What is CBAS web? Overview on CBAS web for Access Control Systems:

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1 What is CBAS web? CBAS web is a tool that can be used to program data to a CBAS system via the web. CBAS web can also be used to display a live feed of the CBAS system via the web. It should be understood that the CBAS system is the MASTER of the two systems. Overview on CBAS web for Access Control Systems: The CBAS web access control system can be used so that tenants can request access cards. The system administrator is notified of all card requests and has the option to either approve or deny a request. GROUPS: Groups are programmed in CBAS web and house users for that particular group. The group programming determines what type of rights users of the group have. All users of a group have the same rights. Typically groups are used to separate companies. GROUPS are explained in detail in the GROUP section of this manual. USERS: Users are assigned to groups. Users are created by the system administrator and are assigned to a group. All users in a group have the same access level. Changes to a group s access level will change the access level for all users within that group. Users are assigned a username and password and can access the web server to request cards. Card request are approved by the system administrator. Users can only view cards that are assigned to their group. USERS are explained in detail in the USER section of this manual. Logging into the access control website: Use the link that can be found on the home screen of the xxxx website, or type in xx.xx.xx.xx into any web browser and hit enter. Once you have reached the website you will be prompted to enter a username and password. Please enter your username and password in the appropriate fields and left click on LOGIN NOW. 1

2 Home Screen: Once you have logged in you will be directed to the CBAS web HOME screen. At the top of the HOME screen you will see several clickable tabs ( HOME, DASHBOARDS, REPORTS, DATABASE, VIEWS, CONFIG, and LOGOUT ). The HOME button can be clicked from any screen. By clicking HOME it will return you to the HOME screen. If logged in as an administrator at the bottom of the home screen is a drop down box that will allow you to assume the identity of other users. Simply select the desired user and click CHANGE. There is also a mailbox on the home screen. This mailbox is used to notify the admin user of activities that are taking place in CBAS web. The admin user will be notified every time a card is requested via this mailbox. Admin users can also be notified of card request by . This is addressed later in the SETTINGS section. The messages that get sent to the admin mailbox can be adjusted. This is also addressed in the SETTINGS section of the manual. A message will also be placed in this mailbox every time that the CBAS web database is backed up. Please see the SYSTEM section for details on backing up the CBAS web database. Dashboards: Custom DASHBOARDS can be created to meet the needs of different jobs. The one default dashboard that you will see is ACCESS CONTROL OVERVIEW this dashboard is the equivalent of activity view in CBAS. The ACCESS CONTROL OVERVIEW dashboard will display the last 25 card reads. The last card read will always appear at the bottom of the ACCESS CONTROL OVERVIEW screen. If there is a photograph assigned to a card when the card is used, the image will appear at the top right of the ACCESS CONTROL OVERVIEW screen. If there is no photograph assigned to the card then the picture box will read PHOTO NOT AVAILABLE. 2

3 Reports: By clicking on the REPORTS tab at the top of the screen several options will display: ACTIVITY REPORTS, ACCESS REPORTS, DATABASE REPORTS, HISTORY REPORTS, and OVERTIME REPORTS. Activity Reports: Activity Report is a report of the access control activity. The report can be customized by editing the GROUP and USER fields. This report can also be customized by date by editing the REPORT BY TIME fields. Access Reports: These reports can be customized to view the programming of the access control database. Database Reports: This report can be customized to view the programming of the CBAS web database. History Reports: This type of report is used to view the history of points. Overtime Reports: This report is not applicable to access control systems because access control groups cannot program overtime schedules. Database: By clicking on the DATABASE tab at the top of the screen several options will display: EDIT ACCESS CONTROL, EDIT DASHBOARDS, EDIT GRAPHICS, EDIT GROUPS, EDIT POINTS, EDIT SERVERS, EDIT USERS, and EDIT VIEWS. Edit Access Control: The EDIT ACCESS CONTROL screen has 3 tabs on the left side of the screen: REPORTS, NEW CARD, and SETTINGS 3

4 Reports: The REPORTS tab will allow you to search for access cards. Fill out the appropriate fields and click RUN REPORT. The report will show the card holders name, group, card number, and the areas that the card has access to. This is also where you will go to remove access from a card. On the right side of the screen there are two check boxes one reads ACCESS and the other reads NO ACCESS. If the ACCESS check box is checked then the card has access to the list of areas shown. To edit the area list click EDIT. By clicking the NO ACCESS checkbox access to all areas will be removed from this card. This change will take effect following the next access control download. Access control downloads are scheduled in CBAS. Once the NO ACCESS box has been clicked a window will appear that reads: ARE YOU SURE THAT YOU WANT TO LOCK OUT ACCESS? THIS CHANGE MIGHT NOT TAKE EFFECT IMMEDIATELY. If you are sure click YES. If you are not sure click NO. ( If you selected yes, access to the card will be removed following the next access control download). By clicking the EDIT button on this screen you will be redirected to a new screen that will allow you to edit the card settings and access level. This screen will also show the users most recent card activity. New Card: The NEW CARD tab is where you will go to add a new card to the system. Fill out all necessary fields for the card that is being created. Under the GROUP field use the drop down box to select the appropriate group. If the appropriate group does not appear see the EDIT GROUPS section of this manual to learn how to add a group. Just below the GROUP field is a list of all areas in the building. 4

5 To the left of each area is a check box. By clicking the box a checkmark will appear inside of the box. If the box is checked then that card has access to that particular area. On the right side of each area is a drop down box. The drop down box lists the different access schedules that are in the system. A schedule must be selected for each area. Access control schedules are programmed in CBAS. If a new schedule needs to be added it must be done through CBAS. Once the schedule has been created in CBAS you must PULL ACCESS CONTROL DATABASE in CBAS web. I will address PULL ACCESS CONTROL DATABASE in a later section. Once you have filled out all necessary fields click SAVE at the bottom of the screen. Once you have clicked SAVE you will have the option to add a picture to the card. Pictures should not exceed 400kb. Optimal picture size is 320 x 480. To add a photograph click UPLOAD PICTURE. This brings you to a new screen. There is button on this screen that reads BROWSE. By clicking BROWSE it will open a window that will allow you to search for images on your computer. Once you have selected the appropriate photograph click OPEN. Once you have clicked OPEN this window will close. Click UPLOAD. A new window will appear once you click UPLOAD. The window will read ARE YOU SURE YOU WANT DELETE THE CURRENT PHOTOGRAPH AND REPLACE IT WITH THIS ONE? You will get this screen even if there was no photograph assigned to the card. If you are sure click OK. The photograph will upload. If the upload completes successfully you will be redirected to a success screen. On the success screen click OK. The photograph that was uploaded will appear. The card and photograph should now exist in the CBAS database. 5

6 Settings: SETTINGS is where the CBAS web parameters are located. The external ip address of the web server should be entered into the EXTERNAL SITE URL field. The "External Site URL" must begin with " if it is an absolute address (recommended), otherwise it will be interpreted as a relative address (not recommended). Relative address links will not work in a Mailbox message. If tenants have the capability of generating card request a gmail account must be created. Request for access cards will be sent from this gmail account. Go to to create an account. Once the gmail account has been created input the address into the USERNAME field in CBAS web. The username must end Input the password that is used for the gmail account into the PASSWORD field in CBAS web. Below the PASSWORD field is CARD REQUEST RECIPIENTS. Enter the addresses of the CBAS web administrators that will receive card request from tenants. If multiple addresses will be used separate each address with a comma. The DEFAULT ACCESS CONTROL GROUP JOB CODE field should match the job code field in CBAS. MAXIMUM PHOTO WIDTH (PIXELS) this field should be set at 320 The POST MESSAGE IN ADMIN MAILBOX ON CHANGES IN ACCESS STATUS FOR A CARD field is used to filter the messages that are sent to the admins mailbox. If POST MESSAGE WHEN A CARD IS GIVEN OR STRIPPED OF ACCESS is selected a message will be posed to the admin mailbox when a user removes access from a card. If IGNORE THESE CHANGES is selected then the admin user will not be notified when a user removes access from a card. All messages will be posted in the admin mailbox which can be found on the home screen of CBAS web. At the bottom of this screen there is a button that reads CONVERT DPU COMPANIES TO GROUPS. This button will take any company that 6

7 has been programmed in CBAS and create a group for it in CBAS web. The group name will match the company name. It is important that once a group is added to CBAS web that the name does not get changed. If the name of a company changes edit the company name in CBAS then edit the group name in CBAS web. Make sure that the company name in CBAS and the group name in CBAS web are exactly the same. If there is a new company in the building you will go to CBAS and add that company to CBAS. Use the CONVERT DPU COMPANIES TO GROUPS button in CBAS web to automatically generate a group for the newly added company. This will eliminate you having to create a group in CBAS web every time there is a new company. When the button is clicked in CBAS web it will only import the new companies from CBAS and convert them to groups. Next to CONVERT DPU COMPANIES TO GROUPS is ASSIGN CARDS TO GROUPS this button will assign cards to the appropriate group in CBAS web. After making changes to the access control SETTINGS click SAVE. Edit Dashboards: Access control groups cannot view DASHBOARDS. There is one default dashboard in the system which the system administrator can view. The one default dashboard is ACCESS CONTROL OVERVIEW this dashboard is the equivalent of activity view in CBAS. The ACCESS CONTROL OVERVIEW dashboard will display the last 25 card reads. The last card read will always appear at the bottom of the ACCESS CONTROL OVERVIEW screen. If there is a photograph assigned to a card when the card is swiped the image will appear at the top right of the ACCESS CONTROL OVERVIEW screen. If there is no photograph assigned to the card then the picture box will read PHOTO NOT AVAILABLE. The ACCESS CONTROL OVERVIEW dashboard can be accessed by clicking DASHBOARDS on the menu bar at the top of any screen in CBAS web. To create a new dashboard go to EDIT DASHBOARDS then ADD A NEW DASHBOARD. Edit Graphics: If your system has graphics this is where you will need to go to program graphics. 7

8 Edit Groups: GROUPS are used to separate what type of access USERS have to the system. USERS will be assigned to a specific group. At the top of the EDIT GROUPS screen there is a ADD A NEW GROUP button. To add a new group click this button. Fill out the GROUP NAME field. Under SELECT GROUP TYPE select ACCESS CONTROL. Click ADD GROUP. This group will now appear on the EDIT GROUPS screen Once you click ADD GROUP you will be redirected to the group program screen. This screen can also be accessed by going DATABASE EDIT GROUPS a list of groups that have been added will appear. By clicking the EDIT button for the desired group you will be redirected to the group program screen. By clicking the DELETE button the group will get deleted. Group Programming: General: On the left side of the group program screen there are four clickable tabs: GENERAL, VIEW SELECTION, VIEW SORTING, and ACCESS CONTROL On the GENERAL screen you have the option to edit the GROUP NAME and edit the GROUP TYPE. View Selection: If any changes are made click SAVE. VIEWS do not apply to access control groups. Tenant and automation groups are allowed to access VIEWS. System administrators can also access VIEWS. For further information on VIEWS please see the EDIT VIEWS section of this manual. 8

9 View Sorting: Access Control: Since VIEWS do not apply to access control groups VIEW SORTING doesn t apply either. The ACCESS CONTROL screen is where you limit the group s access. There is a drop down box labeled AFFILIATION. This will display a list of all companies that were imported from the CBAS database. Select the appropriate affiliation. There is another field that reads MAXIMUM NUMBER OF CARDS WHICH CAN BE ISSUED. Enter the number of cards that this group can issue into this field. This screen also displays a list of all areas in the database. To give the group access to an area click on the checkbox next to each area that the group should have access to. When a box is clicked a check mark will appear inside of the box. Edit Points: Once you have finished the group programming click SAVE. Does not apply. Edit Servers: This screen will display a list of servers on the network. From this screen you have the option to EDIT or DELETE a server. By clicking EDIT you will be redirected to a new screen that will allow you to input or edit the server s settings. Input the appropriate data into each field. This is also where you will go to PULL ACCESS CONTROL DATABASE. If there are any changes made to the CBAS database you must PULL ACCESS CONTROL DATABASE or CBAS web will not know about the changes made in CBAS. 9

10 It may take a few minutes for the PULL ACCESS CONTROL DATABASE to complete. Once the pull has completed you will be redirected to a new screen that displays what has been imported into CBAS web. Edit Users: The EDIT USERS screen will allow you to create a new user and will display a list of all users in the system. By clicking EDIT on a user you will be directed to the users program screen. By clicking DELETE on a user the user will get deleted. Adding a new user: Once you have clicked ADD A NEW USER from the EDIT USERS screen you will be redirected to the user program screen. Fill out all appropriate fields. Under GROUP select the appropriate group for the user. If the group does not appear you must first create the group. Refer to the EDIT GROUPS section of this manual. The user type for tenants should be NORMAL. Once all fields have been filled out appropriately click SAVE. Edit Views: The user will now appear in the list on the EDIT USERS screen. Different VIEWS can be created and assigned to groups. A VIEW is a group of points that are grouped together. A view would be created with a group in mind. Once the view has been created it can be assigned to a group and only users of that group are able to access that view. Access control groups cannot see VIEWS. Config: By clicking on CONFIG at the top of the screen several options will display: PERSONAL, SYSTEM, HARDWARE, and HELP. 10

11 Personal: This is the section that is used to customize your personal web page settings. System: The only section of this page that will be used for access control systems is the MAINTENANCE section. This is where you will need to go in order to backup the CBAS web database. You can also restore a back up from this screen. It is important that the database is backed up frequently. To backup the CBAS web database click BACKUP DATABASE. You will need to choose where on your computer you would like to save this file. I suggest creating a folder to store all CBAS web backups. By having backups of the CBAS web database the database can be restored to a previous state in the event of a problem. To restore a backup look under SAVED DATABASE LOCATION and click BROWSE. Find the folder that holds all of your CBAS web backups. Select the desired backup and click OPEN. Click RESTORE DATABASE. A new window will appear that states ARE YOU SURE YOU WANT DELETE THE CURRENT DATABASE AND RESTORE FROM A BACKUP? if you are sure click OK. If you are not sure click CANCEL. Logout: By clicking LOGOUT you will be returned to the login screen. You will have to re-enter your username and password to get back into the system. Deleting Access Cards: If an access cards has to be deleted from the system this is to be done through CBAS. Once the card has been deleted PULL ACCESS CONTROL DATABASE in CBAS web. 11