Pulse SCADA/HMI Pulse Smart Login 1.1 September 2014
Copyright The information in this document is subject to change without prior notice and does not represent a commitment on the part of AFCON Control and Automation Ltd., AFCON Software and Electronics Division. No part of this document may be used or reproduced in any manner whatsoever without written permission from AFCON Control and Automation Ltd., AFCON Software and Electronics Division. The software described in this document is furnished under a license agreement or a nondisclosure agreement. The software may be used or copied only in accordance with the terms of the agreement. It is against the law to copy this software on any other medium for any purpose other than the purchaser's personal use. Copyright 2014 AFCON Control and Automation Ltd., AFCON Software and Electronics Division. All rights reserved. Pulse logos are registered trademarks of AFCON Control and Automation Ltd., AFCON Software and Electronics Division. Windows is a registered trademark of Microsoft Corporation in the United States and other countries.
Table of Contents Copyright... 2 Pulse Smart Login... 4 Software Requirements... 4 Smart Login Installation... 5 Pulse Smart Login User Files... 5 Installing the Pulse Smart Login... 5 Configuring the Data Sheet Tags for the Pulse Smart Login add-on in the Server... 10 Configuring the AutoActions for the Pulse Smart Login add-on in the Client Workstation... 20 Installing the Smart Login Drivers... 21 Configuring the Pulse Smart Login... 24 Pulse Smart Login Settings... 26 Pulse Smart Login Menu... 28 Card Reader Enrollment... 29 Fingerprint Biometric Authentication Enrollment... 31 Using Pulse Smart Login... 35 Exiting Pulse Smart Login... 35 Pulse Smart Login 3
Pulse Smart Login The Pulse Smart Login is an automated authentication system used for user login into the Pulse Workstation. This feature allows you to securely save user credentials into the Pulse Smart Login and automatically authenticate the user ID when logging into Pulse via a proximity card reader or through a biometric fingerprint authentication device. NOTE For further information not included in this document, contact marketing@afcon-inc.com or visit our web site at www.afcon-inc.com. Software Requirements Pulse Smart Login requires that Pulse 3.1 or a higher version is installed. The Card Reader driver is supported on the following Windows OSs: Windows 7 Windows 8/8.1 Windows Server 2008 Windows Server 2012 The Biometric Fingerprint Authentication device is supported on the following Windows OSs: Windows 7 Windows 8/8.1 Windows Server 2008 Pulse Smart Login 4
Smart Login Installation To be able to install the Smart Login add-on, Pulse has to be installed beforehand. To work with the Smart Login add-on, do the following process: 1 Install the Pulse Smart Login setup.exe file. NOTE First read the Pulse Smart Login pdf file for instructions before installing the Smart Login add-on. 2 Configure the Data Sheet Tags for the Smart Login add-on in the Server. 3 Configure the AutoActions for the Smart Login add-on in the Client Workstation(s). 4 Install the Card Reader Service driver or the fingerprint biometric authentication driver in the Client Workstation. 5 Configure the Smart Login add-on. Pulse Smart Login User Files The Pulse Smart Login user receives a zipped file consisting of the following files: The Pulse Smart Login pdf file setup.exe file cards.mdb file Installing the Pulse Smart Login Follow the instruction in the Pulse Smart Login pdf file (this document) to install the Pulse Smart Login add-on. 1 Double-click the setup.exe file. The Pulse Smart Login - InstallShield Wizard window is displayed. A progress bar shows the progress of the Pulse Smart Login extraction of files preparing the InstallShield wizard for the setup process. Pulse Smart Login 5
2 You can click the Cancel button to cancel setup while the extraction process is in progress or after the file extraction process, click Next to continue. The Welcome to the InstallShield Wizard for Pulse Smart Login window is displayed. 3 Click Next. The License Agreement window is displayed. Pulse Smart Login 6
4 Select the I accept the terms in the license agreement option to accept the license agreement and to be able to proceed to the next step. 5 Click Next. The Destination Folder window is displayed. 6 Click Change if you want to change the destination folder other than the default folder or you can click the Next button to continue. The Ready to Install the Program window is displayed. Pulse Smart Login 7
7 Click Install. The Installing Pulse Smart Login window is displayed showing the installation status on the progress bar. 8 When the InstallShield Wizard completes installing the Pulse Smart Login files, the Next button is activated. Click the Next button to continue. The InstallShield Wizard Completed window is displayed. Pulse Smart Login 8
9 Click Finish to exit the setup process. The Pulse Smart Login add-on is installed. Pulse Smart Login 9
Configuring the Data Sheet Tags for the Pulse Smart Login add-on in the Server To configure the Pulse Smart Login add-on in the Server 1 Copy the cards.mdb file into your project s database folder (i.e., C:\AFCON\Pulse\[PulseProject]\Database\). NOTE Copy the cards.mdb only after performing the setup process above. 2 Go to your desktop and click Start > All Programs > AFCON Pulse > Development > Datasheet Tags Manager. The Pulse Data Sheet Manager window is displayed. 3 Click Next. The Choose a Data Source Type window is displayed. Pulse Smart Login 10
4 Click to select OLEDB from the data source types list then click Next. The Add an OLEDB DataSheet Tag window is displayed. 5 Click the New connection button. The Data Link Properties window is displayed. Pulse Smart Login 11
6 Go to the Provider tab and select the Microsoft Jet 4.0 OLE DB Provider from the OLE DB Provider(s) list and click Next. The Connection tab is displayed. 7 Click the... button to browse for the database name in the Select or enter a database name field (i.e., C:\AFCON\Pulse\[PulseProject]\Database\Cards.mdb). 8 Enter the information to log on to the database by entering Admin in the User name field. 9 Select the Blank password checkbox option. 10 Click Test Connection. Pulse Smart Login 12
If the connection is successful, the Microsoft Data Link window displays a message that informs the user that the Test connection succeeded. 11 Click OK then click OK again in the Data Link Properties window. The Add an OLEDB DataSheet Tag window is displayed showing the Connection Strings. 12 Click Next. The Edit an SQL Query window is displayed. Pulse Smart Login 13
13 Click the Query Builder button to display the Query Builder dialog box. 14 Build the query string Select * From CardUsers and click OK. The Query String is displayed in the Edit an SQL Query window. Pulse Smart Login 14
15 Click Next. The Set the Data Sheet Tag Properties window is displayed. 16 Select the Read and Write option for Tag Access Rights. 17 Select DataSet from the Tag Data Type drop-down list. 18 Enter CardDS_Dataset in the Tag Name field and click Next. The Exit or add new Data Sheet Tags window is displayed. Pulse Smart Login 15
19 Click the Add or Edit another Datasheet Tag button. The Add or Edit a Pulse Datasheet Tag window is displayed showing the CardDS_Dataset datasheet tag is added. 20 Select the Add a Datasheet Tag option and click Next. The Choose a Data Source Type window is displayed. Pulse Smart Login 16
21 Select INI from the data source types list and click Next. The Add INI Data Sheet Tag window is displayed. 22 Select an INI file by clicking the... button (i.e., C:\AFCON\Pulse\[PulseProject]\Configuration\PCIMUSER.INI). Pulse Smart Login 17
23 Enter Workstation in the Select Section field. 24 Select Path for the Select Token field and click Next. The Set the Data Sheet Tag Properties window is displayed. 25 Select the Read and Write option for Tag Access Rights. 26 Select Text from the Tag Data Type drop-down list. 27 Enter IniTagOWSPath in the Tag Name field and click Next. The Exit or add new Data Sheet Tags window is displayed. Pulse Smart Login 18
28 Click Finish to complete the Data Sheet Tag configuration. Pulse Smart Login 19
Configuring the AutoActions for the Pulse Smart Login add-on in the Client Workstation To configure the Pulse Smart Login add-on in the Client Workstation 1 Go to the Developer Workstation and click Operator Personalization in the Manage ribbon. The Operator Personalization dialog box is displayed. 2 Click the AutoActions tab. 3 Click to select the AutoActions and AutoAlarm Display checkbox options under the Automation area. 4 On the On Startup field, enter set DATASHEET INI!IniTagOWSPath &ClientFolderPath& as the startup action. 5 For the client autoaction, enter the following parameters in the table: Name = logintrigger Mode = AnyChange Trigger =!?GETVALUE(CITEM('Simulator Pcim!' + GETVALUE(GDISPLAY pcim!computername)+ '_Trigger'))? Action = Login?GETVALUE(CITEM('Simulator Pcim!' + GETVALUE(GDISPLAY pcim!computername)+ '_User'))??GETVALUE(CITEM('Simulator Pcim!' + GETVALUE(GDISPLAY pcim!computername)+ '_Password'))? 6 Save to all users. 7 Click Apply then OK to continue. 8 Exit the Developer Workstation and open the Client Workstation. Pulse Smart Login 20
9 Switch on AutoActions from the ribbon and click the Save Personalization button. 10 To complete the process, close then reopen the Client Workstation. Installing the Smart Login Drivers There are two types of Pulse Smart Logins: Card Reader Login Biometric Fingerprint Authentication The driver has to be installed in order for Pulse to recognize the device. Only one type of Smart Login device can be used per Client Workstation. Install the driver of the device you want to use for the workstation. Installing the Card Reader Driver (Provided with your Hardware) After configuring the Smart Login add-on in the Server and the Client workstation, you have to install the Card Reader driver. The Card Reader Service driver consists of the XP2KME98_Driver_Setup.exe file. To install the Card Reader driver 1 Double-click XP2KME98_Driver_Setup.exe. The PL-2303 Driver Installer Program window is displayed. 2 Click Next. The Setup Status window is displayed. Pulse Smart Login 21
The Setup Status window displays a progress bar showing the progress of the configuration of the software installer. When the installation process is complete, the InstallShield Wizard Complete window is displayed. 3 Click Finish to complete the Card Reader driver installation. Pulse Smart Login 22
Installing the Biometric Fingerprint Authentication Driver (Provided with your Hardware) After installing the Smart Login add-on in the Server and the Client workstation, you have to install the biometric fingerprint authentication driver. Install the driver for the feature to work. To install the biometric fingerprint authentication device 1 Click Setup.exe. The Setup window is displayed. 2 Click Next. The Ready to Install window is displayed. 3 Click Install. The installation progress is displayed, then the Setup window is displayed. Pulse Smart Login 23
4 Click Finish to complete the biometric fingerprint authentication driver installation. Configuring the Pulse Smart Login After the configuring the Server and the Client Workstation(s), and installing the device driver, you can now install the Smart Login add-on and configure the card reader service or the fingerprint biometric authentication device. To configure the Pulse Smart Login 1 Double-click Afcon.Pulse.SmartLogin.exe or its shortcut. The Pulse Smart Login is displayed. The Pulse Smart Login window is followed by the Login dialog box. Pulse Smart Login 24
2 Enter your user name and your password in the User Name and Password fields respectively then click Save. (If a domain is not used then leave the Domail field blank.) The Smart Login window is displayed again. 1 Go to the Pulse Smart Login window and select Device Type from the Tools menu. The Device Type window is displayed. 2 Select one if the device types: Card Reader Biometric Reader 3 Click Save. Pulse Smart Login 25
Pulse Smart Login Settings 1 In the Pulse Smart Login window, go to the menu and click Tools > Settings. The Smart Login Settings dialog box is displayed. 2 In the Smart Login Settings dialog box, verify that the Data Source Item is correct (this was earlier set in the Device Manager datasheet tag). 3 Verify that the OWS Path is correct (this was earlier set in the Device Manager INI tag). 4 If the card reader device was selected in the COMM Settings area, select the Pulse Smart Login card reader communication port from the COMM Name drop-down list (it is usually the last option in the drop-down list). 5 Click the + button in the Developer Settings area. NOTE Clicking the + button will show the Trigger Item, Action and Startup action fields and their respective parameters. If the fields are empty, see Configuring the AutoActions for the Pulse Smart Login add-on in the Client Workstation for the correct parameters. The Login window is displayed. 6 Enter your user name and your password in the User Name and Password fields respectively then click Save. Pulse Smart Login 26
The Trigger Item, Action, and Startup Action fields are automatically filled. The parameters are based on the card reader settings you earlier configured in the Device Manager. NOTE Verify that the Trigger Item, Action and Startup action fields have the correct parameters. 7 Click Save. You are back in the Pulse Smart Login window. Pulse Smart Login 27
Pulse Smart Login Menu The following are the Pulse Smart Login menu commands: Tools Device Type - displays the Device Type window allowing you to choose between the Card Reader or the Biometric Reader device. Settings - displays the Smart Login Settings window where you have to set the COMM Settings parameter and verify the DataSource and Developer Settings parameters. Enrollment - displays the Enrollment dialog box allowing you to register the users that will be automatically authenticated via the card reader or the biometric authentication upon login. User - displays the Login window Exit - closes Smart Login Listening - click this command to activate or deactivate the card reader or the biometric device. When the LED on the device is blinking and green, it means that the selected device is active and when it is blinking in read, the device is inactive. Help Show Log - shows the logged events and includes the date and time the event occurred. View Help - shows the Smart Login Help file About - displays the version of the Pulse Smart Login add-on, press the ESC key to exit this window Pulse Smart Login 28
Card Reader Enrollment To register new users for the Smart Login card reader service, you should configure Enrollment. To enroll using the card reader service 1 In the Pulse Smart Login window, make sure that the check mark on the lower left hand corner of the window is green and the square LED on the device is green and blinking which means that the device is active. If the Last Login has a red X and/or the LED on the device is blinking and red then the device is inactive. In this case you have to click Smart Login menu. Listening on the Pulse The Last Login field displays the date and time of the last successful login. 2 Select Enrollment from the Tools menu to display the Enrollment dialog box. Pulse Smart Login 29
3 Enter a new user name under the User Name column in the table. 4 Add a password in the Password column. 5 Click on the... button under the Card Key column. The Card Key dialog box is displayed. 6 Swipe the user s card and the Register your card field shows asterisks. The user is registered. 7 Click Save to save the entry. 8 To enter another card user, repeat Steps 3-7. 9 Click the Enable Auto login on unknown cards checkbox option to enable other cards that were not registered. Pulse Smart Login 30
10 Enter the user name and password in the User Name and Password fields respectively. 11 Click Save. The user can now use the card reader. Fingerprint Biometric Authentication Enrollment To register new users for the Smart Login fingerprint biometric authentication, you should configure Enrollment. To enroll using the fingerprint biometric authentication 1 In the Pulse Smart Login window, make sure that the check mark on the lower left hand corner of the window is green and the square LED on the device is green and blinking which means that the device is active. If the Last Login has a red X and/or the LED on the device is blinking and red then the device is inactive. In this case you have to click Login menu. Listening on the Pulse Smart The Last Login field displays the date and time of the last successful login. Pulse Smart Login 31
2 Select Enrollment from the Tools menu to display the Enrollment dialog box. 3 Enter a new user name under the User Name column in the table. 4 Add a password in the Password column. 5 Click on the... button under the Bio Data column. The Enroll Finger window is displayed. Pulse Smart Login 32
6 Press the finger on the device. The print is displayed and you are requested to press the same finger on the device for the second time. 7 Press the finger on the device. The print is displayed and you are requested to press the same finger on the device for the third time. Pulse Smart Login 33
8 Press the finger on the device for the third time and the Register Succeeded window is displayed. The user is registered. 9 Click Save to save the entry. 10 Click the Enable Auto login on unknown cards checkbox option to enable other cards that were not registered. 11 Enter the user name and password in the User Name and Password fields respectively. 12 Click Save. The user can now use the fingerprint biometric authentication feature. Pulse Smart Login 34
Using Pulse Smart Login The Pulse Smart Login add-on can only have one type of device running per Client. To log into Pulse via the card reader service The user(s) have to swipe the card on the card reader in order to log into Pulse. The user logs on automatically provided that the card used has been previously registered into the Smart Login add-on. To log into Pulse via fingerprint biometric authentication To authenticate a user into Smart Login, the user has to press his/her finger into the fingerprint reading device. If the fingerprint is recognized and authenticated, Pulse Smart Login automatically logs in the user. Exiting Pulse Smart Login You have to go to the Pulse Smart Login window and click Tools > Exit from the menu. Clicking the X button will not completely exit the add-on application. Pulse Smart Login 35