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Democracy Suite R© EMS Mobile Ballot ProductionUser Guide

Version: 5.2-CO::34

February 16, 2017

NOTICE OF CONFIDENTIALITYAND NONDISCLOSURE

This document contains information that is protected as an unpublished work by Dominion Voting Sys-tems (Dominion) under applicable copyright laws. The Recipient is to retain this document in confidenceand is not permitted to copy, reproduce, or to incorporate the contents hereof into any other media otherthan as permitted in a written agreement with Dominion. The below statutory copyright notice shallnot imply or be deemed publication of this product.

PROPRIETARY NOTICE

The statements in this work, including, without limitation, directions, commentary, notes, and other ele-ments contained herein, and their selection, expression, format, ordering and other attributes, constituteproprietary and confidential technical information and are protected under Canadian, United States andInternational copyright and other intellectual property laws. Title and all rights thereto, including, butnot limited to all copyrights, trademarks and any trade secrets belong solely to Dominion. No distribu-tion of any contained statements by a licensee or use by a distributee, whether as a product or a service,including without limitation, the right to copy, duplicate, reproduce, adapt, publish, quote, translate orincorporate into other formats, media, or derivative works of any kind, is permitted.

ii

Revision History

Revision Date Author Summary34 2017-02-16 brian.fitzsimmons Set majorrevision to 5.2-CO, set disclaimer to 5.2CO33 2017-02-15 brian.fitzsimmons Created 5.2CO branch from 5.2 branch32 2017-02-06 tijana.todorovic Added minor change.31 2017-02-06 tijana.todorovic Created branch for 5.230 2017-02-03 tijana.todorovic Added minor change.29 2017-02-03 tijana.todorovic Added minor change.28 2017-02-03 tijana.todorovic Updated Microsoft SQL Server 2016 Express Installation and Adobe reade ...27 2017-01-17 tijana.todorovic Added minor change.26 2017-01-17 tijana.todorovic Added minor change.25 2017-01-17 tijana.todorovic Added new images for Installing Adobe and SQL Server 2016 Express.24 2017-01-12 tijana.todorovic Removing old images.23 2017-01-12 tijana.todorovic Added new installation images.22 2016-12-15 tijana.todorovic Added disclaimers for 5.2.21 2016-12-14 tijana.todorovic Added changes based on 5.0 branch.Updated document version.16 2016-04-13 tijana.todorovic Added disclaimers and minor changes into the doc.15 2016-03-22 tijana.todorovic Updating Terminology - Elector Group Combinations to Ballot Groups.14 2016-03-07 tijana.todorovic Merging content from 4.21CO branch.8 2016-01-15 tijana.todorovic Added disclaimers for 4.21.7 2016-01-13 tijana.todorovic Updated document title.6 2016-01-13 tijana.todorovic Added minor changes.5 2015-12-30 tijana.todorovic Updated content and images for Installing Microsoft SQL Server 2012 R2 ...4 2015-11-30 tijana.todorovic Added content and renamed images.3 2015-10-21 brian.fitzsimmons Edited master.tex file name. Edited document name.2 2015-10-03 peter Propset svn:keywords Date, Author, Id, Rev on .tex files.1 2015-10-03 root Initial Import

iii

Allowed Authors

subversionID Firstname Lastname TitlePositionbrian.fitzsimmons Brian Fitzsimmons Documentation Managerpeter Peter Androutsos Director, PLMroot root systemtijana.todorovic Tijana Todorovic Documentation Manager

iv

RELEVANT DISCLAIMERS

The final list of items to be disclaimed in this release is to be confirmed.Please be advised that this document may make reference to the following Democracy Suite R© function-alities:

• AIMS Data Translator

• Avalue tablets

• EMS Enterprise configuration

• Election Data Exchange Station (EDES)

• ImageCast R© Evolution

• ImageCast R© Evolution Dual Monitor functionality

• ImageCast R© Listener

• ImageCast R© Precinct

• ImageCast R© Precinct Audio

• ImageCast R© Precinct Ballot Marking Device (BMD)

• ImageCast R© Precinct BMD Audio

• Rank Choice Voting (RCV)

• Recall Issues

• Mode 2 asymmetric cryptography

• Mode 3 asymmetric cryptography

• NYS General and Primary Ballot Template

• Modem and transmission functionality

• WinEDS Importer

These functionalities are not components of the current Democracy Suite R© 5.2-CO certification campaign,and should be disregarded throughout the document.

v

Contents

Notice of Confidentiality and Nondisclosure ii

Revision History iii

Allowed Authors iv

Relevant Disclaimers v

List of Figures vi

List of Tables 1

1 Introduction 2

2 Using the Application 32.1 Installing Mobile Ballot Production . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32.2 Installing Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

2.2.1 Microsoft SQL Server 2016 Express Installation . . . . . . . . . . . . . . . . . . . . 42.2.2 Adobe Reader Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

2.3 Installation Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172.4 Configuring the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212.5 Run Application As member of MBP Users Group . . . . . . . . . . . . . . . . . . . . . . 242.6 Preparing Ballot Definition Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

2.6.1 MBP XML Schema (XSD) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262.7 Project Creation and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282.8 Integration with External Voter Registration Systems . . . . . . . . . . . . . . . . . . . . 30

2.8.1 Voter Registration File Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332.9 Printing Ballots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342.10 Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

2.10.1 Print Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382.10.2 Audit Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

2.11 Other Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

vi

List of Figures

2.1 Microsoft SQL Server 2016 Express - EMS Installation Screen . . . . . . . . . . . . . . . . 42.2 Microsoft SQL Server 2016 Express - Choose directory for extracted files Screen . . . . . . 42.3 Microsoft SQL Server 2016 Express - Extracting Files Screen . . . . . . . . . . . . . . . . 52.4 Microsoft SQL Server 2016 Express - SQL Server Installation Center Screen . . . . . . . . 52.5 Microsoft SQL Server 2016 Express - License Terms Screen . . . . . . . . . . . . . . . . . 52.6 Microsoft SQL Server 2016 Express - Microsoft Update Screen . . . . . . . . . . . . . . . 62.7 Microsoft SQL Server 2016 Express - Product Updates Screen . . . . . . . . . . . . . . . . 72.8 Microsoft SQL Server 2016 Express - Install Rules Screen . . . . . . . . . . . . . . . . . . 72.9 Microsoft SQL Server 2016 Express - Feature Selection Screen . . . . . . . . . . . . . . . . 82.10 Microsoft SQL Server 2016 Express - Instance Configuration Screen . . . . . . . . . . . . 92.11 Microsoft SQL Server 2016 Express - Server Configuration Screen . . . . . . . . . . . . . . 92.12 Microsoft SQL Server 2016 Express - Server Configuration Screen . . . . . . . . . . . . . . 102.13 Microsoft SQL Server 2016 Express - Select User or Group Screen . . . . . . . . . . . . . 102.14 Microsoft SQL Server 2016 Express - Server Configuration Screen . . . . . . . . . . . . . . 112.15 Microsoft SQL Server 2016 Express - Server Configuration Screen . . . . . . . . . . . . . . 112.16 Microsoft SQL Server 2016 Express - Database Engine Configuration Screen . . . . . . . . 122.17 Microsoft SQL Server 2016 Express - Reporting Services Configuration Screen . . . . . . . 122.18 Microsoft SQL Server 2016 Express - Installation Progress Screen . . . . . . . . . . . . . . 132.19 Microsoft SQL Server 2016 Express - Restart Required Screen . . . . . . . . . . . . . . . . 132.20 Microsoft SQL Server 2016 Express - Complete Screen . . . . . . . . . . . . . . . . . . . . 142.21 Microsoft SQL Server 2016 Express - SQL Server Installation Center Screen . . . . . . . . 142.22 Installing Adobe Reader - EMS Installation Screen . . . . . . . . . . . . . . . . . . . . . . 152.23 Installing Adobe Reader - Ready to Install Screen . . . . . . . . . . . . . . . . . . . . . . 152.24 Installing Adobe Reader - Installation Complete Screen . . . . . . . . . . . . . . . . . . . 162.25 EMS Installation Welcome Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172.26 Mobile Ballot Production Installation: Setup Wizard Welcome Screen . . . . . . . . . . . 182.27 Mobile Ballot Production Installation: License Agreement Screen . . . . . . . . . . . . . . 182.28 Mobile Ballot Production Installation: Destination Folder Screen . . . . . . . . . . . . . . 192.29 Mobile Ballot Production Installation: Confirm Installation Screen . . . . . . . . . . . . . 192.30 Mobile Ballot Production Installation: Installation Progress Screen . . . . . . . . . . . . . 202.31 Mobile Ballot Production Installation: Installation Complete Screen . . . . . . . . . . . . 202.32 MBP Configuration dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212.33 MBP Configuration dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222.34 New User dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232.35 Welcome Splash Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232.36 Mobile Ballot Production screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282.37 Mobile Ballot Production screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282.38 Default Printer Selection dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292.39 Printing Configuration dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292.40 Print Integration dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

vii

2.41 Integration Pending and Process dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312.42 Integration Pending and Process dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312.43 Integration Pending and Process dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322.44 Mobile Ballot Production screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342.45 Mobile Ballot Production screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342.46 Sample Ballot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352.47 Printers Settings dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362.48 Printers Settings dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362.49 Printers Settings dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 372.50 Print report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382.51 Print report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382.52 Audit report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392.53 Audit report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

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Chapter 1

Introduction

Mobile Ballot Production is a Windows application that is used to search, preview and print ballotsvia a local printer device. The application makes use of ballot information and PDFs produced by theElection Event Designer (EED) application and minimizes the time it takes to search for, and print theballots required for the election. It allows the voter who is unable to vote at their designated pollinglocation, to go to any other location which supports this functionality and cast their vote.

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Chapter 2

Using the Application

2.1 Installing Mobile Ballot Production

This Section outlines how to install the EMS Mobile Ballot Production application using the EMSInstallation DVD. Please note that you must first install prerequisites before you continue with MobileBallot Production application installation.

Mobile Ballot Production prerequisites are:

1. Microsoft SQL Server 2016 Express

2. Adobe Acrobat Reader DC.

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2.2 Installing Prerequisites

2.2.1 Microsoft SQL Server 2016 Express Installation

Figure 2.1: Microsoft SQL Server 2016 Express - EMS Instal-lation Screen

1. To install Microsoft SQL Server2016 Express, insert the EMS In-stallation DVD, and click the In-stall tab.

2. Expand the EMS Prerequisitesitem, and select Microsoft SQLServer 2016 SP1 Express WithAdvanced Services.

Figure 2.2: Microsoft SQL Server 2016 Express - Choose direc-tory for extracted files Screen

3. Choose directory for extracted filesscreen appears.

4. Click Ok.

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Figure 2.3: Microsoft SQL Server 2016 Express - ExtractingFiles Screen

5. Setup extracts the installation files.

6. Depending on your security settings,a “Security Warning” window mayappear.

7. Click Run to start the installation.

Figure 2.4: Microsoft SQL Server 2016 Express - SQL ServerInstallation Center Screen

8. The “SQL Server Installation Center”screen appears.

9. Click the New SQL Server stand-alone installation or add fea-tures to an existing installationoption.

Figure 2.5: Microsoft SQL Server 2016 Express - License TermsScreen

10. The “License Terms” screen appears.

11. Check the I accept the licenseterms box and click Next.

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Figure 2.6: Microsoft SQL Server 2016 Express - MicrosoftUpdate Screen

12. The “Microsoft Update” screen ap-pears.

13. On the Microsoft Update screen,click Next. NOTE:Do not selectcheckbox in the Update Screen.

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Figure 2.7: Microsoft SQL Server 2016 Express - Product Up-dates Screen

14. The “Product Updates” screen ap-pears.

15. Click Next to continue.

Figure 2.8: Microsoft SQL Server 2016 Express - Install RulesScreen

16. The “Install Rules” screen appears.


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Figure 2.9: Microsoft SQL Server 2016 Express - Feature Se-lection Screen

18. In the “Feature Selection” screen ,select the Microsoft SQL Server 2016Express features to be installed.

19. Check Database Engine Services,Full Text Search and ReportingServices Native and click Next tocontinue.

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Figure 2.10: Microsoft SQL Server 2016 Express - InstanceConfiguration Screen

20. In the “Instance Configuration”screen, select Default instance andclick Next to continue.

Figure 2.11: Microsoft SQL Server 2016 Express - Server Con-figuration Screen

21. In the “Server Configuration”screen, set NT AUTHOR-ITY\SYSTEM as the AccountName for SQL Server DatabaseEngine and SQL Server ReportingServices items.

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22. In the screen that appears, from thecombo box select “Account Name”for SQL Server Database Engine andclick Browse.

Figure 2.13: Microsoft SQL Server 2016 Express - Select Useror Group Screen

23. On the “Select User or Group”screen, type SYSTEM and click Ok.

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24. In the screen that appears, from thecombo box, select “Account Name”for SQL Server Reporting Servicesand click Browse.

25. On the “Select User or Group” dia-log, type SYSTEM and click Ok.


26. Click Next in the “Server Configu-ration” screen to proceed.

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Figure 2.16: Microsoft SQL Server 2016 Express - DatabaseEngine Configuration Screen

27. In the “Database Engine Configura-tion” screen, select the option Win-dows authentication mode.

28. Click Add Current User to addthe server administrator account asan SQL Server administrator.

29. Once the current user is added, clickNext to continue.

Figure 2.17: Microsoft SQL Server 2016 Express - ReportingServices Configuration Screen

30. On the “Reporting Services Config-uration” screen, select Install andconfigure.


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Figure 2.18: Microsoft SQL Server 2016 Express - InstallationProgress Screen

32. Setup begins the installation process.

Figure 2.19: Microsoft SQL Server 2016 Express - Restart Re-quired Screen

33. If Computer restart dialog box ap-pears, you must restart your com-puter after the setup process is com-pleted.

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Figure 2.20: Microsoft SQL Server 2016 Express - CompleteScreen

34. Once the installation is complete,click Close on the “Complete”screen.

Figure 2.21: Microsoft SQL Server 2016 Express - SQL ServerInstallation Center Screen

35. Close the “SQL Server InstallationCenter” window.

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2.2.2 Adobe Reader Installation

Figure 2.22: Installing Adobe Reader - EMS Installation Screen

1. To install Adobe Reader, insertthe EMS Installation DVD, andclick the Install tab.

2. Expand the EMS Prerequisitesitem, select Adobe Reader anddouble-click on the 32 bit versionoption.

3. The “User Account Control” (UAC)screen appears.

4. Click Yes to proceed.

Figure 2.23: Installing Adobe Reader - Ready to Install Screen

5. On the Ready For Install AdobeReader screen click Install.

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Figure 2.24: Installing Adobe Reader - Installation CompleteScreen

6. When setup finishes the installationprocess, click Finish to complete theinstallation.

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2.3 Installation Procedures

If a previous version of Mobile Ballot Production exists on your workstation, perform the following:

1. On your workstation, navigate to the Start menu on the bottom right of your screen.

2. Right lick on Start and select Control Panel from the Start menu. An All Control Panel Itemsscreen appears.

3. Within this screen, select Programs and Features.

4. A list of all installed programs appears. From this list, highlight ‘EMS Mobile Ballot Production’,and click Uninstall on the grey toolbar.

5. Click Yes to confirm and begin the uninstall process.

6. Once uninstalled, close all open windows and perform a fresh installation as outlined in the followingSection.

1. Insert the EMS Installation DVD into your CD/DVD ROM drive. If the DVD AutoPlay option isenabled on your workstation, the software installation application will begin automatically and anAutoPlay window appears on your screen. Click Run Setup.exe item. If the software installationdoes not begin automatically, please navigate to the CD/DVD ROM drive, and double-click on thefile named “EMSInstallation” to start this installation process.

Figure 2.25: EMS Installation Welcome Screen

2. The EMS Installation Welcome Screenappears.

3. Click on the Install tab and expandthe options listed under EMS ClientApplications by clicking on the arrowbeside it.

4. Choose EMS Mobile Ballot Pro-duction from the list of client appli-cations, and expand the options listedunder it by clicking on its arrow.

5. Double click on the 32 bit version.

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Figure 2.26: Mobile Ballot Production Installation: Setup Wiz-ard Welcome Screen

6. The Mobile Ballot Production SetupWizard welcome screen appears.

7. Click Next to begin your installation.

Figure 2.27: Mobile Ballot Production Installation: LicenseAgreement Screen

8. The License Agreement screen, as de-picted in Figure 2.27 appears. Readthe License Agreement.

9. If you understand and agree to allthe terms contained within the LicenseAgreement, select the I Agree optionand click Next.Note: You cannot proceed with the in-stallation if you do not agree to theterms and conditions outlined in the‘License Agreement’.

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Figure 2.28: Mobile Ballot Production Installation: Destina-tion Folder Screen

10. The Destination Folder screen ap-pears. Keep the default file path listedin the ‘Folder’ field. This is the loca-tion to which Mobile Ballot Productionwill be installed.


Figure 2.29: Mobile Ballot Production Installation: ConfirmInstallation Screen

12. A Confirm Installation screen appearsas depicted in Figure 2.29.

13. Click Install to begin your installa-tion.

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Figure 2.30: Mobile Ballot Production Installation: Installa-tion Progress Screen

14. Mobile Ballot Production will beginto install. Proximity to completion ismeasured by the progress bar seen inFigure 2.30.

Figure 2.31: Mobile Ballot Production Installation: Installa-tion Complete Screen

15. You will receive confirmation thatthe installation has completed. TheMobile Ballot Production is now in-stalled on your workstation. If this isyour first time installing Mobile BallotProduction on your workstation, youmay need to restart your computer.When prompted, click Yes to restartthe computer immediately, or No torestart manually at a later time andproceed to the next step.

16. Click Finish to exit the Mobile BallotProduction Installation Wizard.

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2.4 Configuring the Application

To start the Mobile Ballot Production client application, perform the following steps:

1. When the application is installed, you need to configure the Mobile Ballot Production environ-ment (set the Database server, configure Reporting Services and manage the MBP users). Forthese actions you need to be administrator and start the application as an administrator becauseadministrator’s privileges are required.

2. To run this application as an administrator, press the SHIFT button and right click on the desktopicon and then click the Run as Administrator option from the menu.

3. If the User Account Control (UAC) dialog appears, click Yes to continue.

Figure 2.32: MBP Configuration dialog

4. MBP Configuration dialog will appear.

5. In the Database server instance namecombo box, all local sql server in-stances are listed. Choose the de-sired sql server instance from the dropdown list and click Verify to verifyand configure the Mobile Ballot Pro-duction environment. This action willnot only verify that a connection canbe made to the selected sql server in-stance, but also verifies the report-ing service configuration, uploads theMBP reports on the reporting server,creates the local group MBPUsers andassigns the required privileges to thisgroup. The verification and configura-tion action can take several minutes. Ifyou get error message during verifica-tion, please contact Dominion Votingsupport.

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Figure 2.33: MBP Configuration dialog

6. When finished, fields related to Usersmanagement will be enabled as seen infigure 2.33.

7. Users who want to use the MobileBallot Production application and arenot administrators, need to be mem-ber of the MBP Users group. NOTE:Non Administrator user cannot config-ure MBP application, create new Win-dows account and assign user to MBPUsers group.

8. If you want to assign a user to the MBPUsers group, select that user from theUsers drop down menu and click As-sign.

9. The assigned user will appear in theMBP Users list.

10. To remove user from the MBP Usersgroup, select the desired user from theMBP Users list and click Removefrom group.

11. If you want to create a new MBP useron the local machine, click CreateNew.

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Figure 2.34: New User dialog

12. The New User screen appears as seenin figure 2.34. Enter User Name andPassword. Click Apply.

13. An Information screen appears indi-cating that a new user has been cre-ated and assigned to the MBP Usersgroup. Click Close.

14. Click Close to close the New Userscreen. NOTE: Password must con-tain characters (at least one) fromthree of the following four categories:

• English uppercase characters (Athrough Z)

• English lowercase characters (athrough z)

• Base 10 digits (0 through 9)

• Non-alphabetic characters.

Also the password cannot containspaces at the start or end of the pass-word string.

15. In the MBP Users lis, a new user will appear. Click Close to close the MBP Configuration dialog.

Figure 2.35: Welcome Splash Screen

16. The introduction screen as seen in fig-ure 2.35 appears.

17. The Application will open.

18. If you want to change the MBP Configuration settings, the configuration dialog can be openedafterward by running the application as an administrator (press SHIFT button and right click onthe desktop icon and then click the Run as Administrator option from the menu) and the usingthe File menu option, followed by the Configuration option.

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2.5 Run Application As member of MBP Users Group

To run application as non administrator and member of the MBP users group, you must configureapplication as an administrator user, otherwise an error message will appear. New Windows user memberof the MBP User group can be created during the configuration procedure (see Section 2.4 ConfiguringApplication, step 11. ). If user is not administrator or member of the MBP users group, Error messagewill appear.

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2.6 Preparing Ballot Definition Data

Ballot definition data will be exported from Election Event Designer application. To export a projectdata file, perform the following steps:

1. Expand the Election Project menu on the top toolbar and click Export. Select Project Data.

2. Export data screen appears.

3. Click Browse and navigate to the package for defining export. Package file is delivered on CD.

4. Choose the Target folder path where export file will be saved and define Result file name.

5. Click Create.

6. After the export is finished, you will be informed that requested export is created successfully.Click OK.

7. The chosen target folder path with requested export will appear.

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2.6.1 MBP XML Schema (XSD)

XML Mobile Ballot Production files are implemented as storage-and-retrieval data files. They do notimpose any real-time data transfers. This file is exported from EMS EED and can be utilized by thirdparty MBP systems.

<xs:schema attributeFormDefault="unqualified" elementFormDefault="qualified"

xmlns:xs="http://www.w3.org/2001/XMLSchema">

<xs:element name="ElectionEvent">

<xs:complexType>

<xs:sequence>

<xs:element name="ballots">

<xs:complexType>

<xs:sequence>

<xs:element name="ballot" maxOccurs="unbounded" minOccurs="0">

<xs:complexType>

<xs:sequence>

<xs:element name="language">

<xs:complexType>

<xs:simpleContent>

<xs:extension base="xs:string">

<xs:attribute type="xs:string" name="internalmachineid"

use="optional"/>

<xs:attribute type="xs:string" name="name"

use="optional"/>

</xs:extension>

</xs:simpleContent>

</xs:complexType>

</xs:element>

<xs:element name="ballotgroups">

<xs:complexType>

<xs:sequence>

<xs:element name="ballotgroups">

<xs:complexType>

<xs:simpleContent>


<xs:attribute type="xs:string"

name="internalmachineid" use="optional"/>

<xs:attribute type="xs:string"

name="name" use="optional"/>

<xs:attribute type="xs:string" name="egcExId"

use="optional"/>

<xs:attribute type="xs:string" name="partyName"

use="optional"/>

<xs:attribute type="xs:string" name="partyExId"

use="optional"/>

</xs:extension>

</xs:simpleContent>

</xs:complexType>

</xs:element>

</xs:sequence>

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</xs:complexType>

</xs:element>

<xs:element name="pollingdistricts">

<xs:complexType>

<xs:sequence>

<xs:element name="pollingdistrict" maxOccurs="unbounded"

minOccurs="0">

<xs:complexType>

<xs:simpleContent>



use="optional"/>

<xs:attribute type="xs:string" name="districtidentifier"

use="optional"/>

<xs:attribute type="xs:string" name="precinctExId"

use="optional"/>

</xs:extension>

</xs:simpleContent>

</xs:complexType>

</xs:element>

</xs:sequence>

</xs:complexType>

</xs:element>

</xs:sequence>


use="optional"/>

<xs:attribute type="xs:string" name="filename"

use="optional"/>

<xs:attribute type="xs:string" name="description"

use="optional"/>

<xs:attribute type="xs:string" name="ballotExId"

use="optional"/>

</xs:complexType>

</xs:element>

</xs:sequence>

</xs:complexType>

</xs:element>

</xs:sequence>

<xs:attribute type="xs:string" name="Name"/>

</xs:complexType>

</xs:element>

</xs:schema>

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2.7 Project Creation and Configuration

1. After having configured the application you will be presented with the main application screen. Allaction buttons are disabled until you open or create a Mobile Ballot Production project.

Figure 2.36: Mobile Ballot Production screen

2. To create a new Mobile Ballot Production project, you must first select File followed by theImport option from the menu. This will allow you to specify the location of a Ballots XML fileproduced by the EMS system containing all ballot definitions that will be loaded into the MobileBallot Production project. You have the choice to use the project name specified in the XML fileitself (and in the process overwrite any existing database with that name) or to specify the nameof the project explicitly. By pressing the Load button the data is imported into the database.

3. After importing the data you will be returned to the main screen and will be connected to thenewly created project. Alternatively, you can open an existing project by selecting the File -Open Project from the menu. A screen appears listing all Mobile Ballot Production projects.Select the project you wish to open and press the OK button to open it.

4. After opening a newly created project all actions except Ballots Source, Print Report andAudit Report will be disabled.


5. By selecting the Ballots Source action, you can specify the folder where the ballot artwork islocated.

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Figure 2.38: Default Printer Selection dialog

6. The next step is to select the printerthat will be used to print the actualballots. NOTE: The printer must beconnected to the computer that is run-ning the Mobile Ballot Production ap-plication.

7. Select File - Default Printer fromthe menu to open up the printer se-lection dialog.

8. On the Default Printer Selection dia-log, select a printer from the drop downmenu and click Ok.

Figure 2.39: Printing Configuration dialog

9. To configure printer settings on theproject level, select File - PrintingConfiguration from the menu to openup the printing configuration dialog asseen in picture 2.39.

10. If you always want to print all bal-lot cards related to a requested ballotstyle at once, check the Print multicardballot at once checkbox and when youselect a ballot for printing, all ballotcards associated to the requested bal-lot will be sent to the printer.

11. If you want to include a sample ballotwatermark on the print-out, check theSample Ballot checkbox. Also you canspecify the number of copies to printfor the selected ballot.

12. Click Save to save printing settings.

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2.8 Integration with External Voter Registration Systems

The Mobile Ballot Production application has the ability to automatically print ballots based onrequests originating from external voter registration systems. These requests come in the form of .csv or.txt files (See subsection 2.8.1 Voter Registration File Format).

Figure 2.40: Print Integration dialog

1. To configure VR Integration, selectExternal - VR Integration Config-uration from the menu.

2. The Print Integration screen sppears.

3. Click Browse to select the folderwhere the voter registration requestsare located.

4. Click Save and then close the screen.

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Figure 2.41: Integration Pending and Process dialog

5. To manage VR Integration, select Ex-ternal - VR Integration Statusfrom the menu.

6. The Integration Pending and Processscreen appears.

7. On the Pending for printing tab youcan see a list of pending requests.Pending request contains informationabout file loadtime, ballot style (PDFfile name), precint Id (precinct exter-nal Id - optional).


8. For each pending request, you canprint ballot. Click Print or cancelprinting by clicking X button.

9. You can start or stop request files han-dling by clicking Start or Stop but-tons. Only newly requests will be pro-cessed after restart (Stop/Start). Forreloading and processing all requestdata, please click Refresh.

10. If the Auto Print checkbox is checked,voter registration print request will beimmediately sent to the printer with-out managing requests.

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11. On the Processed tab, you can see theprint state of processed voter registra-tion file requests.

12. In the Print request action field, byclicking the Print button, you canprint your requests as many times asyou want.

13. By clicking Refresh, you will reloadall processed and pending requests in-formation.

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2.8.1 Voter Registration File Format

Field 1: Ballot Style (represents PDF file name - mandatory)Field 2: Ballot Sequence Number (N) (optional for information use)Field 3: Reprint status (a ’Y’ if it is a reprint, an ’N’ if not) (optional for information use)Field 4: Last Name (represents voter’s last name) (optional for information use)Field 5: First Name (represents voter’s first name) (optional for information use)Field 6: Middle Name (represents voter’s middle name) (optional for information use)Field 7: Birthdate (MM/dd/yyyy) (represents voter’s birthdate) (optional for information use)Field 8: Voter Registration Number (represents voter’s registration number) (optional for informationuse)Field 9: Party (represents political party external Id) (optional for information use)Field 10: Precinct (represents precinct external Id) (optional for information use but can be used asexternal Id)Field 11: No Coverletter Option (’Y’ for no coverletter, ’N’ to keep the coverletter) (optional for infor-mation use)Field 12: Location ID (represent pooling location) (optional for information use)Field 13: VR Operator Initials (optional for information use)Field 14: VR ID (based on serial #) (optional for information use)Field 15: Security hash” (mandatory, request with the same security hash will be skipped)

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2.9 Printing Ballots

1. When the project is created and configured, the application is ready to print ballots. The mainscreen will list all ballots that are available for printing. The list contains a column which indicatesthe number of times a particular ballot has been printed. This number can be reset by clicking theReset button.


2. The list can be filtered by clicking the blank cell at the top of the column you wish to filter by.


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3. Each individual ballot can be selected in the list below and then previewed by selecting the Previewbutton. This will open a dialog that presents the PDF and provides the user with the ability tozoom in/out and browse to the next or previous page.

Figure 2.46: Sample Ballot

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Figure 2.47: Printers Settings dialog

4. The application allows you to print theselected ballot by using the Print but-ton, which will open up the PrinterSettings screen. Here, you can spec-ify the number of copies to print of theselected ballot and whether to includethe Sample Ballot watermark on theprint-out. Shown on the left side of thescreen are the properties of the cur-rently selected printer, which can becompared with the properties of theballot on the right side of the screen.


5. Should the width/height propertiesnot correspond between printer set-tings and ballot dimensions the Doc-ument width and height labels will bemarked red and the ballot will not beable to be printed.

6. The number of copies is editablethrough the control marked with agreen rectangle as seen in figure 2.48.

7. The Default printer settings for num-ber of copies should always be 1(marked with red rectangle). If thisvalue is greater than 1, the applicationwill report an error when the Printbutton is pressed.

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8. In the case that the dimensions do notcorrespond the printer must be config-ured to match the dimensions of theballot itself. This can be configuredby pressing the Preferences button.This will open the printer vendor pro-vided settings control. NOTE: Theconfiguration of the printing propertieswill vary per vendor (printer prefer-ences for HP Deskject 6980 series isshown below).

9. After successful configuration you canpress Print to initiate printing of theballot. The ballot list itself will be up-dated with the number of print-outsmade.

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2.10 Reporting

The Print report and Audit report can be stored in various formats or printed using the controls shownimmediately above the report itself.

2.10.1 Print Report

1. You can preview the Print Report by clicking on the Print Report button. This report providesthe same information as the list on the main application screen.

Figure 2.50: Print report

Figure 2.51: Print report

2. The list of ballots can be filtered by se-lecting the precinct(s) in the control atthe top of the report, and by pressingthe View Report button.

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2.10.2 Audit Report

1. You can preview the Audit Report by clicking the Audit Report button. This report shows thelist of all actions performed on the current project, in chronological order.

Figure 2.52: Audit report

Figure 2.53: Audit report

2. The list of actions can be filtered bydate range, as well as the types of ac-tions performed, in the control at thetop of the report, and by pressing theView Report button.

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2.11 Other Actions

1. You can open the User Guide by selecting Help - Help Documentation from the menu, oralternatively, by pressing F1 on your keyboard.

2. You can view basic information such as the version of the application by selecting Help - Aboutfrom the menu.

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democracy suite r ems mobile ballot production user guide...to l e a r n m or e a b o u t o u r t ec...

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