PROS CS User Manual Version

Transcription

1 PROS CS User Manual Versin

2 Table f Cntents Intrductin... 5 Installatin guide... 6 Server Setup... 8 Client Setup Getting Started Starting Create a Prtal Adding a cntrl panel Adding a user Uplad users t a cntrller Manual Prgram menu Display ptins Wiegand cnfiguratin System parameters Client Parameters Web server Autmatic Evacuatin reprt printing Scheduled tasks Mail settings Exprt Pending Updates USB Dngle Registratin Servers Restart Server Memry Status f Bimetry Readers Delete Expired Users frm all Bimetry Readers Find users Hardware settings Prtals What is a prtal? Hardware Add a Serial Prtal Add a Netwrk prtal Search netwrk prtals Cnfigure the prtal Edit a prtal Delete a prtal Firmware update Cntrl panels Add a cntrller Edit a cntrller Start/stp pling Uplad cnfiguratin t a cntrller Set cntrller time Uplad users database Firmware update Check firmware versin

3 Cpy cntrller settings Drs Dr cntrl Readers Fingerprint readers Add r mdify a reader Check firmware versin Firmware update Read reader settings Uplad cnfiguratin t a reader Sensr calibratin Delete All users frm reader Uplad all users t reader Delete pending updates Delete Expired users frm reader Inputs Outputs Output cntrl Functin cards Sites Areas Maps Using the maps Access settings Access levels Adding Access level Edit access level Delete Access Level Departments Add a Department Edit a Department Delete a Department Users Add a user Edit a user Delete a user Fingerprints Read me first Enrlling Fingerprints frm a reader Enrllment frm a desktp Reader Uplading the fingerprints t the Fingerprint readers Deleting Fingerprints Deleting all users frm the fingerprint Reader Deleting user finger templates frm the Sftware Uplad all fingerprints t reader Reprts User list reprt Access reprts Lad reprt windw Set time filters User reprt Unknwn ID reprt Department reprt Adding a reader filter t Access reprt Adding a Drs filter t Access reprt Adding an Areas filter t Access reprt

4 Adding a Site filter t Access reprt Saved reprt template I/O reprts Lad reprt windw Set time and cntrllers filters Inputs reprt Outputs reprt Drs reprt HardwareReprt Evacuatin reprt System reprts Prgram peratrs Add an peratr Edit an peratr Delete an peratr Time and Attendance Wrkgrups Shifts Public hlidays All day absences Reprts Edit Reprts User reprt Department reprt Add a Perid filter t reprts Add a Day filter t reprts Add a Event filter t reprt Calculatin Autmatic Calculatin Manual Punch Functin cards Web reprt server Access & Attendance reprt Basic filter Time filter User reprt Department reprt Access additinal filter T & A filter Reprts ptins Trubleshuting Bimetry Glssary

5 Intrductin PROS CS is Client-Server based sftware. The server is installed nly in ne PC (tgether with the client) and the client can be installed n mre PCs (withut installing the server n thse PCs). The client running n the same PC as the server des nt require USB Dngle t cnnect t the server. The client running n a remte PC requires USB Dngle t cnnect t the server. If yu use the client frm a remte PC, prt frwarding needs t be dne s the client can cnnect t the server. This is dne in the ruter cnnected t the Internet. The Prts that need t be frwarded can be fund in the Server cnfiguratin.. 5

6 Installatin guide 1. Yu can install the fllwing prducts with PROS CS setup: - Client nly - Client + Server - Client + Server + Web Server (fr generating reprts nly) 2. UPGRADING frm PROS Plus t PROS CS If yu are already using PROS Plus and want t upgrade t PROS CS, all yu need t d is uninstall PROS Plus and install PROS CS t the same lcatin. Imprtant nte: After uninstalling PROS Plus - d nt mve/delete the database flder and its cntents. PROS CS will cntinue using the same database as PROS Plus. 3. PROS CS Installatin steps 3.1. Installatin requirements PROS CS requires additinal cmpnents t be installed in rder t wrk prperly. If sme f the cmpnents are already installed, they will nt be shwn in this list (see picture bellw) Installatin flder PROS CS installatin flder can be changed during installatin 3.3. PROS CS Prducts There are three prducts included in the PROS CS setup: Client, Server and Web Server. - Client is the sftware that cnnects t the Server and it is used fr cnfiguring and maintaining hardware, users and ther cnfiguratins. - Server is the sftware that cmmunicates with the hardware and the clients (Client sftware) and reads/writes data int the database. - Web Server is the sftware used fr generating reprts frm an internet brwser (Internet Explrer, Ggle Chrme, Mzilla Firefx.). The installatin f the Server and Web Server is ptinal and if it is nt required yu can chse This feature will nt be available frm the setup windw. 6

7 3.4. Database requirements PROS CS can run either with Access 2007 database r with SQL database. If it runs with Access database NO extra cnfiguratin r installatin is needed. If it runs with SQL database and the database will be placed n the same PC as the Server, then installatin f SQL Server Express is required. The setting shwn n the picture bellw MUST be set when installing SQL Server. The passwrd entered in the field is required (shuld write it dwn fr future use f SQL Server). All ther settings shuld be left as their default values. Minimum SQL requirements are SQL Server 2008 R2 r SQL Express 2008 R2. SQL Express 2008 R2 can be dwnladed frm (Dwnlad the file - SQLEXPRWT_x86_ENU.exe). 7

8 Server Setup Making changes t Server cnfiguratin and changing the Database type (SQL r Access) is dne with PROS CS Setup. (Start->All Prgrams->Videx->PROS CS->PROS CS Setup) Default values fr lgin are: - Operatr name: Admin - Passwrd: admin and can be changed later in the Client. 8

9 1. Server Cnfiguratin In the Server Setup windw yu can see the Server status in the tp f the windw, the prts used fr cmmunicatin between the Client and the Server, and the buttns fr starting, stpping and remving the Server service (The Server is running as a windws service, nt as a standard windws applicatin). After installing the Server, it is started autmatically s yu dn t need t d extra cnfiguratin. But, if yu can t cnnect with the Client t the Server, please first check the server status if it is RUNNING. - START buttn registers the Server as a windws service and starts it immediately - STOP buttn stps the Server - REMOVE buttn stps the Server and remves it frm windws services Nte: Yu dn t need t press the APPLY buttn after pressing the START, STOP r REMOVE buttn. 9

10 2. Database cnfiguratin If yu want t change the Database type used fr string data in the sftware yu can chse frm the ptins either MS Access r SQL. WARNING: When switching frm Access t SQL r frm SQL t Access data is nt transferred. Yu will have t enter all hardware and user cnfiguratin manually. If SQL is chsen the fllwing screen appear SQL database can be at its default lcatin (in PROS CS installatin flder) and attached t lcal SQL Server Express r it can be n a remte SQL Server and attached t it (the lcatin f the database that needs t be attached n the remte SQL Server is: Videx\PROS Plus\Blank Database ). If secnd ptin is chsen the fllwing screen appears 10

11 Here, SQL Server address and lgin credentials are entered (these settings are prvided by the SQL Server administratr). After chsing SQL database lcatin, cnnectin with the server must be tested (Test Cnnectin buttn) s that the settings can be applied. After this dialg appears, Apply buttn is enabled and database setup is finished. If sme errr dialg bx appears instead f the ne in the picture, smething is nt set crrectly. Mst cmmn issues are: SQL Server is nt installed n lcal PC (if Default database lcatin chsen) SQL Server is installed but authenticatin mde is Windws authenticatin mde nt Mixed mde Prblem in lcal netwrk/internet cnnectin (if Nt default database lcatin chsen). Nt all parameters are crrect IP Address, Prt, User, Passwrd, Security ( if Nt default database lcatin chsen). Client Setup Client setup is made thrugh the menu Settings->Servers. Here yu can change r add new Servers. The default server is Lcal (Lcal = the Client is n the same PC as the Server). If yur Server is n a remte PC 11

12 (nt the same PC as the Client) then yu will need t add new Server with the IP address f the remte PC and the prt (Events prt) cnfigured in the Server Setup (default is 54321). Client keeps lcal cache fr each Server in rder t speed up the cnnecting prcedure with the server (necessary data fr client t run is taken frm the Server nly nce, and each next cnnectin takes nly the new changes made) After cnfiguring the Servers, yu can chse a Server frm the Cnnect T menu in the tp-right crner f the Client. Yu can cnnect t ther Server withut clsing the Client by clicking the Discnnect buttn and then chse a server in the drpdwn list. If yu want t see inf abut the current server, just click n the icn next t the Cnnect T menu and an inf windw will be displayed nscreen. If "Aut Lgn" is nt checked fr the current server, when cnnecting a lgin windw appears nscreen asking fr credentials. (The default setting is Operatr name = "Admin" and Passwrd = "admin") 12

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14 Getting Started This Getting Started Guide will use examples t guide yu thrugh the minimum cnfiguratin required after installing PROS CS. This example assumes that the system cntains the fllwing elements: 1. Access cntrller EWSi (2 Reader cntrller with a built-in CNV1000 TCP/RS485 netwrk cnverter), cntrlling main entry t the building with Reader 1 utside and Reader 2 inside. 2. Bth readers shuld be standard prximity readers with a Wiegand 26 bit interface. Starting Run the Client Select Client frm the Start>All Prgrams>Videx>PROS CS menu r duble-click n the Client icn n yur desktp. When cnnecting t the server, If "Aut Lgn" is nt checked fr the current server a lgin windw will appear asking fr credentials. (The default setting is Operatr name = "Admin" and Passwrd = "admin") If yu are using the Client t cnnect t a Server that is n a remte PC then a USB Dngle is required t cnnect t the Server. If there is nne USB Dngle attached t the PC the fllwing message will appear. The USB Dngle must be registered at the Server.(Settings > USB Dngle Registratin frm the main menu) Create a Prtal Right-click n the Prtals item and select Add prtal 14

15 Cnsult yur installer fr the prtal IP address and Prt, and fill in the Prtal prperties windw with the data. Click n Add & Exit The new prtal will be shwn belw the Prtals item Adding a cntrl panel Right-click n the new prtal item and select Add cntrller>ews Cnsult yur installer fr the cntrller Serial number and fill in the cntrller prperties windw with the data. 15

16 Click n Save & Exit buttn The new cntrller and cntrller peripherals are shwn under the prtal item. Adding a user Duble-click n the Users item On the Users windw click n New user. The buttn captin will change t "Save". Enter the Name f the user, the user ID (card number), select Unlimited in the Access level drp-dwn list bx, select General in the Department drp-dwn list bx and select the validity perid frm-until. 16

17 Click n Save The entered user will be added t the user table n the left Uplad users t a cntrller Users are autmatically added t all cntrllers accrding t their Access Level when yu add them t the sftware (r change them). Setting the Access Level f the user t "Unlimited" means that user will be upladed t all cntrllers. If yu want t manually t lad the users t ne cntrller - right-click n the cntrller item and select Relad users 17

18 Infrmatin abut the cntrller update will be added t the event table 18

19 Manual Prgram menu Display ptins Display panels Client's main area is divided int Hardware management, Users management and Events displaying panels. Each panel can be hidden r made visible by using ptins in the View menu. Display style Visual appearance can be selected frm the menu View>Appearance>Style 19

20 The Style is stred in the Client and is laded at client startup. Shadw style The shadw style can be selected frm the menu View>Appearance>Shadw style Wiegand cnfiguratin Select Settings > Wiegand frm the main menu. Select the Wiegand frmat frm the drp-dwn menu. PROS CS has defined Wiegand 26 and 34 bit as standard ptins; 3 Wiegand settings remain user definable. Set the Wiegand parameters. 20

21 Click Save t save the settings. Nte: Wiegand settings are nt accessible t cmmn end users. Please ask yur installer t set the parameters and d nt change them later. cnfiguratin System parameters Select Settings>System parameters frm the main menu Keycde length: Defines the number f digits used fr a keyed-in cde, if the installed hardware supprts Cde access. This value is valid fr all equipment. If entered values fr the Keycde are lnger than the selected value, digits will be remved frm left t right. Fr example, if the Keycde was and the Keycde was reduced t a length f 5 digits, the new Keycde sent t the equipment wuld be If the length was increased, the necessary number f zer (0) digits wuld be added t the left side f the Keycde s that the required length is achieved. If the Keycde has a value f zer (0), it will be cnsidered as "n Keycde". 21

22 Allw web reprt fr users: If this ptin is enabled, all users can take a reprt f their wn access activities using the web reprt server. Users can access the web server with his r her name and a web passwrd that was entered in Persnal Details. Use default PC netwrk interface nly: Use this ptin if the system is cnnected t smething ther than the default netwrk interface in PC. Client Parameters Select Settings>Client parameters frm the main menu Events display cntrl: The events table cntains images that can use up a large amunt f system memry and reduce system perfrmance. Therefre when the events table reaches a pre-defined maximum number f events shwn, the rw number will be reduced t the latest defined number f events. Display events with Site cde + User card frmat: If this is checked the events table instead f the User's ID it will give the Site cde and the User cde. Use Cache fr Servers: Use this ptin fr faster lgn. If yu face any prblems while cnnecting t the server - disable it. Nte: These settings are saved lcally in the client, they are nt saved in the Server. Web server Nte: This ptin is available nly if the Client is installed n the same PC as the Server Start/Stp web server Select Settings > Web Service frm the main menu. 22

23 Prt: set the web page prt number. Click the Start web buttn t start the server. After starting the web server the prgram will give yu the Applicatin ID and the URL fr the web. Url: gives yu a list f the pssible links fr access via the internet. If the service cannt be started, try with a different web page Prt value Click the Check buttn t pen the selected link. Click the Cpy Url buttn t cpy the Url Autmatic Evacuatin reprt printing Select Settings > Autmatic Evacuatin reprt printing frm the main menu. 23

24 List f installed printers in the Server PC will be shwn. Generate autmatic Evacuatin reprt - if enabled, the Server autmatically will print Evacuatin reprt in case f a fire n selected printers. Select the printers yu want the Evacuatin reprt t be printed ( the listed printers are the ne installed n the Server's PC ) and click Save & Test - t save yur cnfiguratin and t test the Evacuatin reprt. An Evacuatin reprt shuld print n the selected printers. Save & Exit - t save yur cnfiguratin. Scheduled tasks Scheduled tasks are tasks that will be executed by the Server at regular time perids. Perids can be a day, week r mnth. Each hur frm when the Server has started a task rutine is perfrmed and all tasks are executed by schedule. Each task is perfrmed retractively. The first tasks that are executed are the missing tasks frm previus perids. Example: if Task1 shuld generate each day at 10:00 hur and the Server was nt running fr 3 days at the first executin f task rutine Task1 it will be executed as running 2 days ag, n the secnd executin f task rutine Task1 (1 hur later) it will be executed as running 1 day ag and then after 1 hur task rutine Task1 will be executed as a nrmal daily task. 1. Adding task Select Settings>Scheduled tasks frm the main menu t pen the Tasks windw 24

25 Click the Add task buttn. The newly created task cntains the fllwing parameters: Enable: If checked the task will be perfrmed therwise it will be ignred. Last Perfrmed: Date and time f the last task successful executin. When creating new task Last Perfrmed = Nw. Name: The name f the Task Task: a) Calculate T&A - calculates T&A data (same as the calculate functin in the T&A menu). b) Send by mail - generate a reprt and send it by . In rder t be able t send an the mail accunt fr sending shuld be set up in the Mail settings windw. c) Save t file - generate a reprt and save t file. Repeat: a) Daily the task will be executed each day. Calculatin and reprts will be dne fr the previus day. b) Weekly the task will be executed nce a week, the day f the week can be selected in the "At weekday" drpdwn list. c) Mnthly the task will be executed each mnth n the date selected in the "At day in mnth" drpdwn list. At hur: select at what perid during the day the task will be executed. If 10 is selected the task will be executed in a perid between 10:00 and 10:59:59. At weekday: select a day during the week fr the task t be executed. This entry is nly available if the task is n a weekly schedule. At day in mnth: select a date during the mnth fr the task t be executed. This entry is nly available the if task is n mnthly schedule. Reprt: select ne f the saved reprt templates. Applies fr tasks b and c. File type: select the reprt file frmat fr exprt. Applies fr tasks b and c. Language: select the Language used when generating the reprt. Applies fr tasks b and c. Mail t: type address f recipients. Applies t task b, If mre than ne recipient is required then separate them by, r ;. Destinatin: type in the field r click n buttn t brwse fr lcatin where reprt shuld be 25

26 saved. Applies t task c. Test: Click n this buttn t check functinality f the task. Applies fr tasks b and c after the task is saved. If the task is crrect an shuld be sent r a reprt will be saved. Click n Save buttn t save settings. 2. Editing Tasks Select the task yu want t edit. Make the necessary changes and click n the Save buttn. The changes will be shwn after the Server receives them and saves them. 3. Delete Task Select the task yu want t be deleted and click n Delete task buttn. Mail settings Mail settings are accunt settings needed fr autmatic sending used in Scheduled tasks. Select Settings > Mail settings frm the main menu t pen Mail Server Settings windw. Cmplete accunt details. Fr Test Message Settings type in the recipients int the TO field then click n the Send Test Message buttn and check if the test message is sent t the crrect recipient. Click n Save cnfiguratin. Exprt Select Settings > Exprt frm the main menu t exprt the Users tgether with all their data t an Excel dcument 26

27 A windws as the picture bellw will appear. Select the lcatin where yu want t save the dcument and click OK Pending Updates When a change is made t the sftware like: new user added, user ID changed, new finger added t the user... - apprpriate update is created in the server. Fr example: if yu have a system with 2 cntrllers and add new user t the system, 2 updates will be created. First update will be - uplad user t cntrller 1 and secnd update will be uplad user t cntrller 2. After the updates are finished they are deleted frm the Pending updates list. If ne f the cntrllers is ffline, the update will be pending until this cntrller cmes back nline. Same prcedure ges when enrlling finger t a user and save the user. Update is created fr each bimetry reader accrding t the access level, r fr All bimetry readers if user's Access Level = "Unlimited". If sme cntrller r reader is n lnger in the system but it is nt deleted frm the sftware, yu shuld check if there are still pending updates fr this device and delete them. Select Settings > Pending Updates frm the main menu List f pending updates will be displayed Deleting pending updates can be dne in 2 ways Click n the buttn "Delete all pending updates" in the windw - this will delete ALL pending updates fr ALL Cntrllers and ALL Readers right click n the Reader/Cntrller and then select "Delete pending updates" - this will delete ALL pending updates ONLY fr that Reader/Cntrller 27

28 USB Dngle Registratin Nte: This menu is nly available with Admin lgin Select Settings > USB Dngle Registratin frm the main menu The USB Dngle is used when cnnecting t a Server n a remte PC (Client and Server are nt n the same PC) First yu need t register the USB Dngle at the Server. Start the Client that is n the same PC as the Server pen USB Dngle Registratin windw insert the USB Dngle int sme f the USB prts f the PC click n Add New Enter the name f the Owner that will be using the USB Dngle and click n Save 28

29 New USB Dngle shuld be added In the list n the left If yu want t check the Owner f sme USB Dngle, insert it int sme f the USB prts f the PC and click n Identify. Yu shuld get inf like the picture bellw. If yu want t delete the USB Dngle frm the system - click n it in the list and then click n Delete Servers Select Settings > Servers frm the main menu This is where the cnnectin t the server(s) is set. Here yu can change r add new Servers. The default server is Lcal (Lcal = the Client is n the same PC as the Server). If yur Server is n a remte PC (nt the same PC as the Client) then yu will need t add new Server. 29

30 Name: Name f the server IP Address: IP Address f the Server. If the server is n yur lcal netwrk yu just type Server's IP address here, therwise yu will need Server's glbal IP address and yu will need t d prt frwarding in the ruter the server is cnnected t Prt: the Event prt set in the Server Setup. (the Default is 54321) Aut Lgn: check if yu want the Client t lgn autmatically t the Server User: Name f the Operatr cnnecting t the Server(see Operatrs). Enabled if Aut Lgn checked Passwrd: Operatr passwrd (see Operatrs). Enabled if Aut Lgn checked Clear lcal cache: Client keeps lcal cache fr each Server in rder t speed up the cnnecting prcedure with the server (necessary data fr client t run is taken frm the Server nly nce, and each next cnnectin takes nly the new changes made) After cnfiguring the Servers, yu can chse a Server frm the Cnnect T menu in the tp-right crner f the Client. Yu can cnnect t ther Server withut clsing the Client by clicking the Discnnect buttn and then chse a server in the drpdwn list. If yu want t see inf abut the current server, just click n the icn next t the Cnnect T menu and an inf windw will be displayed nscreen. 30

31 If "Aut Lgn" is nt checked fr the current server, when cnnecting a lgin windw appears nscreen asking fr credentials. (The default setting is Operatr name = "Admin" and Passwrd = "admin") Restart Server Select Settings > Restart Server frm the main menu After the Server receives the cmmand fr Restarting, it sends the fllwing message t all Clients and then Restarts. Memry Status f Bimetry Readers Select Bimetry > Memry Status frm the main menu Click n Read. List f all bimetry readers will be shwn with the number f enrlled fingers per each reader If yu want t check Memry status fr a specific reader, right-click n the reader and select "Memry 31

32 status". The fllwing event will be shwn in the events table Delete Expired Users frm all Bimetry Readers Select Bimetry > Delete expired users frm all readers frm the main menu This will delete ALL expired users frm ALL bimetry Readers (Valid t date parameter f the user is less than tday) The fllwing event will be shwn in the events table If yu want t delete the expired users nly frm a specific bimetry reader, right-click n the reader and select "Delete expired users frm reader" Find users Select Find > User frm the main menu. 32

33 Type r select the name f the user in the drp-dwn list and click Find. The search will shw all the users whse names cntain the string written in the drp-dwn bx. Hardware settings Prtals What is a prtal? A Prtal is a cmmunicatin link between the Server and the devices in the system. A Prtal has tw parts - lgical, recgnizable by the sftware, and physically an electrnic device cnnected t a cmputer and ther devices in the system knwn as cnverters. The Lgical part can be: 1. Serial prt (COM) 2. Netwrk prt The Physical part can be: 1. RS232 t RS485 cnverter, cnnected t a lgical Serial prt 2. USB t RS485 cnverter, cnnected t a lgical Serial prt 3. TCP/IP t RS485 cnverter, cnnected t a lgical Netwrk prt The Server can use mre than ne prtal t cnnect t devices in the system. Devices in the system can be cnnected t the Server, with ne prtal nly. Only ne Serial prtal can be used in the Server. 33

34 Hardware RS232 t RS485 This cnverter is cnnected t the PC s COM prt. It is pwered by the COM prt s it des nt require a separate pwer supply, except in the case that the PC s COM prt des nt have all its signal utputs used fr pwer (DTR, RTS) r enugh pwer t drive the cnverter. This cnverter des nt require any drivers t be installed if the COM prt n the PC side is installed prperly. Requirements: Available PC COM prt (RS232) RS232 t RS485 cnverter USB t RS485 This cnverter is cnnected t the PC s USB prt. It is pwered by the USB prt s it des nt require a separate pwer supply, except in the case that the PC s USB prt des nt have enugh pwer t drive a cnverter. This cnverter needs the suitable driver t be installed befre use. If installed using the PC s driver manager it will appear as a COM prt. Requirements: Available PC USB prt USB t RS485 cnverter TCP/IP t RS485 This cnverter is cnnected t the PC ver a lcal netwrk r directly with a netwrk patch cable. It uses an external pwer supply. This cnverter des nt need any drivers t be installed. Sme Access cntrl equipment may have a built-in TCP cnverter used by the same device and ther devices in the system t cmmunicate with the Server. Requirements: Access t lcal netwrk r PC netwrk card. 34

35 TCP/IP t RS485 cnverter Add a Serial Prtal Right-click n the Prtals item and select "Add prtal" Enter the prtal name Make sure that the Netwrk cmmunicatin ptin is nt checked Select the COM prt frm the Serial prt drp-dwn list (COM prts n the Server PC) Click n Add & Exit The New prtal is shwn belw the Prtals item with a given name and a picture f the serial prtal Add a Netwrk prtal Right-click n the Prtals item and select "Add prtal" 35

36 Check the Netwrk cmmunicatin ptin Cnsult yur installer fr the prtal's IP address and Prt, and fill in the Prtal prperties windw with the data. Click n Add & Exit The new prtal is shwn belw the Prtals item with a given name and a picture f the netwrk prtal Search netwrk prtals This prcedure is valid nly if yu have EWSi cnnected t the netwrk Right-click n the Prtals icn and select the Search netwrk prtals On the Search prtal windw select the prt t search (default is 8000) 36

37 Click n the Search buttn and wait If any prtal is fund, it will be displayed in the table If the Prtal des nt exist in the Server click n the Add clumn buttn in the prtal rw. The Prtal will be added t yur cllectin f Prtals with the same name as the fund device IP Cnfigure the prtal Right-click n the Prtals icn and select the Search netwrk prtals On the Search prtal windw select the prt t search (the default is 8000) Click n the Search buttn and wait If any prtal is fund, it will be displayed in the table 37

38 Enter an 8 digit device passwrd (factry default is ) Find a rw with a prtal t cnfigure and click n the apprpriate Setup buttn. The fllwing windw will be shwn After the server executes the request the setup prtal windw will be shwn with the prtal settings. If the values are empty, reading settings frm CNV1000 will nt be pssible 38

39 Enter new settings: IP: IP address f device Setup prt: Netwrk prt fr search and setup. Changing is nt recmmended Passwrd: Passwrd fr access t read and change the settings f the CNV1000. It is recmmended t change the default passwrd and use it fr all cnverters in the system. Mask: Enter the device subnet mask Gateway: Default gateway MAC: Physical address f the device. Changing is nt recmmended DHCP Enable: Enable the DHCP client DNS: Address f the DNS server Data prt: Prt used fr cmmunicatin between the Server and devices behind the cnverter Dedicated client: T frbid unauthrized access t devices cnnected t the prtal frm anther system, select ne f the fllwing ptins a) Disabled - n surce security checking b) MAC nly - the surce MAC address must be equal t the Dedicated MAC value c) IP nly the surce IP address must be equal t the Dedicated IP value 39

40 d) IP r MAC - at least ne f the cnditins frm pint b and c must be true e) IP and MAC - bth b and c cnditins must be true Enable web interface: enable r disable the CNV1000 web interface fr cnfiguratin Web prt: Web interface prt Versin: Read-nly field displaying the firmware versin f the cnverter Click n Send settings t cnfigure the device. After the server sends the settings the fllwing will be shwn in the event windw Edit a prtal Right-click n prtal and select Prperties Change the settings n the prperties windw Click n the Save & Exit buttn Delete a prtal The Prtal can be deleted nly if there is n device added t it 40

41 Right-click n the prtal and select the Delete menu Cnfirm deletin Firmware update A Firmware update can nly be dne t a CNV1000 standalne r embedded cnverter Check the prtal firmware versin by using the Cnfigure CNV1000 prcedure Right-click n the prtal t be updated and select the Firmware update menu On the Firmware update windw, click the Brwse buttn. The default lcatin f the firmware files installed with PROS CS Setup is in the Client installatin flder under "Firmware" flder. If yu have a newer versin, use brwse t lcate it. 41

42 Select the firmware file with a "xhc" extensin Check the firmware versin. If the versin is nt greater than the existing versin f the CNV1000 then d nt upgrade with this file, unless specified by the installer r manufacturer f this device. Click n the Uplad buttn. After the server starts the update yu shuld receive the fllwing event After the server finishes the update yu shuld receive the fllwing event Cntrl panels Add a cntrller Right-click n a prtal cnnected t the cntrller and select Add cntrller>ews 42

43 Enter Name and Serial number f the cntrller. The Serial number is prvided n the cntrller s bard. Click n the Save and Exit buttn The New cntrller and the cntrller peripherals are shwn under the prtal item In rder t see if EWS is nline and cmmunicating with the PC, right click n the Cntrller and select Check Versin frm the cntrller drp-dwn menu. In the event panel it will be indicated if the cntrller is n line r nt. If the Serial Number des nt match, the cntrller will nt g n line. If there is n cmmunicatin, the cntrller name will have a red backgrund clr in the tree view. Edit a cntrller Right-click n the cntrller and select the Prperties menu 43

44 On the cntrller prperties windw select the Advanced tab - Users/Events capacity: This ptin allws t change the capacity f the EWS. Mre Users = Less Events capacity and vice versa. - Recycle events: When ptin is checked then the EWS will delete the events frm its memry when it is full. - Enable cmmunicatin: If the Enable cmmunicatin is nt checked,when the Server is started, the event pling frm the cntrller will nt run until it is started manually via the cntrller menu ptin "Start pling" - Mantrap drs: If the mantrap ptin is used,check the drs t be used in the mantrap Select APB tab (anti-passback) 44

45 Cnfigure tw Anti-passback reader grups if required - Anti-passback grup readers: select the readers in the APB grup - Select IN reader: Select the readers allwing entry t the prtected area in the APB grup. The selected readers must als be selected in the Anti-passback grup readers. - Timeut: Set the time perid, in minutes, required t allw the user t enter the prtected area again withut exiting the same area. If this ptin is nt required, enter 0. - Reset at: The time f the day fr the APB ptins t be reset. All users will be cnsidered as ut f the prtected area. - Reset APB by Inputs: Assign Inputs t reset APB. - Reset APB n pwer failure:apb status will be reset whenever the EWS cntrller is pwered dwn and then pwered back up again (pwer switched back ON). Select Time Znes tab. 45

46 - Set the time zne per cntrller. Time znes are time perids with validity defined by a start and stp time in a day. The ttal number f time znes is 24. Planning the time znes shuld be dne carefully because the same znes are used fr access levels, drs, readers and input and utput cnfiguratin. It is recmmended t plan these steps carefully befre starting system cnfiguratin. - Time zne name: enter the time zne name. - Begin: enter the time zne start time f the day. - End: enter the time zne end time f the day. - Hl: set if the time zne is valid fr hlidays. - Mn-Sun: set the weekday validity. Select Hlidays tab. - Set Hlidays per cntrller. - Hliday clumn: enter the hliday name. - Repeat clumn: check t make the hliday valid annually. - Day clumn: enter the hliday date r click n the right side and select the date in the new calendar windw. Click n the Save & Exit buttn. 46

47 The Server will cnfigure the cntrller autmatically Start/stp pling Right-click n the cntrller and select the Start r Stp pling menu This setting will be valid until the Server is restarted. Uplad cnfiguratin t a cntrller Right-click n the cntrller and select the Send cnfiguratin menu See the events panel t check the cnfiguratin flw Set cntrller time Right-click n the cntrller and select the Set time menu The Time and Date value frm the PC will be sent t the cntrller. Check the PC s time and date accuracy befre using this cmmand. Uplad users database Right-click n the cntrller and select the Relad users menu This cmmand will erase the cntrller user database and uplad users frm the PC database Firmware update Check the cntrller firmware versin Right-click n the cntrller and select the Firmware update menu 47

48 On the Firmware update windw, click the Brwse buttn. The default lcatin f the firmware files installed with PROS CS setup is in the Client installatin flder under "Firmware" flder. If yu have a newer versin, use brwse t lcate it. Select the firmware file with an "xhc" extensin. Check the firmware versin. If the versin is nt greater than the existing versin f the cntrller then d nt upgrade with this file unless specified by the installer r manufacturer f this device. Click n the Uplad buttn After the server starts the update yu shuld receive the fllwing event After the server finishes the update yu shuld receive the fllwing event Check firmware versin Right-click n the cntrller and select the Check versin menu The versin is displayed in the events panel Cpy cntrller settings Right-click n the cntrller and select the "Cpy settings t ther cntrllers" menu Chse the cntrllers that yu want t apply current cntrller settings Check "Time Znes" if yu want t cpy Time Znes settings 48

49 Check "Hlidays" if yu want t cpy Hlidays settings Drs Expand the cntrller item t see the drs Right-click n the dr t be cnfigured and select the Prperties item frm the dr drp-dwn menu 49

50 Set the values in the Dr Basic tab - Name: Enter Dr Name - Enabled by time znes: enable the settings in the Time znes tab fr the Dr. - Type:Select dr type. This ptin will nly change the dr image/icn in the list underneath the name f the EWS cntrller, but n changes will be dne in system behaviur. - Lck release time: The lck release time can have a value between 1 t 255 secnds. If tggle peratin is needed, enter 0. - Dr has nt been clsed timer: The time allwed fr the dr t be left pen after authrized access and befre the Dr pen t lng event (alarm) is invked. If there is n limit, enter 0. - Dr pen t lng time: The time allwed fr the dr t be pen after authrized access and befre the Dr pen t lng event (alarm) is invked. If there is n limit, enter 0. - Enable dr sensr: can be set t enabled r disabled. 50

51 - Dr sensr type: can be set t Nrmally Clse (NC) r Nrmally Open (NO), depending n the type f sensr (state at clsed dr). - Push buttn type: can be set t Nrmally Clse (NC) r Nrmally Open (NO). - Push buttn enabled: allws the dr t be pened using the push buttn. - Enabled by time znes: enable the settings in the Time znes tab fr the Push buttn. Set the values in the Auxiliaries tab - OUTPUTS: Select the dr event(s) that will activate the relay utputs (except dr relays; dr relays fllw the authrizatin rule) - INPUTS: Select if any input shuld disable the dr Select the Time znes tab and check the time znes during which the dr lck shuld be released Select the Alarms tab 51

52 - Assign relays fr alarms listed - After alarm, deactivate Output: the behavir f the utput after the alarm has triggered. When dr is clsed: the utput will be deactivated when the dr is clsed. By Output timeut setting: Output will behave as cnfigured. Click n the Save & Exit buttn Repeat the dr cnfiguratin prcedure n the ther drs driven by the same cntrller Dr cntrl Right-click n the dr t cntrl and select the cntrl item frm the dr drp-dwn menu - Open: Acts as legal access t the dr, dr behavir is the same as nrmal access - Lck: Lcks the dr s that it can't be pened by users - Unlck: Cancels the Lck cmmand Readers Expand the Dr item t view the readers Right-click n the reader t be cnfigured and select the Prperties item frm the reader drp-dwn menu 52

53 Set the values in the Basic tab Name: Enter the Reader's Name Type: Select the Reader's Type Entry mde:this selectin is ptinal and is visible if reader supprts different mdes f entry. E.g. if using an LCSP card/access Cde reader then fur mdes f entry are available. Dr: Select which cntrller dr the reader is attached t. Wiegand type: Select the Wiegand type f the Reader Enable access by time znes: enables the settings in the Free Access Time Znes tab. Bypass Antipassback: if this is checked antipassback will nt be valid fr this reader. Exit frm: set the area which is exited. 53

54 Entry t: set the area which is entered. Antipassback reset time: set the duratin time f antipassback. Free access 24/7: grant all users 24/7 utilisatin. In the event f (number) illegal attempts disable fr (number) minutes: set the number f illegal attempts and the time f disabling the reader. Required number f valid users fr access: Number f different users that must be registered at the reader t grant access. Select the Free Access Time Znes. Apply the time znes fr the reader. Click n the Save & Exit buttn Repeat the reader cnfiguratin prcedure n the ther readers driven by the same cntrller Fingerprint readers If fingerprint readers are used, additinal reader menu items are available 54

55 Add r mdify a reader Expand the Dr item t view the readers Right-click n the reader t be cnfigured and select the Prperties item frm the reader drp-dwn menu Set the reader type t ne f the fingerprint mdels in the Basic tab Select the Bimetric tab and set the values 55

56 Serial: Fingerprint Reader Serial Number Sund level: Sund level f the device Finger Acceptance Flexibility: Acceptedtlerance. The recmmended value is Autmatic Secure. Sensitivity: Bi-sensr sensitivity, the recmmended value is 7, mst sensitive. If devices have a keypad (BiXr, BiXrC), further settings will be available: Entry mde: Finger (the keypad is inactive) Access Cde r Finger (The Fingerprint Reader will be cnfigured t accept either Access Cdes r fingers) Access Cde and Finger (The Fingerprint Reader will be cnfigured fr duble security, requiring a Access Cde and a crrespnding finger. Only the right cmbinatin will send the user Wiegand t EWS) Send This ID fr: Unknwn Finger sends the desired Wiegand when an unknwn finger is applied. Unknwn Access Cde sends the desired Wiegand when an unknwn Access Cde is 56

57 applied. Buttn A Pressed sends the desired Wiegand when buttn A is pressed. Buttn B Pressed sends the desired Wiegand when buttn B is pressed. Click n the Save & Exit buttn Check firmware versin Right-click n the reader and select the Check versin item Firmware update Check the reader firmware versin Right-click n the reader and select Firmware update menu On the Firmware update windw, click n the Brwse buttn. The default lcatin f the firmware files installed with PROS CS Setup is in the Client installatin flder under "Firmware" flder. If yu have a newer versin, use brwse t lcate it. Select the firmware file with a "xhc" extensin Check the firmware versin. If the versin is nt greater than the existing versin f the reader then d nt upgrade with this file unless specified by the Installer r manufacturer f the device. Click n the Uplad buttn 57

58 After the server starts the update yu shuld receive the fllwing event After the server finishes the update yu shuld receive the fllwing event Read reader settings Right-click n the reader and select the Get settings menu Uplad cnfiguratin t a reader Right-click n the reader and select the Send cnfiguratin menu See the events panel t check the cnfiguratin flw Sensr calibratin Right-click n the reader and select the Calibrate menu See the events panel t check the Calibratin flw It is recmmended t perfrm a sensr calibratin nce the reader has been munted. Clean the fingerprint sensr befre calibratin. Delete All users frm reader Right-click n the Bimetry reader then select "Delete All users frm reader". This will delete all fingerprints frm the bimetry reader. 58

59 Uplad all users t reader Right-click n the Bimetry reader then select "Uplad All users t reader". This will add update fr the reader per each user which have this reader defined in his Access Level r have Access Level = "Unlimited". Delete pending updates Right-click n the Bimetry reader and then select "Delete pending updates". This will delete ALL pending updates fr this Reader. Delete Expired users frm reader Right-click n the Bimetry reader and then select "Delete Expired users frm reader". This will delete all expired users in the sftware frm this Reader. (Expired user = user wh's "Valid T" parameter is less than tday) Inputs Right-click n the input t cnfigure and select the Prperties item frm the input drp-dwn menu Set the values in the Basic tab Name: Type Input Name Type: Select the nrmal state f the cntact energizing the input (NO = n vltage n input, NC = input pwered) Enable: Check t enable input 59

60 Enabled by Time znes: Check if yu need t enable time perids Fire alarm: Dedicate input t Fire alarm input Required pulse duratin t activate: Set the length f time f the signal required t trigger the input. If Enabled (Time znes are checked), set the time znes fr which the input is enabled Set the Auxiliaries ptins Activate utputs: Outputs t be triggered n input activatin Open drs: Drs t be released n input activatin Click n the Save & Exit buttn Repeat the reader cnfiguratin prcedure fr the ther inputs available n the same cntrller Outputs Right-click n the utput t be cnfigured and select the Prperties item frm the utput drp-dwn menu 60

61 Set the values in the Basic tab Name: Type the Output Name ON time: Select hw lng the utput relay shuld stay energized. Enter 0 t tggle the relay state n event. Enable: Check t enable utput Select the Activated at Time znes tab if yu need t use the utput as a time activated relay Click n the Auxiliaries tab t select if the utput relay shuld fllw the dr sensrs r dr relays 61

62 Click n the Save & Exit buttn Repeat the utput cnfiguratin prcedure n the ther utputs available n the same cntrller Output cntrl Right-click n the utput t be cntrlled and select the cntrl item frm the drp-dwn menu Enable: Enables utput Disable: Disables utput Activate: Output respnds as prgrammed t behave when it is ON Functin cards Functin cards are special type f users that can invke sme actin frm the access cntrller. These cards cannt be used fr access. Duble-click n the Functin cards icn in the Users Panel. 62

63 Functin cards can be managed in a same way as users. Functin cards will be valid n EWS cntrllers having readers in selected Access levels. The actin f the functin cards will be cnducted nly n EWS cntrllers where the card is presented. A functin card can be used as an access Access Cde r Finger print. Functins: APB reset: Cntrller will reset APB status f all users t "nwhere". Reset dr alarm: If the dr alarm is activated, presenting the functin card will reset the alarm. If the dr is nt clsed, the alarm will be triggered ON again after perids defined in the dr alarm settings. Activate Output: Presenting the functin card will activate the selected utputs in the "Output cntrl" tab. Sites Site can be defined as gruping f the cntrllers by their gegraphical lcatin. It is used t keep track f users current lcatin and fr generating the evacuatin reprt. Example: 1. If a cmpany has 2 buildings, then it will have 2 sites - "Building 1" and "Building 2". 2. If a cmpany has ffices in 3 cities in the cuntry,then it will have 3 sites - "City 1", "City 2", "City 3" By default there is nly ne site defined in the sftware, named "Hme". It can be renamed but nt deleted. Adding new site: Right click n the "Sites" icn in the hardware sectin 63

64 Click n "Add site" Enter the name f the new site in the text bx Click n "Add & Exit" The new site will appear in the sites sectin Mdifying existing site: Right click n the site yu want t edit Click n "Prperties" Enter the new name f the site Click n "Save & Exit" Deleting site: Right click n the site yu want t delete Click n "Delete" After creating all sites, all cntrllers need t be assigned t their apprpriate site. This can be dne in cntrller prperties in the "Prperties" tab. Areas Each site cntains multiple areas. Fr example if the site represents 1 building, then it will have 2 areas - Inside and Outside area. Anther example is t mark each flr in the building t be a separate area. S if the building has 5 flrs then the site will have 5 areas. These areas "Inside" and "Outside" are defined by default in the site "Hme" and cannt be deleted. Adding new area: Right click n the site yu want t add areas Click n "Add area" Enter the name f the new area in the text bx Click n "Add & Exit" The new area will appear bellw the site icn Mdifying existing area: Right click n the area yu want t edit Click n "Prperties" Enter the new name f the area Click n "Save & Exit" Deleting area: Right click n the area yu want t delete Click n "Delete" After creating all areas, all readers belnging t these areas need t be cnfigured accrding t their area. This can be dne in reader prperties, in the "Basic" tab. Set the parameters "Exit frm" and "Entry t" accrding t the area this reader belngs. Fr example if there is a site (building) with utside reader fr access cntrl, and this site has tw areas - "Inside" area and "Outside" area, then yu will set "Exit frm" = "Outside" and "Entry t" = "Inside". Maps Maps are used t have visual display n yur hardware installatin. They cntain a map picture and hardware 64

65 items. Creating a map Right click n the Maps icn in the hardware sectin Click n "Add map" New windw fr setting up the map will appear Enter the name f the map in the "Name" text bx Click n the "Brwse" buttn t chse the backgrund picture fr the map Drag and drp items frm the left t the map. Items that can be dragged are: Dr, Reader, User Image, Input, Output. Resize the item frm the tlbx n the tp Mve the item by dragging it n the map Chse whether yu like the item prperties (Name, Last Event) t be shwn n the map checked = Shw n map unchecked = Hide n map When selecting an item in the item list n the left, if it exists n the map it will be selected When selecting an item n the map, it will be selected in the item list n the left 65

66 N duplicate items are allwed n the map Click n "Save & Exit" t save the map The new map will appear bellw the "Maps" icn in the hardware sectin Mdifying a map Right click n the map that needs t be mdified Click n "Prperties" Mdify the map Click n "Save & Exit" Delete a map Right click n the map Click n "Delete" Using the maps Right click n the map icn and then click n "Shw map". The map windw will appear nscreen Each event frm the Events windw in the sftware is shwn in the map, if the crrespnding item fr that event exists n the map. If the item supprts user cntrl then it is available in the right click menu f the item. Right click n the "Dr" item t display the fllwing menu Right click n the "Output" item t display the fllwing menu 66

67 Nte: Several map windws can be pen at the same time. If the map windws are left pen while clsing the sftware, next time the sftware is started, each map windw will be shwn at the same lcatin as it was befre. Access settings Access levels Adding Access level Right-click n the Access level main item in the Users Panel and click n "Add new Access level" Enter the Access level name Check the Allwed access time znes fr each reader. Each clumn represents ne time zne. Setting access depends n the rw clr. - Green clr: Reader is set fr access withut a time zne schedule. Access n this reader will be granted if any time zne field fr this reader is checked. Access will be denied if nne f the fields are checked. - Red clr: Reader is set t grant access by time znes. Access will be granted if the event is within any f the checked time znes. Time zne settings fr each reader/time zne can be checked by hlding the muse cursr ver the checkbx as shwn abve. Click n the Save & Exit buttn 67

68 Edit access level Expand the access level item in the Users Panel, right-click n the Access level and select the "Prperties" menu item Edit the Access level Click n the Save & Exit buttn Delete Access Level Expand the Access Level item in the Users Panel, right-click n the Access level and select the "Delete" menu item. The Access Level cannt be deleted if any users are assigned t it. Departments Add a Department Right-click n the Departments item in the Users Panel and click n "Add new" Enter the Department name and click n the save & Exit buttn Edit a Department Expand the Department item in the Users Panel, right-click n the Department and select the "Edit" 68

69 menu item Edit the Department name Click n the Save & Exit buttn Delete a Department Expand the Department item in the Users Panel, right-click n the department and select the "Delete" menu item. Default department "General" can nt be deleted. Users Duble-click n the Users item in the Users Panel t pen the Users windw Add a user 69

70 Click n the New User buttn - Enter the Name f the User - Enter theuser ID (card number). If there are tw numbers n the card with values less than then use the Site cde and the User cde bx. - Enter Access Cde if in the system will be used devices with keypads - Select the Access level frm the Access level drp-dwn list bx - Select the Department frm the drp-dwn list bx - Select Wrkgrup - Select the frm-until validity perid - Click n the Set image buttn and then brwse fr the User's image - If Apply Anti-pass plicy ptin is checked, user must behave by APB settings f the readers, therwise user will have n APB restrictin. - Single entry user:a User will have ne-time entry an all readers defined by user access level. If the user has used his/her ne-time entry, n the next uplad f the user in the EWS cntrller, ne-time entry will be renewed. Fill Persnal details f the user if required in the Persnal details tabs. If the User shuld activate sme utputs (nt dr relays), click n the Output cntrl tab t select utputs 70

71 Click n Save The entered User is added t the user table n the left side Edit a user Select the User t be mdified in the users table n the left side f the Users windw Click n the Edit buttn Mdify the user data (including the name if required) Click n the Save buttn Delete a user Warning! Deleting a user erases the user frm database. If yu need t keep an activity recrd f the user, yu can change the access level t "N access" instead f deleting the user, r generate the necessary reprts and save them t a file (PDF is recmmended), befre deleting the user. Select the user t be deleted in the users table n the left side f the Users windw 71

72 Click n the Delete buttn Fingerprints Read me first Selecting a finger fr fingerprint enrllment At least tw fingerprints shuld be enrlled fr each user in case f any abnrmal situatin like having an injured finger r carrying an bject by hand. In case f lw recgnitin, the user can register the same fingerprint twice t increase the recgnitin rate. It is recmmended t use the index r middle finger. If yu chse anther finger, the recgnitin rate may be decreased because it tends t be mre difficult t place the finger in the center f the sensr area. Cautin while registering a fingerprint The initial fingerprint registratin is imprtant. Because the recgnitin prcess cmpares the scanned fingerprint with the registered ne, an abnrmally registered fingerprint can cause a failure. 1. Put the center f yur fingerprint n the middle f the sensr 2. If yu have a cut n yur finger r yur fingerprint is nt clear enugh, retry with anther finger 3. When the fingerprint recgnitin is in prgress, d nt mve yur fingerprint Enrlling Fingerprints frm a reader Select the User in the User Clumn, click n the Edit buttn and then select the Bimetry tab. 72

73 Select the Fingerprint reader frm where the enrllment will be dne. Right click n the fingertip and select Enrll. Present the finger n the selected reader and the finger tip will turn red, with the percentage f successful enrllment shwn next t the fingertip. 73

74 Repeat the prcedure fr the ther fingers (as required) Nte: If mre fingerprints are added fr ne user, all fingers will send the same Wiegand Cde t the cntrller. Enrllment frm a desktp Reader Install the Desktp Reader (BiE) using the drivers lcated n the CD prvided with the Fingerprint Reader. It is installed in the same way as a USB Device. When the desktp reader has been installed it will autmatically appear in the Sftware. Select the User in the User Clumn, click n the Edit buttn and then select the Bimetry tab. Select the desktp reader frm where the enrllment will be dne. Right click n the fingertip and select Enrll. Present the finger n the selected reader and the finger tip will turn red, with the percentage f successful enrllment shwn next t the fingertip. Repeat the prcedure fr the ther fingers (if needed) Nte: If mre fingerprints are added fr ne user, all fingers will send the same Wiegand Cde t the cntrller. 74

75 Uplading the fingerprints t the Fingerprint readers Right-click n each Bimetry reader and then select "Uplad All users t reader". This will add update fr the reader per each user which have this reader defined in his Access Level r have Access Level = "Unlimited". Deleting Fingerprints In General, after enrlling fingers and saving the user, the fingerprints are stred in the Fingerprint Reader and in the Sftware. Deleting can be dne nly in the sftware, nly in the readers r frm bth places. Deleting all users frm the fingerprint Reader Right-click n the Bimetry reader then select "Delete All users frm reader". This will delete all fingerprints frm the bimetry reader. Deleting user finger templates frm the Sftware Select the User. G t the fingertip that needs t be deleted, right click and select Delete fr ne finger r Delete All fr all fingers f the User. With this prcedure the User s fingerprints are deleted frm the sftware and updates are added fr deleting them frm the reader t. Uplad all fingerprints t reader Right-click n the Bimetry reader then select "Uplad All users t reader". This will add update fr the reader per each user which have this reader defined in his Access Level r have Access Level = "Unlimited". Reprts T generate reprts expand the Reprts item in the User panel. 75

76 All reprts are shwn n the reprt windw with fllwing buttns: - Exprt - save reprt t disk r send it t mail recipient in varius file frmats (PDF, Excel, Text ) - Print - print reprt - Navigatin - t view the First page, Previus page, Next page, Last page - Find - search fr specific text in the reprt User list reprt Duble-click n the ID item in the expanded Reprts item Wait fr the reprt t be generated as shwn Access reprts Lad reprt windw Duble-click n the Access item in the expanded Reprts item t pen the Access reprt windw 76

77 Set time filters Select time perid If Repeat daily is checked, reprts will be generated fr the selected time range f the day, every day in the selected days range There are 3 shrtcut buttns fr setting perid f 1 Day, 1 Week r 1 Mnth. Yu just need t set the Date Frm and click n sme f the buttns 77

78 User reprt Set time filters Select the User tab in the Basic filter panel Select the user name frm the drp-dwn list bx Fr mre than ne user reprt select users by checking them at check bxes at right side Fr a reprt f all users, check the "All users" item Click n the Shw buttn at the bttm f the Basic filter panel t lad the reprt Unknwn ID reprt Set time filters Select the User tab in the Basic filter panel Check "Unknwn ID" Click n the Shw buttn at the bttm f Basic filter panel t lad the reprt 78

79 Department reprt Set time filters Select the Department tab in the Basic filter panel Select the department frm the drp-dwn list bx Fr mre than ne department reprt select users by checking them at check bxes at right side Click n the Shw buttn at the bttm f Basic filter panel t lad the reprt Adding a reader filter t Access reprt Set time filters Set filter fr User r Department reprt Select the Readers in the additinal filter panel Click n the Shw buttn at the bttm f Additinal filter panel t lad the reprt 79

80 Adding a Drs filter t Access reprt Set time filters Set the filter fr User r Department reprt Select the Drs in the additinal filter panel Click n the Shw buttn at the bttm f the Additinal filter panel t lad the reprt Adding an Areas filter t Access reprt Set time filters. Set the filter fr User r Department reprt. Select the Areas in the additinal filter panel. Click n the Shw buttn at the bttm f the Additinal filter panel t lad the reprt. 80

81 Adding a Site filter t Access reprt Set time filters. Set the filter fr User r Department reprt. Select the Sites in the additinal filter panel. Click n the Shw buttn at the bttm f the Additinal filter panel t lad the reprt. Saved reprt template Parameters selected fr a reprt can be saved fr future use. All settings and values in the reprt windw will be saved except date values. Save reprt template Set desired settings in the reprt windw Click n Save buttn 1. Type the name f the saved reprt and click the Save & Exit buttn. Generate reprt frm template Select the template and click n the Lad buttn. 81

82 1. Set the desired date perid and click n the Shw buttn. Delete saved template 1. Select template t delete and click n Delete buttn. I/O reprts Lad reprt windw Duble-click n the Access item in the expanded Reprts item t pen the IO reprt windw Set time and cntrllers filters Select days and time perid - If Repeat daily is checked, reprts will be generated fr the selected time range f the day, every day in the selected days range - There are 3 shrtcut buttns fr setting perid f 1 Day, 1 Week r 1 Mnth. Yu just need t set 82

83 the Date Frm and click n sme f the buttns Select cntrller in the Cntrller table Inputs reprt Set time and cntrller filters Select the Inputs in the additinal filter panel Click n the Shw buttn lad reprt Outputs reprt Set time and cntrller filters Select the utputs in the additinal filter panel Click n the Shw buttn lad reprt Drs reprt Set time and cntrller filters Select the Drs in the additinal filter panel Click n the Shw buttn lad reprt 83

84 HardwareReprt Duble-click n the Access item in the expanded Reprts item t pen the Hardware reprt windw Select days and time perid If Repeat daily is checked, reprts will be generated fr the selected time range f the day, every day in the selected days range Select cntrller in the Cntrller table Click n the Shw buttn lad reprt Evacuatin reprt Duble-click n the Evacuatin reprt item t pen Evacuatin Reprt windw 84

85 Select a site and click the Shw buttn The reprt will shw a list f users accrding t the last event in the site. All users that have any kind f access event within the selected site will be listed by the last event. If fr example an evacuatin reprt is t be made n a certain site but a user's last activity is reprted frm a different site, the user will nt be listed in the evacuatin reprt. System reprts Duble-click n the System reprt item t pen System Reprt windw Select days and time perid If Repeat daily is checked, reprts will be generated fr the selected time range f the day, every day in the selected days range Select Events frm the event list by checking the bxes in the list 85

86 Click n the Shw buttn Parameters selected fr a reprt can be saved fr future use. All settings and values in the reprt windw will be saved except date values. Save reprt template Set desired settings in the reprt windw Click n Save buttn 1. Type the name f the saved reprt and click the Save & Exit buttn. Generate reprt frm template Select the template and click n the Lad buttn. 1. Set the desired date perid and click n the Shw buttn. Delete saved template 1. Select template t delete and click n Delete buttn. Prgram peratrs Prgram Operatr ptins 86

87 ptins Main menu System parameters Panels view settings Uplad table Prtals menu Add prtal Search prtals Prtal menu All ptins Cntrller menu Mdify prperties Hardware cnfiguratin Start pulling Stp pulling Cnfigure cntrller Set cntrller time Relad keys Delete cntrller Firmware update Check versin nline Read settings frm cntrller Reader menu Mdify prperties Enable reader Disable reader Check versin nline Firmware update Read settings frm reader Cnfigure reader Calibrate 87

88 sensr Input menu Mdify prperties Dr menu Mdify prperties Open dr Lck dr Unlck dr Output menu Mdify prperties Enable Disable Activate Operatrs All ptins Access levels All ptins Departments All ptins User management All ptins Reprts All ptins Add an peratr Right-click n the Operatrs menu in the User panel and select Add peratr In the Operatr windw enter the Name, Passwrd and select the peratr s ptins 88

89 In the "Hide Items" tab yu can chse which hardware items and events frm this items will nt be shwn when lgging with this peratr. 89

90 In the "Disable cntrl f Items" tab yu can disable cntrl f hardware items fr this peratr. 90

91 In the "Events Windw" tab yu can chse which clumns will be visible in client's events windw when lgging with this peratr. 91

92 In the "Hide Maps" tab yu can chse which maps will be visible in the client when lgging with this peratr 92

93 Click n the Add & Exit buttn Edit an peratr Right-click n peratr and select Prperties menu Edit the peratr prperties in the peratr windw and click n the Save & Exit buttn Delete an peratr Right-click n the peratr and select the Delete menu Time and Attendance 93

94 Wrkgrups A wrkgrup is a set f emplyees that wrk the same shifts and are registered n the same readers. In any ne day, the members f a wrkgrup d nt have t wrk the same shift, but in any shift defined fr the wrkgrup.. Right-click n the Wrkgrup item and select Add Wrkgrup Enter the name f the wrkgrup and select the Entry and Exit readers that this wrkgrup will use. It is recmmended that different readers be used fr registratin f Entry and Exit. If the same readers are used fr registratin f Entry and Exit, the readers have t be checked fr Enter, and nne t be checked fr Exit. In this case every fllwing event will be treated as ppsite t the previus (if the user has entered, the next registratin n the reader will be treated as Exit). Click Save & Exit. Yu can edit the wrkgrup later by right-clicking n the created wrkgrup and then selecting Prperties. Shifts T create a shift fr a specific wrkgrup, right-click n it and select Add shift. 94

95 Set the parameters fr the shift. Name: Set the name (number) f the shift. Accept registratin after: after hw lng registratin f persnnel will be treated as the same shift. Shift start: time when the shift starts. Allw late until: permitted delay. A delay within that time limit will nt be shwn in the reprts and wrking time will be estimated as if the persn came n time. Slide shift if allwed late: if the persn is n later than the time defined in "Allw late until", the persn has t stay after the fficial end f the shift fr the same length f time by which he was late, therwise the missing perid will be treated in the reprts as if the persn was ut. Refuse registratin after: registratin fr the beginning f wrking hurs will nt be accepted in this shift. The sftware will search t see if this registratin matches ther shifts defined fr this wrkgrup. Break accepted frm: at which time the persn may take a break. Break refused after: until when the persn may reprt exiting fr a break. Break leave time: allwed break time. Early leave allwed frm: at which time the persn may reprt end f shift withut it being treated 95

96 as an early leave in the reprts. Shift end: end f the shift. Overtime if after: shws the time after which wrking hurs are cunted as vertime hurs. If the persn stays later then this time, the time frm the end f the shift t the mment he checks ut will be cunted as vertime wrk. If the persn leaves befre this time the reprt will shw the difference between the end f the shift and his exit as "staying late". Overtime limit time: the persn must nt stay vertime after this time. If they reprt the end f shift after this time, the vertime wrk will be calculated frm the end f the shift t the vertime limit time. Treat break time as wrk: if this ptin is checked the break time will be added t wrking hurs.. Treat unused break as vertime:when this ptin is checked if the persn dn't leave fr break then the break time will be cunted as vertime wrk. Treat "Missing In Event" perid as Missing: the sftware calculates perids between tw events - Entry and Exit. There are sme times when the persn may "jump" ne event, s there are cases when the persn has exited twice withut entering. The perid between thse tw events in the reprts can be shwn as a perid when the persn was nt at wrk (missing) r as a perid fr which registratin f entry is missing depending n the settings f this ptin. Treat "Missing Out Event" perid as Missing: the sftware calculates perids between tw events - Entry and Exit. There are sme times when the persn may "jump" ne event, s there are cases when the persn has entered twice withut exiting. The perid between thse tw events in the reprts can be shwn as a perid when the persn was nt at wrk (missing) r as a perid fr which registratin f entry is missing depending n the settings f this ptin. Master reprt settings: A user can be marked as being absent r wrking half day based n the values set in these fields. Allwed days: days fr which the shift is valid. Click Save & Exit Yu can edit the shift later by right-clicking n it and select Prperties. Public hlidays The hliday settings fr wrking hurs are separate frm the hliday settings fr the cntrllers and they dn't influence access cntrl. Right-click n the hliday item and select Add Hliday. Set the hliday parameters 96

97 Set the hliday Name Set the hliday Date. Check the wrkgrups fr which this hliday is applicable and click n Save & Exit. The hliday will appear under the Public Hlidays T change hliday prperties, right-click n it and select Prperties 97

98 T delete the hliday, right-click n it and select Delete All day absences Duble-click n the All day absences item t pen the windw. Select the mnth yu want t see/edit frm the list and then click n the Lad mnth buttn. A list f all users will be shwn alng with their absences (if they have any). 1. Every absence is assciated with a specific clur as shwn belw. 2. T add an absence t a specific user First click n the date yu want t mark (if yu want t mark mre dates, click and drag the muse ver thse dates). 98

99 Then click n the clur (absence) yu need (fr example fr Sick - click n the Red clured bx named Sick). T delete an absence frm a specific user First click n the date yu want t mark (if yu want t mark mre dates, click and drag the muse ver thse dates) click n the Delete buttn. T delete ALL absences fr all users frm the selected mnth click n the Clear buttn. If yu want t save the changes yu've made - click n the Save mnth buttn therwise click n Cancel. If yu want weekend days t be marked/nt marked when setting absences - check/uncheck the bxes respectively, see belw. In rder fr the absences t appear in the reprts, a calculatin must be dne manual calculatin - Calculate item frm the T&A menu Autmatic calculatin - if set in Settings > T&A frm the main menu (the calculatin will be made within the hur set inautmatic Calculatin). Reprts The reprts fr wrking hurs give estimated cumulative wrking times fr events up until the mment when the last calculatin fr the wrking time was made fr the crrespnding mnth. In the event that there new events r parameter changes fr the wrking hurs (wrkgrups, shifts, hlidays) were made since the last calculatin, befre generating reprts it is necessary t perfrm a wrking hur calculatin. Duble-click n the Reprts item under T&A t pen the T&A reprts windw. 99

100 Edit Reprts Set the parameters fr T&A reprts. Detailed reprt: this reprt gives the ttal number f wrking hurs fr ne mnth and fr each day separately. Shrt reprt: gives the ttal number f wrking hurs fr a whle mnth. 100

101 Absences: Gives a list f persns that were absent in selected perid. Events: Shw the events fr the selected perid Manual events: Shws a list f manually added T&A events. First/Last Event Reprt: this reprt is nt included in the calculatin f wrking hurs. It gives the first and the last registratin f the persn n any reader in the system fr each day and the time difference between these tw events. The reprt des nt calculate the difference if the persn wrks a shift which ends the fllwing day (night shift). Master reprt: Shws a shrt daily summary reprt. In Out reprt: Shws infrmatins abut start and end f the wrking day Summary reprt: Shws summary details fr a perid User reprt Select the User tab in the Basic filter panel. Select the user frm the drp-dwn list bx. Check the "All users" item t view a reprt fr all users. Fr mre than ne user reprt select users by checking them at check bxes at right side Click the Detailed reprt buttn t view a detailed list f events fr that user. Click the Shrt reprt buttn t view a basic list f events fr that user. Click n Absences buttn fr list f the the persns that were absent n the selected days Click n Events buttn fr the event reprt Click First/Last Event Reprt t view the first and last day event fr that user. Click Master reprt buttn t view the master reprt fr that user. Click In-Out reprt buttn t view the In-Out reprt fr that user. Click Summary reprt buttn t view the Summary reprt fr that user. Department reprt Select the Department tab in the Basic filter panel. 101

102 Select the department frm the drp-dwn list bx. Check the "All Departments" item t view a reprt fr all departments. Fr mre than ne department reprt select users by checking them at check bxes at right side Click the Detailed Reprt buttn t view a detailed list f events fr that department. Click the Shrt Reprt buttn t view a basic list f events fr that department. Click n Absences buttn t list the absence by department n the selected days Click n Events buttn fr the event reprt Click First/Last Event Reprt t view the first and last day event fr that department. Click Master reprt buttn t view the master reprt fr that department. Click In-Out reprt buttn t view the In-Out reprt fr that department. Click Summary reprt buttn t view the Summary reprt fr that department. Add a Perid filter t reprts Select Perids in the Additinal filter panel. Check the filters in the list that yu want t be applied t the reprt. The Perids filter applies nly t "Detailed" reprt Add a Day filter t reprts Select Day in the Additinal filter panel. Check the filters in the list that yu want t be applied t the reprt. The Perids filter applies nly t "Shrt" reprt Add a Event filter t reprt 102

103 Select the Events tab in the Additinal filter panel Check the filters in the list that yu want t be applied t the reprt. The Perids filter applies nly t "Events" and "Manual Events" reprts Calculatin Duble-click n the Calculate item. Select a perid and click calculate. This peratin calculates wrking hurs based n the registratin f a persn n the readers. Click and drag ver the calendar t select the perid fr calculatin. 103

104 The calculatin can be perfrmed fr a perid n lnger than ne mnth. Autmatic Calculatin Select Settings > Scheduled tasks frm the main menu. Click n Add task buttn and fill in the fields the necessary infrmatin: Enable field shuld be checked Enter task Name Set Task t "Calculate T&A" Set Repeat t desired executin perid Set the hur during the day fr executin. Set Weekday during the week fr executin if it is weekly task. Set the day during the mnth fr executin if it is a mnthly task. It is pssible t create mre than ne task fr T&A calculatin based n different perids, like ne task as daily and anther task as mnthly. NOTE: The Server must be running fr autmatic calculatin t wrk. Fr example if the Calculatin time is set t 04 hur, the Server must be running frm 03:59 t 05:01 Manual Punch Fr crrectin f T&A calculatins, manual entry f an access event can be changed using the Manual Punch frm. Duble-click n the Manual Punch icn frm the T&A list. 104

105 1. Select the Date f the event. 2. Select the User fr the event. 3. Click n "Get Events". The table will display all the events fr this user fr the selected date. Rws marked yellw indicate previusly added manual events. 4. T add an event, select the time and event type and click n "Add Event". It will be added t the table marked with yellw. 5. T delete a manual event, click n the Delete buttn at the end f the event rw. Real events cannt be deleted. Functin cards Functin cards fr T&A are used t mark exit as exact T&A event. When checking upn exit fr fficial r private leave the user must first present the Functin card then their card t the reader. Duble-click n the Functin cards item under the T&A list. On the Functin cards windw yu can manage cards in the same way as users. 105

106 A functin card can be used as an access Access Cde r Finger print. Web reprt server Access & Attendance reprt Basic filter Time filter Set the time filter fr the reprt. 106