWizard Users/Groups by authorized Administrator users. Users may either
use the drop down menu or the individual tabs within the Users/Groups menu.
team not be used to gain access to any of the CardWizard components. In addition, Administrators should change the
password assigned to this default user; please adhere to PABP (Payment Application Best Practices) guidelines to ensure
data security.
Chapter 12: Users/Groups Tab

Users are the actual individuals who will be using features of the CardWizard system. Optionally, groups can be defined
as a collection of users. Therefore, members of a group inherit the security rights assigned to that group.
Below are several examples of groups within a bank/credit union environment, the following groups may be defined with
the indicated permissions and privileges:
Printing Permissions/Privileges
At any time, a printed copy of the permissions/privileges associated to users/groups can be printed for the following areas:
Card Format Permissions
System Privileges
PC Group Permissions

To print the permissions/privileges:
Select the Users/Groups Icon.
Select the Users/Groups tab.
Select either the desired Group or User, e.g. User.
Click Security.
Select the desired permission/privilege: Card Format, System Privileges, or PC Group Permissions e.g. System
Privileges.
Click Print.
Creating a New User

To create a new user, the following steps must be completed:
Select the Users/Groups tab
Click on Users.
Click on the New button.
A pop up window will appear with the following options:
o Name: type in the name of the user you wish to create. The name can be either the name of the user, for
example Julie or the user name can be an employee number such as 4378.
o Description: (optional) any additional information about the user. This may be the full name of the user, for
example Julie Peterson.
oMaximum Identity Attempts: maximum number of times the user may attempt to log into any of the
CardWizard software components with an incorrect user name or password. The default is set to 3.
Please Note: In order to be PCI compliant, the maximum identity attempts cannot exceed 6.
o Password: the initial password will need to be set for the user, however the first time the user identifies
themselves to the system, they will be prompted to select a new password.
o Time Out Minutes: this is directly related to the "Auto Log Off Inactive Users” feature located under the
Options Function Icon->Security.
Please Note: As previously mentioned the security tab option “Auto Log Off Inactive Users” will be grayed out if the
software security device is set up for PCI compliance, any sessions idle for more than 15 minutes require re-entry of
username and password to reactivate the session. However, if “Auto Log Off Inactive Users” is selected then the time
must be designated in this module. If a user is inactive for the designated number of minutes, the components they are
using will be automatically terminated. If the users Time Out Minute value is zero, the user will not be automatically
terminated even though this option may be set for the system. Refer to User Maintenance, Time Out Minutes option.
However, if “Auto Log Off Inactive Users” is not selected and the value in the new user module is set to 0, then no time
out will ever occur for this user.
o Locked Out: (optional) if selected, allows user to be created, but will not allow them to access any of the
CardWizard software components.
o Restricted Usage: (optional) if selected, this user will not be visible within the Administrator component for
users with the system privilege of “Client Applications: Restricted Access”. This prevents branch
administrators from changing or deleting specific users or groups.
o Restricted Access also included the following:

Can only view users with PC Group Permission for the same PC group. This applies for user maintenance
and reporting.
User or groups with “Restricted Usage” are hidden.

Not allowed to create or delete CardWizard groups.
Not allowed to view the security privileges for “Client Applications: Restricted Access”.
Not allowed to see the security permissions for “PC Group Permissions” on the Permissions/Privileges tab.
Not allowed to use the Network Configuration tab.
Not allowed to view the following reports: Users/Groups, Server Log and Network Configuration.
Please Note: This feature is only visible if the Administrator DOES NOT have the system privilege “Client
Applications: Restricted Access” activated.
User Membership
Once all information has been completed for the creation of a new user, you may either click OK or select Membership.
Membership: (optional) users may be assigned to Groups by clicking the Membership button. A window will
populate which shows current group membership as well as available groups that this user is not a member
of. Changes can be easily made by selecting the groups and using the arrow buttons < <<or simply double clicking on
the items to add or remove them.
Creating a New Group

To create a new group, the following steps must be completed:
Click on Groups
Click on the New button.
o The Security and Edit buttons are available if an existing group is selected.
A pop up window will appear with the following options:

o Name: type in the name of the Group you wish to create.
o Description: (optional) any additional information about the group. Sometimes permission information is
added here; for example Network Administrators could have a description “limited access”.
o Copy permissions from group: (optional) users may copy all privileges from an existing group to the newly
created group.
o Restricted Usage: (optional) if selected, this indicates that this group is not visible within the Administrator
component for users with the system privilege of “Admin: Restricted Access”. This prevents branch
administrators from changing or deleting specific users or groups. This feature is only visible if the
Administrator DOES NOT have the system privilege “Client Applications: Restricted Access” activated.
o Restricted Usage may or may not be displayed.
Group Members
Now, users may either click OK or Select Members.
Members: (optional) can assign users to the new group that has been created. A window will populate which shows
current membership and the available users not currently assigned to this group. Changes can be easily made by
selecting the groups and using the arrow buttons > >> or simply double clicking on the items to add or remove them.

Chapter 13: Permissions/Privileges Tab
Once groups and users have been defined, their permissions and privileges can be assigned. The assigned permissions and
privileges provide concise control over what and where these users/groups can be within the CardWizard network.
There are three categories of permissions and privileges that can be maintained within the CardWizard system:
1. Card Format Permissions
2. System Privileges
3. PC Group Permissions
First, we will discuss how Card Format Permissions are assigned to both groups and users. Next, since PC Group
Permissions and System Privileges are directly related we will discuss these two areas together.
team not be used to gain access to any of the CardWizard software components. Administrators must change the
password assigned to this default user. Use of the Administrator User Wizard will nullify your PCI compliancy. To
ensure data security, please adhere to PABP (Payment Application Best Practices) guidelines.
System Privileges & PC Group Permissions

The System Privileges determine which users and groups have permission to specific CardWizard software
components. The assigned permissions and privileges provide concise control over what and where these users/groups
can be within the CardWizard network. PC Group Permissions permits users/groups specific access to the different PC
Groups, generally these will be the different branches within the bank/credit union.
Thus, when setting up system privileges, it is equally important to designate the PC Group Permissions. Without having
the PC Group Permissions set, none of the assigned System Privileges or Card Format Permissions will work.
o For example, you could assign the System Privilege Client Interfaces: Standard Client (this simply means the user
may access the Client interface), however if the PC Group (e.g. Main Office) has not been assigned, this user will
not be able to log into the Client component.
System Privileges Defined

System privileges can either be assigned to an individual user or to a group. The definitions below encompass both users
and groups.
Please Note: The following CardWizard 5.x Custom Client privileges are not used by CardWizard Web Application
6.x. Please verify that user/group privileges are mapped as noted below if using the CardWizard Web Application 6.x:
CardWizard Legacy Client Privileges 5.x CardWizard Web Application Privileges 6.x
Client Applications: Custom Client 1 Client Applications: Re-Issue Cards
Client Applications: Custom Client 2 Client Applications: Re-Encode Cards
Client Applications: Custom Client 3 Client Applications: Re-PIN Cards
Client Applications: Custom Client 4 Client Applications: PIN CMS/Switch
For detailed information regarding the changes to the System Privileges, please review the CardWizard 5.x System
Privileges for Server 6.3 Manual.

Administrator
For any of the individual Administration privileges to be valid, the system privilege Client Interfaces:
Administrator Client must be assigned. In addition, the user/group will also need to have the appropriate PC
Group Permissions selected.
Client Interfaces: Administrator Client- this System Privilege must be “allowed” for any and all Administrator
privileges to work. This simply allows access to the CardWizard Administrator component.
Client Applications: Read Track Data- permitted to read the track data on either the Re-Encoder (SuperCat) or the
Embosser (150i). To read the card track data:
o Open Client or Admin component (must have Client Interfaces: Standard Client or Administrator
privileges).
o On menu bar select Administration->Read Card.
o Select device to read card.
o Insert Card in selected device.
o Track data will appear in pop up window.

o Print data (optional) or click OK.
Administrator Client: System Configuration ‐ permitted to access the System Configuration page in the
CardWizard Web Application. Used to define and configure the CardWizard Server.

Administrator Client: Template Manager ‐ permitted to access the Template Manager page in the CardWizard Web
Application. Used to create templates that are linked to card formats, like PIN and card mailers
Administrator Client: Reports: View all PC Groups- permitted to view all of the reports in CardWizard
Administrator for all of the branches within the CardWizard network. *Please note: the user/group must first have
the system privileges Administrator Client: Reports
Administrator Client: Inventory- permitted to access the Inventory Icon within CardWizard Administrator. Again,
this only gives permission to access the Inventory Icon; other permissions found within Inventory Icon must
additionally be added, such as balancing card stock.
Administrator Client: Network - permitted to access the Network Icon within the CardWizard Administrator.
Again, this only gives permission to access the Network Icon; other permissions found within the Network Icon must
additionally be added.
Administrator Client: Options- permitted to access the Option Icon within the CardWizard Administrator.
Administrator Client: Production Queues - permitted to access the Production Queues Icon within the
CardWizard Administrator. If using production queues, this option permits the user/group to open the production
queues and produce cards from the queue. In addition, the user/group may also delete any of the cards in the
queue. Therefore, it is recommended that this system privilege only be given to those users/groups who are assigned
to make cards from the queue.
Administrator Client: Reports - permitted to access the Report Icon within the CardWizard Administrator. *Please
note: this only gives permission to access the Report Icon; other permissions found within the Report Icon must
additionally be added.
To be able to view the Server Information Report or the Server Log, users must have access to
Administrator Client: Network: Configuration and Administrator Client: Network: Monitoring
respectively.
To be able to view the Inventory Summary and History Reports, users must have access to the
Administrator Client: Inventory.
Administrator Client: Users/Groups - permitted to access the Users/Groups Icon within the CardWizard
Administrator. Again, this only gives permission to access the Users/Groups Icon, other permissions found within the
Users/Groups Icon must additionally be added.
Administrator Client: Card Management: Card Format – permitted to access the Card Format Configuration page
in the CardWizard Web Application. Used to define which card format templates and key types a card format will
use. Also can delete and rename a card format.
Administrator Client: Card Management: Import/Export ‐‐ permitted to access the Card Format Import/Export
page in the CardWizard Web Application. This permission allows the user to import or export card formats that are
used in the CardWizard server.
Administrator Client: Inventory: Email Notification ‐ permitted to access the Inventory Email Notifications page
in the CardWizard Web Application. Used to created and modify inventory email rules for force balance and
minimum levels.
Administrator Client: Inventory: Manage all PC Groups - permitted to view, edit and manage card stock levels at
all branches. *Please note: the user/group must first have the system privileges Client Interfaces: Administrator
Client and Administrator Client: Inventory.
Administrator Client: Inventory: Balance Card Stock- permitted to balance the card stock at their specific
branch. *Please note: the user/group must first have the system privileges Client Interfaces: Administrator
Client and Administrator Client: Inventory.
Administrator Client: Inventory: Link Card Formats- permitted to link card types to card stock. Once the links
have been set up, they should not need to be changed again. Therefore, it is recommended that a limited number of
users have this system privilege enabled. *Please note: the user/group must first have the system privileges Client
Interfaces: Administrator Client and Administrator Client: Inventory.
Administrator Client: Inventory: Post Activity- permitted to post transactions. Transactions could include: courier
to vault, vault to branch usage, QA rejects etc. *Please note: the user/group must first have the system privileges
Client Interfaces: Administrator Client and Administrator Client: Inventory.
Administrator Client: Network: Card Formats- permitted to access card formats. Once the card formats have been
set up there should not need to be changed again. Therefore, it is recommended that a limited number of users have
this system privilege enabled. *Please note: the user/group must first have the system privileges Client Interfaces:
Administrator Client and Administrator Client: Network.
Administrator Client: Network: Configuration- permitted to create branches and add PC’s, hardware devices and
link cards to the devices etc. *Please note: the user/group must first have the system privileges Client Interfaces:
Administrator Client and Administrator Client: Network.
Administrator Client: Network: Monitoring- permitted to view the status of the network: which devices are ready
(green), not properly connected (red), busy or need to be restarted. *Please note: the user/group must first have the
system privileges Client Interfaces: Administrator Client and Administrator Client: Network.
***Client Applications: Restricted Access- user is limited to only edit, add or reset passwords for their specific
branch. *Please note: the user/group must first have the system privileges Client Interfaces: Administrator
Client and Administrator Client: Users/Groups and Administrator Client: Users/Groups: Manage Users and
Administrator Client: Users/Groups: Manage Group. User/Group will also have the following privileges:
o Can only view users with PC Group Permission for the same PC group. This applies for user maintenance
and reporting.
o User or groups with “Restricted Usage” are hidden.
o Not allowed to create or delete CardWizard groups.

o Not allowed to view the security privileges for “Client Applications: Restricted Access”.
o Not allowed to see the security permissions for “PC Group Permissions” on the Permissions/Privileges tab.
o Not allowed to use the Network Configuration tab.

o Not allowed to view the following reports: Users/Groups, Server Log and Network Configuration.
***PLEASE CONTACT CARDWIZARD SUPPORT REGARDING QUESTIONS AND USE OF THIS SYSTEM
PRIVILEGE.
Administrator Client: Users/Groups: Manage Groups- permitted to create groups and assign rights and users to
groups. *Please note: the user/group must first have the system privileges Client Interfaces: Administrator Client
and Administrator Client: Users/Groups.
Administrator Client: Users/Groups: Manage Permissions- permitted view and assign rights to individual
users. *Please note: the user/group must first have the system privileges Client Interfaces: Administrator Client
and Administrator Client: Users/Groups.
Administrator Client: Users/Groups: Manage Users- permitted to create new users and reset passwords for
existing users. *Please note: the user/group must first have the system privileges Client Interfaces: Administrator
Client and Administrator Client: Users/Groups.
Client
For any of the individual Client privileges to be valid, the system privilege Client Interfaces: Standard
Client/Integrated Client must be assigned. In addition, the user/group will also need to have the PC Group
Permissions selected.
Client Interfaces: Standard Client- this System Privilege must be “allowed” for any and all Client privileges to
work. This simply allows access to the CardWizard Standard Client component.
Client Interfaces: Integrated Client- this System Privilege must be “allowed” for any and all Integrated privileges to
work. This simply allows access to the CardWizard Integrated Client component.
Client Applications: Print Card Mailers- permitted to activate print card mailers within the CardWizard Client
Component when a card is produced. The Administrator component needs to be accessed by someone with
appropriate privileges to: set up the card format with card mailers and link a printer to the card. *Please note: the
user/group must first have the system privileges Client Interfaces: Standard Client.
Client Applications: Print PIN Mailers- permitted to activate print PIN mailers within the CardWizard Client
Component when a card is produced. The Administrator component needs to be accessed by someone with
appropriate privileges to: set up the card format with PIN mailers and link a printer to the card. *Please note: the
user/group must first have the system privileges Client Interfaces: Standard Client.
Client Applications: Custom Client 1- permitted to Re-Issue cards within the 5.x Integrated Client
Software. *Please note: the user/group must first have the system privileges Client Interfaces: Standard Client
and Client Applications: Make New Cards. *Please note: This privilege is not recognized in the 6.x web
application. It has been replaced with Client Applications: Re-Issue Cards.
Client Applications: Custom Client 2- permitted to Re-Encode/Repair cards within the 5.x Integrated Client
and Client Applications: Re-Encode Cards. *Please note: This privilege is not recognized in the 6.x Web
Application. It has been replaced with Client Applications: Re-Encode Cards.
Client Applications: Custom Client 3- permitted to Re-PIN (card & CMS) cards within the 5.x Integrated Client
and Client Applications: Re-PIN Cards. *Please note: This privilege is not recognized in the 6.x Web Application.
It has been replaced with Client Applications: Re-PIN Cards.
Client Applications: Custom Client 4- permitted to PIN (CMS) cards within the5.x Integrated Client
Software. Member assigns PIN, CardWizard software calculates the offset and stores it in the Card Management
System (card is produced by outside card issuer). Or, allows PIN to be changed for host based PIN verification. The
Administrator component needs to be accessed by someone with appropriate privileges to: set up the card format with
the option to PIN (CMS). *Please note: the user/group must first have the system privileges Client Interfaces:
Standard Client. This privilege is not recognized in the 6.x Web Application .This privilege has been replaced with
Client Applications: PIN CMS/Switchs.
Components
There are multiple components within the CardWizard software package. Below will detail the system privileges required
for each the components.
Client Interfaces: Batch Input Client- requires a separate component to be purchased outside of the standard
CardWizard software installation package. This feature allows institutions to process their monthly re-issuance of
credit or debit cards.
Client Interfaces: Card Management Client- requires a separate component to be purchased outside of the standard
CardWizard software installation package. This feature permits access to the Card Designer component which is used
to create card formats.
Client Interfaces: Key Manager Client- permitted to access Key Manager Component to load DES and CVV keys
into the system. At least two users are required to have access to this component when setting up the
keys. Generally, once the keys have been loaded and properly tested, this component is not re-accessed.
Client Interfaces: HOST Interface- this System Privilege must be “allowed” for any and all Host Interface
privileges to work.
Client Interfaces: Offset Calculator Client- this System Privilege must be “allowed” for any and all Offset
Calculator privileges to work. This simply allows access to the CardWizard Offset Calculator Client component.
Client Interfaces: PAN Manager Client- this System Privilege must be “allowed” for any and all PAN Manager
privileges to work. This simply allows access to the CardWizard PAN Manager Client component.
Client Interfaces: Production Queue Client- this System Privilege must be “allowed” for any and all Production
Queue privileges to work. This simply allows access to the CardWizard Production Queue Client component.
Grant Overrides
There are two types of overrides within the system privileges:
Within PC Group = one branch (access to specific branch)
Outside PC Group = multiple branches (access to any branch)
Management: Clear Auditing Data- permitted to clear the following data: Activity, Production, and Access
Control. By default, the log files are kept indefinitely and should only be deleted if space issues on the server
occur. Therefore, it is recommended that no user has this right unless necessary.
Management: Override (outside PC Group): Balancing- permitted to override a “force balance” at any of the
branches. To force a balance within inventory requires a second user with override privileges.
An explanation must be entered by the first user in Administrator before the user with override privileges may
okay the “force balance”.
Management: Override (within PC Group): Balancing- permitted to override a “force balance” only at the branch
at which they work (branch at which they have log on privileges to). To force a balance within inventory requires a
second user with override privileges. An explanation must be entered by the first user in Administrator before the
user with override privileges may okay the “force balance”.

Management: Override (outside PC Group): Missing current PIN- permitted to override a transaction when a
customer does not know their existing PIN at any of the branches. This system privilege is only required if the card
format requires an override when a customer does not know their existing PIN.
Management: Override (within PC Group): New Card) - permitted to override a transaction when a customer does
not know their existing PIN at the branch at which they work (branch at which they have log on privileges to). This
system privilege is only required if the card format requires an override when a customer does not know their existing
PIN.
*** Management: Override (outside PC Group): New Card– this feature is optional and rarely used; the
permissions to not allow new card production must be properly defined within the Card Format provided by CardWizard
software. If Card Format is set up to not allow new card production, a second user is required to authorize the production
of a new card. This system privilege will allow users to grant override permissions to any branch users who want to
produce a new card.
***PLEASE CONTACT CARDWIZARD SUPPORT REGARDING QUESTIONS AND USE OF THE SYSTEM
PRIVILEGE Management: Override (outside PC Group): New Card
***Management: Override (within PC Group): Missing current PIN - this feature is optional and rarely used;
the permissions to not allow new card production must be properly defined within the Card Format provided by
CardWizard software. If Card Format is set up to not allow new card production, a second user is required to
authorize the production of a new card. This system privilege will allow users to grant override permissions to users at
the branch at which they work to produce a new card.
***PLEASE CONTACT CARDWIZARD SUPPORT REGARDING QUESTIONS AND USE OF THIS SYSTEM
PRIVILEGE Management: Override (within PC Group): New Card).
Management: Override (outside PC Group): Open Card Machine - permitted to grant access to open any of the
card machines at any of the branches. This user grants the second required access to open any of the machine covers.
Management: Override (within PC Group): Open Card Machine - permitted to grant access to the card machines
only at the branch which they work at any of the branches (branch at which they have log on privileges to). This
user grants the second required access to open any of the machine covers
Management: Override (outside PC Group): PIN CMS- permitted to override a PIN CMS at any of the branches.
If card format is setup to require a second user to authorize the PIN CMS operation, this system privilege will allow
users to grant override permissions to users at the branch at which they work to perform a PIN CMS on a card.

Management: Override (within PC Group): PIN CMS-permitted to override a PIN CMS only at the branch at
which they work (branch at which they have log on privileges to). If card format is setup to require a second user to
authorize the PIN CMS operation, this system privilege will allow users to grant override permissions to users at the
branch at which they work to perform a PIN CMS on a card.

Management: Override (outside PC Group): PIN Switch-permitted to override a PIN Switch at any of the
branches. If card format is setup to require a second user to authorize the PIN Switch operation, this system privilege
will allow users to grant override permissions to users at the branch at which they work to perform a PIN Switch on a
card.

Management: Override (within PC Group): PIN Switch-permitted to override a PIN Switch only at the branch at
which they work (branch at which they have log on privileges to). If card format is setup to require a second user to
authorize the PIN Switch operation, this system privilege will allow users to grant override permissions to users at the
branch at which they work to perform a PIN Switch on a card.


Management: Override (outside PC Group): Re-PIN-permitted to override a Re-PIN only at any of the branches.
If card format is setup to require a second user to authorize the Re-PIN operation, this system privilege will allow
users to grant override permissions to users at the branch at which they work to perform a Re-PIN on a card.

Management: Override (within PC Group): Re-PIN-permitted to override a Re-PIN only at the branch at which
they work (branch at which they have log on privileges to). If card format is setup to require a second user to
authorize the Re-PIN operation, this system privilege will allow users to grant override permissions to users at the
branch at which they work to perform a Re-PIN on a card.

Card Functions
Client Applications: Make New Cards- permitted to issue or Re-Issue cards within the CardWizard system.
Client Applications: Re-Encode Cards- permitted to Re-Encode/Repair cards within the CardWizard system.
Please Note: The CardWizard 6.x upgrade process will automatically grant this privilege to any user/group that has
the privilege Client Applications: Custom Client 2.
Client Applications: Re-PIN Cards- permitted to Re-PIN (card & CMS) cards within the CardWizard system.
Please Note: The CardWizard 6.x upgrade process will automatically grant this privilege to any user/group that has
the privilege Client Applications: Custom Client 3.
Client Applications: Re-Issue Cards (new) - This privilege only applies to the CardWizard Web Application
6.x. Required to Re-Issue existing cards. The user/group must also have Client Applications: Make New Cards
privilege. Please Note: The CardWizard 6.x upgrade process will automatically grant this privilege to any user/group
that has the privilege Client Applications: Custom Client 1.
Client Applications: PIN CMS/Switch (new) - This privilege only applies to the CardWizard Web Application
6.x. Required to send a PIN Offset to a CMS or switch without creating a physical card. Member assigns the PIN.
Management System (card is produced by outside card issuer). Or, allows PIN to be changed for host-based PIN
verification. The Administrator component needs to be accessed by someone with appropriate privileges to: set up the
card format with the option to PIN (CMS). Please Note: The CardWizard 6.x upgrade process will automatically
grant this privilege to any user/group that has the privilege Client Applications: Custom Client 4

Examples of System Privileges
With all of the available system privileges defined, let’s examine how system privileges would be set up for the
users/groups within a bank/credit union environment. The four groups are:
CSR/Tellers
Branch Managers
IT/IS
Administrator Group/ Card Services

The following chart details the required system privileges for each group.
Branch
Privilege Type Privilege Description Tellers Managers IT Administrator
Administrator Client: Card Management: Card Format YES YES
Administrator Client: Card Management: Import/Export YES YES
Administrator Client: Inventory **YES YES YES
Administrator Client: Inventory: Balance Card Stock **YES YES YES
Administrator Client: Inventory: Email Notification YES
Administrator Client: Inventory: Link Card Formats YES
Administrator Client: Inventory: Manage all PC Groups YES
Administrator Client: Inventory: Post Activity **YES YES YES
Administrator Client: Inventory: View all PC Groups YES
Administrator Client: Network **YES YES YES YES
Administrator Client: Network: Card Formats YES
Administrator Client: Network: Configuration YES YES
Administrator Client: Network: Monitoring **YES YES YES YES
Administrator Client: Options YES YES
Administrator Client: Production Queues YES YES
Administrator Client: Reports YES YES
Administrator Client: Reports: View all PC Groups YES
Administrator Client: System Configuration YES YES
Administrator Client: Template Manager YES YES YES
Administrator Client: Users/Groups
Administrator Client: Users/Groups: Manage Groups YES YES
Administrator Client: Users/Groups: Manage Permissions YES YES
Administrator Client: Users/Groups: Manage Users YES YES YES
Client Applications: Custom Client 1 YES YES YES
Client Applications: Custom Client 4
Client Applications: Make New Cards YES YES YES
Client Applications: PIN CMS/Switch
Client Applications: Print Card Mailers **YES YES YES
Client Applications: Print PIN Mailers **YES YES YES
Client Applications: Read Track Data YES
Client Applications: Re‐Encode Cards YES YES YES
Client Applications: Re‐Issue Cards YES YES YES
Client Applications: Re‐PIN Cards YES YES YES
Client Applications: Restricted Access
Client Interfaces: Administrator Client **YES YES YES YES
Client Interfaces: Batch Input Client
Client Interfaces: Card Management Client
Client Interfaces: HOST Interface YES YES
Client Interfaces: Integrated Client YES YES YES
Client Interfaces: Key Manager Client YES
Client Interfaces: Offset Calculator Client YES
Branch
Privilege Type Privilege Description Tellers Managers IT Administrator
Client Interfaces: PAN Manager Client YES
Client Interfaces: Production Queue Client
Client Interfaces: Re‐PIN Client
Client Interfaces: Standard Client YES YES YES
Client Interfaces: Super CAT Client
Management: Clear Auditing Data
Management: Override (outside PC Group): Add Card Record YES
Management: Override (outside PC Group): Balancing YES
Management: Override (outside PC Group): Missing current PIN YES
Management: Override (outside PC Group): New Card YES
Management: Override (outside PC Group): Open Card Machine YES
Management: Override (outside PC Group): PIN CMS YES
Management: Override (outside PC Group): PIN Switch YES
Management: Override (outside PC Group): Re‐Encode YES
Management: Override (outside PC Group): Re‐Issue YES
Management: Override (outside PC Group): Re‐PIN YES
Management: Override (outside PC Group): Replace YES
Management: Override (outside PC Group): Unblock Record YES
Management: Override (outside PC Group): Waive Fees YES
Management: Override (within PC Group): Add Card Record YES
Management: Override (within PC Group): Balancing YES
Management: Override (within PC Group): Missing current PIN YES
Management: Override (within PC Group): New Card YES
Management: Override (within PC Group): Open Card Machine YES
Management: Override (within PC Group): PIN CMS YES
Management: Override (within PC Group): PIN Switch YES
Management: Override (within PC Group): Re‐Encode YES
Management: Override (within PC Group): Re‐Issue YES
Management: Override (within PC Group): Re‐PIN YES
Management: Override (within PC Group): Replace YES
Management: Override (within PC Group): Unblock Record YES
Management: Override (within PC Group): Waive Fees YES
***YES= system privileges that are dependent on each Bank/CU's user preferences. For example, in one Bank the
Tellers may have access to the inventory; however at another Bank the Tellers may not have access to the Inventory.

Card Format Permissions
The card format permissions determine which users and groups have permission to produce specific card formats. The
permissions to the card formats can be set up in two different ways.
1. The first method, for Groups only, involves the following steps:
Select Groups.
Please Note: Remember if permissions are set up for a group, membership to that group automatically gives you the
groups’ permissions, thus it may be easiest to create the user groups, create your users and then assign these to the
appropriate group and then assign the card format permissions to the group.
Once the desired group has been selected, click the security button.
This will populate a window which displays all the available card formats for the group. (If you do not see card
formats- such as ATM card, ensure that Card Format Permissions is selected).
Select the desired card format e.g. ATM.
Right Click and select Authorized.
A denotes that the permissions for the selected card format have been granted to the group.
Click OK once all appropriate card formats have been Authorized/Prohibited.
2. The second method for either Groups or individual Users involves the following steps:
Select the Permissions/Privileges tab.
Select Card Format Permissions.
Select the desired card format e.g. ATM Card and double click the Card Format or click the Edit button.
This populates a window where either Users or Groups can be “Authorized” or “Prohibited” to work with the
selected card format. To grant permissions to a user select the users button. To grant permissions to a group select the
group button.
Use the arrows to designate the permissions.
Assigning System Privileges

With a clear understanding of the specific system privileges available, the assignment of the system privileges for both
users and groups can be setup in two different ways.
1. The first method, for Groups only, involves the following steps:
Select the Users/Groups tab.
Click on Groups.
Please Note: Remember if system privileges are set up for a group, membership to that group automatically gives
you the groups’ system privileges, thus it may be easiest to create the user groups, create your users and assign these
to the appropriate group and then assign the card format, system privileges, and PC Group permissions to the group.
Once the group has been selected e.g. CRS, click the security button.
Select System Privileges.
Select the desired system privilege e.g. Client Interfaces: Standard Client.
Right Click and select Authorized.
A denotes that the permissions for the selected system privilege have been granted to the group, in this case
Branch Supervisors.
Click OK once all appropriate system privileges have been Authorized/Prohibited.
2. The second method for either Groups or individual Users involves the following steps:
Select the Permissions/Privileges Tab.
Select System Privileges.
Select the desired System Privilege e.g. Client Interfaces: Administrator Client and double click the system privilege
or click the Edit button.
This populates a window where either Users or Groups can be "Authorized" or "Prohibited” to work with the
selected system privilege. To grant system privileges to a user select the users button. To grant permissions to a group
select the group button.
Use the arrows to designate the permissions.
Assigning PC Group Permissions

The PC Group Permissions determines which users/groups can use specific PC Groups (Branches).
Please Note: This option is not available if the user has the system privilege “Client Applications: Restricted Access”.
To access the PC Group Permissions:

Select the Users/Groups Icon .
Select the Permissions/Privileges Tab.
Select PC Group Permissions.
o All available PC Groups will be displayed.
o Select the desired PC Group, e.g. Branch 1.
o Either double click the PC Group or click the Edit button.
o This populates a window where either Users or Groups can be “Authorized” or “Prohibited”
permission within the selected PC Group. To grant system privileges to a user select the Users button. To
grant permissions to a group select the Groups button.
o Use the arrows to designate the permissions.
Chapter 14: Network

The Network Function Icon provides two tabs – Configuration and Monitor. Users may either use the drop down menu or
the individual tabs within the Network menu.
Configuration Tab
The Configuration tab provides a visual display of the CardWizard network. Authorized users can easily configure, edit
and maintain the various CardWizard software components using this tab. The CardWizard network consists of several
components:
PC(s): any computers that have one or more CardWizard software components installed.
PC Groups: any group of PCs within the banking/credit union environment; a group may be a branch or a
department.
Super Card Machine Controllers: provides central control of various physical and logical devices within the
CardWizard Enterprise environment.
o Physical devices e.g. Card Personalization System.
o Logical Devices e.g. disk file output.

Each Super Card Machine (SuperCMC) can control an infinite number of Card Machine Devices (CMC) from a single
PC, utilizing the installation’s existing IP network. However, the Card Machine Devices may be directly attached to the
PC running the SuperCMC component.
Card Machine Devices: the physical and logical devices within the CardWizard network controlled by a
SuperCMC. Card Machine Devices include but are not limited to:
o Embosser.
o Re-Encoder
o Card Personalization Systems
o Disk File
o Active X
o KDT
o Card Machine Simulator
Card Format Links: can be linked for production to a CMC device in the network or to any defined Production
Queue. In addition to specific card formats, e.g. ATM Card, you can also link undefined card formats, which is useful
when there are several exception card formats. Exception card formats requires a blank card stock to be manually
inserted into the Card Personalization Device. The user is prompted for this action at the time the card is being
produced.
Please Note: The hand vs. the arrow above the card icon indicating exception cards. This example also includes a link
for undefined card formats. This means that if a card format is not specifically defined (as is ATM Card and Debit Card);
it will be treated as an exception card and produced on the same card machine.
Links can be defined for either a PC Group or a specific PC providing flexibility.
Alternate Card Format Links: existing card format link which can optionally have and “alternate link” that is used
when re-encoding existing cards. For example, as shown below a new ATM card would be produced on the DataCard
150i machine, while a PIN change for the ATM card would occur on the SuperCat device.
Mailer Print Links: Allow users to specify what printers to use for the production of PIN and Card Mailers when an
existing Card Format Link is linked to a Card Machine Device controlled by a SuperCMC component. In addition,
users can specify certain attributes of the printer such as “paper source”, “print quality”, “orientation”, and “paper
size”. Allows the use of a printer with more than one paper tray for printing different mailers.
Production Queues: Allow users to input information for cards to be produced at a later time. This capability can be
extremely useful for managing situations where card machines are not available. Queues can contain either a variety
of card formats or a single card format or type. The cards stored in the queues are produced at a later time by using
the Administrator component- either individually or all at once.

Search Toolbar: Configuration and Monitor Tab
The search toolbar located in both the Configuration and Monitor Tab allows the user to quickly search for PC's, Groups,
Devices, etc.
Search
Toolbar
Displays total number of

search record.
Expand and Collapse Highlight tool

buttons.
Next & Previous
Results
New, Deleting, Editing and Duplicating a PC Group

PC Groups can be easily maintained within the Configuration tab. PC Groups need to be established prior to any
additions of a single PC. PC Groups will generally be added by the CardWizard Installation Team.
To add a PC Group to the CardWizard Network, the following steps must be completed:
Select the Network Icon.
Select the Configuration tab.
Click the Expand All button .
Right click anywhere in the open space of the Configuration screen.
Select New PC Group.
Enter a unique name for the PC Group and an optional description if desired.
Click OK.
To delete a PC Group from the CardWizard Network, the following steps must be completed:
Right click the PC Group to be deleted e.g. Branch 1.
Select Delete.
To edit a PC Group from the CardWizard Network, the following steps must be completed:
Right click the PC Group to be edited e.g. Branch 1.
Select Edit.
Edit the name or the Description. The Description will appear in any of the Network diagrams.
Click OK.

To duplicate a PC Group from the CardWizard Network, the following steps must be completed:
Please Note: Duplicating a PC Group is helpful when setting up a new network configuration with PC Groups that are
similar to one another. In addition, all PC, Card Machine Controllers, Card Machine Devices, and Card Format Link
definitions will be duplicated in the PC Group. However, the Card Formats will need to be linked and the PC Names
associated to the group will need to be changed.

Right click the PC Group to be duplicated e.g. Main Office.
Select Duplicate.
Enter the Name for the new PC Group; in addition, optionally a description may be entered.
Click OK.
.
New, Deleting and Editing
PCs can be easily maintained within the Configuration tab. Once PC Groups have been established, the PCs are added.
To add a PC to the CardWizard Network, the following steps must be completed:

Right click the PC Group where you would like to add a PC. e.g. Main Office.
Select New PC.
Enter the Computer Name.
Optionally a Description may be entered; the description will appear in any of the Network diagrams.
Click OK.
Please Note: Only place a in the option “Allow Custom Client” if directed to do so by the CardWizard Installation
Team. This option is used to specify that this PC can operate a custom client.
To delete a PC from the CardWizard Network, the following steps must be completed:
Right click the PC to be deleted e.g. PC04.
Select Delete.
To edit a PC within the CardWizard Network, the following steps must be completed:
Right click the PC to be edited e.g. PC04.
Select Edit.
Edit the name or the Description. The Description will appear in any of the Network diagrams.
Click OK.
Please Note: Only place a in the option “Allow Custom Client” if directed to do so by the CardWizard Installation
Team. This option is used to specify that this PC can operate a custom client.

Adding & Deleting Card Machine Controllers (Ex. SuperCMC)
Please Note: The instructions below are for adding/deleting a CMC.
To add a SuperCMC to the CardWizard Network, the following steps must be completed:
Right click on the PC where you wish to install the SuperCMC.
Select New Super Card Machine Controller.
To delete a SuperCMC from the CardWizard Network, the following steps must be completed:
Right click on the desired SuperCMC.
Select Delete.
.
Adding PC Groups and PCs (Batch)
Users have the ability to add multiple (Batch) PC Groups or PC’s at a time. The Batch Input feature can be utilized to
import large lists of PC Groups and PCs. Users may import a delimited file rather than adding each PC Group or PC
individually.
To Batch a PC Group and or PCs to the CardWizard Network, the following steps must be completed:
Right click anywhere in the open space of the Configuration screen.
Select Add PC Groups and/or PCs (Batch).
This will generate the Add PC Groups and/of PCs from List (Batch) window.
Users may now select to:
o Add PC Groups- Only PC Group Name is required, optionally a description may be added if a delimiter
is used (PC Group Name<delimiter>Description).
o Add PCs to an Existing PC Group- Only PC Name is required, optionally a description may be added if
a delimiter is used (PC Name <delimiter>Custom (T/F) <delimiter>Description).
o Add PC Groups with PCs- PC Group Name and PC Name is required, optionally a description may be
added for each if a delimiter is used (PC Group Name<delimiter>PC Name<delimiter>Custom (T/F)
<delimiter>PC Group Description<delimiter>PC Description).
User may now select to:

o Import a file: Click the import button, locate the appropriate file. If necessary, select the delimiter type.
OR
o Manually enter the information into the text box: If necessary select the delimiter type.
Click the Preview button to ensure that the data is accurate.

Click the OK button to complete the batch process selected.

Adding Card Machine Devices
The term CMC (Card Machine Controller) Device is in reference to a Card Machine Device. Thus when CMC Device is
referenced it is equivalent to Card Machine Device.
To add a Card Machine Device to the CardWizard Network, the following steps must be completed:
Right click on the Card Machine Controller icon for which you are adding the device, e.g. SuperCMC.
Select New CMC Device.
This will generate a “New Super CMC Device” window where several options need to be defined dependant on the
Card Machine Device selected. Below are all the possible options that will populate in accordance to the Card
Machine Device.
Card Machine Simulator: not a physical device, but a software simulator of the Embosser. This may be used during
the testing phases to ensure that all components are set up correctly.
PC Group: designate the PC Group (Branch) the card machine device should be attached to.
Device Type: the physical and logical devices within the CardWizard Network controlled either by a SuperCMC e.g.
Card Machine Simulator.
Description: (optional) any special notes or descriptions necessary, the description will appear in any windows
displaying the CardWizard Network.
Options: (optional) parameter values for the device or the device options.
o scip = 0.0.0.0: IP Address of smart card coupler.
Card Personalization System: physical device can include flat-card photo Card Personalization Systems such as
laser Card Personalization Systems. However, a laser Card Personalization System would only be used for simulating
production of cards, only the information embossed on the card would appear.
Device Type: the physical and logical devices within the CardWizard network controlled either by a SuperCMC.
Default Coercivity: contained in the magnetic stripe on the back of the cards. Users should select high as the default
for the device. This is the coercivity level that will be used for those card formats where coercivity = Default.
o fcp1wire = 0.0.0.0 : IP Address of FCP 20/20 smart card coupler.
315GX: physical device which embosses the cards.

Description: (optional) any special notes or descriptions necessary, the description will appear in the Network
diagram.
Connection: select “IP address”. The IP address will need to be entered.
o dc315= 0.0.0.0: IP Address of smart card coupler.

CD820: physical device which embosses the cards. This device supports both Color and Monochrome ribbon types.
For a complete list of the ribbon types please review the CE870 & CD820 Instant Issuance System Setup.
Please Note: When using any of the monochrome ribbons, the Card Personalization System will ignore the ribbon
management code and
print a majority of the printable elements to the ribbon. Text fields that use the bitmap printing option will not be printed
using the monochrome ribbon. If using the KTT ribbon, a double layer of topcoat will be applied to each printed side.
Blocking regions will not receive any topcoat.
PC Group: Designate the PC Group (Branch) the card machine device should be attached to.
Device Type: Datacard CD820
Description (optional): Any special notes or necessary descriptions. The description will appear in the Network
diagram.
IP Address: Enter the static IP address of the Card Personalization System and port 9111.
Options (optional): Parameter values for the device or the device options. A Card Personalization System restart
via the CardWizard Administrator or CMC Service is required for option changes to take effect. One or more of the
following options may be defined:
o Ribbon Management Code: The following options may be used to monitor the print ribbon usage.
Please Note: If specified, the ribbon management option code must be entered before the DC1WIRE entry
(if applicable). The options are as follows:
i. CB: Default setting which limits ribbon use to one panel set for YMCKTK and YMCKTKT ribbons.
This setting uses only color (YMC), black (K), and topcoat (T) panels on the front of the card. All
back side graphics and text will be in black (K) and applies topcoat (T) only if it is available in the
current panel set.
ii. AA: This setting allows for any type of printing to be used on the front and back of the card. The
front and back of the card may each use color (YMC), black (K), and topcoat (T) panels on a ribbon
set. Suggested use: when printing color on the back. This may require the use of more ribbon.
o Hopper Groups: This setting allows user to group hoppers together so that card production can use all the
grouped hoppers without having to relink the card format(s). This feature is beneficial when loading the same
card stock type into multiple hoppers.
i. Cards are picked from the hoppers in the group in the order the hoppers are listed in the group
definition.
ii. After a card is picked, the next card will come from the next hopper in the group.
iii. Empty hoppers in a group will be skipped. If all the hoppers in a group are empty an error
will occur.
iv. The hopper group used is defined by linking the card format to any hopper in that group.
v. Hoppers not defined in a group operate as single, ungrouped hopper.
a. Hopper groups are defined in the following manner:
i. (1,2,4,5) This defines a group with hoppers 1, 2, 4, and 5
ii. (1,2,3)(4, 5,6) This defines a group with hoppers 1, 2, and 3 and a second
group with hoppers 4, 5, and 6.
Please Note: If specified, the hopper groups must be entered before the Smart Card entry (if
applicable).
o Smart Card: If Smart Card is utilized it must be configured here. This is the IP Address and port of CD820
Smart Card Coupler, which is the same as the Card Personalization System.
Example: DC1WIRE=192.168.3.40:9111
Hoppers: Indicates the number of input hoppers installed on the Card Personalization System.

CE870: physical device which embosses the cards. This device supports both Color and Monochrome ribbon types.
For a complete list of the ribbon types please review the CE870 & CD820 Instant Issuance System Setup.
Please Note: When using any of the monochrome ribbons, the Card Personalization System will ignore the ribbon
management code and
print a majority of the printable elements to the ribbon. Text fields that use the bitmap printing option will not be printed
using the monochrome ribbon. If using the KTT ribbon, a double layer of topcoat will be applied to each printed side.
Blocking regions will not receive any topcoat.
Device Type: Datacard CE870
diagram.
i. CB: Default setting which limits ribbon use to one panel set for YMCKTK and YMCKTKT ribbons.
This setting uses only color (YMC), black (K), and topcoat (T) panels on the front of the card. All
back side graphics and text will be in black (K) and applies topcoat (T) only if it is available in the
current panel set.
ii. AA: This setting allows for any type of printing to be used on the front and back of the card. The
front and back of the card may each use color (YMC), black (K), and topcoat (T) panels on a ribbon
set. Suggested use: when printing color on the back. This may require the use of more ribbon.
o Hopper Groups: This setting allows user to group hoppers together so that card production can use all the
grouped hoppers without having to relink the card format(s). This feature is beneficial when loading the same
card stock type into multiple hoppers.
vi. Cards are picked from the hoppers in the group in the order the hoppers are listed in the group
definition.
vii. After a card is picked, the next card will come from the next hopper in the group.
viii. Empty hoppers in a group will be skipped. If all the hoppers in a group are empty an error
will occur.
ix. The hopper group used is defined by linking the card format to any hopper in that group.
x. Hoppers not defined in a group operate as single, ungrouped hopper.
i. (1,2,4,5) This defines a group with hoppers 1, 2, 4, and 5
ii. (1,2,3)(4, 5,6) This defines a group with hoppers 1, 2, and 3 and a second
applicable).
o Smart Card: If Smart Card is utilized it must be configured here. This is the IP Address and port of CE870
Example: DC1WIRE=192.168.3.40:9111
Hopper: Indicates the number of input hoppers installed on the Card Personalization System.

CIM: physical device which embosses the cards.
Connection: select “IP address or Comm Port”. Select Comm. Port if the device is directly attached to the PC where
the SuperCMC resides. If IP address selected then the IP address will need to be entered. If Comm. Port is selected,
then the port # will need to be entered.
CR500: physical device which prints the cards.

Device Type: Datacard CR500
diagram.
i. CB: Default setting which limits ribbon use to one panel set for all cards. This setting uses
only color (YMC) panels on the front of the card. All back side graphics and text will be in
black (K), in addition, peel off (PO) will be used on the back side.
ii. AB: This setting allows any type of printing to be used on the front of the card and only
black (K) and peel off (PO) to be used on the back of the card. The front of the card may use
color (YMC), black (K) and peel off (PO) panels, while the back of the card is limited to only
black and peel off. Suggested use: when black or peel off is used for the front and color is
not needed on the back of the card. This can result in the use of two panel sets for the card.
iii. AA: This setting allows for any type of printing to be used on the front and back of the card.
The front and back of the card may each use color (YMC), black (K), and peel off (PO)
panels on a ribbon set. Suggested use: when printing color on the back. This may require
the use of more ribbon.
o Hopper Groups: This setting allows user to group hoppers together so that card production can use
all the grouped hoppers without having to relink the card format(s). This feature is beneficial when
loading the same card stock type into multiple hoppers.
i. Cards are picked from the hoppers in the group in the order the hoppers are listed in
the group definition.
ii. After a card is picked, the next card will come from the next hopper in the group.
iii. Empty hoppers in a group will be skipped. If all the hoppers in a group are empty an
error will occur.
iv. The hopper group used is defined by linking the card format to any hopper in that
group.

v. Hoppers not defined in a group operate as single, ungrouped hopper.
1. (1,2,4,5) This defines a group with hoppers 1, 2, 4, and 5
2. (1,2,3)(4, 5,6) This defines a group with hoppers 1, 2, and 3 and a second
applicable).
o Smart Card: If smart card is utilized it must be configured here. This is the IP Address and port of CR500
i. Example: DC1WIRE=192.168.3.40:9111
Hoppers: Indicates the number of input hoppers installed on the Card Personalization System.
DataCard 150i: physical device which embosses the cards.

diagram.
DataCard 28x/295: physical device which embosses cards.

o Topper: device has topper module installed.
o Graphics: device has graphics module installed.
o Smart Card: device has smart card reader.
FP65i: physical device which embosses the cards.

diagram.
Connection: select “IP address”. The IP address will need to be entered.
Please Note: The FP65i security feature is not supported by CardWizard software.

Matica: physical device which embosses the cards.
SE48: physical device which embosses the cards.

diagram.
SuperCAT: physical device used for Re-PINning cards.

Device Type: the physical and logical devices within the CardWizard network controlled either by a SuperCMC
Script: specifies how the SuperCAT will operate. The CardWizard installation team will assist in this setting during
your initial installation.
o CIPS: Special operation for stand-alone PIN changing. (Not supported in CardWizard Version 6.x or
later.)
o CMC: normal operation.
Identifier: (optional) displays in the window of the SuperCat. May use this to identify the hardware .e.g. #5.
Disk File: not a physical device, but simply an ASCII text file. Each time a card is produced that is linked to this device
type, a record is added to a file. The file is located on the PC containing the CMC component. However, a network
name may be used to redirect the file to any machine on the network. Not supported in CardWizard Version 6.x or
later.
Template File Name: defines the information and how the information will be displayed in the record.

Output File Name: resides on the PC with the SuperCMC component. Provide the full file name with extension for
the output file. If the file name does not exist, the directory containing the CardWizard software executable
components will be assumed for the location of the file. The file does not need to exist as the component will create
the file. If the file already exists, it will be appended.
ActiveX: not a physical device, but an external ActiveX software component. Each time a card is produced that is linked
to this device type, a call is made to a method in the external ActiveX component. A template file defines what
information and the format transfer to the component. Not supported in CardWizard Version 6.x or later.
Template File Name: resided in the CWDATA directory on the CardWizard Enterprise Server component
PC. Provide the file name with extension. Contact CardWizard support for details about template files.
ActiveX Component Name: full name for the components executable name.
Location: (optional) if the device is not located on the same PC as the SuperCMC Component. May provide the
machine name where the device resides. However, if the device is registered on the PC, it will not be necessary to
provide the location.
Please Note: Contact CardWizard support for details on the ActiveX component interface requirements.
SuperCAT III & KDT: physical device, encoding terminal for production of vault, temporary cards or may be used for
Re-PINning cards.
Device Type: the physical and logical devices within the CardWizard network controlled either by SuperCMC.
Default Coercivity: contained in the magnetic stripe on the back of the cards. Users may select low, medium or high
as the default for the device. This is the coercivity level that will be used for those card formats where coercivity =
Default. This device only supports low and high coercivity, a selection of medium will automatically default to
low.
Intellicoder: physical device used for Re-PINning cards.


Editing and Deleting Card Machine Devices
All Card Machine Devices can be edited or deleted in the Configuration tab.
To edit or delete any of the Card Machine Devices from the CardWizard Network, the following steps must be
completed:
Right click on the desired Card Machine Device.
Select Delete or Edit.
If Delete is selected the device will no longer appear in any of the Network diagrams.
If Edit is selected, the appropriate pop up screen for the selected Card Machine Device will populate,
prompting the user to make the desired edits.
Click OK.
Moving a Card Machine Device from one PC Group to another PC

Group
All Card Machine Devices can be easily moved from one PC Group to another in the Configuration Tab. To do so, the
following steps must be completed:
Select the desired Card Machine Device that you wish to move.
Click and drag the Card Machine Device icon to the destination PC Group.
Release the mouse button- the device will be moved.
Adding a New Card Format Link

To add any of the Card Format Links to the CardWizard Network, the following steps must be completed:

Right click on the PC Group or PC that the Card Format Link needs to be added to e.g. PC GMertens.
Select New Card Format Link.
All your Available Card Formats will be displayed in addition to a special format titled “Default Card
Format”.
If this is a card you wish to be an Exception Card, then place a in the box. Exception card formats requires a
blank card stock to be manually inserted into the Card Personalization System. The user is prompted for this action
at the time the card is being produced.
Click OK.
The Card Format will appear, however there will be a message “NEEDS TO BE LINKED”; the Card Format still
needs to be linked to a Card Machine Device or to a Production Queue.

Linking a Card Format to a Card Machine Device
Now that a Card Format has been linked to a PC or PC Group, the Card Format will additionally need to be linked to a
Card Machine Device. The following steps must be completed:
Select the Card Format to be linked by clicking on it
Drag the Card Format Icon to the destination Card Machine Device.
Release the mouse button- the card format will be linked to the selected Card Machine Device. The Device name
will be indicated to the right of the Card Format Icon.
Moving a Card Format Link from one PC/Group to another PC/Group

Card Formats can be easily moved from a PC or PC Group to a different PC or PC Group. To accomplish the following
steps need to be completed:
Select the Card Format to be moved by clicking on it.
Drag and drop it on the destination PC or PC Group.
Adding an Alternate Card Format Link

An existing card format link can optionally have an "alternate link" that is used when re-encoding existing cards. For
example, a new ATM card would be created on the DataCard 150i machine, while a PIN change for an ATM card would
occur at a SuperCAT device. Alternate Card Format Links are maintained in the Configuration tab. An Alternate Card
Format Link can be added to the Network by completing the following steps:
Right click on the existing Card Format Link the Alternate Link will be created for.
Select Alternate Device for encoding.
The Alternate Card Format will be created, however it needs to be linked to a Card Machine Device.
Select the newly created Alternate Card Format by clicking on it.
Drag and drop it on destination Card Machine Device. The Card Machine Device is displayed to the right of the
icon.
Deleting an Alternate Card Format Link

Alternate Card Format Links can easily be deleted. There are two methods for deleting the formats, they are:
Method One:
Right click on the existing Alternate Card Format to be deleted
Select Delete.
Method Two:
Right click on the Card Format Link that has the Alternate Card Format Link defined e.g. Debit Card.
Uncheck the choice “Alternate device for encoding”. If this option is selected, it will toggle (turn off) the option
and delete the alternate link.
Linking a Card Format to a Production Queue

Card Formats may either be linked to a Card Machine Device or to a Production Queue. Production Queues will be
discussed in detail in the last section of this manual, however in terms of linking a Card Format to a Production Queue,
there a two methods, they are:
Method One
Right Click on the Card Format Icon.
Select the desired Production Queue from the drop down list.
Click OK.
Method Two
Select the Card Format to be linked by clicking on it.
Drag the Card Format Icon to the destination Production Queue.
Release the mouse button- the card format will be linked to the selected Production Queue. The Queue name will be
indicated to the right of the Card Format Icon.
.
Adding a Mailer Print Link
As previously mentioned adding a Mailer Print Link is possible if an existing Card Format is linked to a Card Machine
Device controlled by a SuperCMC component. Certain attributes of the printer can be specified in addition to allowing
the usage of a printer with more than one paper tray for printing different mailers.
To add a Mailer Printer Link, the following steps must be completed:

Right click on the existing Card Format Link the Mail Printer Link needs to be added to e.g. Debit.
Select either PIN Mailer or Card Mailer.
A popup window allows for the selection of the printer and properties to use for the mailer. Click the Properties
button, users may select a variety of options: printer name, paper size, paper source, orientation and print quality.
Click OK when finished with all desired properties.
Now, a window will display all selected properties, if satisfied, click OK. Or if you would like to make further
changes click Edit and then apply after desired changes have been made. Additionally, a Print Test can be run to
view the attributes that have been selected.
Click OK, the Mailer Printer Link will appear in the Configuration window.
Editing and Deleting Mailer Print Links

To edit or delete an existing Mailer Print Link, the following steps must be completed:
Right click on the existing Mailer Print Link to be edited or deleted.
Select edit or delete.
Adding a new Production Queue
Production Queues allow users to input information for cards to be produced at a later time. Queues can contain either a
variety of card formats or a single card format or type. The cards stored in the queues are produced at a later time by
using the Administrator component- either individually or all at once. A Production Queue can be easily added by
completing the following steps:

Right Click in an open area of the Configuration window.
Select “New Production Queue”.
Enter the New Production Queue Name.
Click OK.
Lastly, a CMC device will need to be linked to the newly created Production Queue.
Editing and Deleting Production Queues

To Edit or Delete a Production Queue, the following steps must be completed:
Right Click on the Production Queue to be edited or deleted.
Select Edit or Delete.
Chapter 15: Network- Monitor Tab

This tab allows for the “real time” monitoring of all the devices within the CardWizard Network. As with the
Configuration Tab, access to the Monitor Tab is only permitted by authorized administrators. The ability to view the
status of devices in real time is a useful tool in resolving hardware/software issues. The tab is split into three sub-tabs to
provide the user with detailed status information of the “Full” network, “CMC”, and “Devices”.
The status of the device(s) within each of these tabs is indicated by both color and the status listed to the right of the
device icon:

Monitor Sub-Tab Full
The monitor sub-tab Full provides the user with an overview of all CMC(s) and Devices(s) and their associated PC(s) and
Branches. The status of each device can be monitored within this window. The search toolbar located at the top of this
sub-tab allows the user to quickly search for PC’s, Branches and Devices.
Next & Previous
Results
Search Toolbar
Refresh Displays total number

of search records.
Expand and Collapse

Highlight tool
buttons.
Located in the bottom right corner is an overview of the device statuses:
Monitor Sub-Tab CMCs

The monitor sub-tab CMCs provides the user with an overview of all CMC(s) and their associated statuses. The status of
each CMC can be monitored within this window.
Expand and Collapse

Refresh buttons.
Users can easily

establish the status of
each CMC Device.
Monitor Sub-Tab Devices

The monitor sub-tab Devices provides the user with an overview of all Devices and their associated statuses. The status
of each Device can be monitored within this window.
Filter by Status-
Ready, busy, etc.
Users may also sort

Refresh
in accordance to
column heading.
.
Stopping, Starting & Restarting Devices within the Monitor Tab
As previously mentioned, Card Machine Devices within the Monitor tab can be stopped, started or restarted. Users may
use any of the three sub-tabs: Full, CMCs and Devices. Instructions will be provided for all three tabs:
Method One: Full Sub-Tab

To Stop, Start, or Restart a Device, complete the following steps:
Select the Monitor tab.
Select the Monitor Sub-Tab Full.
Select the desired device.
Right click and select the desired action- Stop, Start or Restart.
Only the available actions will appear in window.
Method Two: CMCs Sub-Tab

Select the Monitor Sub-Tab CMCs.
Right click and select the desired action- Stop, Start or Restart.
Only the available actions will appear in window.
Method Three: Devices Sub-Tab

Select the Monitor Sub-Tab Devices.
Click the desired action- Stop, Start or Restart.
Available actions will be designated with a blue highlight.
Deleting Pending Request within the Monitor Tab

It is also possible to delete pending requests; this deletes the first pending request for the Card Machine Device. The
menu choice will only appear if one or more requests are pending for the device. Users may utilize the two sub-tabs Full
or CMCs to delete any pending request(s).
Please Note: The use of this feature will cause the Card Machine Device to be reset and the card request that was
previously made will be lost.
To Delete a Pending Request, the following steps must be completed:

Select the Monitor Sub-Tab Full or CMCs
Right click the Card Machine Device where the pending request will be deleted.
Select Delete Pending Request.

Chapter 16: Production Queues Icon
The Production Queues Icon provides the following functions for authorized Administrator users:
Make all cards from a Production Queue.
Make a specific card from a Production Queue.
View the current status of Production Queues.
View pending requests in a Production Queue.
Print pending requests in a Production Queue.
Delete the first card in a Production Queue.
Delete a specific card in a Production Queue.
Delete all cards in a Production Queue.
Please Note: For instructions on how to add a Production Queue, please see the section titled "Adding a new
Production Queue" within the chapter titled: Network: Adding a Mailer Print Link section.
How to make Cards for a Production Queue

Production Queues are viewed and managed by the CardWizard Administrator component.
There are several methods for making cards for a Production Queue, they are:
Method One: Make all Cards
Select the Production Queues Icon.
Right click on the Desired Production Queue.
This will display a popup window with the following option:
o Make Cards: produces all cards in the queue.
Method Two: Make all Cards

Click on the Desired Production Queue.
Click on the Make Cards button. This will make all cards in the Production Queue.
Method Three: Multiple Card Select

Select Display pending requests: this will display all non-processed requests.
Users may select multiple pending requests by:
o Ctrl + Click: Pressing the “Ctrl” key and left clicking each request.
Ctrl + Click each

additional request
you want to
select.
o Shift + Click: Pressing the “Shift” key and left clicking to select a range of adjacent requests.

Shift + Click on
the last request
you want to
select.
Lastly, click on the Make Cards button.

Please Note: When producing your cards, early termination is possible by clicking on the Stop button; however
cards currently being produced or in a CMC Device queue will be completed. You will not be able to make cards, if
the Card Machine Device (e.g. Card Machine Simulator) is not ready or not defined for a production queue. While the
cards are being produced, you will see a green arrow on the icon and the number of cards in the Queue will decrease as
each card is produced.
How to Display and Print Cards in a Production Queue

Displaying or printing the pending card requests for a specific Production Queue can be accomplished by completing the
following steps:
This will display a popup window with the following options:
o Make Cards: produces all cards in the queue.
o Display pending requests: displays all non-processed requests, the time the request was made and the
customer name. If users right click on the Production Queue again, they are able to “Hide pending requests”.
If the request included an address for the card holder, an icon appears at the beginning of the line. This
indicates the potential for generation of card and/or PIN mailers.
o Print pending requests: prints all pending requests to a designated Card Personalization System.
o Delete first Card: allows user to delete the first card within the Production Queue.
o Delete all Cards: allows user to delete all pending card requests within the Production Queue.
Please Note: The delete feature should be used cautiously. Any pending card requests that have been deleted will be
logged in the CardWizard Activity log.
Move pending requests to another production queue by completing the following steps:
Right click on the desired Production Queue.
Select Display pending requests.
Right Click on a pending request.
Select Move to another queue.
o This will display other available Production Queues that this pending request can be moved to.
Select a desired Production Queue.

Additionally, pending requests may also be deleted by completing the following steps:
Select Display pending requests.
Click on the pending request you would like to delete.
Press delete on the keyboard.
Chapter 17: CardWizard Encryption

Encryption is available across the CardWizard Network and its components. Encryption allows the translation of clear
data into encrypted data.
For detailed information regarding CardWizard software encryption, please reference the Deployment and Security
Manual for further assistance.
Chapter 18: Troubleshooting CardWizard Software

There are numerous strategies for troubleshooting the multiple CardWizard Applications and hardware.
For detailed step-by-step troubleshooting instructions, please reference the Application Troubleshooting Guide for further
assistance.
CardWizard Support
For assistance and questions, please contact us. Support Hours are 7AM- 7PM CST Monday through Friday.
CustomerSupport_Issuance@Datacard.com
1-800-568-4598

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Datacard® CardWizard® Software

Administrator User Manual

Part No. 527122-002, Rev B

Chapter 1: Overview .......................................................................... 7

Chapter 4: Icons .............................................................................. 13

Chapter 6: Reports........................................................................... 15

Chapter 7: Inventory ........................................................................ 17

Chapter 10: Inventory- Linking Card Formats..................................... 21

Chapter 11: Users/Groups ................................................................ 23

Chapter 13: Permissions/Privileges Tab ........................................... 26

©2015 Entrust Datacard Corporation. All rights reserved. Page 3 of 57

Chapter 15: Network- Monitor Tab ................................................... 52

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Chapter 16: Production Queues Icon ................................................ 55

Chapter 17: CardWizard Encryption .................................................. 57

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Maintain CardWizard Users

Chapter 2: Getting Started

Chapter 3: Menu Options

©2015 Entrust Datacard Corporation. All rights reserved. Page 8 of 57

All override procedures require:

Overrides may be:

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©2015 Entrust Datacard Corporation. All rights reserved. Page 10 of 57

For each card format, numerous attributes may be set by:

©2015 Entrust Datacard Corporation. All rights reserved. Page 11 of 57

©2015 Entrust Datacard Corporation. All rights reserved. Page 12 of 57

Chapter 5: Report Display Options

File Export (Save as):

Each area will be discussed in detail in the section below.

2. Crystal Report Viewer

3. File Export/Save As & Export XML

©2015 Entrust Datacard Corporation. All rights reserved. Page 14 of 57

Reports: Production Statistics

Reports: Duplicate Card

Reports: Access Control

Reports: Inventory Summary

Reports: Inventory Balancing History

©2015 Entrust Datacard Corporation. All rights reserved. Page 16 of 57

Reports: Server Information

Reports: Log Files

Reports: Network Configuration

Example of linked Card Stock Items to Card Formats.

Chapter 8: Inventory- Post Activity Tab

Example of Posting Transactions for Card Stock

a) User is authorized to make

b) Other branches exist.

Number of Cards: Number of cards associated with the transaction.

©2015 Entrust Datacard Corporation. All rights reserved. Page 18 of 57

Select the Card Stock.

o Inside Vault: number of cards in the bank vault.

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Balance Card Stock

©2015 Entrust Datacard Corporation. All rights reserved. Page 20 of 57

Chapter 10: Inventory- Linking Card Formats

To link a card format the user must:

1a) Adding and Deleting Card Stock

1b) To Delete an existing Card Stock, complete the following steps:

1c) Card Stock Warning Levels

Linking and Unlinking Card Stock to Card Format(s)

©2015 Entrust Datacard Corporation. All rights reserved. Page 22 of 57

Chapter 12: Users/Groups Tab

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Creating a New User