Pdk io provides greater opportunities for third-party integration. Pdk’s open API allows customers to integrate their access control system with many other third-party platforms. Integration helps provide an attractive turn-key solution to end-users because it simplifies their security operations while providing a higher level of protection.
Savance provides many services used to assist customers with their Human Resource needs. Pdk io integrates with Savance, merging databases and sharing information for simplified reporting. Time and Attendance Management allows users to scan their badge as a form of clocking in for their shift. Mustering Reports is also an available feature. These reports are used in emergency situations, providing real-time reports showing which employees have safely evacuated a facility. Badge Printing is also available. With this feature, end users can easily design, print, and assign badges matching credential information found in pdk io. Savance also provides Visitor Management, streamlining the visitor process for any business. This system creates visitor IDs, tracking when the user visited, and even send real-time text notifications of the visitor's arrival.
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Savance EIOBoard is a simple, easy-to-use, and fully customizable electronic in/out board software solution. Among its many features, it has the ability to print labels directly onto security badges. EIOBoard has multiple interfaces, or apps, for accessing your data. For the purposes of integrating with PDK and printing badges, EIOBoard’s website will be used to sync people from PDK and into EIOBoard, and then EIOBoard’s desktop app will be used to print badges.
NOTE: In PDK, people have profiles which assign physical access rights. They become EIOBoard users with no additional privileges until privileges are granted through EIOBoard Security Group options. To reduce any confusion, understand that not all EIOBoard users will be able to log into EIOBoard until provided with a username and password. For badge printing purposes, only administrators who print badges have an EIOBoard account or the ability to log in.
Initial EIOBoard – PDK Integration
EIOBoard Web Application
Our first stop is the Administrative Panel to start assembling the components. Cloud customers can access the Administrative Panel from https://www.eioboard.com/eioboard/. On-premise customers will have a separate web address for their EIOBoard.
1. Log into EIOBoard with an Administrative account.
2. Navigate to the Administration tab.
3. Under the Users, Groups, & Security section, click on Groups & Locations.
4. On the right, click Add to create a new Location Name. This Location could represent your Main Entrance, a Satellite Location, or some other naming convention specific to your organization.
5. The Administrative Menu sits on the left column. Expand the Integration option to see Integrations and Doors.
6. Click on the Integrations option.
7. From the Manage Third-Party Security Integrations page, click Create New Integration.
8. Select ProdataKey as your Provider.
9. Name the Integration something unique or you can edit this name later.
10. Make sure all required fields are met before saving your settings.
11. For OAuth Redirect URI
- For Cloud Customers Solutions:
- For Customer-Hosted Solutions:
The Event Subscription URI will auto-populate. Make sure you are logged into PDK at this point to allow us to generate your Authorization Code.
From your PDK Admin account, the PDK Panel ID is located under the Panel Name in gray text. https://accounts.pdk.io
12. Locate the Permissions option and click on the + icon to create a new permission.
13. Enter firstname.lastname@example.org as the User Email address for a new permission and assign a Role of Integrator. Click ADD.
14. Under Default Door Status, select a status based on how the door is being used. Select the Default Door Location created earlier but it is not required.
15. Verify the PDK Panel Time Zone.
16. Click Save Settings.
17. Click Generate Authorization Code. The page should reload automatically and populate the Authorization Code.
18. Click Save Settings.
19. Click Test API Call.
This completes the integration. Next, you will see how the EIOBoard Desktop application is used to create, manage, and print badges. If PDK does not have any pictures, or you prefer to upload pictures as you go, check out the Capturing Pictures section.
The EIOBoard Desktop App will need to be installed on the PC from which labels will be printed. The most recent version can be downloaded from this location: EIOBoard Application Download.
Creating a Person (or People) in PDK
Once logged into your PDK.io account, specify the panel where you intend to add people. For example:
Then go into People and click on the icon in the lower right.
PDK provides two ways to add people: One-at-a-time, and bulk import.
If you wish to import people in bulk, follow the instructions provided by PDK. Once people have been added to PDK, they are ready to be synced into EIOBoard.
NOTE: Do not assign badges to people yet. This will be done in a later step.
Syncing Users From PDK to EIOBoard
Now that you created your people in PDK, the next step is to transfer them into EIOBoard.
1. Log into EIOBoard with an Administrative account.
2. Navigate to the Administration tab.
3. At the top left of the board, click on the Integrations option.
4. From the Manage Third-Party Security Integrations page, click Manage.
5. On this page you will see the PDK integration that was previously created. Clicking the Manage button will bring you into the details of the integration. If you wish to import user photos, make sure that the Sync User Photos option is set to Yes. If it isn’t, change it and click Save Settings.
To sync users, scroll down to the Sync All Users & Doors section. For the purpose of printing badges, we can ignore Sync Doors.
1. Click Sync Users.
2. Follow steps 1 through 4 above in Syncing Users From PDK to EIOBoard.
3. Click Get User Information.
4. At Step 3, Select your Users to Sync to EIOBoard. The options available on this page allow you to:
a. Show New PDK Users not synced into EIOBoard.
b. Show Existing PDK users already synced into EIOBoard. Select this option if you intend to sync newly added photos stored in PDK.
c. or select Show All.
5. Depending on how many people are in PDK, this may require multiple batches to complete. Each batch requires your input before starting the next batch.
Once it is complete, a message will appear with details of how many users were synced. If an error occurs during this process, make another attempt following the same steps. There could be a timeout issue during high-demand or peak network hours. When your sync completes, you can return to the Manage Integration page. The Sync All Users & Doors section records the timestamp of your last successful sync. For example:
Last sync performed: 5/5/2019 1:07:07 PM.
Clicking on that link will provide more details and allow you to edit each imported user.
Ongoing User Syncs
At any time, people from within PDK can be manually imported into EIOBoard via the EIOBoard website using this same process. On subsequent syncs, people who already exist in EIOBoard, or who have not changed, will be ignored. People who have been added since the previous sync will be added to EIOBoard, and people who have changed in PDK will be updated in EIOBoard.
Customize User Data & Photos
Once your users exist in EIOBoard, you can define custom data fields relative to those users, any of which can dynamically populate from a badge template onto their printed badge.
If you want to find a single user, you may use the Search tool on the right side. (If the Search option is not available, click on the magnifying glass in the top menu.)
To customize user data such as their photo or a custom field, right-click on the user and select Administer User. (Non-administrator users in EIOBoard who have user manager privileges can click on Contact Details then click the Edit Info button.)
In the Edit Contact window, all data pertaining to a user may be edited and customized.
To change a user’s image inside EIOBoard, click Pictures in the lower-left of the Edit Contact window, then follow the on-screen instructions.
After making your changes, click Update.
To print a user’s badge, right-click on the user and select Print Badge.
This opens the Template Selector window, which initially is blank.
Click the Designer button to build your first template. This is the blank canvas for designing a badge template.
By default, the size of the print area is the same size as the standard RFID access card. The template may be edited as desired. Custom fields can be added to the card by clicking on the Field List tab and expanding Column Names.
Any of these fields may be dragged onto the card template. Once the card template is designed to your satisfaction, use the Save icon in the upper left to save the template for future use.
Once there is at least one template, select a template in the Template Selector window and click Preview.
This opens the Preview window.
Click Print to open the Print window where you can select a printer and other options.
When ready, click Print.
Assign the Badge to the User
Once a badge is printed and you know the user's badge number, go back into PDK and assign the badge (card) number to the person. Enter the number printed on the card or by using an RF IDeas enrollment reader.
Back in https://pdk.io, select a person and click the + icon to the right of Cards.
Enter the card number and click ADD. The card is ready to deliver to the user.
Set Up a Zebra Badge Printer and Camera for Use with EIOBoard
This section will help you capture pictures from the LifeCam Savance utilizes as a standard model. Your organization may use a different camera; the process will be about the same, however. The image below shows how the Savance-provided camera and tripod should look once assembled.
Setting up the Tripod
Open the camera’s tripod and adjust the telescoping features and position as desired. (A wider stance will be more stable in high traffic areas.)
Lock all adjustable features on the legs and hand-tighten the adjustable mounting bracket for the camera.
With the LifeCam Studio flexible mounting surface curled under the Camera, match up the threads from the Camera with the mounting surface.
Making LifeCam Studio your Default Camera
If you have a built-in webcam in a laptop or PC, follow these steps to ensure that the LifeCam is the only image capture device (camera) available for use. You don't want to connect the LifeCam Studio device until you have disabled any other cameras on your PC or Kiosk.
1. Right-click on the Windows icon in the lower left-hand corner of the screen and select Device Manager.
2. Expand the list of available Camera Devices. If no other cameras are connected, you only see built-in cameras. (In this example, the built-in Camera is for a Lenovo laptop.)
3. Right-click on the camera then select Disable device. Click OK to confirm.
Once connected, the LifeCam Studio or other external image capture device will be the only camera available for use by any application on the system.
Capturing Pictures From Windows Camera
1. Click on the Windows Icon.
2. Locate and click on the Camera application from the Programs list to launch the default Camera application. (If this app is not installed, you can download it free from the Windows App Store.)
NOTE: EIOBoard requires smaller user images than PDK. If you plan to upload images to EIOBoard, the image file size needs to be limited to 1 MB. To do this follow these steps.
1. Click on the Settings (Gear) icon in the top-right corner.
2. Scroll down and click on the drop-down list under Aspect Ratio.
3. Select the 0.5MP 4:3 (800x600) option to define a compatible image dimension. EIOBoard imports any image with a file size smaller than 1 MB.
4. Click anywhere on the main preview window to close the Settings tab and save your changes.
The Camera application is now configured with the proper default settings. When you are ready to take pictures, simply click on the Take Photo icon.
Locating Photo Images on the Device
The Camera app makes it easy to take pictures, but finding them can be tricky. The simplest way to find those pictures is by using the Camera Roll.
1. Select the Camera Roll icon at the lower-right corner. This shows a preview of the last picture taken.
2. Click on the ellipsis in the Photo Viewer window to see more options and click on File info.
3. Scroll down to view the detailed folder path information.
4. Click on Open folder to open the folder in a separate window. This window shows where the Camera app stores images, similar to the following example image.
Make a note of this folder location. You’ll need to know it when adding users' images to PDK or EIOBoard.
Installing a Zebra Printer
Before connecting a Zebra Printer to the PC, insert the Zebra Software and Driver disc. Install the drivers from this disc.
NOTE: Do not install the Zebra Printing Software. It’s unnecessary and requires premium licensing. The EIOBoard Desktop application includes all the functionality needed to print badges.
Additional Zebra drivers can be found at the following link if the disc is damaged or misplaced. Be sure that the driver versions are relevant and up-to-date for your Zebra Printer.