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AMS Visitor Management
en |
Installation / Configuration / Operation |
AMS Visitor Management |
Table of contents | en |
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Table of contents
1 |
Introduction |
5 |
1.1 |
About Bosch Visitor Management |
5 |
1.2 |
Intended audiences |
5 |
1.3 |
How to use this documentation |
5 |
2 |
System overview and topology |
6 |
3 |
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Installation |
7 |
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3.1 |
Software and hardware requirements |
7 |
3.1.1 |
The main access control system |
7 |
3.1.2 |
A database instance to host the Visitor Manager database |
7 |
3.1.3 |
A dedicated user for database access |
7 |
3.1.4 |
A dedicated user in the main access control system |
8 |
3.2 |
Installing the Server |
8 |
3.2.1 |
Running the server setup program |
8 |
3.2.2 |
Appsettings JSON file |
9 |
3.3 |
Installing the Client |
9 |
3.3.1 |
Running the client setup program |
10 |
3.3.2 |
Certificates for secure communication |
10 |
3.3.3 |
Appsettings JSON file |
10 |
3.4 |
Verifying server installation |
10 |
3.5 |
Peripheral hardware |
11 |
3.5.1 |
Registering peripheral hardware with the client application. |
11 |
4 |
Configuration |
12 |
4.1 |
Creating Visitor Management users in the ACS |
12 |
4.2 |
Creating Visitor authorizations and profiles in the ACS |
12 |
4.3 |
Setting up the Receptionist computer |
12 |
4.4 |
Setting up a kiosk computer for Visitors |
12 |
4.5 |
Logging on for configuration tasks |
13 |
4.6 |
Using the Settings menu for configuration |
13 |
4.6.1 |
Preview mode |
14 |
4.6.2 |
Customizing the UI |
14 |
4.6.3 |
Document templates |
15 |
4.7 |
Firewall settings |
15 |
4.8 |
Network security |
15 |
4.9 |
Backing up the system |
16 |
5 |
Operation |
17 |
5.1 |
Overview of user roles |
17 |
5.2 |
Using the dashboard |
17 |
5.2.1 |
The visits table |
17 |
5.2.2 |
Table columns and actions |
18 |
5.3 |
Receptionist |
19 |
5.3.1 |
Logging onto the Receptionist role |
19 |
5.3.2 |
Searching and filtering visits |
20 |
5.3.3 |
Registering visits |
20 |
5.3.4 |
Approving and declining visitors |
21 |
5.3.5 |
Adding, removing and exempting from the blacklist |
22 |
5.3.6 |
Assigning and deassigning cards |
22 |
5.3.7 |
Maintaining visitor profiles |
24 |
5.3.8 |
Viewing visit records |
24 |
Bosch Security Systems |
Installation / Configuration / Operation |
2021-02 | 1.0 | |
4 en | Table of contents AMS Visitor Management
5.4 |
Host |
24 |
5.4.1 |
Logging onto the Host role |
25 |
5.4.2 |
Searching and filtering |
25 |
5.4.3 |
Registering visits |
26 |
5.4.4 |
Copying visit appointments |
26 |
5.5 |
Visitor |
26 |
5.5.1 |
Introduction to Kiosk mode |
26 |
5.5.2 |
Creating a visitor profile: Self check-in |
26 |
2021-02 | 1.0 | |
Installation / Configuration / Operation |
Bosch Security Systems |
AMS Visitor Management |
Introduction | en |
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1 Introduction
1.1About Bosch Visitor Management
Bosch Visitor Management, hereafter referred to as VisMgmt is a browser-based software tool that operates in tandem with Bosch access control systems. It manages visits to an accesscontrolled site, including the scheduling of visits, the professional data of the visitor, associated documents and contracts, and the assignment of temporary credentials.
The user interface is customizable, and any user may change its language on-the-fly without logging out.
The primary users and their use cases are:
User type |
Use cases |
Receptionist |
Registering new visits and visitors |
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Approving and declining visits |
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Blacklisting visitors |
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Assigning and deassigning visitor cards |
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Managing associated documents |
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Monitoring the number of visitors on site. |
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Visitor |
Self-registration and pre-registration |
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Creating and maintaining a visitor profile |
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Signing documents |
Host |
Managing schedules and lists of visits and visitors |
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Pre-registering visits |
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Administrator |
Making global settings |
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Customizing the behavior of the tool and its user interface. |
1.2Intended audiences
–Installers and administrators of VisMgmt
–The main user types of VisMgmt
1.3How to use this documentation
–Use the Search function in your help viewer to locate relevant content.
–The system overview, installation and configuration sections are primarily of interest to system administrators
–The operation sections are primarily of interest to system users.
Bosch Security Systems |
Installation / Configuration / Operation |
2021-02 | 1.0 | |
6 en | System overview and topology AMS Visitor Management
2 System overview and topology
Label Description
The Reception workstation, with enrollment reader and other peripheral hardware.
The Visitor kiosk workstation, with browser in kiosk mode and peripheral hardware.
The Host (the employee visited) workstation
Supported browser
The recommended system topology has the VisMgmt server on the same computer as that of the main access control system, and its database on the same database instance.
The VisMgmt client is installed on those workstations that require access to peripheral devices.
The host workstation usually requires only browser access to the VisMgmt server.
2021-02 | 1.0 | |
Installation / Configuration / Operation |
Bosch Security Systems |
AMS Visitor Management |
Installation | en |
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3 Installation
3.1Software and hardware requirements
Install VisMgmt server on the same computer as the main access control system: the same software and hardware requirements apply.
Server requirements
The server is the computer that runs the VisMgmt application.
Operating systems |
Windows 10, Windows Server 2016 |
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Database |
MS SQL Server 2017 and later |
management |
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systems |
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Supported browsers |
Google Chrome, Mozilla Firefox, Microsoft Edge (Chromium based) |
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Minimum monitor |
Full HD 1920x1080 |
resolution (for using |
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the application UI) |
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Client requirements
The client is the computer that runs the browser that connects to the VisMgmtserver, and also connects physically to the peripheral hardware: enrollment reader, web camera, signature scanner and document scanner.
Although the peripheral devices are not strict requirements for installation, they are urgently recommended, as they greatly increase the efficiency of the visitor registration process.
Supported browsers |
Google Chrome, Mozilla Firefox, Microsoft Edge (Chromium based) |
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Minimum monitor |
Full HD 1920x1080 |
resolution |
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3.1.1The main access control system
VisMgmt works with the following Bosch access control systems:
–Access Management System (AMS) versions 3.0.1 and later
Complete and verify the installation of the main access control system before proceeding with the installation of VisMgmt .
3.1.2A database instance to host the Visitor Manager database
The installation of AMS creates a database instance which you can use to host the VisMgmtdatabase, dbVisitorManagement.
The default name of this instance is ace.
Alternatively, during the installation of the VisMgmt server, you can create the VisMgmt database on a pre-existing database instance on the network, provided you have administrator access to that instance.
3.1.3A dedicated user for database access
The user VMUser accesses the Visitor Manager database on behalf of the VisMgmt application. By default, the VisMgmt server installation program creates a Windows user VMUser on the VisMgmt server.
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Installation / Configuration / Operation |
2021-02 | 1.0 | |
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en | Installation |
AMS Visitor Management |
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3.1.4A dedicated user in the main access control system
1.In the main access control system, create a user that has the feature unlimited API usage.
For detailed instructions, see the chapter Assigning user (operator) profiles in the operator manual of the main access control system.
2.Note the username and password carefully, because the VisMgmt installation wizards will require them.
3.2Installing the Server
Do not start the setup program until you have provided all the software requirements.
3.2.1Running the server setup program
1.On the intended VisMgmt server, as Administrator, run
BoschVisitorManagementServer.exe.
2.Click Next to accept the default installation package.
3.Accept the End User License Agreement (EULA) and click Next.
4.Select the destination folder for the installation. The default folder is recommended.
– On the SQL Server configuration screen
5.Select whether you wish to create the database on the local SQL server instance, that is on the database instance on the VisMgmt server, or on a remote database server computer.
–Note: If you choose a remote database server, the setup program prompts for the password of VMUser , the administrator user that you set up on the remote database server (see section Software requirements).
6.Enter values for the following parameters:
SQL server |
The name of the database server computer |
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SQL instance |
The name of the database instance where the visitor database is to be |
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created |
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SQL user name |
The name of an administrator user of the instance, typically sa |
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SQL password |
The password of this administrator user. |
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7.Click Test connection to test whether the database instance can be reached using the parameter values that you have entered. If the test fails, re-check the parameters.
8.Click Next to continue
–On the ACS access configuration screen (where ACS refers to the main access control system, AMS or ACE)
9.Enter values for the following parameters:
ACS host name |
The name of the computer where ACE is running |
ACS user name |
The name of the dedicated user of the ACS, with unlimited API usage. |
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See section Software requirements. |
ACS password |
The password of this dedicated ACS user. |
10. Click Next to continue
–On the Identity server configuration screen
11.Select AMS identity server
12.Enter the name of the ACE server followed immediately by the port number :44333
2021-02 | 1.0 | |
Installation / Configuration / Operation |
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AMS Visitor Management |
Installation | en |
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13.Click Test connection to test whether the identity server is reachable.
Due to network timeouts you may need to click Test connection more than once.
14.Click Next for the summary screen, then click Install to start the installation of the VisMgmt server.
15.After installation, reboot the computer.
3.2.2Appsettings JSON file
A number of configuration parameters for the VisMgmt server are stored in the following .JSON file:
<installation drive>\Bosch Sicherheitssysteme\Bosch Ace Visitor Management\
appsettings.json
It is generally not necessary to change the default values, but it may be beneficial to adjust the following parameters in the Settings section of the file.
Save your changes and restart the VisMgmt Windows service to put the changed parameters into effect. The name of the service is Bosch Ace Visitor Management.
Parameter name |
Default value |
Description |
PageSizeNumberOfVisit |
20 |
The maximum number visit records |
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that appear on the screen at one |
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time. |
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As the user scrolls, each new page |
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is filled with this number of |
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records, loaded from the database. |
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MaximumUploadFileSizeBytes |
31457289 |
The maximum number of bytes that |
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an uploaded file may contain. |
Languages |
de, en, pl, |
The languages that a user may |
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pt, ru |
select in the user interface |
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StartoverTimeoutAskSeconds |
300 |
The application waits this number |
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of seconds if the user pauses |
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during the input of login |
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information, then it prompts for |
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input. |
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StartoverTimeoutResetSeconds |
60 |
After prompting, the application |
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waits this number of seconds |
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before resetting the login screen. |
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3.3Installing the Client
The VisMgmt client can be installed on the server computer, but is usually installed on a separate computer in the same network. If so, copy the HTTPS certificate from the ACE server and install it on the separate computer also. See Certificates for secure communication, page 10 below for instructions.
The client setup program installs connecting software for peripheral devices such as enrollment readers and scanners. If such devices are not required, for example for the host user, then browser access is enough to log in and run the application.
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Installation / Configuration / Operation |
2021-02 | 1.0 | |
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