Avigilon Access Control Manager User Manual Identity Enrollment and Credentialing
Identity Enrollment and
Credentialing User Manual
Ver si on 5.0
AV01-1213, December, 2013
Version 5.0
Copyright© 2013 Avigilon Corporation
Avigilon Inc.
Box 378
#101-1001 West Broadway
Vancouver, British Columbia
V6H 4E4
Canada
Phone:888.281.5182
Web:www.avigilon.com
Identity Enrollment and Credentialing User Manual
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Identity Enrollment and Credentialing User Manual
Getting Help
If you encounter a problem that is not discussed in available Access Control Manager user guides
or on-line help files, and need technical support, please contact your local Value Added Reseller
(VAR) or Access Control Manager provider.
When contacting your VAR, please be sure to have your software version number available.
For future reference, record these numbers here.
Version Number: ________________________________
VAR: __________________________________________
VAR Phone #: __________________________________
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Table of Contents
Getting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Identity Enrollment and Credentialing . . . . . . . . . . . . . . . . . . . . . . 1
Opening the Identities Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Identities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Adding Identities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Searching for Identities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Quick Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Advanced Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Assigning Badge Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Assigning Groups to Identities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Assigning Roles to Identities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Capturing Images for Identities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Uploading an Existing Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Creating and Assigning Identity Tokens . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Printing Badges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Editing Existing Identities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Deleting One or More Identities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Bulk Delete Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Identity Pages Field Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Identity Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Roles Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Tokens Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Groups Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Access Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Capture Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Photos Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Transactions Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Badge Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Audit Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Badge Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Expanding and Contracting Design Field Elements . . . . . . . . . 30
Changing the Badge Background . . . . . . . . . . . . . . . . . . . . . . . . .31
Adding Pictures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Adding Database Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Adding Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Adding Graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Layer Ordering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Identity Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Adding Identity Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Editing Identity Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Identity Profiles Add Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Identity Profiles Property Screen . . . . . . . . . . . . . . . . . . . . . . . . . .41
Identity Profiles - Assigning Groups . . . . . . . . . . . . . . . . . . . . . . . .41
Identity Profiles - Assigning Roles . . . . . . . . . . . . . . . . . . . . . . . . 42
Identity Profiles Pages Field Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Identity Profiles - Identity Page . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Identity Profiles - Roles Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Identity Profiles - Tokens Page . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Identity Profiles - Groups Page . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Identity Profiles - Access Page . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
External Surveillance Cameras . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Adding Image or Video Devices . . . . . . . . . . . . . . . . . . . . . . . . . .51
Identity Enrollment and Credentialing User Guide
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Identity Enrollment and Credentialing User Guide
Click this icon
Identity Enrollment and Credentialing
This short guide provides the necessary information you need to enroll users and issue
credentials using this Access Control Manager.
This feature enables you, the operator, to enroll users and issue credentials to all employees and
other qualified individuals requiring access to the facility controlled by this Access Control
Manager Appliance.
The enrollment and credentialing feature involves these procedures:
• Opening the feature
• Enrolling a person or credential
• Creating a profile and applying it to an individual identity
• Printing a badge
• Designing a badge template
Opening the Identities Feature
To use the Identities feature, follow these simple instructions:
1. If closed, open the Access Control Manager.
If already open, skip to Step 2.
2. At the Access Control Manager home page, click the Identities icon from the main icon
task bar.
The Identities listing page appears like this example:
This page provides a quick search section that enables the qualified operator to find
one or more identities for editing.
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Identity Enrollment and Credentialing User Guide
If a more advanced search is required, click the sub-option and an
additional section list this example appears:
Once you have clicked a relevant alphabetic tab, or specified a search term and clicked , a
list of applicable identities appears like this example:
Identities
The Identities feature is used to enroll employees and all other workers and service personnel
who require access to a facility or location maintained and overseen by the Access Control
Manager system.
Adding Identities
To add a new Identity:
1. From the home page icon task bar, click Identities.
The Identities Listing page appears like this example:
2. Click the button.
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Identity Enrollment and Credentialing User Guide
The Identity Profile dialog box appears like this example:
Only those identity profiles already defined for this system appear in this list. For more
on defining profiles, refer to Identity Profiles on page 39.
3. Do one of these:
• If you have defined one or more profiles for this system, select the profile you want
from the 'Identity Profile' pick list then click OK.
• If no profiles have been defined for this system or you want to bypass assignment of
profile values for this identity, click Cancel.
The Identity Add page appears like this example:
For a full description of the fields and buttons that appear on this page, refer to Identity
Page on page 17.
4. Fill out the fields on this page as required.
5. When you've filled out the required field, click the button.
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Identity Enrollment and Credentialing User Guide
The Identities tab appears with the Roles page displayed like this example:
6. Select the roles to which this person is a member.
For a full description of the fields and buttons that appear on this page, refer to Roles
Page on page 20.
7. Click the Tok ens tab.
The Tokens page appears like this example:
The fields on this page are explained in Tokens Page on page 21.
8. Customize tokens for this identity as required.
9. Click the Groups tab.
The Groups page appears like this example:
10. Assign groups to this person as required.
For a full description of the fields and buttons that appear on this page, refer to Groups
Page on page 22.
11. Click the Access tab.
The Access page appears like this example:
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Identity Enrollment and Credentialing User Guide
12. Review the roles that this person can currently access and the doors that these roles
support.
If necessary, you can return to the Roles page and redefine the roles this person is
assigned.
For a full description of the fields and buttons that appear on this page, refer to Access
Page on page 23.
13. Click the Capture tab.
The Capture page appears like this example:
If the capture device has been secured by a user name and password, this page will not
appear until you have supplied the required values to the authentication prompt like
this:
Supply the required user name and password then click OK and the Capture page
should appear.
14. To capture a picture from this page using a previously attached and configured camera:
a. Click on the Capture link next to the identity that requires a photo.
The connected capture device takes a picture of the designated person and places
it on the Capture page.
b. To create additional pictures, repeat Step b.
c. To view all captured pictures for this person, click on the person's name.
The Identities Edit screen appears.
d. Select the Capture tab to view the Identity Capture page.
e. Click to select the image you want to use for the person.
f. Click to save this image.
For a full description of the fields and buttons that appear on this page, refer to Capture
Page on page 24.
15. Click the Photos tab.
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Identity Enrollment and Credentialing User Guide
The Photos page appears like this example:
16. Upload required photos of this person.
For a full description of the fields and buttons that appear on this page, refer to Photos
Page on page 24.
17. Click the Badge tab.
The Badge page appears like this example:
18. Enter the required fields.
For a full description of the fields and buttons that appear on this page, refer to Badge
Page on page 26.
19. To print a badge, click the button.
A badge for this person is printed to the designated badge printer.
20.When you're finished, click .
21. Click either the Identities > linked bread crumb above the page or click
.
You are returned to the Identities Listing page.
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Identity Enrollment and Credentialing User Guide
Searching for Identities
Often there are far too many people in a Access Control Manager database to allow for quick
identification.
To aid in finding a particular individual in the database, this application includes a robust search
feature.
There are two types of identity database searches you can perform:
• Quick search
• Advanced search
Quick Search
To perform a quick search for an existing identity:
1. In the 'Last Name' text box, enter the last name of the person you are looking for.
If required, in the 'First Name' text box, enter the first name of the person you are
looking for.
If required, in the 'Token' text box, enter the internal number of the identity you are
seeking. In whichever field you type, the program will attempt to assist you by finishing
your search term with an existing name or token, such as if you are placed a wildcard
after your entry.
2. In the pull-down box to the right of these three boxes, select whether the values
entered in the Last Name, First Name, and Token fields should be combined into a
single search criteria (And) or used as separate search criteria (Or).
If the And value is selected, only those identities to fit all entered conditions will appear.
If the Or condition is selected, each entered value is employed as a separate criteria.
For example, if you entered Smith in the 'Last Name' field and William in the 'First Name'
field, selecting And as your condition instructs the application search engine to find
only those identities in the database that are named William Smith. If you select the Or
condition instead, all identities that have the last name of Smith or the first name of
William are listed.
NOTE: At any point, you can clear values you have already entered and start over by clicking the
.
3. Click .
The search engine processes the request and displays all people in the database who
fit the entered information.
Advanced Search
To specify a still more selective search:
1. Click the sub-option (that appears below the Identities option in the icon
task bar) and above the Listing page.
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Identity Enrollment and Credentialing User Guide
The page expands to include the search criteria fields like this example:
2. In the 'Search Field' pick list, select one of the existing fields whose value you want to
specify.
Only those fields that appear on the Identities Edit Properties screen are included in this
list.
3. In the 'Search Value' text box, enter a value or select a valid option for the selected
search field.
Only those values specific to the selected field appear in this list.
For example, if you selected Department as the search field, you would see these
options as possible search values:
4. If you need to specify one or more additional criteria for this advanced search, click the
.
Another row of fields appear like this example:
5. Repeat Steps 3 - 4 to specify one or more additional criteria, then select the condition
the search engine will use for using the multiple criteria.
If the And value is selected, only those identities to fit all entered criteria will appear. If
the Or condition is selected, each entered criteria is employed as a separate search
term as in the following example:
NOTE: At any point, you can clear values you have already entered and start over by clicking
. To clear a single criteria in a multiple entry, click .
6. When you have specified all of the criteria you require including the condition (And/Or)
under which they will be used, click .
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The search engine processes the request and displays all people in the database who
fit the entered information and the results appear like this example:
7. To clear the results on the screen, click .
Assigning Badge Templates
Many users require a badge of some sort.
To assign a badge template to a user:
Identity Enrollment and Credentialing User Guide
1. At the Identities Listing page, click to select the user name to whom you want to assign
a badge.
The Identities Edit page appears.
2. Click the Badge tab.
The Badge page appears like this example:
3. At the 'Badge Photo' pick list, select the photo you want to appear on this badge.
Only those photos previously uploaded or captured can appear in this list.
4. At the 'Badge Token' pick list, select the token you want to associate with this
badge template and user.
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Only those tokens previously defined for this user appear in this list.
5. At the 'Badge Template' pick list, select the badge template you want to assign to this
user.
Only those badge templates previously defined for this user appear in
this list.
For more on creating badge templates, refer to Identities on page 2.
6. Click to save this badge.
7. Print the badge at the designated badge printer.
Assigning Groups to Identities
To assign a group to an identity:
1. From the Identities edit properties screen, click on the Groups tab.
The Groups page appears like this example:
Identity Enrollment and Credentialing User Guide
2. Using the button, move groups as required from the Available window to the
Members window.
3. When you're finished, click .
For definitions on the fields and buttons appearing on this page, refer to Groups Page on page 22.
Assigning Roles to Identities
To assign roles to an identity:
1. At the extended Identity property page, click on the Roles tab.
The Roles page appears like this example:
2. If needed, enter the search criterion in the 'Search' box and click .
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Identity Enrollment and Credentialing User Guide
The Available window is populated with the roles fitting the search criterion.
3. Click to highlight one or more roles that you want in the Available window then click the
button to move roles to the Members window.
4. When you're finished, click .
For definitions on the fields and buttons appearing on this page, refer to Roles Page on page 20.
Capturing Images for Identities
Use an attached and previously configured camera to capture an image for inclusion in the user's
database or with placement on a badge.
NOTE: Before you can capture an image you must first connect an approved camera to the
system, then configure the device using the External Devices feature.
To capture an image from the individual identity:
1. From the Identities Listing page, select the identity you need.
The Identity properties screen appears.
2. Click the Capture tab.
The Capture page appears.
3. Click the CAPTURE
The connected capture device takes a picture of the designated person and places it
on the Capture page.
4. When you're finished, click to save this image.
To capture an image for an identity from the Identities Listing page:
1. Open the Identities Listing page.
2. Click on the Image Capture button next to the identity that requires a photo.
The connected capture device takes a picture of the designated person and places it
on the Capture page.
3. To create additional pictures, repeat Step 2.
4. To view all captured pictures for this person, click on the person's name.
The Identities Edit screen appears.
link.
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Identity Enrollment and Credentialing User Guide
5. Select the Capture tab to view the Identity Capture page like this example:
6. Click to select the image you want to use for the person.
To capture a new image, click the CAPTURE link. The image of the person in front of the
connected camera is captured.
7. Click to save this image.
The image now appears on the Identity page like this example:
NOTE: If the picture does not instantly appear, right click on the image frame and select Show
Picture from the pop-up option list.
For definitions on the fields and buttons appearing on this page, refer to “Capture Page” starting
on page 24.
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Identity Enrollment and Credentialing User Guide
Uploading an Existing Image
Photos can be placed in a user's Identities database in one of two ways:
• An existing photo can be uploaded.
• A user's photo can be taken (captured).
Before you download a photo, make sure it is an appropriate size and definition.
Most badge photos are no more than 2 x 3 inches. Standard photos should be decreased in size
in order to fit in the standard format.
To upload an image for a badge or identity record:
1. From the Edit Properties screen, click on the Photos tab.
A screen like this example appears:
If no camera has been defined, a message appears at the top of this page as shown in
the above example. If a capture device is currently in place, no message appears.
2. Click the button.
The screen expands to include two fields like this example:
3. At the Photo text box, either enter a file name complete with path, or click the
button and, using the Choose File dialog box, navigate to the directory and file
containing the image you want to upload.
4. Click Open to confirm the choice.
5. If this is the primary photo to be used for this person, click to check the Primary box.
6. If you need to upload another photo, repeat Steps 2 through 4.
7. When you're finished, click the button.
The uploaded photo is saved to the Photos page.
For definitions on the fields and buttons appearing on this page, refer to Photos Page on page 24.
Creating and Assigning Identity Tokens
Tokens are cards or codes that are assigned to a system user that enables them to access
designated areas. There can be more than one token assigned to each employee, since there can
be more than one badge or PIN assigned to an employee.
To create one or more tokens and assign them to badges:
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Identity Enrollment and Credentialing User Guide
1. From the Identities Listing page, click the name of the user to whom you want to assign
tokens.
The Identity property sheet for that user appears.
2. Click the Tokens tab.
The Tokens page appears.
3. Click .
The Add Token page appears.
4. Fill out the fields as required.
5. When you're finished, click .
The new token is added to the user's identity properties.
The button appears.
6. Click the button to download this token to the connected panels and associated
doors.
7. To create additional tokens, repeat Steps 2 through 5.
8. Click the Badge tab.
The Badge page appears as shown in Badge Page on page 26
9. At the Token pick list, select the token number you want to assign to this badge.
For definitions on the fields and buttons appearing on this page, refer to To k e n s P a g e on page 21.
Printing Badges
Before you can print a badge, you must first have connected a badge printer to the client's
network and configured it properly (installing the correct printer driver). For more on this, refer to
the printer's user guide.
To print a badge:
1. Add a person to the Identities database.
Alternatively, click the select an existing person from the Identities Listing page.
2. From the Identities Edit Properties screen, click on the Badge tab.
The Badge page appears.
3. Fill in the fields as required.
4. When you're finished, click .
5. Click .
The badge appears in a preview window.
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