Software Upgrade and Maintenance Guide

Datacard® MX Series and MX Enhanced Series Systems

Datacard® PB6500™ Passport Issuance Systems
Datacard® DX3100™ and DX5100™ Card Delivery and Fulfillment Systems
Datacard® MPR3800™ GSM Card Issuance Systems

June 2018

Part No. 527312-001, Rev. L

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.

Entrust is a registered trademark and service mark 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.

Entrust Datacard
1187 Park Place
Shakopee, MN 55379
Phone: 952-933-1223
Fax: 952-933-7971
www.entrustdatacard.com

Copyright © 2012–2018 Entrust Datacard Corporation. All rights reserved.

ii
 Contents
Chapter 1: Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Intended Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Software Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Required Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Additional Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Related Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Chapter 2: Upgrade and Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

New System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Integrate with the Customer’s Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Update the CIS Controller Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Install a Controller Software Patch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Replace the Controller Computer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Prepare a New Controller Computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Install the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Verify the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Back Up and Restore the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Clear Out Production, Trace, and Event Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Create the Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Restore the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Add Software For Field-Installed Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Card Delivery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Smart Card Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Data Access. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Modules with Cameras . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Laser and Inkjet Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Install ConCAD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
License Field-Installed Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Install the Licensing Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Install the Product License Key. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
System and Network Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Microsoft Windows Updates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Antivirus Software Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Network Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

iii
Appendix A: For Controllers Using SCS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Run the Computer Rename Script. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Reconfigure Syntera CS to Use SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Step 1: Install SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
Step 2: Stop the Syntera CS Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
Step 3: Remove the Existing System Data Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3
Step 4: Create the Syntera CS Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-4

Appendix B: Uninstall DB2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1

Uninstall Process for DB2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1
(Optional) Delete the DB2 Administrator and User Groups . . . . . . . . . . . . . . . . . . . . . . . . . . B-2

iv
 Rev Log
Software Upgrade and Maintenance Guide

Revision Date Description of Changes

A November 2012 First release of this document at software version 6.0 on

Windows 7.

B March 2013 Added licensing instructions for the PersoCurve feature of

ConCAD.

C May 2013 Added support for the PB6500.

D October 2013 Updated for Release 6.3. Added support for the MX8100.

E January 2014 Updated for Release 6.3 SP1.

F December 2014 Updated for Release 6.5 SP1.

G April 2015 Updated for 6.6 / Postgres / Data Recovery Process.

H November 2015 Updated for 6.7 SP1. Added procedure to reconfigure

Syntera CS database to use SQL. Added procedure to
uninstall DB2.

J September 2016 Updated for 6.8. Added new products.

K December 2016 Updated for 6.9. Added new products.

L June 2018 Updated for Release 6.12.

v
vi
Chapter 1: Introduction

Intended Audience
This guide is intended for Entrust Datacard trained personnel who are responsible for maintaining
the Controller software. It pertains to the following Datacard systems:
 MX1000™, MX1100™, MX2000™, MX2100™, MX6000™, MX6100™, MX8100™, and
MPR3800™ Card Issuance Systems
 DX5100™ and DX3100™ Card Delivery and Fulfillment Systems

 PB6500™ Passport Issuance System

Card delivery software for the MX and DX systems is installed along with the Controller
software.

The Controller software is installed before the system is shipped to the customer site. This
document describes software maintenance to be performed at the customer site, such as
updating the system, backing it up, and adding software for new modules or features.

Software Summary
The Controller and supporting software is provided on DVDs with the system so that it can be
reinstalled if necessary. For customers with Software Maintenance Agreements, Controller
software updates and maintenance patches are available from PartnerPagesm.
(www.partnerpage.com).

Required Software
The following software is required on the Datacard Controller computer, and is installed at
Entrust Datacard.

 Datacard CIS Controller Software (PostgreSQL database is included in the installation)

 Microsoft Windows 7 64-bit Operating System

Software Upgrade and Maintenance Guide 1

Additional Software
The following software is required only for specific features. This software is also installed on the
Controller computer before the system is shipped, with the exception of the Simulator software,
which is installed on a different computer at the customer site.

 Software for licensing certain features in ConCAD and for licensing the optional Simulator
software. This software is included in the CIS software installation.

 Microsoft Word 2013 32-bit Edition for systems with card delivery (Word 2010 32-bit Edition
is also supported).

 ConCAD for MX Series systems that have laser engraving and for PB6500 systems that have
inkjet or laser engraving modules.

 Vision software for the modules with cameras. This is documented in the system module
installation instructions.

 Microsoft .NET Framework 4.0 for Smart Card modules and modules with cameras.

 Software to use with Smart Card operations such as Datacard Adaptive Issuance software, or
Syntera Customization Suite for Smart Card modules and Data Access. Refer to the
installation instructions that came with your software.

 Simulator software to allow setups to be created and tested on a computer other than the
Controller computer. Refer to the Datacard System Simulator Software Installation and
Configuration Guide.

Additional Information
Some features, modules, and printers require the use of a product license key or have additional
hardware for the care and maintenance, or upgrade instructions. Installation instructions are
included with the system components and kits. Care and maintenance instructions are included
in the product Owner’s and Service libraries.

Notes and information specific to the latest software releases are included in the software
release notes. These are also included in the Administrator’s Library.

Refer to “Related Documents” on page 3 for a list of related information for the Operator and
Service Representative for the Central Issuance systems and where to find the documents.

For example: The HP M806 Color Printer used in DX Series and MX Series systems with
card delivery requires a new License Key when you install Central Issuance software
version 6.9. The directions for installation are located in the Administrator’s Library.

2 Introduction
Related Documents
Documentation
Data Formatting Manual and Data Analysis Worksheet (MX
Series/MPR3800/DX Series, and PB6500)
System Simulator Installation Guide (includes ConCAD and
Licensing instructions)
ConCAD Image and Template Tool User’s Guide
Data Security Implementation Guides (MX Series, Adaptive
Issuance, etc.)
Error Messages (PDF)
HP M806 Product License Key Installation Guide
Release Notes
Operator Manuals
Preventative Maintenance, supplies ordering, and Illustrated
Parts Manuals
Service Manuals, also includes Unpacking and Installation
Guides
Card Delivery and Fulfillment Information including Manuals
for the DX Series systems including the Template Design
Guide and Paper Guidelines
Service Tech Tips (for SMA customers)
Software Upgrade and Maintenance Guide
Location
Administrator’s Library (MX Series/DX
Series, MPR3800, or PB6500) or contact
your authorized service provider.
Installed with the software
Owner’s Libraries (MX Series, DX Series,
MPR3800, PB6500) or contact your
authorized service provider.
Service Libraries (MX Series, DX Series,
MPR3800, PB6500) or contact your
authorized service provider.
MXD and MXD Lite Owner’s Libraries
DX Series Owner’s Library or contact
your authorized service provider.
Contact your authorized service
provider.
3
4 Introduction
Chapter 2: Upgrade and
Maintenance

New System
A new system is shipped with the Controller software installed, including software for special
features, such as ConCAD and vision capability. If any features require licensing, the licensing
software is installed, and the features are licensed. The system needs only to be integrated into
the customer’s domain.

Integrate with the Customer’s Domain

The product installation package creates a local Windows user account with elevated privileges
called Maxsys. This user account is applied to the Datacard Maxsys Windows Service.

This provides a reasonable default, to conform to site-specific standards. Refer to the Data
Security Standards and Implementation Guide for information about setting up a domain user.

Update the CIS Controller Software

Use the following procedure to update the CIS Controller software, and/or to install the licensing
software that is required for some features. This procedure can also be used for installing the
Controller software on a Controller computer that is replaced in the field.

1. Power on the system Controller computer.

Leave power to the modules off during the software installation or

upgrade. Power to the modules is controlled by the red switch on the
Controller module. If you have the modules powered on during the
installation, you must power them off and on again after restarting the
Controller computer at the end of the installation process.

2. Log on as Administrator using your administrator password (the default password is

datacard).

3. Insert the CIS Controller Software Installation DVD or open the download.

Software Upgrade and Maintenance Guide 5

 4. Double-click Setup.

If you chose to log in as maxsys instead of Administrator, right-click Setup

and select Run as Administrator from the menu.

5. Follow the prompts in the Setup wizard to install the software.

6. If your system does not already have the software required for licensing, you are prompted to
select the components you want to install. For an upgrade, it is not required that you install
the licensing software (second two options) unless you are adding features that require
licensing. Components can be installed separately as necessary. Following is a description of
the components.

 Datacard Controller Software. This is the System Controller software.

 Datacard License System Software. This software is required for licensed features, such
as the PersoCurve feature in ConCAD.
 Datacard Remote Product Activation Software. This software connects with Entrust
Datacard to activate the license for your software.

 Install the Remote Product Activation software on a computer with a

connection to the Internet.
 The licensing and activation software are not required to be on the same
computer as the Controller software to run.

7. If you have a DX Series or MXD card delivery system, select the appropriate model, and the
model of the MXi Envelope Insertion System, if you have it.

8. When the Controller software installation is complete, the License System software installs
automatically if you selected it.

9. If you are installing from a DVD, remove the DVD from the drive.

10. Accept the option to restart the system.

11. If there is a patch to install, go to “Install a Controller Software Patch” on page 7. Otherwise,
go to step 12 below.
12. In the Controller software, click the Production tab to monitor the bootup process. When the
initialization reaches 10%, turn the red module power switch on the Controller module to
ON.

13. Test the system (refer to “Verify the Installation” on page 10).

6 Upgrade and Maintenance

Install a Controller Software Patch
Obtain the latest Controller software patch from www.partnerpage.com, or your Entrust
Datacard support representative. After downloading the patch, install it as follows.

Leave power to the modules off during the patch installation. Power to the modules is
controlled by the red switch on the Controller module. If the modules are powered on
during the installation, you must power them off and on again after restarting the
Controller computer at the end of the installation process.

1. Log on as Administrator using your administrator password (the default password is

datacard).

2. Install the Patch file.

a. Copy the patch .zip file to the Controller computer desktop.

b. Extract the .exe file from the patch .zip file.

c. Double-click the .exe file.

d. The patch confirms that it is compatible with the Controller software.

e. Follow the screen prompts to install the patch.

f. When the installation is complete, restart the Controller computer.

3. Log on as Administrator using your administrator password.

4. Start the Controller software.

5. Open the Controller Diagnostics and select the Controller (on the left panel).

6. Select the flash update utility.

7. Follow the screen prompts.

8. When the flash update is complete, turn the red switch off and restart the Controller
computer.

9. In the Controller software, click the Production tab to monitor the bootup process. When the
initialization reaches 11%, turn the red module power switch on the Controller module to
ON.
10. Test the system (refer to “Verify the Installation” on page 10).

Software Upgrade and Maintenance Guide 7

Replace the Controller Computer
Use the following process if you have replaced the Controller computer with a new one and must
install the software.

The Controller Service manual has the procedure for replacing the Controller.

Prepare a New Controller Computer

Use the following procedure to prepare the Controller computer to use the CIS Controller
software.

The appropriate Windows operating system is already installed on a new

Controller computer.

1. Power on the Controller computer to display the Welcome screen.

2. Accept the End User License Agreement (EULA).

3. If prompted, enter the Certificate of Authenticity number from the sticker located on the
Controller computer.
4. When prompted to Help Protect Your PC, click Not Right Now.

5. Change the computer name to MX6xxxx, MX2xxxx, MX1xxxx, MX11xxxx, MXX61xxxx,

MXX81xxxx, or MPR38xxxx, where xxxx is the system serial number found on the back of the
Controller.
6. Enter the Administrator password datacard and confirm with datacard again.

7. When prompted Is this computer on a domain?, click No.

The computer name and domain information can be changed after the
Controller software has been installed and configured to work with the default
settings.

8. When prompted Will this computer connect to the Internet directly or through a network?,
click Yes.

9. When prompted Ready to activate?, click Yes and follow activation directions.

10. If Windows finds new hardware, follow the prompts to install the driver automatically.

11. From the View Network Connections utility, observe which network connections are
enabled.

12. Disconnect the cable from the high-speed Ethernet switch.

8 Upgrade and Maintenance

 13. Observe which network connection changed to Unplugged and rename it to Internal
Network.

14. Set the Internal Network TCP/IP Address to 172.27.0.254, subnet mask 255.255.0.0.

15. Rename the remaining enabled network connection External Network.

16. Reconnect the cable to the high-speed Ethernet switch.

17. Close the View Network Connections utility.

18. Make sure that the red module power switch is off before you restart the Windows operating
system.

19. If SCS is still installed on the Controller computer, refer to “Run the Computer Rename Script”
on page A-1 and then continue with the software installation procedure.

Install the Software

Install the CIS Controller software and all additional software.

1. Install Word 2013 32-bit Edition, if the system has card delivery. Refer to the installation
instructions provided with the software.

2. Install the CIS software and licensing software (if needed). Refer to “Update the CIS Controller
Software” on page 5.

3. Apply patches, if required. Refer to “Install a Controller Software Patch” on page 7.

4. Install additional software needed for special features or modules. Refer to “Add Software For
Field-Installed Modules” on page 14.

5. License the features that require licensing. Refer to “License Field-Installed Software” on
page 16.

6. Verify the installation. Refer to “Verify the Installation” on page 10.

7. Integrate the system into the customer’s domain. Refer to the Data Security Standards and
Implementation Guide.

8. Back up the system. Refer to “Create the Backup” on page 12.

Software Upgrade and Maintenance Guide 9

Verify the Installation
Use the following procedure to verify that the installation was successful.

1. Restart the system Controller computer if you did not restart at the end of the installation
process.

2. Log on to the system using an Administrator login. Examples:

User Name: maxsys

Password: datacard

or

User Name: Administrator

Password: datacard

3. Start the software.

Flash updates may be required.

4. Start the modules.

5. Load and run sample data located in C:\Product Name\data. Use the job setup Sample
Financial (for card issuance systems) or TestPassport (for the passport system).

If all modules in the sample job are not in the system, the job must be edited.

6. Load and run other sample jobs that are supplied with the installation.

7. Exit the software.

10 Upgrade and Maintenance

Back Up and Restore the System
When the software installation is complete, prepare a backup of the hard drive(s) so that
recovery is possible. Back up the hard drive(s) again if you change or add more software, or
modify the setups on the drive. New systems ship with a DVD that contains Acronis software to
complete the backup.

 Back up any partition or drive that contains the database.

 Make sure that you use the Acronis True Image OEM Edition DVD that shipped
with the system. Do not use an earlier version of Acronis.

Before you begin a backup, make sure that the system is as clean as possible. Purge any event
logs or trace files to lower the size of the image and decrease the time needed to back up and
restore. If there is data that is not needed by you or the customer, clear it out as described below.

For security reasons, do not make a backup of the system with customer data
loaded, unless requested to do so by the customer.

Clear Out Production, Trace, and Event Data

If you want to clear out only production data, use the Clear Production Data option
in the Controller Diagnostics.

Use the following procedure to clear out production, trace, and event data before a backup:

1. Log on as a user with database administration rights (the Maxsys service user is a good
choice).

2. Open C:\PostgreSQL\9.3\utilities\RecreateDB.cmd.

Software Upgrade and Maintenance Guide 11

Create the Backup
If the system is completely clean, the backup takes 10 to 20 minutes. If the system has a large
database and you did not clear out production data, the backup could take several hours.

If you are using a large external USB drive (500 GB), do not plug in the drive yet.

1. Start the system with the Acronis True Image OEM Edition DVD, and click Acronis True Image.

2. If you are using a large external USB drive, plug it in now.

3. Click Backup, and then click Disk and Partition Backup.

4. For partitions, click in the box for Disk 1 to select all partitions on that disk, and then click
Next.

5. To create a name and location for the archive file, follow the steps below:
a. Browse to the USB destination drive. Highlight the drive to place the cursor in the File
Name box. The drive letter displays in the box.
b. Enter a name for the file. It is recommended that you use the machine serial number,
such as <Mx8100188.tib>. If you are backing up a system with multiple drives, include
that in the file name. If there are multiple drives in the system, use a name that identifies
what drive the image is for, such as <Mx8100C.tib> for the C: drive and <Mx8100188_
D.tib> for the D: drive.

c. Click OK.

d. Click Next.

6. At the Summary screen, verify that everything is correct and then click Proceed.

7. If the system has more than one drive, back up the next drive.

8. When the backup is complete, click OK.

9. When the system restoration is complete, remove the Acronis boot disc from the drive, close
the Acronis software, and unplug the USB external drive.

12 Upgrade and Maintenance

Restore the System
This process can be used to restore the system from a DVD provided by Entrust Datacard with the
new system, or from a more recent backup.

If the backup image was from a clean system, the restore should take 15 to 20 minutes. If the
image contains data, it could take several hours.

If you are using a large external USB drive (500 GB), do not plug in the drive yet.

1. Restart the system with the Acronis True Image OEM Edition DVD, and click Acronis True
Image.
2. If you are using a large external USB drive, plug it in now.

3. To restore the backup image files, select Recover My Disks.

4. Browse to the drive where your files reside and select the image file for the machine and
hard drive that you are restoring. Click Next.

Make sure that you select the correct image file for this system. Do not use a
backup file from another system. System licenses and production counts would
be affected.

5. For recovery method, select Recover whole disks or partitions, and then click to select
Change size of disk or partition. Then, click Next.

6. For partition or disk restore, select Disk 1 to include both the NTFS (Drive C) and the MBR and
Track 0 information. Click Next.

7. For the restored hard drive location, select the drive that you want to restore to, and click
Next.

8. If the confirmation dialog box displays, click OK (to delete existing information or partitions).

9. On the restoration method dialog box, click Copy partitions without changes.

10. Confirm that the information is correct, and then click Proceed.

11. Optionally, select Restart, or Shut down the computer after operation.

12. When the system restoration is complete, remove the Acronis boot disc from the drive, close
the Acronis software, and unplug the USB external drive.

Windows security credentials are not recovered. Refer to the Data Security Standards
and Implementation Guide for information about adding a domain user.

Software Upgrade and Maintenance Guide 13

Add Software For Field-Installed Modules
If you upgrade a system with the following modules or features in the field, additional software is
required. Also, if you replace the Controller computer in the field, this software must be installed
for these modules.

Card Delivery
Install Microsoft Word 2013 (32 bit) before upgrading the CIS software. The appropriate version is
provided by Entrust Datacard. Refer to the instructions included with the MS Word software for
installation instructions.

64-bit MS Word 2010 and 2013 are not supported.

Smart Card Modules

Smart Card modules require the following:
 Microsoft .Net Framework 4.0.

 Syntera Customization Suite. A DVD with SCS is shipped with the module. Refer to Syntera
Customization Suite Installation and Configuration Guide.

Data Access
Data Access requires the Adaptive Issuance Suite (or Syntera Customization Suite). This software
is available from Entrust Datacard. Refer to the Installation and Administration Guide for more
information.

Modules with Cameras

Modules with cameras require the following:

 Vision software (this software installation is documented in the module installation

instructions).

 Microsoft .Net Framework 4.0 (this is installed with the Vision software).

14 Upgrade and Maintenance

Laser and Inkjet Modules
ConCAD is required for systems that have laser engraving and for PB6500 systems that have inkjet
or laser engraving modules. ConCAD is provided on a DVD and can also be downloaded from
www.partnerpage.com.

Install ConCAD
1. Insert the ConCAD Installation DVD in the drive or open the download.

2. Locate the appropriate batch file for your system. There is a different batch file for each
system (for example: mx8100Install.bat, mpr3800Install.bat, and so forth).

If you downloaded the ConCAD files, make sure that the batch file included in
the download is in the same directory as the ConCAD Setup file.

3. Click the batch file to install the software.

4. If you purchased licensed features for ConCAD, activate the license as follows:
a. Install the product license key and activate the license, as described beginning on
page 16.
b. If the Datacard License System Software is not on the same computer as ConCAD:

i. Run ConCAD as an administrator (right-click ConCAD on the desktop or in the Start

menu, and select Run as Administrator).

ii. Open the Extras menu in ConCAD, and select License server settings.

iii. Enter the IP address of the computer with the License System Software.
5. Refer to the ConCAD Image and Template Tool User’s Guide for information about using
ConCAD.

Software Upgrade and Maintenance Guide 15

License Field-Installed Software
Licensing is required for licensing the optional Simulator software, certain features in ConCAD
and on the PB6500 (such as PersoCurve, Photo Optimization, and Laser Tact). These features are
licensed at Entrust Datacard before the system is shipped.

Use the following procedure to license features when they are field installed. Also, if you replace
the Controller computer in the field, the features must be relicensed.

Install the Licensing Software

The License System Software and Remote Product Activation Software are included with the CIS
Controller software. They can be installed along with the Controller software, or installed
separately as needed.

Refer to “Update the CIS Controller Software” on page 5.

Activate the Product License Key

The Datacard Software Licensing system includes a Remote Product Activation utility that allows
you to activate product licenses through an Internet connection.

To be able to license the ConCAD PersoCurve feature, you must be a local user with
administrator privileges.

1. Locate the Product License Key on the software packaging.

2. To open License Administrator, navigate to the following:

Start > All Programs > Datacard > Software Licensing System > License Administrator

3. Refer to the License Administrator Help topic “Start Here” for the steps that are required.

4. If activation is not successful, email license@entrustdatacard.com, along with a description

of what happened.

16 Upgrade and Maintenance

System and Network Security
The following topics provide information about system and network security.

Microsoft Windows Updates

The Entrust Datacard policy for Microsoft Windows updates is included in the Data Security
Standards Implementation Guide.

The part number for the Windows 7 Ultimate OS Security Patch Management DVD for Maxsys
and MX Series is 508161-001.

Back up the system before you apply any Windows updates. Refer to “Back Up and
Restore the System”.

Antivirus Software Policy

The Entrust Datacard policy for antivirus software is included in the Data Security Standards
Implementation Guide.

Network Security
Entrust Datacard recommends the following network security:

 Connect personalization systems only to private networks.

 Exclude the local network that communicates with the modules from any firewall application
(including Windows).

Software Upgrade and Maintenance Guide 17

18 Upgrade and Maintenance
Appendix A: For Controllers
Using SCS

For Controller computers using SCS and a DB2 database.

Run the Computer Rename Script

After a computer name change you must run a script to adjust the registry settings. The database
does not run without the correct registry settings. To run the script after a computer name
change, follow the steps below:

1. Locate the db2_rename.cmd script. The file is in the C:/<Product Name>/bin or it can be
downloaded from www.partnerpage.com.

2. Copy the script to the root directory.

3. To run the script, open a Windows command window and enter db2_rename
<NewSystemName>.

4. Restart the Controller computer.

Reconfigure Syntera CS to Use SQL Server

This section contains the process to reconfigure Syntera Customization Suite (CS) to use SQL
Server for the database rather than DB2. This process is for customers who do not want to
continue to use DB2 with Syntera CS software.

The process described in this document does not migrate any data from DB2 to SQL
Server. For most Syntera CS software (Hosted Smart Card, Data Access, Job Enable or
Open Perso) users, there is no critical data in the database, and this process is suitable.
However, if you are a user of Datacard® Affina® MULTOS™ Issuance Software, then the
database likely contains information that is important to retain. Contact Datacard for a
consultation if you are an Affina MULTOS issuance software user, if you have other critical
data you need to retain, or if you have questions/concerns about this.

Follow the steps below to reconfigure Syntera CS software to use SQL Server.

Software Upgrade and Maintenance Guide A-1

Step 1: Install SQL Server
Syntera CS software supports SQL Server 2012 and SQL Server 2008 R2, both Express and non-
Express editions. The Express versions can be used free of charge and are suitable for most users.
SQL Server Express installation programs are available on the Syntera CS installation disc.

The SQL Server Express database can be no larger than 10 GB. High-volume installations
or installations that must store a large amount of data for each record require SQL Server.
This includes, for example, Affina MULTOS issuance software users.

If you have Datacard® Affina® Profiles and Scripting software installed on the Controller
computer, you may already have SQL Server installed. In that case, you need only confirm
that mixed mode authentication is enabled.

To install the database, follow the steps described in the “Installing the Database” section of the
Datacard Syntera Customization Suite Foundation Software Installation and Configuration Guide
(Part No. 539768-001).

Step 2: Stop the Syntera CS Services

Follow the steps below to stop the Syntera CS Services.

1. Make sure that production is stopped.

2. Select Start > Programs > Datacard > Syntera Customization Suite > Configuration to open
Syntera CS Configuration.

A-2
 3. Log on to Configuration.

4. Under Server Status select Start/Stop Services and then select Stop Services.

5. When the services have stopped, log off of Configuration.

Step 3: Remove the Existing System Data Source

Follow the steps below to remove or rename the existing Syntera CS DSN (data source name).
1. Use Windows Explorer to navigate to the C:\Windows\SysWOW64 folder.

2. Click odbcad32.exe to start the ODBC Data Source Administrator application.

3. Select the System DSN tab and locate the ObjectServer20_SQL entry.

4. Select Remove to delete the ObjectServer20_SQL DSN, or select Configure and rename it.

Software Upgrade and Maintenance Guide A-3

Step 4: Create the Syntera CS Database
Follow the steps below to create the Syntera CS database.

1. Select Start > Programs > Datacard > Syntera Customization Suite > Configuration to access
Syntera CS Configuration.

2. Log on to Configuration.

3. Under Configuration Options select Database.

4. Follow the steps described in the “Create a Database” section of the Datacard Syntera
Customization Suite Foundation Software Installation and Configuration Guide (Part No.
539768-001).

5. Under Server Status select Start/Stop Services and then select Start Services.

A-4
Appendix B: Uninstall DB2

Use the process below to uninstall the DB2 database from your
Controller computer.

Uninstall Process for DB2

This process requires the user have local administrator rights. If a Syntera Customization Suite
server is running on this system, make sure that it is not using DB2 for its database. If Syntera CS
is configured to use DB2 you are not able to uninstall DB2 until/unless SCS is changed to use a
different database server. Refer to “Reconfigure Syntera CS to Use SQL Server” on page A-1 for
the steps to take to use SQL server.

1. Open the Services application and stop the service that the system uses to run (the default is
Maxsys). Find the service in the list, right-click and then select Stop or click Stop in the dialog
box.

2. Click the Windows Start button, enter uninstall a program in the search field, and press
ENTER.

Software Upgrade and Maintenance Guide B-1

 3. Select DB2 Workgroup Server Edition (or DB2 Personal Edition if that is the version installed),
and select Uninstall.

4. When asked if you are sure you want to uninstall DB2, click Yes. The uninstall process begins.

5. When a warning display about a reboot being required, click OK.

6. A warning appears about DB2 instances being removed, click Yes.

7. When the uninstall is complete, restart the system.

8. Delete the following folders from your system:

 C:\DB2

 C:\IBM
 C:\ProgramData\IBM directories.

(Optional) Delete the DB2 Administrator and

User Groups
You can delete the Administrator and User groups for the DB2 database if you are not using DB2.
Follow the steps below.

1. Click the Windows Start button, enter Computer Management in the search field, and press
ENTER.

2. In the left panel expand the Local Users and Groups node and then select Groups.

3. In the list of user groups select DB2ADMNS.

4. Click Delete (red X in the top menu).

5. When prompted, confirm the deletion.

6. Repeat the process for the DB2USERS group.

The uninstall of DB2 is complete.

B-2