First Access Express OPERATOR GUIDE

Transcription

1 First Access Express OPERATOR GUIDE October 2016 Cutting edge simplicity

2 Table of Contents Introduction... 4 PC Requirements... 5 Step 1. Software Installation... 5 Complete Installation Server and Client... 8 Custom Installation Server or Client Step 2. Host Server Definition Step 3. Panel and Reader Definition Add Panel Add Reader Define Input Point Define Output Point Edit and Delete Panel Reader Status Reader Commands Reader Events Alarm Notifications Alarm Queue Application Windows Input and Output Commands Step 4. Schedules, Profiles, Users and Operators Access Schedules Unlock Schedules Shunt Schedules Output Schedules Holiday Schedules User Profiles Add Cardholder Edit and Delete Cardholder Operator Profiles Cardholder Search Step 5. History and Audit Report Configure History Retention Panel Memory View History Copyright 2016 Cansec Systems, Ltd. First Access Express Page 2 of 62

3 CAUTION: EMERGENCY LOCKDOWN Emergency lockdown functions must operate totally independent of the access control system and must not rely on operation of card readers, access control panels, communications networks, communications devices or host software. Cansec accepts no responsibility for direct or consequential damages resulting from the failure of emergency lockdown functions which are dependant in any way on the operation of card readers, access control panels, communications networks, communications devices or host software. First Access Express Page 3 of 62

4 Introduction First Access Express software is extremely cost-effective and easy to use. The system is capable of controlling access to 1024 doors for up to 100,000 cardholders. The MAP1 control panel supports popular reader technologies such as proximity and biometrics. The control panel also supports any Wiegand format up to 64 bits. Administrators can use the First Access Express software to void and validate credentials, and set up programmable access schedules and user profiles. User profiles define the readers and access schedules accessible to a group of cardholders. The software also provides the ability to program holidays, unlock schedules, and grant unlock privileges to specific user profiles on an individual reader basis. First Access Express software also offers the ability to issue unlock, relock, and temporary unlock commands to one or multiple readers simultaneously. All programming changes and commands are instantly transmitted to all door controllers. The controller stores all cardholder data in non-volatile memory to ensure continued operation and security in the event that communication to the host PC is lost. Reader events are automatically transmitted to the PC in real time and stored on the hard drive for viewing. Key Features 100,000 cardholder/user capacity 1024 reader capacity 10 First Access clients Real time communications Programmable access profiles Programmable holidays Automatic door unlock schedules Alarms for forced entry/door held open conditions Extremely easy to learn and use First Access Express Page 4 of 62

5 PC Requirements All 32 and 64 bit versions of the following Windows Operating Systems: Windows 7, Windows 8, Windows 10, Windows 2008 and Windows 2012 See Microsoft s web site for CPU, RAM and disk space requirements for the aforementioned operating systems, and for SQL Server 2014 requirements: CD/DVD-ROM drive Network adapter Step 1. Software Installation Note: Complete Installation - Installs both Server and Client software. Custom Installation - Options to select server or client, or both, features. Important: Consult computer administrator to configure firewall rule to allow incoming TCP traffic on port 5005 if additional First Access Express client(s) is installed on another workstation connecting to this server. Maximum10 clients allowed. 1. Log on to the computer with an administrative account. 2. Download First Access Express software from 3. Unzip and open the folder CA-FAEXP (First Access Express). 4. Right click on autorun.exe and select Run as administrator. First Access Express Page 5 of 62

6 5. When prompted, select Yes to continue. 6. Select Install First Access Express. When prompted select Next to continue. 7. Read and accept the terms of the license agreement then select Next to continue. Select Cancel otherwise. First Access Express Page 6 of 62

7 8. Enter User Name and Company Name and select Next to continue. 9. Select Complete to install both the First Access Server and First Access Client on the same computer. Alternatively, select Custom to install either just the First Access Server or the First Access Client on this computer. Select Next to continue. First Access Express Page 7 of 62

8 COMPLETE INSTALLATION SERVER AND CLIENT a) Select Next to continue. b) If SQL Express is not installed on this computer, you will be prompted to install it. Select Next to continue. Note: If you wish to use your own SQL server elsewhere then unselect Install Microsoft SQL Express. Select Nex to skip Microsoft SQL Express..installation and First Access Express Page 8 of 62

9 c) Wait for the SQL Express Installation to complete. d) Select Install to install First Access Express software, and at the end of the process select Finish to complete the installation. e) Leave the Server Name unchanged and select Trusted Connection to use Windows credentials for authentication with the SQL server. First Access Express Page 9 of 62

10 Note: If remote SQL server is used, enter the SQL server name and its instance if applicable. Select Database Authentication and enter a SQL user name and password. This user must have at least db_owner role. Consult SQL administrator for more information. f) Select Build to build the SQL connection string. Select Test to test the connection. When connection is successful click OK then set the history file retention accordingly. Select Save to save all the settings. First Access Express Page 10 of 62

11 g) Select Exit to complete First Access Express software installation. The software will configure its service, SQL server connection and database creation. h) Select the X button on the top right corner to exit the Auto Play Installation Package. First Access Express Page 11 of 62

12 CUSTOM INSTALLATION SERVER OR CLIENT a) Select Custom and select Next to continue. b) Select location to install the software or leave it as default and select Next to continue. First Access Express Page 12 of 62

13 c) Select the feature that you want to install. If only Server is selected then select Next to continue. Proceed to step d. If only Client is selected then select Next to continue. Proceed to step f. d) If SQL is not installed on this computer, you will be prompted to install it. Select Next to continue. Note: If you wish to use your own SQL server elsewhere then unselect Install Microsoft SQL Express. Select Nex to skip Microsoft SQL Express installation and proceed to step f. First Access Express Page 13 of 62

14 e) Wait for the SQL Express Installation to complete. f) Select Install to install First Access Express software, and at the end of the process select Finish to complete the installation. g) Leave the Server Name unchanged and select Trusted Connection to use Windows credentials for authentication with the SQL server. First Access Express Page 14 of 62

15 Note: If remote SQL server is used, enter the SQL server name and its instance if applicable. Select Database Authentication and enter a SQL user name and password. This user must have at least db_owner role. Consult SQL administrator for more information. h) Select Build to build the SQL connection string. Select Test to test the connection. When connection is successful select Save to save the connection. First Access Express Page 15 of 62

16 i) Select OK to continue. The software will configure its service, SQL server connection and database creation. Select Exit to complete First Access Express software installation. j) Select the X button on the top right corner to exit the Auto Play Installation Package. First Access Express Page 16 of 62

17 Step 2. Host Server Definition This section describes the initial steps to configure the First Access system. These steps are typically done by the installation company or system administrator. 1. Select Properties from the main menu 2. Enter the IP address of the computer where First Access Server software is installed. If the First Access Server is on the same computer as the First Access Client then leave it as default with IP Address and Port First Access Express Page 17 of 62

18 3. If a credential enroller is purchased and used, select the communication port number. Note: The communication port can be found in Windows Device Manager. See example below showing COM2. Select None if no card enroller is used. Credential Enroller (USB Cable) Communication Port (USB Serial Port) First Access Express Page 18 of 62

19 4. Use the slider to select the duration in months to retain the audit history. Audit history older than the specified month will be purged automatically. 5. DST (Daylight Saving Time). Optionally, select the date and time when daylight saving time starts and ends. Specify the minutes of adjustment. Example: See image below DST starts on March 13, 2016 at 2AM and the clock on the control panel will be turned forward 60 minutes. DST ends on November 6, 2016 at 2AM and the clock on the control panel will be turned backward 60 minutes. All onboard schedules e.g. access schedules, unlock schedules etc will be changed accordingly by DST adjustment. First Access Express Page 19 of 62

20 Step 3. Panel and Reader Definition ADD PANEL 1. Select Devices->Manage->New. 2. Enter a name for the panel, e.g. First Panel. Enter the IP Address and the port number of the panel (see Installation Guide for IP Address and port configuration). Select board configuration. The factory default First Access Express Page 20 of 62

21 configuration is 2 Doors, 4 Inputs, 4 Outputs. Optionally it can be upgraded to 4 Doors, No Inputs, No Outputs via purchasing a provisioning file. Controller properties will be shown when communication is established. ADD READER 1. Select Reader Definitions. Enter the Id for the reader starting from 1. Note: Reader with Id 0 is an undefined reader. Each reader has its own unique Id. Use the drop-down arrow or the left and right arrows to get to the desired reader. First Access Express Page 21 of 62

22 2. Select an unlock time, in seconds (60 seconds max.), for the door when a valid credential is presented or when an exit button is pressed. 3. Select a DHO (Door Held Open) time (300 seconds max.) for the panel to wait before activating the multi-function relay when the door is left open for too long. This requires the door to have a door contact installed and the multi-function relay configured as Door Held Open relay. 4. Select a pre-alert time for the reader to emit a warning tone when the door is left open for too long before it initiates a constant reader beep. The pre-alert time is greater than the unlock time but less than the DHO time. Note: In the example image above, the Pre-Alert Duration is set to 30 seconds. 5. Enter a name for the reader, e.g. Front Door. 6. Select the desired function to assign to the multi-function relay. This relay can be assigned to only one of the following functions: First Access Express Page 22 of 62

23 Not Used This relay is not used at all. Alarm Shunt This relay is used to shunt an alarm when an access granted or an exit button event occurs. When used, this relay is activated prior to the lock relay s activation and deactivated after the door contact is closed. If door contact is not used then it s deactivated when the lock is relocked. Door Held Open This relay is used to activate another device (e.g. an external light strobe or alarm) when the door is held open longer than a pre-set time. Forced Entry This relay is used to activate another device (e.g. an external light strobe or alarm) when the door is forced open without a valid credential or exit button press. Door Operator This relay is used to activate a door operator after an access-granted or an exit button event occurs. Handicap Operator This relay is used to activate a door operator only when a valid credential, designated as handicap credential, is presented at a reader. Exit button event also activates this relay. 7. Select an optional unlock schedule. There are 255 available unlock schedules. The unlock schedule, when defined and used, allows the door to automatically unlock and relock at pre-defined times. If not used, select None. 8. Select optional features below. First Access Express Page 23 of 62

24 Enable Pre-Alert Power Lock on RTE Enable First-Man-In Rule Enable reader warning tone when the door is held open longer than preset time. Activate the lock and shunt the door contact when RTE (Request To Exit) button is pressed. If unselected, only the door contact is shunted. This option allows the installer to install an indoor motion sensor hooked up to RTE to trigger a valid egress without generating a forced entry when the door is opened from inside. If this rule is enabled, the door will not automatically unlock (based on its selected unlock schedule) until the first valid credential is presented at the reader. If no unlock schedule is used then this option has no effect. First Access Express Page 24 of 62

25 DEFINE INPUT POINT If the panel is provisioned with 2 doors then there are 4 auxiliary inputs available for use. If the panel is provisioned with 4 doors then there are no auxiliary inputs available for use. 1. Select Input icon from the left panel. 2. From the right panel, select an available input point from the drop list. 3. Use system-assigned ID or manually enter an un-assigned ID e.g. 1, 2 or 3 etc for this input point. Each input point has a unique ID. 4. Enter an appropriate name for the input point e.g. Panic Button. 5. Select a type for the input point e.g. Normally Open or Normally Closed. 6. Optionally, select a defined shunt schedule to shunt the input event from being processed. A shunt schedule must be manually defined. A shunt schedule can be used to ignore or to process input events at different times. Otherwise select None for events to be processed at all times. First Access Express Page 25 of 62

26 DEFINE OUTPUT POINT Similar to input point configuration, if the panel is provisioned with 2 doors then there are 4 auxiliary outputs available for use. If the panel is provisioned with 4 doors then there are no auxiliary outputs available for use. 1. Select Output icon from the left panel. 2. From the right panel, select an available output point from the drop list. 3. Use system-assigned ID or manually enter an un-assigned ID e.g. 1, 2 or 3 etc for this output point. Each output point has a unique ID. 4. Enter an appropriate name for the output point e.g. Alarm Horn. 5. Optionally select a defined output schedule to automatically activate the output point. An output schedule must be manually defined. An output can be used to activate or deactivate a device based on a schedule. Otherwise, select None for not using any schedule. First Access Express Page 26 of 62

27 EDIT AND DELETE PANEL 1. To edit a panel select Devices->Manage, or Devices->Delete to delete a panel. 2. Select a panel and click OK. First Access Express Page 27 of 62

28 READER STATUS Click on a reader to view its status. Status notifications will be indicated by a check mark in the appropriate box. First Access Express Page 28 of 62

29 READER COMMANDS Download Changes are automatically downloaded and saved to online panels. However, offline panels that are now online will need to have new configuration data manually downloaded from the host software. 1. Click Download 2. Select panel(s) and click OK Restore Comms Provides an immediate attempt to restore communication to offline panels without waiting for an automatic communication restore to take effect. Set Time Set time to controllers based on host computer s clock. First Access Express Page 29 of 62

30 Unlock, Momentary, Relock, Lockout and Lockout Off 1. Select an appropriate button, e.g. Unlock, Relock, etc, to perform on the readers. Unlock Unlock the lock in a maintained state Momentary Momentary unlock the lock for the duration set in the unlock time setting of the door Relock Relock the lock in a maintained state Lockout Relock the lock and disable card reader from reading any credential. Card reader s LED flashes red and green. Lockout Off Enable card reader from lockout state. Card reader s LED stays red and lock remains locked. 2. Select a reader or readers and click OK. First Access Express Page 30 of 62

31 READER EVENTS All events are recorded in the database and displayed in the Events window. ALARM NOTIFICATIONS Certain events or alarms from readers, inputs and outputs point can be selected to show up in the alarm queue when the event or alarm occurs. Panel Alarm Notifications 1. Click Panels icon First Access Express Page 31 of 62

32 2. Select preferred panel and select event that you would like to be notified when it occurs. Select the sorting priority (0 to 99) when showed up in the alarm queue. 3. Click OK when done. Reader Alarm Notifications 1. Click Readers icon First Access Express Page 32 of 62

33 2. Select preferred reader and select event that you would like to be notified when it occurs. Select the sorting priority (0 to 99) when showed up in the alarm queue. 3. Click OK when done. Input Alarm Notifications 1. Click on Inputs icon First Access Express Page 33 of 62

34 2. Select preferred input and select event that you would like to be notified when it occurs. Select the sorting priority (0 to 99) when showed up in the alarm queue. 3. Click OK when done. Output Alarm Notifications 1. Click on Outputs icon First Access Express Page 34 of 62

35 2. Select preferred output and select event that you would like to be notified when it occurs. Select the sorting priority (0 to 99) when showed up in the alarm queue. 3. Click OK when done. ALARM QUEUE Alarm queue displays all the alarms related to readers, inputs and outputs First Access Express Page 35 of 62

36 Individual alarm entry in the queue can be cleared or acknowledged by double click on selected entry. Selected individual alarm entry or all entries can also be cleared by using the top menu buttons and respectively. Alarm Queue can be enabled or disabled by clicking the icon or off to toggle it on Alarm Horn can be enabled or disabled by clicking on the icon or off to toggle it on First Access Express Page 36 of 62

37 APPLICATION WINDOWS Click on check box to show or hide Device View window Click on check box to show or hide Status Bar window Click on check box to show or hide Alarm Queue window First Access Express Page 37 of 62

38 INPUT AND OUTPUT COMMANDS Input Points Click and select an input point from the list to remove it from being shunted. This allows the input events to be processed normally by the controller or panel. Click and select an input point from the list to shunt it. This instructs the controller or panel to not process the input events at all. Click and select an input point from the list to temporarily shunt it for the preferred duration in seconds. This instructs the controller or panel to temporarily not process input events for the preferred duration. First Access Express Page 38 of 62

39 Output Points Click and select an output point from the list to turn it off. Click and select an output point from the list to turn it on. Click and select an output point from the list to temporarily turn it on for the preferred duration in seconds. Step 4. Schedules, Profiles, Users and Operators Select Access from the top menu. First Access Express Page 39 of 62

40 ACCESS SCHEDULES Access schedules specify when cardholders can use their credentials to access a door. To create a new access schedule: 1. Click the Access Schedule icon. 2. Select one of the 255 available access schedules. 3. Enter a name for the access schedule, e.g. 24/7. 4. Select the day of the week. Double click on hour, minutes and period to modify times accordingly to specify when cardholders can use their credentials to unlock a door. Click OK. Note: There are 24 available intervals shared between weekdays (7 days from Sunday to Saturday) and a holiday (1 day) for a total of 8 days. Several intervals can be defined within a day, e.g. Monday 9:00AM to12:59pm and Monday 1:00PM to 5:00PM. More than 3 intervals can be defined within a day but other days will have a fewer number of intervals, e.g. Monday may have 5 intervals, Tuesday may have 2 intervals and Wednesday may have 6 intervals, etc, for a maximum of 24 intervals shared between all days. First Access Express Page 40 of 62

41 UNLOCK SCHEDULES Unlock schedules are used to automatically unlock and relock a door at specified times. 1. Click on the Unlock icon. 2. Select one of the 255 available unlock schedules. 3. Enter a name for the access schedule, e.g. Weekday 9AM-5PM. 4. Select the day of the week. Double click on hour, minute and period to modify times accordingly to specify when a door should be unlocked. First Access Express Page 41 of 62

42 5. Click OK. 6. To assign an unlock schedule to a door, select Devices->Manage and select a desired panel. Select Controller Definition and select an unlock schedule to assign to that door. First Access Express Page 42 of 62

43 7. Click OK. SHUNT SCHEDULES Shunt schedules are used to instruct the controller or the panel when and when not to process input point events. 1. Click on the Shunt icon First Access Express Page 43 of 62

44 2. Select one of the 255 available shunt schedules. 3. Enter a name for the shunt schedule, e.g. Weekday 9AM-5PM. 4. Select the day of the week. Double click on hour, minute and period to modify times accordingly to specify when an input should be shunted. 5. Click OK. OUTPUT SCHEDULES Output activation schedules are used to instruct the controller or panel to activate output points automatically during specified times. First Access Express Page 44 of 62

45 1. Click on the Output icon 2. Select one of the 255 available shunt schedules. 3. Enter a name for the Output schedule, e.g. Weekday 9AM-5PM. 4. Select the day of the week. Double click on hour, minute and period to modify times accordingly to specify when an output should be activated. 5. Click OK. HOLIDAY SCHEDULES Holidays can be defined so that automatic door unlock schedules and access schedules do not take effect on the specified day. To create a new holiday: First Access Express Page 45 of 62

46 1. Click the Holiday icon. 2. Double click on one of the 100 available holiday sets. 3. Enter a name for the Holiday Set Name or leave as is. Enter a name for the Holiday Name, e.g. Christmas. First Access Express Page 46 of 62

47 4. Use the arrows to select the month and the desired date for Holiday Start Date and enter the time for the Holiday Start Time. 5. Use the arrows to select the month and the desired date for Holiday End Date and enter the time for the Holiday End Time. 6. Click OK. Note: A Holiday is not restricted to an individual day and may span intervals less than or greater than a single day. It can start at any time within the day and end in the same day or a different day at a different time. For example, consider the case of a company which shuts down for a week at noon on December 24th until January 2nd of the New Year. This would be accommodated using a holiday start date of December 24th at 12:00PM until January 2nd at 12:00AM. First Access Express Page 47 of 62

48 USER PROFILES User profiles specify which doors a group of cardholders can access, and link those doors with access schedules that define when those cardholders can access them. To create a new user profile: 1. In Profiles section, click the +New icon. 2. Enter a name for the profile, e.g. Managers. First Access Express Page 48 of 62

49 3. Select a reader on the left panel and select a schedule on the right panel to assign to the reader. Click Apply. Repeat the same step for other reader(s) if necessary. 4. Cardholders who belong to this profile will only be able to access the readers during the times specified in the associated access schedule. 5. Click OK. To modify or delete a profile select or respectively. Select a desired profile to be modified or deleted and click OK. Note: To delete a profile, all users in that profile must be assigned to a different profile before it can be deleted. See Cardholder Search section for information about assigning or migrating multiple users to a different profile. First Access Express Page 49 of 62

50 ADD CARDHOLDER 1. In the Users section, click the +New icon. 2. In the Identification tab, enter First Name, Last Name. Enter a unique identifier, e.g. employee number for this cardholder or click First Access Express Page 50 of 62

51 Create to create a unique card identifier. Note: A cardholder can have up to 5 different credentials having this as a common identifier. See next step. 3. If applicable select User is handicapped. The door operator will be energized when this cardholder swipes his/her credential. Note: The door operator must be installed and hooked up to the MAP1 panel using the Multi-Function relay which must be set to Handicap Operator mode. 4. In the ID tab, select a credential from the drop-down list. Select a credential format. For Raw Wiegand either present the credential to the enroller and click Enroll or present the credential to a reader mounted at the door to get the credential number displayed in the software and manually enter the number in the Raw Format field. For other Wiegand formats, simply enter the system or facility code and the number of the credential in the fields System Code and ID Number respectively. First Access Express Page 51 of 62

52 Other Sample Cansec Card System Code: ID Number: HID Cansec 37-bit 5. In the Dates tab, select the date and time for the credential to be automatically validated and the date and time for the credential to be automatically expired. First Access Express Page 52 of 62

53 6. In the Access tab, select a Credential Status and select an Access Profile previously created. For new credentials, set the credential status to Active. Credentials that have status set to Inactive, Lost, Stolen or Destroyed will not be granted access to any door. 7. In the Fields tab, enter optional information in the 10 available fields, e.g. Phone #, Parking lot #, Car license plate, etc. First Access Express Page 53 of 62

54 8. In the Notes tab, enter optional notes. First Access Express Page 54 of 62

55 9. In the Privilege tab, select door(s) that this cardholder is entitled to unlock on a maintained state when his/her credential is double swiped at a card reader. Click Set after doors have been selected or click Reset to clear. Note: Double swipe will unlock the door in a maintained state and double swipe again will relock the door. Single swipe will momentarily unlock the door for the time that is set in the unlock time setting of that door. Important: The double swipe privilege is optional and should be assigned only to privileged cardholders e.g. Managers, Supervisors. First Access Express Page 55 of 62

56 10. Click OK. Confirmation message(s) will be displayed in the Events panel. First Access Express Page 56 of 62

57 EDIT AND DELETE CARDHOLDER To edit or delete a cardholder, click the or button respectively. Select a user and click OK. Note: Communication must be established between the software and controller for the user to be deleted from the controller. If there is no communication between them, the deleted user will remain in the controller and a manual download is required. First Access Express Page 57 of 62

58 OPERATOR PROFILES Operators are personnel who are authorized to login and manage the software and controllers or panels. 1. In the Operators section, click the +New icon to create new operator. 2. Enter a short operator name e.g. Cansec. 3. Enter the password and enter it again on the next line to confirm. 4. Enter the idle time out in minutes to automatically log the operator out of the software. Note: Manual logout can be done by clicking on logout button First Access Express Page 58 of 62

59 CARDHOLDER SEARCH There are a number of sort options available when searching for a cardholder. These are selected from the Reports toolbar. Available sort options include: 1. Select Reports from the top main menu. 2. Select one of the sort options. 3. Click Run. Optionally, select a cardholder or select multiple cardholders and right click to display a pop-up menu from which quick commands can be performed. This can be used to assign multiple cardholders to a common validation date, expiration date or to a common access profile. Multiple cardholders can also be voided (set credential status to Inactive, record not removed from database but First Access Express Page 59 of 62

60 no access granted to any door) or deleted (record removed from database, from controllers and no access granted to any door). Step 5. History and Audit Report CONFIGURE HISTORY RETENTION The First Access Express software records all events on the computer's hard drive. Because First Access Express is a real-time system, these events are constantly being recorded in the Microsoft SQL Database. To specify the retention period, perform the following steps: 1. Launch 2. Select appropriate authentication method, build the string connection and click Test to test the connection. First Access Express Page 60 of 62

61 3. Click OK when connection is successful. Use the slider to specify retention period in a month. Click Exit when done. Note: Once a month the system will scan and discard any history entry older than the specified month. PANEL MEMORY The MAP1 control panel holds a maximum of 10,000 events in memory. This is useful to know when the panel is offline and events cannot be sent to the computer. When 10,000 events have been stored in the on-board memory, a new event will replace the oldest event. VIEW HISTORY To view all history events stored in the database: 1. Select Report from the top main menu. 2. Select Month, Day and Year for Start Date. 3. Select Month, Day and Year for End Date. First Access Express Page 61 of 62

62 4. Select a filter for the Event Type. 5. Click the Run button. First Access is a registered trademark of Cansec Systems Ltd. Windows is a registered trademark of Microsoft Corporation in the United States and/or other countries. First Access Express Page 62 of 62