Assa Abloy Traka Touch User Manual

This Document is the subject of copyright and must not be copied or otherwise reproduced either in whole or in part without the express written permission of
TRAKA.
TRAKA TOUCH LOCKERS
USER GUIDE
10/09/19
VERSION 4.3
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VERSIO N HI STO R Y
Version
Date
Who
Description of Changes
Approved By
1.0
26/06/15
LN
Initial version of document.
1.1
02/07/15
LN
Added user types to section 3.
1.2
03/07/15
LN
Update to reflect the change of the Cancel button to Logout button on item selection screen. Note on Description Release now showing only the items the user has access to.
1.3
09/07/15
LN
Added Tamper Switch section.
1.4
13/08/15
LN
Updated screenshots for QWERTY keyboard.
1.5
19/08/15
LN
Update to Door Administration section.
1.6
08/10/15
LN
iMX28 PCB second image removed
1.7
21/01/16
RC+LN
Added improved ‘I Need to Search’ mode detailed. (Section 8.5) Added ‘Suppressed Curfew Acknowledgement’ note (Section 8.5) Added paragraph detailing ‘Auto Release Single Item’ (Section
8.5) Added ‘User Enrolment ID’ (Section 6.3.5). Added note for ‘force 2 finger enrolment’ in Sagem Enrolment ID section
(9.5.2).
1.8
11/02/16
RC
Detail added for ‘Item Access Groups’ symbol (section 6.3)
1.9
12/05/16
RC
Added Feature Option references at the end of the document
2.0
17/06/16
RC
Added details for Suppress Curfew Acknowledgement to section
8.11
2.1
16/08/16
RC
Added update for large number of users to section 6.3.5
2.2
27/09/16
RC
Added System Viewer Grid to section 14.8
2.3
27/10/16
RC
Changed Maximum Pin length. Section 8.7
2.4
02/11/16
RC
Added FIFO information to section 10.12
2.5
05/01/17
RC
Updated document to include Tablet lockers and personnel lockers. Updated Introduction. Added ‘Traka Touch Locker
Details and Diagrams’ section. Added Hitag1/S RFID Reader
information to section 8.5.3.
2.6
20/04/17
LN
Added ‘Product Details’, ‘Replacing a Backup Battery’ and ‘Product Disconnection’ sections. Edited ‘Powering On/Off the System’ section.
2.7
27/04/17
RC
Added information and images of iMX28 V3.1
2.8
04/05/17
RC
Added Item Handover to Feature Options section
2.9
01/08/17
LN
Updated ‘General Options’ section.
3.0
07/12/17
RC
Updated Door administration screen shots. Section 8.4
3.1
08/12/17
JO
Update information from UL testing.
3.2
24/05/18
WT
GDPR + EULA Added
3.3
29/06/18
WT
Screenshots updated for TT v2 in reference to Language options
3.4
09/07/18
WT
TT to TW Sync ‘The Ladder’ updated for v2.0.0 of TW
3.5
10/08/18
WT
USB information added and referenced within document
3.6
18/10/18
WT
Add Access Schedules to Feature Options. 14.10
3.7
08/01/19
RC
Added information in section 5.5 for Smartphone Locker
3.8
14/02/19
JO
Adding ‘Zip and Export All Log Files and SQL CE Database to USB’
3.9
12/03/19
RC
Added Emergency Open to section 15. Updated FIFO information in section 10.12
4.0
21/03/19
RC
Updated Reports Section – 9.2 for Item Returned by a Different User
4.1
12/04/19
RC
Added new sections for Roles, Enforce TLS 1.2 and Changing Certificates in TT to sections 8.3.2, 10.6.1 & 10.6.2
4.2
21/08/19
RC
Electrical Rating update – Section 3.1
4.3
10/09/19
RC
Included Catalan to languages – Section 10.9. Information for QR code added to section 4. Information added for iButton and OSDP – Section 8.1
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CON TEN TS
Version History ................................................................................................................................................ 2
Contents ........................................................................................................................................................ 3
GDPR Compliance Information .......................................................................................................................... 8
1. Introducing Traka ..................................................................................................................................... 9
2. Traka Contact Details .............................................................................................................................. 10
3. Product Details ....................................................................................................................................... 11
3.1 Electrical Rating ............................................................................................................................. 11
3.2 Environmental Rating ..................................................................................................................... 11
3.3 USB Memory Sticks ........................................................................................................................ 11
4. What and Who is this Guide For? .............................................................................................................. 12
5. Traka Touch Locker Details and Diagrams .................................................................................................. 13
5.1 Traka Touch Tablet Locker ............................................................................................................... 13
5.2 Traka Touch Personnel Locker .......................................................................................................... 13
5.3 Traka Touch Modular Locker ............................................................................................................ 13
5.4 Traka Touch Laptop Locker .............................................................................................................. 14
5.5 Traka Touch Smartphone Locker ...................................................................................................... 14
6. Locker Diagram ...................................................................................................................................... 15
6.1 Locker Diagram Key ....................................................................................................................... 15
7. Overview ............................................................................................................................................... 16
7.1 Traka Web ..................................................................................................................................... 16
7.2 The Touch Screen........................................................................................................................... 16
7.2.1 Screen Saver ............................................................................................................................. 16
7.2.2 Touch Commands ....................................................................................................................... 16
7.2.3 Top Bar Icons ............................................................................................................................ 17
8. System Setup ........................................................................................................................................ 18
8.1 Accessing the System ..................................................................................................................... 18
8.1.1 Keypad ID Only Access ............................................................................................................... 18
8.1.2 Keypad and PIN Access ............................................................................................................... 18
8.1.3 Card ID Only Access ................................................................................................................... 19
8.1.4 Fingerprint Access ...................................................................................................................... 19
8.2 Selecting an Option on Login ........................................................................................................... 20
8.3 Users ............................................................................................................................................ 22
8.3.1 Creating The First Admin User ...................................................................................................... 22
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8.3.2 Adding more Users ..................................................................................................................... 26
8.3.3 Editing Users ............................................................................................................................. 30
8.3.4 Deleting users ............................................................................................................................ 31
8.3.5 Supporting a Large Number of Users ............................................................................................. 33
8.3.6 User Enrolment ID ...................................................................................................................... 34
8.4 Door Administration ........................................................................................................................ 37
8.5 Item Administration ........................................................................................................................ 39
8.5.1 RFID Lockers ............................................................................................................................. 39
8.5.2 RFID Tagging ............................................................................................................................. 39
8.5.3 Hitag1/S RFID Reader ................................................................................................................. 39
8.5.4 Configuring Items ....................................................................................................................... 40
9. System Operation ................................................................................................................................... 42
9.1 Removing/Returning Items .............................................................................................................. 42
9.1.1 Returning an Item ...................................................................................................................... 42
9.1.2 Removing an Item ...................................................................................................................... 43
9.1.3 Item in Wrong Position ................................................................................................................ 44
9.2 Reports ......................................................................................................................................... 45
9.2.1 Generating Reports ..................................................................................................................... 45
9.2.2 Exporting Reports ....................................................................................................................... 47
10. Advanced User Guide ........................................................................................................................... 49
10.1 Item Release Screen ....................................................................................................................... 49
10.1.1 ‘I Need To Search’ .................................................................................................................. 50
10.1.2 ‘I Know What I Want’ .............................................................................................................. 51
10.2 New PIN ........................................................................................................................................ 52
10.3 Item Authorisation ......................................................................................................................... 53
10.3.1 Setting up the Items ............................................................................................................... 53
10.3.2 User Process .......................................................................................................................... 54
10.4 Exporting & Importing .................................................................................................................... 56
10.4.1 Exporting Users ...................................................................................................................... 56
10.4.2 Importing Users ..................................................................................................................... 58
10.5 General Options ............................................................................................................................. 63
10.6 Network Administration ................................................................................................................... 66
10.6.1 Enforce TLS 1.2 ...................................................................................................................... 67
10.6.2 Changing Certificates in the Traka Touch ‘Root Store’ .................................................................. 67
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10.7 Reader Administration .................................................................................................................... 70
10.8 Search Facility ............................................................................................................................... 71
10.9 Languages ..................................................................................................................................... 73
10.9.1 Changing the Language for a Single Login ................................................................................. 73
10.9.2 Changing Languages for a User ................................................................................................ 74
10.9.3 Changing the Default Language of the System ........................................................................... 75
10.10 Alarms ...................................................................................................................................... 76
10.11 Curfews..................................................................................................................................... 77
10.11.1 Items with a ‘Specific Time of the Day’ Curfew ........................................................................... 77
10.11.2 Items with a ‘Number of Hours and Minutes’ Curfew ................................................................... 78
10.11.3 Users with a ‘Specific Time of the Day’ Curfew ........................................................................... 81
10.11.4 Users with a ‘Number of Hours and Minutes’ Curfew .................................................................... 83
10.11.5 All Curfews ............................................................................................................................ 84
10.11.6 Supress Curfew Acknowledgement ............................................................................................ 85
10.12 FIFO & Advanced FIFO ................................................................................................................ 87
10.12.1 Introduction ........................................................................................................................... 87
10.12.2 Standard FIFO on Traka Web Overview ..................................................................................... 87
10.12.3 Advanced FIFO on Traka web Overview ..................................................................................... 87
10.13 Data Settings ............................................................................................................................. 88
10.14 Power Settings ........................................................................................................................... 90
10.15 Configuration ............................................................................................................................. 92
10.16 Help.......................................................................................................................................... 95
10.16.1 Viewing the Help Section ......................................................................................................... 95
10.16.2 Changing the Help Section ....................................................................................................... 96
10.17 Backing Up The Traka Touch Database .......................................................................................... 97
11. Sagem MorphoSmart Reader .............................................................................................................. 100
11.1 Introduction ................................................................................................................................ 100
11.2 System Requirements ................................................................................................................... 100
11.2.1 Sagem Reader Models ........................................................................................................... 100
11.2.2 Traka Touch Operating System ............................................................................................... 100
11.2.3 Traka Touch Application ........................................................................................................ 101
11.3 Access Methods............................................................................................................................ 101
11.4 Reader Disconnection / Reconnection ............................................................................................. 101
11.5 How to Enrol a User ...................................................................................................................... 101
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11.5.1 Manual Enrolment by Admin .................................................................................................. 102
11.5.2 Enrolment ID ....................................................................................................................... 104
11.6 How to Access The System ............................................................................................................ 106
11.7 Tips on Enrolling .......................................................................................................................... 107
11.8 FAQs .......................................................................................................................................... 107
12. Remote System Lockdown .................................................................................................................. 108
12.1 Requirements .............................................................................................................................. 108
12.2 Using the System ......................................................................................................................... 108
12.2.1 Events ................................................................................................................................. 109
13. Tamper Switch .................................................................................................................................. 110
14. Feature Options ................................................................................................................................ 111
14.1 Feature Options Overview ............................................................................................................. 111
14.2 Fault Logging ............................................................................................................................... 112
14.3 Reason Logging ........................................................................................................................... 112
14.4 Notes Logging .............................................................................................................................. 112
14.5 Custom Messages ......................................................................................................................... 112
14.6 Email Notifications ........................................................................................................................ 112
14.7 Item Booking ............................................................................................................................... 113
14.8 Fuel, Distance & Location Logging .................................................................................................. 113
14.9 Item Handover ............................................................................................................................. 113
14.10 Access Schedules ..................................................................................................................... 113
14.11 Traka Web System Viewer Grid .................................................................................................. 114
14.11.1 Ribbon Toolbar Buttons ......................................................................................................... 119
15. Emergency Open ............................................................................................................................... 120
15.1 Using Emergency Open ................................................................................................................. 120
15.2 Emergency Open with fault Logging ................................................................................................ 122
16. General Maintenance ......................................................................................................................... 124
16.1 Powering On/Off the System .......................................................................................................... 124
16.2 Manually Opening Doors................................................................................................................ 125
16.3 Replacing items ........................................................................................................................... 125
16.4 Opening the Control Panel ............................................................................................................. 128
16.5 Serial Number/Rating Plate Location ............................................................................................... 129
16.6 Traka Touch iMX28 PCB ................................................................................................................ 130
16.7 Replacing the Backup Battery ........................................................................................................ 133
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16.7.1 Battery Specification ............................................................................................................. 133
16.7.2 Battery Location ................................................................................................................... 133
16.7.3 Battery Connection Details ..................................................................................................... 134
16.8 Zip and Export All Log Files and SQL CE Database to USB .................................................................. 134
17. Product Disconnection ....................................................................................................................... 136
17.1 Mains Disconnection ..................................................................................................................... 136
17.2 Battery Disconnection ................................................................................................................... 136
18. Technical Support ............................................................................................................................. 137
End User Licence Agreement – Embedded Software ......................................................................................... 138
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GDP R C OMPL IAN CE I NFORM ATI ON
Traka supplies Key Cabinets and intelligent Locker systems. These products keep keys & assets safe from unauthorised access, and allow only authorised users to remove and return the keys/assets they are entitled to. Traka systems give full accountability of who has (or had) which keys/assets and at what time and date.
This is usually managed by software that runs on either the Traka product and/or the client’s computer network. To achieve all this, the Traka products hold personal information in order to identify individual users as well as the keys/assets. Examples of this are the storage in the Traka products of names, email address, PIN/card numbers and other detailed personal information required by a Data Controller (any organisation using the Traka systems).
Please be aware that under General Data Protection Regulations (GDPR) any Data Controller “shall be responsible for,
and be able to demonstrate, compliance with the principles of GDPR”. With regards to the personal data held on Traka products, the company or organisation that owns and operates the Traka system is the Data Controller as they are responsible for obtaining that data and for determining the purpose and legal grounds for which it is to be used.
Traka are happy to confirm that its products have the functionality & protection in place for an organisation to meet GDPR obligations including the fulfilment of the following rights to individuals (please note that to fulfil these requirements a process of using the software reporting process and/or exporting screen shots will be required):
to be informed how their personal data is being used to access the personal data that is being held to rectify if any of their personal data is inaccurate or incomplete to erase and delete personal data to restrict processing of their personal data to obtain a copy of their personal data to object to their personal data being processed
On this basis, operators of Traka systems are reminded that they must take into account their obligations and responsibilities under GDPR when carrying out the following:
Determining what personal data is to be held within the system and the legal grounds for doing so Obtaining the personal data from individuals and inputting it to the system Determining the appropriate access controls for the system and the data held on it Defining who is able to process the personal data and putting in place the appropriate Data Processor
Agreements
Understanding the requirements for, and implications of, sharing the personal data with other systems that
are integrated to the Traka system
Removing/deleting/erasing personal data from the system (including any backup copies) and dealing with
Subject Access Request or Data Breaches
For more information about GDPR in relation to Traka products and systems, please contact GDPR@traka.com
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1. INT ROD UCIN G T RAKA
About Traka
Originally, the manufacturer of one of the world's first electronic key management systems in 1990 - we are now considered as world leaders in innovative technology for sophisticated, intelligent key management systems and locker solutions to manage and control access to your most important assets. In April 2012 Traka was acquired by ASSA ABLOY, the world leader in door locking solutions.
Traka is used extensively in the UK and in over 30 countries worldwide supported by our network of distributors and resellers. Our market sectors span many industries and include: Distribution and MHE Management; Fleet Management in Police, Road Haulage and Car Dealerships; Property Access Control in Prisons, Secure Units, Hospitals, Hotels, Schools, Universities and Managed Accommodation; Equipment, Asset Management and Control in Casinos, Petrochemical, Mining, Airports, Docks, Railways, Quarries, Military and Emergency Services.
Traka Service
Customer satisfaction is our top priority – at Traka we pride ourselves on building long term partnerships from initial hardware installation, through the system software configuration and user training and finally in providing on-going customer support via our help-desk. Project Management begins from the moment that you decide to place your order with Traka. Our specialist Customer Account Managers work behind the scenes with our sales team to ensure a seamless handover.
The service provision you can expect from Traka will include...
An experienced engineer to install the system at your site A project manager to help you plan your system configuration – your keys, users, their permissions and reports
you want to prepare
Training for your users and administrators Aftercare from our account management team Telephone assistance using our dedicated help line direct to our UK support center Optional 3 and 5 year maintenance contracts are also available
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2. TRA KA CONT ACT DET AILS
Switchboard Tel:
+44 (0)1234 712345
Account Manager
Account Manager Name:
Direct Contact Tel:
Contact Email:
Account Manager 2 (if applicable)
Account Manager Name 2:
Direct Contact Tel 2:
Contact Email 2:
Technical Support / Help Desk
Help Desk Direct Tel:
UK Telephone: 0333 355 3641 International Telephone: +(0)44 333 355 3641
Help Desk Email:
support@traka.com
Support Web Address
http://support.traka.com/
Access help guides and discover all of the latest features
Product Information and Sales Enquiries
Sales Website
www.traka.com
Sales Enquiries Email
sales@traka.com
Other Contacts
Name and Position :
Contact Tel:
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3. PRO DUC T DE TAI LS
NOTE: Please ensure that the correct installation procedures have been utilised and the product is safely
secured.
3.1 EL E CTR ICAL RA T ING
Power supply: Input: 100-240V AC 50/60Hz 35W Max
Battery backup: DC12V 7Ah
NOTE: These values are not inclusive of charging.
3.2 EN V IRO NMEN TAL RAT ING
Operating temp: Ambient, for indoor use only (-5°C to +40°C at 95% non-condensing relative humidity)
3.3 USB ME MORY ST I CKS
NOTE: USB memory sticks should be formatted to FAT32 and not NTFS when used in a Traka Touch system,
as NTFS is not supported by the Windows CE operating system used.
NOTE: Files should be located on the root of the USB memory stick and not in sub folders. This is to ensure
that the Traka Touch software is able to locate them.
NOTE: If the USB memory stick has any metal attachments, remove them or reposition them to prevent
them making contact with any metalwork on the system and risking a short circuit.
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4. WHA T A ND W HO I S T HIS GUID E F OR?
This User Guide has been prepared to assist you (the end user) with the operating of a Traka Touch Locker System. It is intended as a compliment to the in depth product training you will have received from one of our experienced Traka Project Managers after your Traka Touch Locker system has been installed and commissioned. We understand that you will not remember everything from your product training, so please keep this guide handy for those times when you need to remember how to add a user, replace an item or simply refresh your memory on how to restrict access to an item in the user details form.
Users of the Traka Touch Lockers will either be a ‘General User’ or an ‘Admin User’.
General User
A ‘General User’ will have the ability to log in to the system, open locker compartments (if permitted) and remove and
return items as described in section 7.1.
Admin User
As well as accessing the system like a ‘General User’ an ‘Admin User’ will be required to define the items being held in each locker compartment (section 6.5), create, amend, delete and assign item permissions to users (section 6.3), generate and export reports (section 7.2) and configure all other advanced features as outlined in this guide.
Access to documentation such as User Guides or Getting Started Guides can be accessed by scanning a QR code within the Administration screen at Traka Touch. This will take you directly to the Traka website. Alternatively, you can visit the website using the address: www.traka.com/qr as shown below.
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5. TRA KA TOUCH L O CKE R DE TAIL S A ND D IAGR AMS
Traka Touch Lockers are designed around each customer’s individual requirements. Therefore each locker system is different and will vary in size, compartment numbering, colour etc. The diagrams below are examples to show the different types of Locker System available.
5.1 TRA KA TOUC H T ABLE T LOCKER
The Traka Touch Tablet Locker System is available in 10, 20 or 30 compartment versions. It is designed to store all Tablet types and is available with RFID or non-RFID tagging.
Extension Systems are also available whereby additional Tablet Lockers can be connected back to a single Control Panel.
Each compartment provides the option for charging. It is important to return the Tablet to the locker in same orientation from which it was removed so that the charging lead may be attached in the correct location.
5.2 TRA KA TOUC H P ERSO NNEL LOC KER
The Traka Touch Personnel Locker System is available in a range of sizes, with each Locker Stack containing 3, 5 or 8 compartments. It is also available with charging or non-charging capability.
The Control Locker Stack utilises one of the doors and compartments for the Touch screen and Control electronics.
Additional Systems can be added connecting back to a single Control Panel.
5.3 TRA KA TOUC H M ODUL AR L OCKE R
The Traka Touch Modular Locker System is available in a wide range of sizes with charging/non-charging and RFID/non-RFID tagging capability, based on customer requirements.
Through the modular design, additional lockers can be added to existing ones, connecting back to a single Control Panel.
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5.4 TRA KA TOUC H L A PTO P LO CKER
The Traka Touch Laptop Locker System is available in 10 or 15 compartment versions with RFID or non-RFID tagging capability.
Each compartment provides the option for charging. It is important to return the Laptop to the locker in same orientation from which it was removed so that the charging lead may be attached in the correct location.
Additional Laptop Lockers can be installed alongside the main Laptop Locker System allowing up to 100 compartments to be added to a single Control Panel.
5.5 TRA KA TOUC H S MART PHO N E LO CKE R
The Traka Touch smartphone Locker is available with 20 or 30 compartments with RFID or non-RFID tagging capability.
Each locker compartment also provides the option for charging. The user must return the smartphone to the locker in the same orientation from which it was removed to enable the charging lead to be attached in the correct location. Access to the locker is available with the option of HID reader or biometrics.
Additional Smartphone Lockers can be installed alongside the main Locker System, connecting back to a single control panel.
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6. LOC KER DIA GRAM
6.1 LOCKER DIA GRAM KE Y
1. Control Pod
Incorporates the Touch Display and Card/Biometrics Reader (if applicable) as well as the Cam Lock providing access to the systems electronics.
2. Pod Cam Lock
This cam lock provides access to the cabinet’s electronics during servicing and maintenance. 2 keys are supplied with your Traka system. We ask that you do not keep these keys in any locker compartments. In case of system failure, they will be required to gain access to the electronics.
3. Touch Screen
The Touch sensitive LCD works as a user friendly interface for our embedded application. The numeric keypad, alphabetic keyboard and receptor buttons are incorporated into this easy to use 7” LCD.
4. Card/Proximity Reader/Biometrics Reader (optional)
Traka supports a wide range of access devices. The primary job of any access device is to identify the user to the Traka system. Once the system knows who you are, it can grant or deny access to specific items accordingly.
5. Compartments
Traka Lockers can have different sized doors depending on shape and size of the item the locker is managing. You can also have a mixture of small and large compartments in the same locker system.
6. Manual Door Override
Every compartment is fitted with an electromechanical lock. However each lock also can also be manually opened with a key in the case of an emergency. 2 manual override keys are supplied with your Traka Locker system. We ask that you do not keep these keys in any locker compartments. In case of system failure, they will be required to gain access to the locker compartments.
7. Access Cover
The Access Cover is a hinged lid that covers the Locker Interface PCBs and the compartment wiring. The cover is locked on both sides with two Cam Locks and you will be provided with 2 keys, we ask that you do not keep these keys in any locker compartments. In case of system failure, they will be required to gain access to the electronics.
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7. OVERVI EW
The Traka Touch system uses touch screen technology for an easy, user friendly interface. The Traka Touch does not require the use of a stylus or any other navigation device, to use the system simply click on the desired buttons with your finger.
7.1 TRA KA WEB
Traka Touch systems are designed to operate as independent standalone systems; however, there also exists an optional web based solution called Traka Web. The Traka Web application allows Traka Touch systems to be managed from a platform such as a phone, tablet device or PC’s, that are capable of running a browser.
It has been built to provide simple administration, quick links to actions such as remote release and easy access to summary reports and events.
7.2 THE TO UCH SCRE EN
7.2 .1 SCRE EN SAV E R
If the Traka Touch system is not used for a user definable period of time then the system will go into ‘idle’ mode. To use the system again simply press anywhere on the touch screen or swipe your card to wake the system up.
7.2 .2 TOU C H C OMMA NDS
Click Selecting an onscreen button then immediately releasing will activate it.
Click & Hold Selecting and holding certain buttons will scroll through menus and various options.
Scroll Swiping up and down on a list will scroll through the various options.
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7.2 .3 TOP BAR ICO NS
Certain icons will be displayed in the top bar of the Touch system to indicate the current status of the system.
Mains Power Connected – This icon will be present as long as the system is connected to mains power.
USB Memory Stick Inserted – This icon indicates that there is currently a USB stick in the system.
Battery Full – This icon will be displayed when the backup battery is full.
Battery Low – The battery low icon will only appear when the backup battery is low.
Battery Critical – The battery critical icon will only appear when the backup battery is about to run out.
No Battery Connected – This icon appears when the system does not have a backup battery connected.
Alert This icon will be displayed when the system has an alert message showing in the top bar, see the
example below.
If your system has an alert and you are unsure what to do please use the back page of this document to contact support.
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8. SYS TEM SET UP
8.1 ACC ESS ING THE SYS TEM
The way in which you access the system depends upon the type of identification device fitted, e.g. biometrics reader,
card reader or simply a Keypad ID. In addition to a user’s primary means of identification, a user may also be given a
Secondary PIN providing extra security. Depending on your system configuration, identifying yourself to the system can be accomplished in several ways.
Other types of identification are also supported, these include iButton/Dallas Keys or an OSDP (Open Supervised Device Protocol) card reader interface. The minimum app and software requirement for these devices is Traka Touch 2.4.0 and Traka Web 3.5.0. For more information, please contact Traka.
NOTE: If this is the first time the system is being used an Admin user will need to be created. Refer to the
‘Users’ section for more information.
8.1 .1 KEY PAD ID O NLY ACC ESS
1. Touch the screen to bring the system out of idle mode.
2. Enter your Keypad ID.
3. Press (enter) to confirm your Keypad ID.
4. Verify your user name on the touch screen.
8.1 .2 KEY PAD AND PIN ACC ESS
1. Touch the screen to bring the system out of idle mode.
2. Enter your Keypad ID.
3. Press (enter) to confirm your Keypad ID.
4. Enter your PIN.
5. Press (enter) to confirm your PIN.
6. Verify your user name on the touch screen.
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8.1 .3 CARD ID ON L Y A CCES S
1. Swipe or present your card/token to the reader.
2. Verify your user name on the touch screen.
8.1 .4 FING ERP RINT AC C ESS
For details on how to set up the Sagem Fingerprint reader, please review the Sagem Morphosmart Fingerprint Reader section.
1. Touch the screen to bring the system out of idle mode.
2. The reader will illuminate red. Place your finger on the reader.
3. Verify your user name on the touch screen.
NOTE: If users also have Keypad ID set against their user details they will
not be prompted to enter it after they have identified themselves via fingerprint.
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8.2 SEL ECT ING AN OPTI ON O N LO GIN
Below are examples of what users with different access permissions will see when they log in. By default each system is set up to work in a specific way when releasing items, for the examples below, the Traka default is in effect. This is
known as ‘I Know What I Want Mode’. This can be changed at any time by an administrator, for more information please review the Item Release Screen’ section.
NOTE: If this is the first time the system is being used, there will be no Users currently setup. Refer to the
‘Users’ section for more information.
Users with Item Only Permissions
Users without admin or reports permissions will only have access to the system items. Upon access the system will take them straight to the item selection screen.
Users with Admin Only Permissions
When a user with admin only permissions accesses the system, it will automatically take you to the admin menu.
Users with Report Only Permissions
When a user with report only permissions accesses the system, it will automatically take you to the reports menu.
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Users with Admin & Items Permissions
Users that have admin and item permissions will be given the
choice of selecting the ‘I Know What I Want’ button, or accessing
the admin menu.
Users with Report & Items Permissions
Users that have report and item permissions will be given the
choice of selecting the ‘I Know What I Want’ button, or accessing
the reports menu.
Users with Admin & Report Permissions
Users that have admin and report permissions but no item access will be given the choice of accessing the admin menu or the report menu.
Users with Admin & Report & Item Permissions
Users that have admin, report & item permissions will be given the choice of accessing the admin menu, report screen or selecting the ‘I Know What I Want’ button to make an item selection.
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8.3 USE RS
8.3 .1 CREA TIN G TH E FI RST ADM IN U SER
When using the Traka Touch for the first time, the initial step is to create a user. The first user to be created must be an admin user.
NOTE: From here you can select the language you wish the Touch System to display by clicking the Globe
above the keypad. However selecting a language from this screen will only last as long as the current user is logged in. The system will return to the default language when another user logs into the system. For further details on languages please refer to the Languages section.
1. From the login screen click Admin.
2. When the Admin screen appears click Users.
3. The User list will currently be empty. Click the Add button.
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4. Type your user details into the provided fields. To switch fields simply click on the desired field or click the
(Enter) button to scroll through them.
NOTE: From here you can select a default language for the user by using the dropdown menu to select the
language. For further details on languages please refer to the Languages section.
NOTE: There are two levels of access when using a Traka Touch system, Primary and Secondary. A primary
level of access can either be a Card ID, Keypad ID or Fingerprint ID. This means any one of those forms of ID will allow you access to the system. The secondary level of access is an optional PIN (Personal Identification Number). If a user has a PIN they will be required to enter this at the system following the input of their primary access (Card ID, Keypad ID or Fingerprint).
Keypad ID
Here you can input your keypad ID number. This is the primary ID number that will grant the user access to the system.
PIN
Here you can input your PIN (Personal Identification Number). This is a secondary level of access that can be used in addition to a Keypad ID, Card ID or Fingerprint ID. For example if you have a card ID as your primary level of access, when you log into the system you will be prompted for your PIN after swiping your card.
Card ID
Here you can input your swipe card ID number. Alternatively you can swipe your card at the reader and the Traka Touch system will automatically fill in the field for you.
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5. Click the Access button to take you to the next screen.
6. From the Access screen select which items you wish to have access to and whether or not you wish to view and
export key reports. Each of the access buttons on screen corresponds with an item in the system. E.g. The 1 button will only grant or remove access to the item in position 1. The tick and line symbols define whether or
not you have access to the item or not. For example any item with the tick symbol , indicates that you currently have access to the item. The line symbol indicates that you do not have access to the item.
NOTE: The first user entered into the Touch system must be an admin user, therefore the admin button can
not be disabled for the first entry of a user.
Options
Clicking the Options button will allow you to define certain activation and expiry dates relating to the users and their secondary PIN. From here you can also force the user to change their PIN when they next log into the system.
User Active Date
The user active date defines when a user becomes able to use the Traka Touch system. E.g. access the system, remove items, run reports etc (anything the user is permitted to do). Clicking the arrow button will generate a pop up window that allows you to manually define the date and time you wish the user to become active.
User Expiry Date
The user expiry date defines when a user becomes unable to use the Traka Touch system. E.g. after this time period the user will no longer be able to do anything they were previously permitted to do E.g access the system, remove items, run reports etc. Clicking the arrow button will generate a pop up window that allows you to manually define the date and time you wish the user to expire.
PIN Expiry Date
From here you can define when the users PIN will expire. After this period the user will have to assign themselves a new PIN when they next access the system. Clicking the arrow button will generate a pop up window that allows you to manually define the date and time you wish the PIN to expire.
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Force User to Change PIN on Next Login
Enabling this option will force the user to change their PIN when they next access the system, regardless of the PIN Expiry Date. Once they login and change their PIN, it wont ask again until the PIN Expiry Date unless this option is selected again.
Allow user to Authorise iFob and/or System Access
Items can be configured to require an Authorisers permission before being removed. Selecting this option will allow this user to authorise other users when they attempt to remove an item from the system. Please view the ‘Item Authorisation section for more details.
Item Allowance
This section allows you to select how many items the user can remove from the system. Simply scroll through the different options using the directional arrow keys. The options are as follows…
No item Allowance Enforced User is allowed a maximum of 1-XX item(s) The Systems Default User item Allowance Will Apply.
This is defined in the General Settings in the Admin menu.
7. Once you have selected the desired options click Save.
NOTE: If you are using a Fingerprint Reader at this point you can click the Enrol button instead of Save.
Please refer to the Sagem MorphoSmart Reader Section for details on how to enrol the user.
8. After adding the user you will be taken back to the User Admin page.
9. At this point you can add more users by clicking the Add button and repeating steps 4-8. If you wish to continue
without adding any more users please carry on to the next step.
10. When you have finished adding users click Exit. You will be taken back to the Admin screen, from there click
Exit again to return to the login screen.
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8.3 .2 ADD I NG MORE USE RS
NOTE: This action can only be performed by an Admin user.
1. Access the system
2. Click Admin.
3. From there click Users.
4. The current user list will then be displayed. Click the Add button.
5. Type your user details into the provided fields. To switch fields simply click on the desired field or click the
(Enter) button to scroll through them.
NOTE: From here you can select a default language for the user by using the dropdown menu to select the
language. For further details on languages please refer to the Languages section.
NOTE: There are two levels of access when using a Traka Touch system, Primary and Secondary. A primary
level of access can either be a Card ID, Keypad ID or Fingerprint ID. This means any one of those forms of ID will allow you access to the system. The secondary level of access is as optional PIN (Personal Identification Number). If a user has a PIN they will be required to enter this at the system following the input of their primary access (card ID, keypad id or fingerprint).
Keypad ID
Here you can input your keypad ID number. This is the primary ID number that will grant the user access to the system.
PIN
Here you can input your PIN (Personal Identification Number). This is a secondary level of access that can be used in addition with a Keypad ID, Card ID or Fingerprint ID. For example if you have a card ID as your primary level of access, when you log into the system you will be prompted for your PIN after swiping your card.
Card ID
Here you can input your swipe card ID number. Alternatively you can swipe your card at the reader and the Traka Touch system will automatically fill in the field for you.
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6. Click the Access button to take you to the next screen.
7. From the Access screen select which items you wish to have access to and whether or not you wish to view and
export key reports. Each of the access buttons on screen corresponds with an item in the cabinet. E.g. The ‘1’ button will only grant or remove access to the item in position 1. The tick and line symbols define whether or not you have access to the item or not. For example any item with the tick symbol , indicates that you
currently have access to the item. The line symbol indicates that you do not have access to the item. The
grey tick symbol , indicates that the user has already been allocated these items through the ‘Item Access Groups’ within Traka Web.
NOTE: Item Access Groups is a Traka Web feature. It does not apply to stand-alone systems. For more
information on Item Access Groups, refer to the Traka Web User Guide, UD0018.
Roles
From the User Administration Screen, the Roles option can also be selected.
The Roles function will enable an admin user to view a summary of specific roles that have been allocated to users. These can only be enabled from Traka Web. For Item Users, no roles will be active. In the example shown below, the Fault Administrator role is shown as active to that particular user.
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Options
Clicking the Options button will allow you to define certain activation and expiry dates relating to the users and their secondary PIN also you can force the user to change their PIN when they next log into the system.
User Active Date The user active date defines when a user becomes able to use the Traka Touch system. Clicking the arrow button will generate a pop up window that allows you to define the date and time you wish the user to become active.
User Expiry Date
The user expiry date defines when a user becomes unable to use the Traka Touch system. E.g. after this time period the user will no longer be able to do anything they were previously permitted to. Clicking the arrow button will generate a pop up window that allows you to manually define the date and time you wish the user to expire.
PIN Expiry Date
From here you can define when the users PIN will expire. After this period the user will have to assign themselves a new PIN when they next access the system. Clicking the arrow button will generate a pop up window that allows you to manually define the date and time you wish the PIN to expire.
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Force User to Change PIN on Next Login
Enabling this option will force the user to change their PIN when they next access the system, regardless of the PIN Expiry Date. Once they login and change their PIN, it wont ask again until the PIN Expiry Date unless this option is selected again.
Allow user to Authorise iFob and/or System Access
Items can be configured to require an Authorisers permission before being removed. Selecting this option will allow this user to authorise other users when they attempt to remove an item from the system. Please view the ‘Item Authorisation section for more details.
Item Allowance
this section allows you to select how many item the user can remove from the system. Simply scroll through the different options using the directional arrow keys. The options are as follows…
No item Allowance Enforced User is allowed a maximum of 1-XX item(s) The Systems Default User item Allowance Will Apply.
This is defined in the General Settings in the Admin menu.
8. Once you have selected the desired option click Save.
NOTE: If you are using a Fingerprint Reader at this point you can click the Enrol button instead of Save.
Please refer to the Sagem MorphoSmart Reader Section for details on how to enrol the user.
9. After adding the user you will be taken back to the User Admin page.
10. To add more users simply click the Add button and repeat this process.
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8.3 .3 EDIT ING USE RS
NOTE: This action can only be performed by an Admin user.
1. Access the system and click Admin.
2. From here click Users.
3. The current user list will then be displayed. Highlight the desired user and click the Edit button.
4. Simply scroll through the user details and change the desired settings.
5. Once you have changed the appropriate settings click the Save button.
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8.3 .4 DEL E TIN G US ERS
GDPR Statement: To retain the audit history, such as a sequence of activity that has affected a specific
operation, procedure or event, it is recommended that the User details are maintained & not fully deleted from the database. With this in mind the preferred option to remove a User from a Traka system is as follows:
Define the user as in-active so that the user cannot use the Traka system(s) any more  Replace the User ‘Forename’ & ‘Surname’ with non-specific details such as ‘Former employee#1’
It is also recommended that a back-up of the database is made after the above changes are completed & all previous database back-ups destroyed.
This process also maintains compliance with the ‘General Data Protection Regulations’ (GDPR).
NOTE: This action can only be performed by an Admin user.
1. Highlight the desired user.
2. Select the Delete button.
3. The following screen will ask you whether you wish to permanently delete the user. Click Yes.
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NOTE: If you are deleting all of the users from the system, the last user to be deleted must be an admin
user.
4. You will then notice the user has been removed from the user list.
5. Click Exit to be taken back to the administration menu, from there click Exit again to return to the login screen.
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8.3 .5 SUP PORT ING A L A RGE NUM BER OF USER S
In order to enhance system performance, a search bar is used within the User Administration screen on Traka Touch to handle a large number of users.
1. Click on the search bar.
Less than 500 users
If there are 500 or less users within the system, the option to ‘show all’ will be displayed.
Clicking on ‘show all’ will display all the users within the grid.
NOTE: A user name can also be entered in the search bar. Clicking on ‘Search’ will display all matching
results.
More than 500 users
If there are more than 500 users within the system, only the option to ‘Search’ will be available.
A user name can be entered in the search bar. However, a minimum of 2 characters may be entered. Clicking on ‘Search’ will display all matching results.
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8.3 .6 USE R EN ROL M ENT ID
An Enrolment ID is a number assigned to a user to enable them to enrol directly at the Traka system without the need for an admin user to be present. This feature can be used only with Card or Biometric readers.
To use the enrolment ID feature you must first specify whether the system is fitted with the integrated Sagem Biometrics Reader or a Card Reader in the Reader Admin options.
1. An admin user is required to access the system and select Admin.
2. Select Reader.
3. Select the relevant reader type for the Enrolment ID enrolment method. If you have both types of reader fitted
to your system select the one you wish to use for enrolling with the enrolment ID. Click Save.
The Enrolment ID must be entered into the correct field in either the user record within the Traka Touch System, or in the Enrolment ID field in the user import spreadsheet. If your system is being used in conjunction with Traka Web, the enrolment ID can be entered in the user record under the ‘System Access’ tab. Refer to UD0018 - Traka Web User Guide for more information.
The example below shows how to assign an Enrolment ID to a user at the Traka Touch system. For more information on how to import users via a spreadsheet refer to the section ‘Exporting & Importing’.
NOTE: The following must be carried out by an Admin User.
1. Create a new, or edit an existing user.
2. Enter the Enrolment ID into the Enrolment ID field. Enter any other required details including any access the
user may require and click Save.
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3. The user can now select the Enrol button from the home screen.
4. The user will be prompted to enter their Enrolment ID. Enter the ID and click (enter).
5. If you are using a Sagem MorphoSmart Biometric reader you will be asked to present your finger to start the
enrolment process. For more information on enrolling with a Sagem MorphoSmart reader please refer to the section ‘Sagem MorphoSmart Reader’. If you are using a card reader you will be prompted to swipe your card.
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6. Swipe your card to complete the enrolment.
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8.4 DOO R A DMIN IST R ATI ON
NOTE: This process can only be performed by an Admin User.
The door administration process allows you to configure each compartment number. For example if you wanted the compartment numbers to run from left to right, or if you wanted them to run from top to bottom, any combination is possible.
1. Access the system and click Admin.
2. Click Doors.
3. Click Setup.
4. A message will appear asking if you wish to setup all doors. Click Yes.
5. All of the doors in the system will now open. During this period do not close any of the doors.
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6. Using the directional arrow keys select the door number you wish to start with.
7. Once you’ve selected the starting number, begin closing each compartment door in ascending numerical order.
8. When you have finished closing all of the doors click the Complete button.
9. If your hardware has the facility to connect more doors than your system has, the system will recognise this
and present you with the message shown below. In this example the hardware can connect up to 10 doors but only 6 are connected.
10. Select Yes and the system will remove these doors and any items that may have previously been associated
with them. You will then be taken back to the Door Administration page.
The Release and Release All buttons can be used to either open an individual door or to open every door in the system. This option does not affect the setup process so the doors can be closed in any order.
11. Once completed, select Exit to return to the admin menu, and Exit again to return to the login screen.
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8.5 IT EM A DMIN IST RATI ON
This section explains how to assign items to each locker compartment.
NOTE: This section is only relevant if your Locker system is configured with the Traka RFID technology.
8.5 .1 RFID LO CKER S
Traka RFID lockers are used in situations where controlling who has access to the item is itself not enough. In such circumstances it is often necessary to know exactly when the item was taken, when it was returned, and to ensure that it was returned to the correct location.
If your system is an RFID system the locker compartments will have been designed specifically for the item(s) being stored. In addition to this, each item will have to be fitted with an RFID Tag.
8.5 .2 RFID TA GGIN G
In an RFID locker system the compartments are designed specifically for the item(s) being stored. A guide on how to tag your item correctly will be supplied with your Traka Locker system.
The largest tag Traka use is the 50mm Adhesive Tag which is typically used on larger items such as Laptops and tablets. The smallest tag used is the 12mm glass tag, which is generally used on smaller assets such as radios, PDA’s or mobile phones. Some examples of the RFID Tag types are shown below.
8.5 .3 HITA G1/ S RF ID R EAD ER
Some radio manufacturers now embed an RFID tag within the radio itself. The Hitag1/S RFID Reader for Radio Management provides the same functionality as with other readers, to read the tag within the Locker compartment when an Item is removed or replaced.
50mm Self
Adhesive Tag
35mm Self Adhesive
Disk Tag
25mm Traka
Disk Tag
20mm Clear
Disk Tag
12mm Black
Logistics Tag
12mm Glass
Tag
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8.5 .4 CON FIGU RING IT EMS
NOTE: This section is only applicable to RFID systems.
Configuring items must be carried out by an admin user. Please refer to the ‘Users’ section for more details.
1. Using the master override key, open each compartment and place the items in the correct locations and close
the doors.
2. Log into the system.
3. Click Admin.
4. Click Items.
5. The item list will currently be populated with unrecognised items. To synchronise your items click the Setup
button.
6. You will be asked if you wish to setup all items. Click Yes.
7. The item list will now begin to populate, showing all the items that are being recognised. This process is
displayed via the small blue progress bar in the top right corner of the window.
8. At this point you can choose to give each item a description. To do so simply highlight the desired item and
click the Edit button.
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NOTE: For further information on how to utilise the description feature see the ‘Searching for Items’ section.
9. At this point you can also configure an item to require authorisation to be accessed, and also choose to assign
a curfew to the item. To do so simply click the Options button.
NOTE: For further information on using authorisation refer to the ‘Item Authorisation’ section. For further
information on using curfews refer to the ‘Curfews’ section.
10. Click Save and you will be returned to the item list.
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9. SYS TEM OPE RAT ION
9.1 REM OVI NG/R ETU R NIN G IT EMS
9.1 .1 RETURNI NG A N I TEM
You must return the item to the correct compartment.
1. Access the system.
2. Select the door number you wish to open.
3. Return the item to the compartment and close the door.
4. When you return the item the button will change to to show the item has been returned.
NOTE: In a Non RFID system there is no indication that the item has been removed or returned. The
button is displayed only whilst the door is open.
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9.1 .2 REMOVIN G AN ITE M
How you remove an item from the system will depend on how your system is currently configured i.e. which release method is selected. The latest Traka Touch application allows a locker compartment door to be opened in one of two
methods, ‘I Need To Search’ or ‘I Know What I Want’.
By default each Traka Touch system is configured with the ‘I Know What I Want’ mode. For more information on the item release screen please review the ‘Item Release Screen’ section. To change the item release preferences please refer to the ‘General Options’ section.
1. Access the system and select ‘I Know What I Want’ (if applicable) and you will be presented with a screen
similar to the following.
Listed below is every type of symbol that can be displayed for each position number.
NOTE: Some symbols are used only for RFID systems, and the meanings for some differ slightly for a Non-
RFID system.
- Green symbols with a tick show items/doors that the user has access to
- Red symbols with a line indicate that the user does NOT have access to the item/door
- Red symbols with a yellow warning triangle indicate an item in the wrong compartment (RFID only)
- Red symbols with a question mark indicate that the item has become undetectable (RFID only)
- Grey symbols with a yellow tick show that you have removed the item from the system. On a Non RFID
System this symbol is displayed when the door is open
- Grey symbols with a grey cross indicate that another user has the item out of the system (RFID only)
- Grey symbols mean no item is assigned to that position
- Pressing the Help button will present you with a screen that has instructions on how to remove/return keys.
- Pressing the Lookup button will allow you to select an item and view its description. Also it will allow you to view the user who last used item, or who currently has the item out of the system.
- Pressing the Logout button will return you back to the Login Screen.
2. Press the button on the touch screen of the item you wish to remove.
3. The compartment door will pop open.
4. Remove the item and close the door.
5. When you remove the item the button will change to to show the item has been removed.
NOTE: In a Non RFID system the button will change to when the door is open, not when the item
has been removed.
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9.1 .3 ITEM IN WRO NG P OSI T ION
NOTE: This section is only applicable to RFID systems.
When an item is returned to the incorrect compartment the system will prompt you to remove the item and return it to the correct compartment. The red symbol with a cross shows the incorrect compartment, and the compartment it should be returned to is highlighted with a green symbol with a ‘tick’.
If the item is not returned to the correct compartment, the next time a user accesses the system, the position number with the incorrect item will display a red sysmbol with warning triangle.
To return the item to the correct compartment, select either the incorrect position or the position the item should be returned to and both doors will open.
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9.2 REP ORT S
Traka Touch systems allow you to run reports showing all activity and events that have occurred in a user definable period of time.
NOTE: Reports can only be accessed by a user with ‘Reports’ permissions. Please refer to the ‘Users’ section
for further details.
9.2 .1 GEN E RAT ING REP ORTS
1. Access the system and click Reports.
2. A window will appear showing you three reports that can be run. The Event Report, Item Returned by a Different
User Report and Active Alerts.
Event Report – This report shows you all types of event activity.
Item Returned by a Different User Report – This report will show you any items that were removed
by one user then returned to the system by another.
Active Alerts – This report will show any ‘Alerts’ that have appeared at the top of the screen when
an alert is activated.
3. Select the desired report.
4. If you selected ‘Active Alerts’ you will be taken straight to a list showing all Active Alerts activated.
If you selected ‘Event Report’ or ‘Illegal Handover Report’, you will be presented with the filter screen. There are several ways to filter your reports...
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i. The calendar allows you to select specific days of the year to filter your reports.
ii. The button will provide all the events for today.
iii. The button will provide the events from the last seven days.
iv. The button will provide all the events from the past 30 days.
v. The button will provide all events for the history of the system.
5. Select one of the filtering options above and click the button.
6. The report list will now generate using the filtering options you selected.
Event Report Screen
This screen shows you the Event type, the Compartment number it is associated to (if applicable), the date and time of the event, the User the event is associated with, and the description of the item (if applicable).
Item Returned by a Different User Report Screen
This screen shows you the compartment number the handover change is associated to, the description of the item, the user who removed the item and the date and time, and the user who returned the item and the date and time.
From this screen you can use the directional arrow buttons to navigate through the event list.
Select Filter if you wish to return to the Filter Screen. Select Export if you wish to export the report to a USB memory stick. See the following section ‘Exporting Reports’ for more information. Select Back if you wish to return to the Reports Screen.
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9.2 .2 EXPORT ING REP ORTS
It is possible to export Event Reports and Illegal Handover Reports to a USB Memory Stick.
NOTE: For further information on USB memory stick specification, refer to section 3.3.
NOTE: Depending on the configuration of your Traka Touch Lockers the USB port may be located inside a
locker compartment. In this case the door will open automatically through this process giving you access to the USB port.
NOTE: If your system does not have a USB port located inside a locker compartment, you will need to gain
access to the inside of the Traka Touch Pod by opening the control panel. See the ‘Opening the Control Panel’ section for more information.
1. To export the reports to a USB memory stick, click the button.
2. The door will open (if applicable) and ask that you insert a USB memory stick.
3. Enter the desired file name for the report and press
(enter).
4. The report will now begin to export to the USB device.
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5. When the report has finished exporting, remove the memory stick and close the door (if applicable).
6. You will be taken back to the event report screen. Click the button to be taken back to the login screen.
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10. ADV ANC ED U SER GUI D E
10. 1 IT EM R ELEA SE SCRE EN
The latest Traka Touch application can display a selection screen that appears when a valid user logs into the system. This selection screen can have one or both of the following buttons depending on what is selected in the General Options.
NOTE: If a user has admin or report permissions, these buttons will also appear on the selection screen.
These two options allow the user to remove items from the system in different ways...
‘I Need to Search’ – Will allow you to search for specific items in the system via their individual
description. See the ‘I Need To Search’ section for more details.
‘I Know What I Want’ – Will allow you to select which items you wish to remove via the on screen
display showing all the items currently in the system. See the ‘I Know What I Want’ section for more details.
NOTE: ‘I Know What I Want’ is the default release method for Traka Touch systems. To make changes to
this please review the General Options section.
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10. 1.1 ‘I N E ED TO S EAR CH’
Selecting the ‘I Need To Search’ button will present you with the following screen...
Enter a description into the provided field. Clicking ‘Search’ will quickly retrieve results that include the terms that were entered into the search field. If you leave the field blank and click the ‘Show All’ button it will list all of the items currently in the system.
NOTE: The search results will only include items that the user has access to.
For example, typing ‘BAinto the search field will retrieve any item description with ba in the title. As shown below...
Barcode Scanner Spare Battery
Selecting an item from the left hand column (results) will automatically move it into the right hand column (selected items).
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Once you have selected all the items you wish to remove, click the Release button. The compartment door(s) will then open and you can remove the item(s).
10. 1.2 I K NOW WHA T I WANT
Selecting ‘I know What I Want’ from the Item Release Screen will take you to the Item Selection Screen where you can see a visual representation of every item in the system.
Here you simply select which items you would like and the system will open the doors, providing you have the correct permissions.
NOTE: This is the standard release method for Traka Touch systems. To make changes to this please review
the General Options section.
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10. 2 NE W PI N
It is possible to allocate a user with a secondary level of access i.e. a PIN (personal identification number). If a PIN is allocated, after the user has entered their Keypad ID, swiped their card or scanned their fingerprint, they will be asked to enter their PIN. If no PIN is allocated, the user will be logged into the system as normal.
You can assign a user a PIN or even change a user’s current PIN from the main Login Screen. You can also add a PIN to a user’s profile when you first add them to the system. Please refer to the Users’ section for more details.
NOTE: If the system option ‘Force User Details to Require PIN’ is enabled and a user doesn’t have a PIN
then they will be forced to create a PIN when they next log into the system. To enable the option ‘Force User Details to Require PIN’ please review the ‘Reader Administration section.
Adding a PIN
1. From the main login screen select New PIN.
2. You will then be asked to identify yourself at the cabinet via your Keypad ID, ID card or fingerprint.
3. Once you have identified yourself you will be asked to create a PIN of your choosing.
4. You will then need to re-enter the PIN for verifcation.
NOTE: There is a minimum PIN length required. By default Traka Touch is set up with a minimum of 4 digits.
This is user definable and can be changed in the Reader Administration settings.
Editing a PIN
1. From the main login screen select New PIN.
2. You will then be asked to identify yourself at the cabinet via your Keypad ID, ID card or fingerprint.
3. Once you have identified yourself you will be asked to enter your current PIN.
4. You will then be prompted to enter your new PIN.
5. You will then need to re-enter the new PIN for verifcation.
NOTE: If a user has forgotten their PIN, an admin user will be required to login and access the admin
menu and change the User’s PIN from the User Administration page. See the ‘Users’ section for more details.
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10. 3 IT EM A UTHO RIS A TIO N
In addition to the standard release of items, authorisation can be configured to force either 1, 2 or 3 people to authorise the access of specific items.
When using authorisation there are generally two types of user, Authorisers (for example security guards) and Standard Users (for example employees). Each item can be configured individually with no authorisation, 1 authorisation, 2 authorisations or 3 authorisations.
NOTE: To configure a User to be an Authoriser please refer to the ‘Users’ section.
10. 3.1 SETT ING UP T HE ITEM S
NOTE: This action can only be performed by an Admin user. Please refer to the ‘Users’ section for further
details.
1. Access the system.
2. Select the Admin Menu.
3. Select Items.
4. The current item list will then be displayed. Highlight the desired item and select the Edit button.
5. When the item details window appears, select the Options button.
6. From the top of the page you can select the number of authorisers that are required to remove this item by using
the directional arrow key.
7. When you have made your selection click the Save button to go back to the item list. From there click Exit to go
back to the admin menu, and Exit again to go back to the main login screen.
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10. 3.2 USER PRO CES S
1. A user without authorisation access logs into the system and attempts to remove an item that has 1 or more
authorisers.
2. The following window will pop up and inform the user that 1, 2 or 3 authorisers are now required to identify
themselves to the system before the item can be removed.
3. Authoriser 1 identifies themselves. The system will welcome the user and show that access has been granted.
4. If the item requires more than one authoriser, then a second and third (if applicable) must now identify
themselves to the system.
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5. Once all authorisers have been verified the item will be released from the system.
NOTE: If an Authoriser requests to take an item that has been configured with 1 or more authorisers,
provided they have the appropriate permissions they can simply take the item without the need for authorisation.
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10. 4 EX PORT ING & I MPOR TING
It is possible to export and import information such as users, items and permissions from/to the system via a USB memory stick from the Traka Touch application. The import feature is useful if you wish to add large lists of users in one go.
To use the import feature, you would first need to enter all of the required user details into the Traka Spreadsheet. To obtain the Traka Spreadsheet you will need to export your current user list to the USB memory stick.
NOTE: If your current user list is empty the spreadsheet will still be exported to your USB memory stick.
10. 4.1 EXPO RTIN G U S ERS
NOTE: This action can only be performed by an Admin user. Please refer to the Userssection for further
details.
1. Identify yourself to the system.
2. Click Admin.
3. Click Users.
4. Select the Export button.
5. A compartment door will open (if applicable) and prompt you to insert a USB memory stick into the vacant socket.
NOTE: For further information on USB memory stick specification, refer to section 3.3
NOTE: Depending on the configuration of your Traka Touch Lockers the USB port may be located inside a
locker compartment. In this case the door will open automatically through this process giving you access to the USB port.
If your system does not have a USB port located inside a locker compartment, you will need to gain access
to the inside of the Traka Touch Pod by opening the control panel. See the ‘Opening the Control Panel’
section for more information.
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6. Type a file name and press the (enter) button to start the export.
7. The system will then begin exporting.
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8. Once the system has finished exporting, you will be prompted to remove the USB stick.
9. The Traka Touch system exports an Excel Spreadsheet that will open on any PC with a valid Microsoft Office/Excel
software licence.
10. 4.2 IMPO RTIN G U SERS
To use the import feature, you would first have to have edited a Spreadsheet of users. To obtain the Spreadsheet you need to export your current user list (even if the list is empty) from the Traka Touch system. Please follow the Exporting Users’ section above for more details.
10.4.2.1 ENTERING D ETAILS INT O THE SPREADSHEET
This Spreadsheet covers user details, item descriptions and permission details. You don’t need to fill in all of the information; it’s there to be filled in if required.
1. Export the Spreadsheet as explained in the ‘Exporting Users’ section.
2. Open the Spreadsheet on a PC.
3. You can enter all the users’ details here as well as the item details.
User & Security Details
Enter all the relevant information as you usually would. For the admin column simply put a capital ‘Y’ if the user
is to have admin permissions, leave it blank if you wish them to remain a standard user.
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Item Permissions
To grant a user access to an item simply put a ‘Y’ in the corresponding column. You can also assign a description to an item by double clicking above the desired position and entering a description of your choice.
4. When finished save the Spreadsheet onto a USB memory stick ready for importing to the Traka Touch system.
10.4.2.2 FAQ’S
Overwriting Users – When you enter a user’s details into the Spreadsheet and that user already exists in the system, the user credentials from the Spreadsheet will be taken as the most recent edits and will overwrite the systems information.
Duplicate Keypad ID’s If a user being imported has the same Keypad ID as a user that already exists in the system, the import will fail. The user that already exists in the system will be kept and the attempted import user will be rejected.
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10.4.2.3 IMPORTIN G TH E INFORM AT ION INTO THE SYSTEM
NOTE: This action can only be performed by an Admin user. Please refer to the Users section for further
details.
1. Identify yourself to the system.
2. Click Admin.
3. Click Users.
4. Select the Import Button
5. A compartment door will open (if applicable) and prompt you to insert a USB memory stick into a vacant socket.
NOTE: For further information on USB memory stick specification, refer to section 3.3.
NOTE: Depending on the configuration of your Traka Touch Lockers the USB port may be located inside a
locker compartment. In this case the door will open automatically through this process giving you access to the USB port.
If your system does not have a USB port located inside a locker compartment, you will need to gain access
to the inside of the Traka Touch Pod by opening the control panel. See the ‘Opening the Control Panel’
section for more information.
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6. Select the correct file from the USB memory stick.
7. You will then be asked if you would like to import the user list. Click Yes.
8. The system will then begin to load and import the list.
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9. Once complete the table will show that the import was a success. You can now remove the USB memory stick.
NOTE: Should an error occur during this process, please contact Traka Support using the technical support
page at the back of this document.
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10. 5 GE N ERA L OP TIO NS
Accessing the General Options must be carried out by an administrator. Please refer to the Users section for further details.
1. Access the system and click the Admin button.
2. Click the General button. You will then be presented with the following screen.
User Log Out Time
Here you can define the amount of time it takes for the system to log a user out after no activity. Using the directional arrows you are able to configure the desired time in increments of 1 second. Traka recommends that you have this set to 20 seconds. This lowers the risk of a user walking away from the system before it has timed out allowing another user to use the system logged in as the previous user.
Default System Language
Using the directional arrows you can navigate to the desired language and by selecting the flag icon enable a new system default language. When a user logs out of the system the system will revert back to the system default language in 5 seconds. It is also possible to set the language on a per user basis. Please refer to the Language section for further details.
Item Allowance
The item Allowance can restrict how many items a user is allowed to have out of the system any one time. Using the directional arrows you are able to configure how many items every user is allowed in increments of 1 item. Up to 10 items may be selected.
NOTE: The item Allowance here applies to all users using the system and can be set on a per user
basis.
Allow Any User to Correct an iFob in Wrong Slot Condition
When a user returns an item to an incorrect compartment in the system, the Traka Touch System will inform that user that the item belongs in another compartment. If the user ignores this message and closes the door, the next time a user accesses the system an icon will highlight the item in the wrong compartment. For more details on the various icons shown on the item selection screen please refer to the ‘Removing/Returning Items’ section.
If the ‘Allow Any User to Correct an iFob in Wrong Slot Condition’ is ticked, any user can select the item in the
wrong compartment and the system will release the door regardless of that user’s access. Both doors will open allowing the user to return the item to the correct compartment.
If this option is not ticked, a user must have access to the incorrectly returned item, or be an admin user to be able to return it to the correct compartment.
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If you wish all users to be allowed to move incorrectly located items from the wrong compartment to the right compartment, leave this option ticked. Otherwise un-tick this option to turn this feature off.
NOTE: With this option ticked it is possible that a user could gain access to an item they do not have
permission to, if it has been returned to the wrong compartment by a previous user. However, an event will be generated to show that the item has been removed from the wrong position, and also an event to show ‘Unauthorised Item Returned’ if it has been returned to the correct position.
Default Item Release Screen
The latest Traka Touch application can display a selection screen that appears when a valid user logs into the system. This selection screen can have one or both of the following buttons depending on what is selected in the General options.
The default release options that are selectable in the general options are as follows...
Always Ask – With this option enabled, the selection screen will display both of the options below. ‘I Need to Search’ mode – Will allow users to search for specific items in the system via their individual
description once they have entered their ID number. Whether the user chooses to manually ‘Search’ for an item or use the ‘Show All’ function, they will now only be able to view items that they have access to,
regardless of the current state of any items within the system.
‘I Know What I Want’ mode – With this option enabled, the selection screen will only display the I
Know What I Want button.
3. Click the Next button to move to the next page.
Duress Alarm Position
Selecting a position here will assign a duress alarm to the corresponding position in the system. Once the item in that position is removed the alarm will be triggered and an event will be generated. For more information on how to utilise alarm features please refer to the ‘Alarms’ section.
Audio Volume
This slide control allows you to set the volume of the system. Simply select the appropriate level from 0% ­100%.
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Suppress Curfew Acknowledgement
Clicking on the icon next to ‘Suppress Curfew Acknowledgement’ will enable this option to be activated or
deactivated.
4. Selecting Next will take you back to the previous page. Selecting Defaults will set all of the General Options
back to the Traka default settings.
5. When you have selected the appropriate settings click Save.
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10. 6 NE T WOR K AD MINI STR ATIO N
This section is only applicable if you wish to connect your Traka Touch Locker system to Traka Web.
Please ensure Traka Web has been installed and configured before continuing. Please read the latest revision of TD0013
– Traka Web Installation Guide for more information.
NOTE: This action can only be performed by an Admin user. Please refer to ‘Accessing the System’ for further
details.
1. Access the system and click the Admin button.
2. Click the Network button.
3. To enable communications with Traka Web simply select the red line button and ensure the symbol changes to
a green tick. The Comms Engine and the Security Mode will remain unknown until you are connected to Traka Web. Once connected the comms engine will display the IP address and the security mode will show the security type used e.g. comms Engine – 10.0.1.32. Security Mode – SSL
4. To save changes click Save. To view/change other settings please click the NIC button.
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10. 6.1 ENFO R CE TLS 1.2
Within Traka Touch Network Administration, there is an Administration Option called Enforce TLS 1.2
This option is turned off by default. In this state, Traka Touch will communicate with the Comms Engine using TLS 1.0.
With the option enabled, Traka Touch will ONLY communicate with the Comms Engine using TLS 1.2
IMPORTANT: A diagnostics option is available within Network Administration. With the Enforce TLS 1.2
enabled you can configure TLS 1.2 logging levels. This should only be used under the guidance of Traka Support.
10. 6.2 CHAN GING CER TIF I CAT ES IN TH E T RAKA TOU CH ‘ ROOT ST ORE’
In v2.3.0 or later of the Application software a new screen for certification management is added.
1. Select the Network menu from the Admin menu.
2. Select the Certs button.
The next screen will display the certificate ‘Root Store’.
For more information about changing certificates in Traka Touch, please refer to TD0179 – Changing Certificates in
Traka Web & Traka Touch.
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5. When you have selected the appropriate settings you can click Save to apply any changes made and be taken
back to the Administration menu or click Stats to view more detailed information on the connection to Traka Web.
6. The Stats screen displays various pieces of information regarding the connection health between Traka Touch
and Traka Web. At the very top of the page there are on screen LED’s that indicate the stage of communication
with Traka Web.
When all the lights are red this means no communication is taking place and the system isn’t attempting to make a connection.
When the Announce Listening light turns green this indicates that the system is attempting to make a connection.
Once a connection is established the Connected and Health lights will turn green. The listening light will remain red as long as a continuous connection is maintained.
7. Clicking the Web button will take you back to the first network admin screen. Clicking Save will save any
changes you have made and take you back to the administration menu. From there click Exit to be taken back to the login screen.
You will now notice that in the top right hand corner of the screen next to the Traka logo are thirteen small blocks, one of which is black. These are status blocks, showing each stage of communication with Traka Web.
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Each block represents a different stage of communication with Traka Web. See below for a description of each stage.
NOTE: This table is correct as of Traka Touch App v2.0.0
The blocks will turn black as each new stage of communication begins. If an error occurs at any stage then the final block will turn black then light grey for one second before reattempting the cycle again. For example if there was a communication problem whilst receiving user changes from Traka Web (block 4) then the status cycle will skip all other stages and move straight to the Synchronisation Error block (block 13).
As long as the error remains the status block will continue to cycle through the stages they have already completed accompanied by the Synchronisation Error block. Once the error has been fixed normal communication will resume.
Block
Description
1
Awaiting contact from Traka Web
2
Synchronising System details to Traka Web
3
Synchronising System details from Traka Web
4
Synchronising Users from Traka Web
5 6 7
8
Synchronising Faults from Traka Web
9
Sending Events to Traka Web
10
Synchronising Items from Traka Web
11
Command request (for example, Remote Release) and synchronising Access Schedules from Traka Web
12
Synchronisation Finished
13
Synchronisation Error
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10. 7 RE ADER AD M INI STRA TIO N
The Reader Administration Section allows you to define the system default settings for every user’s PIN.
NOTE: Accessing the Reader Administration page must be carried out by an administrator. Please refer to
Accessing the System’ for further details.
1. Access the system and click the Admin button.
2. Click the Reader button.
Force User Details to Require PIN
Select this to force every user in the database to use a PIN. This will mean every time a user is created they cannot be saved unless a PIN is entered into the user details
Minimum PIN Length
Using the arrow keys, select the desired length of the users PIN. The minimum number of digits this can be set to is four, the maximum length is 10.
PIN will expire after XX days
Using the arrow keys, select the desired amount of time you wish before the users PIN will expire. This can be set in increments of 1 day with the maximum being 365 days. You can also select the option ‘PIN will Never Expire’.
3. Once you’ve selected the desired options click the Save button.
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10. 8 SE ARCH FAC ILI TY
The search facility displays detailed information regarding the Item and User. This information includes....
The last user of an item The current user of an item Status of the item Position of the item Description of the item
The search facility does not require a user to access the system; it can be used straight from the login screen.
1. Click the Search button.
2. The search window will then appear allowing you to type text to search, such as user names, item descriptions
and Compartment numbers.
NOTE: Partial searches can be made, e.g. if you wanted to find an item that matched the description ‘Barcode
Scanner’ instead of typing the whole description you could enter ‘scanner’ and the system will search for any description with that word. The searches are also not case sensitive.
3. Enter the description or the number of the item you wish to search for and click the (enter) button.
4. After a few seconds your results will appear.
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Show All
Selecting the Show All button will list every item in the system, the position it came from, its description, the current user and the last user.
5. To conduct another search, simply click Again.
6. Click Exit to be taken back to the login screen.
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10. 9 LANGUA GES
The Traka Touch system can support multiple languages on a per user basis. You can also change the language for a single login only as well as change the default language for the entire system.
10. 9.1 CHAN GING THE LA NGUA G E F OR A SI NGLE LOG IN
From the main screen before you login, there are several language options to choose from. Using the Globe button, navigate to the desired language. Selecting another language will change all the text and button descriptions for as long as the user is logged into the system. If the user logs out and then decides to log back in, the system will revert back to its default language.
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10. 9.2 CHAN GING LA NGUA GES F OR A U S ER
NOTE: This action can only be performed by an Admin user. Please refer to ‘Accessing the System’ for further
details.
1. Access the system and click the Admin button.
2. Click the Users button.
3. Highlight the required user and click Edit.
4. From here you can select the language you wish this user to view whenever they access the system. To
change the language, simply use the dropdown menu to navigate to the desired language.
5. Once you have selected the desired language click Save.
6. Click Exit and you will be taken back to the Admin screen. From there click Exit again to return to the
login screen.
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10. 9.3 CHAN GING THE DE FAUL T LA NGUA GE OF T HE S YST EM
NOTE: This action can only be performed by an Admin user. Please refer to ‘Accessing the System’ for further
details.
1. Access the system and click the Admin button.
2. Click the General button.
3. From here you can select the default language for the system. To change the language, simply use the dropdown
menu to navigate to the desired language.
NOTE: As a default the Traka Touch system language is set to English.
4. Once you have selected the desired language click Save.
5. Click Exit and you will be taken back to the Admin screen. From there click Exit again to return to the login
screen.
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10. 10 ALA RMS
There are three Alarm Relays fitted to the Traka Touch PCB which can be configured to activate and deactivate under certain conditions. To set alarms, an admin user will need to log into the system. For further details on how to access the system please refer to the ‘Accessing the System’ section.
1. Access the system and click the Admin button.
2. Click the Alarms button.
Here you can assign specific alarm conditions to the three relays on the PCB. Each alarm can only be assigned to one relay at a time. The On and Off columns detail what conditions must be met before an alarm is switched on or off.
In the example below, an alarm with 'Battery Critical’ as the ‘On event has been selected. Only when the battery has a critically low level of power left will the alarm activate. Once the power has been restored the alarm will deactivate.
3. To set an alarm against a relay, simply highlight the desired alarm and using the directional arrows to the right
of the grid, select the appropriate relay.
Certain alarms can be activated for a set period of time. For example, if you select the 'Item Removed' alarm, you can define how long the alarm will be active for. This is definable in 1 second increments.
4. Once you have selected the desired alarms click Save.
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5. Click Exit and you will be taken back to the Admin screen. From there click Exit again to return to the login
screen.
10. 11 CUR FEWS
Curfews are used to restrict the amount of time an item is out of the system, or how long a user can have an item in their possession. There are two different types of curfew:
Specific Time of Day Number of Hours & Minutes.
You can set these curfews against both users and items. This is a very useful feature within businesses that have shift patterns and users taking many items from various systems, as it will highlight if they are not returned to the system by the end of a user’s shift.
You can set curfews from Traka Web also. Please see the latest version of UD0018 -Traka Web User Guide for more details.
10. 11. 1 IT EMS WIT H A ‘SP ECIF IC T IME OF T HE DAY’ CUR FEW
This curfew will prompt any user when they attempt to remove the item that it is due back in the system by a specific time. You will be able to define exactly what time of day the item must be back in the system e.g. the item must be returned by 17:00 once it is removed.
NOTE: When activated this curfew applies only to the item it is enabled on.
10.11.1.1 HOW TO S ET T HE CURFEW
1. An administrator will need to access the system.
2. Click the Admin button.
3. Click the Items button.
4. Select an item from the list and click the Edit button.
5. From the bottom right hand side of the screen select Options to be taken to the curfew page.
6. From here select the Specific Time of Day curfew from the drop down box, and set the hours and minutes using
the directional arrow keys.
7. Once you have set the curfew click the Save button to be taken back to the user list. From there click Exit to
go back to the admin menu, and click Exit again to go back to the login screen.
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10.11.1.2 THE USER PROCESS
1. A user will access the system.
2. The user will then attempt to remove the item with a curfew. A message will appear stating that the item is
under curfew and is due back by the defined time, e.g. 17:00. If the item is removed after 17:00 the item will be due back by 17:00 the following day and a date will also be shown above the time.
3. To remove the item, the user must click the ‘Yes’ button. Selecting ‘No’ will cancel the transaction and will require
the user to log in again.
4. After selecting ‘Yes,’ the compartment door will open allowing the user to remove the item. The on screen icon
will change from the ‘green tick’ to the following...
10. 11. 2 IT EMS WIT H A ‘NUM BER OF HOUR S A ND M INU T ES’ CUR F EW
This curfew will prompt any user who attempts remove the item that it is due back in the system by a specific time. You will be able to define exactly how many hours and minutes the item is allowed to be out of the system.
NOTE: When activated this curfew applies only to the item it is enabled on.
10.11.2.1 HOW TO S ET THE CURFEW
1. An administrator will need to access the system.
2. Click the Admin button.
3. Click the Items button.
4. Select an item from the list and click the Edit button.
5. From the bottom right hand side of the screen select Options to be taken to the curfew page.
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6. From here select the Number of Hours and Minutes curfew from the drop down box, and set the hours and
minutes using the directional arrow keys.
7. Once you have set the curfew click the save button to be taken back to the user list. From there click Exit to
go back to the admin menu, and click Exit again to go back to the login screen.
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10.11.2.2 USER P ROCESS
1. A user will access the system.
2. The user will then attempt to remove the item with the curfew. A message will appear stating that the item is
under curfew and is due back by a specific time. This time is calculated based on the number of hours and minutes specified when setting up the item curfew. In this example a curfew of 1 hour has been set.
3. To remove the item the user must click the ‘Yes’ button. Selecting ‘No’ will cancel the transaction and will require
the user to log in again.
4. After selecting ‘Yes’ the compartment door will open allowing the user to remove the item. The on screen icon
will change from the ‘green tick’ to the following...
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10. 11. 3 US ERS WIT H A ‘S PEC IFIC TIME O F TH E DA Y’ C URF E W
This curfew will prompt the user when they remove an item that it is due back in the system by a specific time. You will be able to define exactly what time of day the user must return their item(s) to the system.
NOTE: When activated this curfew applies to all items the user has access to, as it is enabled in the user’s
profile.
10.11.3.1 HOW TO S ET THE CURFEW
1. An administrator will need to access the system.
2. Click the Admin button.
3. Click the Users button.
4. Select a user from the currently list. And click the Edit button.
5. From the bottom right hand side of the screen select Access, Options and Next to be taken to the curfew
page.
6. From here select the Specific Time of Day curfew from the drop down box, and set the hours and minutes using
the directional arrow keys.
7. Once you have set the curfew click the Save button to be taken back to the user list. From there click Exit to
go back to the admin menu, and click Exit again to go back to the login screen.
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10.11.3.2 THE USER PROCESS
1. The user will access the system.
2. The user will then attempt to remove an item. A message will appear stating that the item is now under curfew
and is due back by a set time that has been defined in the users’ details, e.g. 17:00.
3. To remove the item the user must click the ‘Yes’ button. Selecting ‘No’ will cancel the transaction and will require
the user to log in again.
4. After selecting ‘Yes’ the item will be released from the system. The on screen icon will change from the ‘green
tick’ to the following...
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10. 11. 4 US ERS WIT H A ‘NUM BER OF HOU R S A N D MINUT ES’ CURF EW
This curfew will prompt the user when they remove an item that it is due back in the system by a specific time. You will be able to define exactly how many hours and minutes the item is allowed to be out of the system.
NOTE: When activated this curfew applies to all items the user has access to, as it is enabled in the user’s
profile.
10.11.4.1 HOW TO S ET THE CURFEW
1. An administrator will need to access the system.
2. Click the Admin button.
3. Click the Users button.
4. Select a user from the currently list. And click the Edit button.
5. From the bottom right hand side of the screen select Access, Options and Next to be taken to the curfew
page.
6. From here select the Number of Hours and Minutes curfew from the drop down box, and set the hours and
minutes using the directional arrow keys.
7. Once you have set the curfew click the Save button to be taken back to the user list. From there click Exit to
go back to the admin menu, and click Exit again to go back to the login screen.
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10.11.4.2 THE USER PROCESS
1. The user will access the system.
2. The user will then attempt to remove an item. A message will appear stating that the item will now be under
curfew and is due back at a specific time. This time is calculated based on the number of hours and minutes specified when setting up the user curfew. In this example a curfew of 1 hour has been set for the user.
5. To remove the item the user must click the ‘Yes’ button. Selecting ‘No’ will cancel the transaction and will require
the user to log in again.
6. After selecting ‘Yes’ the item will be released from the system. The on screen icon will change from the ‘green
tick’ to the following...
10. 11. 5 AL L CURFE WS
When an item under curfew is late back to the system it becomes ‘overdue’ and the icon will change as shown below.
When you access the system and the icon below is shown, this indicates another user has removed the item from the system and that item is currently under a curfew.
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10. 11. 6 SU PRE SS C URF E W A CKNO W LED G EME NT
Activating the Supress Curfew Acknowledgement prevents notifications for curfews being displayed. It does not affect curfew functionality.
1. After logging on to the Traka Touch system with your ID PIN, swipe card or finger print, click on ‘Admin’.
2. Next, click on ‘General’.
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3. At the general options screen, click on next to proceed.
At the next ‘General Options’ screen, a user can enable or disable the ‘Suppress Curfew Acknowledgement’
option.
4. Click on the icon to enable the option.
5. Click on the icon to disable the option.
Once the selection has been made, click ‘Save’ to continue.
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10. 12 F IFO & A D VAN CED FIF O
10. 12. 1 IN TRO DUCT ION
The First In/First Out (FIFO) features were created to further assist organisations in managing their assets more effectively. FIFO was designed to even out asset usage, allowing devices with charging the maximum opportunity to recharge. Therefore minimising downtime as much as possible.
NOTE: FIFO and AFIFO cannot be used on the same locker system. However they can be used within the
same instance of Traka Web.
NOTE: FIFO and AFIFO do not monitor charging of assets or battery levels, only which asset has been in
the system the longest, therefore having the most charge available.
10. 12. 2 ST AND ARD FIF O ON TRA KA W EB O VER V IEW
FIFO is a feature that allows the ability to automatically release the item that has been in the locker system the longest, based on the idea that this would have the most charge available as it had been in the locker charging for the longest time and to ensure that items are wear levelled.
For more in-depth information on Standard FIFO on Traka Web, please refer to UD0232 – Traka Web FIFO and Advanced FIFO User Guide.
10. 12. 3 AD VAN CED FIF O ON TRA K A W E B O VER V IEW
Advanced First In/ First Out (AFIFO) builds upon FIFO and allows the management of more than one type of asset in the same locker, in the same logged-in session. For example, a user could take the Smartphone and Tablet that have been in the locker the longest.
NOTE: Advanced FIFO requires Traka Web, therefore cannot be used on a standalone Traka Touch.
For more in-depth information on Advanced FIFO on Traka Web, please refer to UD0232 – Traka Web FIFO and Advanced FIFO User Guide.
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10. 13 DAT A SE TTI NGS
The Data Administration section allows you to define the SQL CE Database options and tools. To edit these options, an admin user will need to log into the system. For further details on how to access the system please refer to the ‘Accessing the System’ section.
1. Click the Admin button.
2. Click the Data button.
SQL CE Database Options
Auto Backup Database to SD card (if inserted) - This option can be enabled or disabled by clicking the small tick or line.
Auto Shrink Database – Selecting this option will automatically shrink the database when you back it up.
Run the above at xx:xx each day – Selecting this option will allow you to set a specific time in which the
options above will take place.
Delete events older than x days - This option can be enabled or disabled by clicking the small tick or cross button. The maximum amount of days this can be set to is 1825.
NOTE: You can define how many days worth of data the system will return. Any event older than the
number of days specifed will be deleted. USE WITH CAUTION!
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Tools Page
Clicking the Tools button will take you to the SQL CE Database Tools page.
From here you can do the following...
Backup Database to SD Card Backup Database to USB Shrink Database Compact Database
Once you have selected one of these options, simply follow the on-screen instructions to complete the action.
Information page
The information page displays the memory usage of flash disk and SD card, and also provides the size of the Database and application. To view the information page click the Info button on the Data Admin screen.
To return to the Data Admin screen click the Options button.
Click Save to save any changes or Cancel to return to the admin menu. From there click Exit to be taken back to the login screen.
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10. 14 POW ER S ETT INGS
The Power Administration section allows you to change the touch screen brightness under certain conditions, such as when the Battery is Low or Critical, or when the system is running on Mains etc.
To edit these options, an admin user will need to log into the system. For further details on how to access the system please refer to the ‘Accessing the System’ section.
1. Click the Admin button.
2. Click the Power button.
Power Options
To change any of the power options simply click either of the arrow keys to the right of the description. The power options are as follows...
Set backlight when running on mains Set backlight when running on battery Set backlight when the battery is low Set backlight when the battery is critical Set backlight when the screensaver activates
NOTE: Only applies if backlight is not already darker
Activates screensaver after x seconds of no activity
The Defaults button sets all your custom power options back to the Traka default settings.
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The Info button displays all the power supply information, such as the battery backup capacity and Voltage, the mains power level etc. Click the Options button to return to the power options.
When you have completed your changes click Exit and you will be taken back to the admin menu. From there click Exit to be taken back to the login screen.
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10. 15 CON FIG URAT ION
The Config administration section allows you load a new configuration file into the system. This is required if a customer has requested additional software options or has had a change of reader for example. Traka will then compile a new configuration file and send it to you to import via a USB memory stick.
To access the configuration page an admin user will need to log into the system. For further details on how to access the system please refer to the ‘Accessing the System’ section.
1. Once you have the new configuration file, copy it to a usable USB memory stick.
2. Access the system and click the Admin button.
3. Click the Config button.
4. Click the Import button in the bottom right hand corner of the Configuration screen.
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5. A compartment door will open (if applicable) and prompt you to insert a USB memory stick into the vacant
socket.
NOTE: For further information on USB memory stick specification, refer to section 3.3.
NOTE: Depending on the configuration of your Traka Touch Lockers the USB port may be located inside a
locker compartment. In this case the door will open automatically through this process giving you access to the USB port.
If your system does not have a USB port located inside a locker compartment, you will need to gain access
to the inside of the Traka Touch Pod by opening the control panel. See the ‘Opening the Control Panel’
section for more information.
6. Check the file name and click confirm to begin the import process.
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7. The import process will then begin. A message will appear stating the import was successful and an
immediate restart is required. Click OK to begin the system restart.
8. The system will then restart; this may take a few minutes.
9. Once the system is rebooted you can use it as normal, with all the new features that came with the
configuration.
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10. 16 HEL P
10. 16. 1 VI EWIN G T HE H ELP SEC T ION
The Help section holds all of the information for your point of contact in case of assistance. The Help icon is on the main Traka Touch screen and does not require a user to access the system to view it.
1. Click the Help button.
2. The Help window will then appear allowing you to obtain all the relevant contact information in case of any
problems or errors.
3. Click the Exit button to return to the login screen.
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10. 16. 2 CH ANGI NG THE HEL P SE C TIO N
To edit the information in the Help section, an admin user will need to log into the system. For further details on how to access the system please refer to the ‘Accessing the System’ section.
1. Click the Admin button.
2. Click the Help button.
3. To edit the help information, simply click on the desired field and use the onscreen keyboard to type the relative
information.
4. When you have completed your changes click Save. Click Exit and you will be taken back to the admin menu.
From there click Exit to be taken back to the login screen.
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10. 17 BAC KIN G UP THE TR AKA TOUC H D A TAB ASE
The database holds all the information Traka needs to operate including the users, items, and event history. Traka Touch is supplied with an SD card to store database backups. The live database is stored on the flash disk. If the database is not backed up regularly and the machine fails for any reason you will have to start over again.
An admin user will need to log into the system. For further details on how to access the system please refer to the ‘Accessing the System’ section.
1. Click the Admin button.
2. Click the Data button.
3. Click the Tools button from the bottom right hand side of the screen.
There are two backup options you can choose from:
i. Backup Database to SD Card ii. Backup Database to USB
And there are two options that allow you to minimise the size of your database.
i. Shrink Database - Shrinks space in the database by moving empty and unallocated data. Shrinking
does not create a temporary database file.
ii. Compact Database - Compacts wasted space in the database by creating a new database file from the
existing file and permanently deleting data that has been deleted in Traka Touch e.g. user records.
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Backup Database to SD Card This option will fully backup your database to the SD Card (if inserted)
1. Click 'Backup Database to SD Card' button
2. The system will then ask if you wish to back up the database. Click the Yes button.
3. When the backup has successfully completed, click the OK button.
Backup Database to USB
This option will fully backup your database to a USB memory stick.
1. Click the 'Backup Database to USB' button.
2. A compartment door will open (if applicable) and prompt you to insert a USB memory stick into the
vacant socket.
NOTE: For further information on USB memory stick specification, refer to section 3.3.
NOTE: Depending on the configuration of your Traka Touch Lockers the USB port may be located inside a
locker compartment. In this case the door will open automatically through this process giving you access to the USB port.
If your system does not have a USB port located inside a locker compartment, you will need to gain access to the inside of the Traka Touch Pod by opening the control panel. See the ‘Opening the Control Panel’ section for more information.
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3. You can rename the database file if you wish by using the provided keyboard. When finished click the
(enter) button.
4. The system will now export the database to the USB device.
5. Once the export is complete you can remove the USB device. You will be taken back to the Data Admin
menu.
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11. SAG EM MORP HOSM ART REA D ER
11. 1 IN TROD UCTI ON
This section has been produced to outline some essential information regarding the Sagem MorphoSmart Fingerprint Reader. Prior knowledge of the Traka Touch System is assumed.
11. 2 SY STEM REQ UIR E MEN TS
Below is a list of minimum hardware and software requirements required for the Sagem MorphoSmart Fingerprint Reader to operate correctly on Traka Touch.
11. 2.1 SAGE M RE ADER MO DELS
The following Sagem MorphoSmart Fingerprint Reader models are currently supported.
MSO CBM 4MB IDENTLITE – 3000 user capacity (up to 2 fingers each)
(Sagem Part no:252711976)
Other variants have not been tested.
11. 2.2 TRAK A TO UCH OPE RAT ING S YST EM
For the Sagem MorphoSmart Fingerprint Reader to work with Traka Touch, the Traka Touch unit must have Windows CE build version 1.9 or later installed. Navigate to the Help section to check the Build Version.
NOTE: If a Traka Touch PCB has to be replaced for any reason, replacements might not have version
Windows CE 1.9installed by default, therefore please specify version Windows CE 1.9 or later when raising an RMA request! If you connect a Sagem MorphoSmart Fingerprint Reader to a version of Windows CE less than 1.9, when you plug the reader in, you get a Windows CE dialog pop up requesting the Driver Name.
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