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Technical Tip: Creating Custom Logo Badges Page 1 7 Technical Tip Creating Custom Logo Badges Revision 8.05.2013

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Page 1: Technical Tip Creating Custom Logo Badges - Amazon S3Custom+Logo+Badg… · Technical Tip: Creating Custom Logo Badges Page 6 5. Right-click on the infinias-Your Logo Here Image,

Technical Tip: Creating Custom Logo Badges Page 1

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Technical Tip

Creating Custom Logo Badges

Revision 8.05.2013

Page 2: Technical Tip Creating Custom Logo Badges - Amazon S3Custom+Logo+Badg… · Technical Tip: Creating Custom Logo Badges Page 6 5. Right-click on the infinias-Your Logo Here Image,

Technical Tip: Creating Custom Logo Badges Page 2

Table of Contents 1.0 OVERVIEW ................................................................................................................................................... 3

2.0 CONFIGURATION ......................................................................................................................................... 3

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1.0 Overview

This document will outline how to easily modify one of the existing badge templates with your own company logo, leveraging Microsoft Reports Builder 3.0. For information on more detailed badge customization, refer to the How to Customize Intelli-M Access Reports document on the infinias website.

To modify an existing template, you must first download and install Microsoft Reports Builder 3.0 from http://www.microsoft.com/en-us/download/details.aspx?id=6116.

2.0 Configuration

You are required to download and install Microsoft Reports Builder 3.0 before you can customize any of the existing badge templates provided in Intelli-M® Access.

Steps:

1. Launch Reports Builder 3.0 and select “Open a saved report.”.

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2. Select the Badge Template that you wish to modify, under C:\Program Files (x86)\infinias\Intelli-M Access\Reports\Badges.

Note: You will get a message prompting you to connect to Report Server. If it successfully connects then the custom report will automatically be saved to Report Server and you will be able to skip steps 8 -10. If you fail to connect to Report Server then continue on as outlined in this document.

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3. Once connected, right-click on Images and select Add Image. This will add your company logo image under the image tree.

4. Browse to image of your company logo and add it to your list of images. It should now appear under the Images folder in your system tree.

In this document, we will use the stock Microsoft “Desert” image.

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5. Right-click on the infinias-Your Logo Here Image, and then select Image Properties.

6. In the Image Properties window, select your company logo image form the “Use this image:” drop down box, and then select OK.

7. Save the custom badge by clicking the Reports Builder Logo in the upper left-hand corner and select Save As.

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Give the report a unique name and save it to the Badges folder under C:\Program Files (x86)\infinias\Intelli-M Access\Reports\Badges.

8. Next, open up internet explorer and browse to http://localhost/Reports_SQLEXPRESS. Once the page has fully loaded, open the Intelli-M Access Reports folder.

9. Open the Badges folder.

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10. From here, click the Browse button and select the previously saved custom badge in your Badge folder, then click the OK button.

11. Finally, verify that your custom badge is available in Intelli-M® Access.