DSX Access System, Inc. WinDSX User Manual

®
WinDSX User’s Guide
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DSX, Our Commitment to Service
Our Commitment to service is continually demonstrated through our Training Programs and Technical Support Department. DSX stands behind its products and customers and constantly strives for excellence.
Our technical staff consists of engineers with field installation and service experience that are always ready to answer any question. By providing a staff with years of security experience, DSX is able to offer valuable insight into the complex issues that face the security contractor installing DSX equipment. DSX commitment to service is unmatched in the security industry.
Information contained in this document was known to be true at the time of printing. This information is subject to change at any time without notice. This document is a Team effort by the Technical Support Group at DSX.
Intent of this User Guide is to assist the actual user of the system in their daily operations. This Guide is a supplement to the extensive Help system integrated into the software. Help is available by pressing F1.
DSX is a registered trademark of DSX Access Systems Inc; WinDSX is a trademark of DSX Access Systems Inc.
The use of or reference to the term's Eltron, Fargo, Nisca, Pentium, Penware, Windows and Windows NT may or may not be the registered trademarks of the respective companies.
Compliance
You must consult your local fire codes before installing any locking device on doors, gates, or barriers. A construction and fire approval permit may be required before installing any equipment. Call your local Fire Marshall for building code requirements in your area.
For UL installations, you must install the DSX System according to the UL Installation Manual and in accordance with the National Electric Code, ANSI / NFPA 70 regulations and recommendations for US Installations. Canadian installations must be in accordance with the Canadian Electric Code C22.1.
The DSX-1022, DSX-1040CDM, DSX-1040PDM, DSX-1042, DSX-1043, DSX-1044, DSX-CKI-C, DSX­CKI-K, DSX-DP485 and DSX-FRB8 have been tested and found to conform to the requirements of UL 294.
The DSX-1022, DSX-1040CDM, DSX-1040PDM, DSX-1042, DSX-1043, DSX-1044, DSX-1040-PE-B, DSX­MCI, DSX-LAN, DSX-SPS and DSX-2PC have been tested and found to conform to the requirements of UL
1076.
Camera and DVR integration was not tested by UL.
DSX Access Systems, Inc. 10731 Rockwall Road Dallas, Texas 75238 888-419-8353 Sales, Shipping and Accounting 800-346-5288 Technical Support 214-553-6147 FAX www.dsxinc.com
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DataBase / Setup
WinDSX Startup
DataBase / Location
Table of Contents
Startup...................................................................................................... 1
DataBase Login........................................................................................2
Workstation Login ................................................................................. 85
ToolBar & Menus .................................................................................... 3
Menus Map .............................................................................................. 4
Operator Comments ................................................................................. 5
Operator Passwords.................................................................................. 6
Password Profiles..................................................................................... 7
Profiles – Locations.................................................................................. 8
Profiles – Menus ...................................................................................... 9
Profiles – Input/Output/Device Overrides............................................... 11
Profiles – Companies.............................................................................. 12
Profiles – Card Fields............................................................................. 13
Profiles – Access Level .......................................................................... 14
Reports / System Programming .............................................................. 15
Reports / Card Holder............................................................................. 17
DataBase Backup ................................................................................... 23
History Backup ...................................................................................... 25
Restore/Repair Data ............................................................................... 28
Event Filters........................................................................................... 31
Card Holder............................................................................................ 34
Card Holder Search ................................................................................ 35
Card Holder List..................................................................................... 38
Adding a Card........................................................................................ 39
Card Holder Phone # .............................................................................. 45
Card Holder Keys................................................................................... 46
Card Holder Skills.................................................................................. 47
Capture Card Holder Image.................................................................... 48
Import Card Holder Image...................................................................... 49
Edit Card Holder Image.......................................................................... 50
Print Card Holder Badge ........................................................................ 51
Activate/De-activate Company............................................................... 52
Access Level .......................................................................................... 53
Bulk Load Access Levels ....................................................................... 56
Time Zones ............................................................................................ 60
Company................................................................................................ 63
d
f
Workstation
DataBase / Location
Holiday.................................................................................................. 64
User Defined Fields ............................................................................... 65
Guard Tour ............................................................................................ 68
Maps………………………………………………………… ................. 71
Override Group...................................................................................... 72
Badge Image Source .............................................................................. 73
Badge Image Type................................................................................. 74
Badge Templates ................................................................................... 75
Keys ...................................................................................................... 80
History................................................................................................... 81
Email Groups – Alarm Email Notification ............................................. 89
Workstation Login ................................................................................. 91
Workstation Overview ........................................................................... 92
Workstation Overview continued........................................................... 93
Card Holder Search................................................................................ 94
In / Out Status........................................................................................ 95
Location Operations............................................................................... 96
Devices (readers, keypads)..................................................................... 97
Inputs (alarm points).............................................................................. 98
Outputs (locks, gates)............................................................................. 99
Override Groups / Comments............................................................... 100
Cameras............................................................................................... 101
Maps / Alarms .................................................................................... 102
Alarms / Customize ............................................................................. 103
DVR Operations .................................................................................. 104
Message Definitions............................................................................. 106
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Startup
1
DataBase
The Database program is the very core of the system. It is where the system is defined and configured. Database manages all of the system data and provides the user with an easy but dynamic graphical user interface. The database program not only houses the data entry mechanism but also contains all system management utilities including Photo ID Badging.
Workstation
The Workstation program is the actual user interface for all communications and controller interaction in the system. There are four interactive windows within the workstation program. These four windows are all sizeable with scroll bars to allow customizing of the desktop for ease of use. The four Windows are Alarm, Event, Selection, and Control.
Page 2
Page 92
Comm Server
The Comm Server program is a multi-tasking, communication application that runs as a Process or Service and is located on the PC that has the physical and/or virtual connection to the DSX Controllers. The Comm Server has no user interface, it simply communicates with the DSX Controllers, downloading new data, uploading panel history, and logging all transactions to the hard disk. The Workstation program interrogates the Comm Server program through the network using the Comm Servers TCP/IP address. The Comm Server Program responds to the Workstation requests and routes all alarm, input/output control and system events to the Workstation Program.
Comm Server is started and closed by the Workstation program
Press F1 for Help Help can be received by pressing the F1 key from any Menu and
Data-Entry Screen in the DataBase program and from any location in the Workstation Program.
DataBase
2
Login
Double Click on the DataBase ICON to start the program.
The Login Screen below is displayed when the program is started. Enter your User Name and Password. The Default User Name is master, the default Password is master both entered in all lower case.
ToolBar & Menus
3
File
Double Click on System
Double Click on Locations
Copy
Delete
User Name
Menu Window
List Window
Operator Log Off
System Date and Time
Add
Who Is In Report
Change Operator Password – Used to change password. Enable Multiple Selections – For multiple card holder selections to be used
with the Activate/De-activate buttons and Bulk Modify Access Levels.
Bulk Modify Access Levels – Used to make group access level changes. Exit – Exits the Program.
Select File to access the following:
– Click here to Log Off and Return to the Login Screen.
– Click here to add new record.
– Click here after selecting a
data record that you wish to copy.
– Click here after selecting a
data record you wish to delete.
receive a detailed report as to who is in the facility and where they last used their card. Card Holders are listed by IN reader. Each list shows a total number IN location wide and a subtotal of those IN at that reader.
The Who is In Report can be configured to run from an Input Alarm. For more Information press “F1” for Help.
DataBase
– Click here to
expand the menu to display all locations defined in the system
expand the menu to display Passwords, Reports, and Setup.
to
to
The
.
Logged onto the System is displayed here.
of the Operator
DataBase
4
Add button
Operator Passwords and Configuration, Page 6
DataBase and History Backup Utilities, Page 23
Card Holder Management, Page 34
Location History Report Generator, Page 81
Menus Map
Double Click on: System, Reports, Setup, and Locations to expand their menus.
Click on the Menu Item, then click on the Add button in the Toolbar at the top.
Access Level – Page 53 Time Zone – Page 60
Company – Page 63 Holiday – Page 64
UDFs – Page 65 Guard Tour – Page 68
Badge Temp – Page 75 Keys / Skills – Page 80
Operator Comments
5
Operator Comments
Operator Comment
Edit
Name
comments can be made and stored in history for future retrieval. The comments can be in response to an alarm or restoral or any other incident. Predefined statements or comments can be described here and later used by the operator. Free format comments can also be used instead of or in conjunction with the predefined comments. Predefined Operator Comments can be used for consistent recording of a common or recurring situation.
Click on Menu then on Add.
are notes or text that can be recorded by the operator at any time. These
in the
Double Click here to existing Operator Comment.
an
DataBase
1. Enter the
2. Enter the Comment to be displayed and recorded.
3. Enter the Display Order, which determines its order in the comment pick list.
of the Comment as it will be referred to and selected by.
DataBase
6
Operator Passwords
Operator Name
Operator Password
Operator Password
is the mechanism that secures the system from unauthorized use. The Operator Passwords are unique to each operator providing the operators the same use of the system regardless of which workstation they are at. Each operator has a Password Profile that determines what privileges the operator has in the software. Each operator can have their own Password Profile or multiple operators can share a profile. The Operator must enter their Password when starting the system and must log off when leaving the workstation.
This method of password protection allows the manager to add the operator into the system and assign them the appropriate password profile, and an initial password. The operator is given their login name and password profile at which time they can change their password to one they only know. Once this is done the manager can go back and modify the login name and profile without viewing or changing the password.
Double Click here to Edit an Operator.
Click on the Menu and then on Add.
in
1. Enter the
2. Enter up a minimum of 6 and up to 10
alphanumeric characters for a Password. The user name and password must be entered in all upper case letters for them to be case sensitive.
3. Enter the same password again in the Confirm
Password field.
4. Select a Password Profile from the drop down
selection box.
5. Enter Notes about this Operator if applicable.
Note /// When using AD Authentication, Enter the Operator Name and select the PassWord Profile without clicking on the password fields.
.
Password Profiles
7
Click on the checkbox
to the
operator to manage visitors.
Password Profiles
Password Profiles
Password Profile
Menu and then on
Add.
Edit
a Profile
- Double Click on the selected
Profile
is valid for. Custom profiles can be created for each Operator or can be shared by more then one Operator.
Click on
are the describing elements of where a password is valid and what it
DataBase
in the
New
have rights to nothing by default, indicated by no checkmarks in the column of selection boxes below. By clicking in the box you place a checkmark and provide full rights to that selection. By clicking on the checkmark you take it away which takes you to the selection menus and break down for that listing.
left of each description to view the breakdown of, and restrict privileges in, each category.
View the following pages for a breakdown of all 6 categories.
Select Visitors only if this profile should only allow the
DataBase
8
Location List
Select All
Profiles – All Locations
Use the profile will be valid for. Select the Locations this Password should work at.
Select a Location and press the Space Bar or Double Right Click to include or exclude a location.
below to determine which locations this password
Click on one of the selections to the left to view All Locations or to only view the Locations selected for this profile.
Click on the checkbox to automatically select all locations. Click on the Clear All Selections button to deselect all locations.
Profiles – All Menus
9
All Menus
File, Edit
Click on View, Add, Edit, and/or
Reports
Profile will be valid, are selected. Items selected here are accessible to a password with this profile. This answers the question of what functions this Password is allowed to perform. Select the items from the list corresponding to what this profile should be valid for and have access to.
is where menu items and functions, for which this Password
DataBase
Click on one of these to
Select All or Clear All Selections.
Double Click on: and System to expand their menus.
Select a Menu Item then Delete to provide the respective privileges for the menu selection.
Double Right Click on the Menu Item to provide full rights.
Double Click on expand the menu to display all of the system reports available. Select all reports this profile should have access to.
to
DataBase
10
Set Card Status
Add
allows
controlled.
Menu Items
View, Add, Edit,
Profiles – All Menus
Double Click to expand the Locations Menu. Select the appropriate Locations followed by Workstation, DataBase, and Cardholder Menus and set the level of access for each item.
Under the operator to Activate Cards, and selecting Delete allows the operator to Deactivate Cards. These two functions can now be separately
– selecting
Select the assign the and/or Delete privileges by checking the appropriate box to the right and then Click OK at the bottom. Double Right Click on the Menu Item to provide full rights.
and
I/O, Device, & Camera Control
11
Input, Output, and Device
Overrides and
Double Click on the Location
Device, Input, Output and/or
Camera
Cameras
– Live / Recorded
Camera Control are assigned to a profile here. Select the devices, inputs, outputs, and cameras an operator with this profile will be allowed to manipulate and have manual control over. Select the point then select one or all of the override commands in the lower right corner. These overrides also apply to Scheduled Overrides.
Double Click on each Device to expand the menu to display all of the inputs and outputs associated with that device.
Double Click on Cameras to expand the menu to display all of the cameras.
(card readers and/or keypads)
to expand the menu and display all devices.
Click on one of these to Select All or Clear All Selections.
DataBase
A right double click on the title item will select/de-select all items below it.
Select the click on the Override(s) appropriate for the point and the profile.
Devices – Disable / Time Zone Inputs – Arm / Bypass / Time Zone Outputs – Secure / Open / Time Zone / Grant Access
above and then
DataBase
12
Companies
Double click on the Location or Location Group
Selections.
All Companies
are the different organizations, businesses, departments, or other groups of card holders. By Selecting a Company here, the operator with this profile will only have access to the card holder data for that company as well as the history that pertains to that company.
below to expand the
menu to display all of the Companies defined for the location or locations.
Click on one of these to
Select All or Clear All
Select the company you wish to give this operator access to and then click here on Show Card Holders. This gives the operator
access to all company data such as the card holders assigned to the company and their associated history.
All Card Fields
13
Card Data Fields
Selections.
Select the to be able to view and/or edit in the DataBase program under Card Holder / Cards.
Double click on the Location or Location Group and then click on Cards to expand the menu to display the list of card data fields.
Select the Card Fields from the list above then click on View Data and/or Edit Data to determine which of these fields a user with this password
profile will be allowed to view and edit.
you wish an operator with this password profile
DataBase
Click on one of these to Select All or Clear All
DataBase
14
Devices
Double click on the Location or Location Group
Selections.
Select a Device then click on Display in Access Level
Access Level All Devices
Select the profile will be able to view and assign when creating and issuing access levels to Card Holders.
and view the list of all Card Readers/Keypads in the system.
be displayed in the list of devices to choose from when an Operator with this Profile is creating an Access Level.
(Card Reader/Keypad Locations) the operator with this
to expand the menu
for that device to
Click on one of these to Select All or Clear All
15
Reports
Card Holder Repo
rt
2. Select the Report desired then click on the Add Button.
1. Double Clicking on reports expands the Reports selection menu.
The can be accessed by clicking on Card Holder Report in the menu and then clicking on the Add Button. Page 17
viewed and printed. Card Holders can be searched, sorted, viewed and printed. All reports except Keys, Who is In, History, and Time &
Attendance are exclusively run from this menu.
Reports
is the location that all system programming can be selected,
DataBase
Press F1 for Help
anywhere in the DataBase and Workstation programs.
DataBase
16
Location Reports
List All Locations
Printer
Number of Copies
Print Preview
View Screen as
Location
Reports / Example
include all location information such as which
features are enabled, address information and phone numbers.
Use this example for all reports except Card Holder.
Select the report if there is more than one Location.
Select all locations in the database.
Select Windows Default Printer.
Click here to incorporate custom Notes in the report if desired.
desired in the
to show
if different than the
Set the for the printing of this Report.
required
Click here to screen prior to printing. The Report can be exported to file from the Pre­well as printed to the selected printer.
the report on
Reports / Card Holder
17
Card Holder Report
or
Location
The this screen to select the Card Data to be included in the Report and whether or not it should be in the condensed or full format. Each Tab represents different reports available such as List by Reader Access or List by Access Level. These Tabs represent separate reports and do not interact.
3. After selecting a Location, Click here for a report which contains Card Holders that have access to a specific Reader/Keypad that are listed here.
2. Select the this Card Holder Report should be pulled from.
can include all card holder information as well as all code / card data. Use
3. After selecting a Location, Click here for a report which contains Card Holders that have a particular Access Level or Linking Level listed here.
4. Answer the column of questions to the left using the following page.
that
5. Before using the Print Roster Option, be sure the correct Template has been defined. See page 74.
DataBase
1. The Full Format contains all Card Holder data and prints approximately 5 Card Holders per page. The Condensed Format prints the most common data and can print approximately 53 Card Holders per page. The condensed format consists of Code, Imprinted Card Number, Access Level, Output Linking Level, and Company.
For additional report information access the Help Screen by pressing F1.
DataBase
18
Print Car
d Data
-
Include All Card Holders
Reports / Card Holder
5. including the state in any or all of the 4 Anti-Passback Zones, then click on Print.
and the subsequent configuration questions and optionally
Click here, remove the checkmark and jump to the Card Holder Search Engine to select the card holders to be in the report. See next page.
Separate Report for each Company - The Card Holder
Report can be sorted by Company or printed without regard to the company identifier. For a report that is sorted by company select this option. If selected, Card Holders will be listed by name or code but separated by company.
Select any or all of the additional data to be included in the report.
Print Phone Number Print User Defined Data Print Notes Print Keys
Sort the Card Holder Report in one of the three ways listed by clicking on one of the three radial buttons.
List by Name List by Card Number List by Imprinted Card NumberList by UDF
6. Click on OK and proceed to page 22.
When selected this option includes Card data such as name, code, access levels, number of uses, activate and de-activate dates, visitor and trace options. Click on this field one time to select or deselect this option. A check mark indicates the report will include the data. Data included also depends on the condensed format selection.
Include Where Passback Status is:
Select one or all of the four anti-passback zones and set the status selection to In / Out or Either.
This will further set the search criteria to only find those card holders who currently hold “In”, “Out”, or “Either” status in one or all of the four zones.
Select Names List Criteria
19
Search Names Tab
The
shown below allows for card holders to be searched and
reported based on their First and/or Last Name, Company, Visitor and Trace status.
The Search UDF Tab allows for Card Holders to be searched by the custom User Defined Field information.
The Search Cards Tab allows for the Card Holders to be Searched by any of the Card data such as the encoded card number, the imprinted card number, the number of days since the card had been used or pending start and stop dates.
The Search Skills Tab allows for the Card Holders to be Searched by any of the Skills or Trades assigned to the Card Holders.
How to Use Card Holder Search
Any or all of the data fields on any of the Search Tabs can be used to search for Card Holders. Enter complete or partial search criteria in any or all of the data fields on each Search Tab and click on OK. The selections form an AND statement and can be used to form very precise Card Holder Lists. The Card Holder must meet all of the criteria entered in all search fields on all 3 Tabs in order to be shown in the Card Holder List shown.
DataBase
Enter the specifying criteria for the search on any or all-4 Search Tabs and click on OK.
Search Include Where Company is:
Select one or more Companies from the list. To select more than 1 company press and hold the Ctrl-Key while clicking on each one desired. The selection “Any Company” instructs the system that the company identifier is ignored and the search will be based on name without regard to the card holder’s company assignment.
DataBase
20
Search UDF Tab
If you are entering an
Email Address for Alar
Select UDFs List Criteria
The searched by the custom User Defined Field information.
Any or all of the data fields on any of the Search Tabs can be used to search for Card Holders. Enter complete or partial search criteria in any or all of the data fields on each Search Tab and click on OK. The selections form an AND statement and can be used to form very precise Card Holder Lists. The Card Holder must meet all of the criteria entered in all search fields on all 3 Tabs in order to be shown in the Card Holder List shown.
allows for Card Holders to be
Email Notification be s
Page 81
Enter the specifying criteria for the search on any or all-4 Search Tabs and click on OK.
Select Card # List Criteria
21
Imprinted Card Number
Number of days
Card Holder search is complete
Search Cards
Tab
The
allows for the Card Holders to be Searched by any of the Card data such as the encoded card number, the imprinted card number, the number of days since the card had been used, or a pending start and stop date.
Enter the internal working or Encoded Number of the card.
Enter the that is found printed on the card.
Specify the
the card
would not have been used since.
DataBase
Include where Start and Stop Date is Between. Use the drop
down calendar selection box to set a range of dates to find cardholders that have a Start and/or Stop date within that range. This search can be useful to find Card Holders whose cards have been set to turn on or off on a certain date.
Specify if the code(s) to be searched for must have the Guard Tour feature enabled -
True, False, or Either.
Once the to the location in the software that you requested the Card Holder Search from. This could be Card Holder Reports, History, DataBase/Card Holder.
Include where status is: Set the status of the Card Holder you wish to include in the Search. Click on Active, Inactive, or Either to set the search status appropriately. Active are those cards that are operational in the system. Inactive is those cards that have been turned off and no longer functional. Select Either if the active status should have no bearing on the search.
click on OK and you are returned
DataBase
22
Title for the
Print Pre
-
View
Report is printed
Report can be
or
binoculars at the top of the report.
Reports / Card Holder
Print PreView & Export
7. Enter a Card Holder Report and click on OK.
The screen appears and provides the ability to change the print size for larger and smaller viewing.
8. The
exported to a File by clicking on the Envelope ICON and selecting the
file format of choice. Use the RTF format to best maintain the page formatting.
8. The
by clicking on the Printer ICON that in turn
sends the report to the default or selected Windows Printer.
To search for an item within the report click on the search
System / Setup
23
DataBase Backup Utility
Backup DataBase
Restoring and Repairing a DataBase
Backup DataBase
This is where the
is located. The database can be backed up to any drive and or directory in a compressed or non-compressed format. Automatic Backups are configured under System Parameters at the Comm Server only. Location selectable, this backup allows one or multiple location’s database to be backed up. If only one Location is selected then only that location’s data will be backed up. This backup could then be used to separate a single location from a larger system. Backups include Scheduled Overrides for Inputs, Outputs, and Override Groups.
1. Select
and click on either the Add button or on the
“Double Click Here to Configure Backup” message.
should only be performed by the
System Administrator. Use caution in performing these tasks.
DataBase
DataBase
24
All Locations are automatically
Backup Image Files
Span Multiple Disk
Password to Encrypt
6.
Click OK
to proceed.
System / Setup
Backup DataBase
2. selected to be Backed-Up. De-select the Locations that are not to be Backed-Up by using the space bar or double right click. If there are multiple locations and it is desired to only backup one of them, click on the De-Select All button below then select the location to backup.
7. Save the backup to any drive available to Windows™. The Comm Server PC is the only one that can perform an automatic backup.
3. Select
if the system is utilizing Photo ID Badging and it is desired to backup the Card Holder Images.
4. Select
if the Backup is larger than what a standard 3.5” 1.44M disk can hold.
5. Enter a
the Backup if
desired. Use up to 9 alphanumeric characters.
System / Setup
25
History Backup Utility.
Backup History
Backup History
This is the location of the to any drive and or directory in a compressed or non-compressed format. Automatic Backups are configured under “Setup” “System Parameters” and can be executed by the Comm Server only. History can be archived and saved in a different location or resource on regular intervals and the archived or backed up history can be deleted from the current History database. When running a History Report the name and location of the history database can be specified as one of the archived history files.
***See important note on page 27.***
The History database can be backed up
DataBase
1. Select “Double Click Here to Configure Backup” message.
and click on either the Add button or on the
DataBase
26
a Password to
All Locations are automatically selected to
Span Multiple Disk
Compress the Backup
Delete Records After Backup
Delete Records without Back UP
Start Date
System / Setup
Backup History
2. be Backed-Up. De-select the Locations that are not to be Backed-Up.
3. Select only and is used only if the Backup is larger than what a standard 1.44M disk can hold.
4. Select the history file in size using a compression utility. (recommended)
5. Select remove the archived records from the current history file. **See important note next page.**
6. Select allows history to be selected and purged without being archived first.
7. Set the History purge or archive.
Set the Stop Date for the end of the History purge or archive.
for the beginning of the
is for 3.5” disks
Files to shrink
to
9. Once the entire Archive and Purge configuration has been set, click on OK.
7A. Click here to have the system return the Earliest Date in the History File that you can optionally enter in the Start Date field.
8. Enter Encrypt the Backup if desired. Use up to 9 alphanumeric characters.
System / Setup
27
Backup History
10. Save the backup to any drive available to Windows™. The Comm Server PC is the only one that can perform an automatic backup.
To Use an Archived History File When creating a History Report you may specify which history file to use. This way when historical data is archived it can still be easily accessed for reporting. Click on this name to open a search window to find an alternate file.
DataBase
The log.mdb file contains ALL history generated on the system except for Database Changes. This includes Access Grants, Denieds, Alarms, Restorals, etc. Therefore, the log.mdb file can become quite large and possibly too large to be managed. It is highly recommended that the backup and delete routine be done on at least a monthly basis.
*** IMPORTANT ! ***
DataBase
28
Restore/Repair Data
System / Setup
Restore/Repair Data
1. Select Configure Data Restore/Repair”.
then choose “Double Click Here to
2. Next, choose
“Click Here to Restore Data From a Backup”.
System / Setup
29
Restore Database Files
Restore/Repair Data
3. Next, choose which data from the backup is to be restored using the check boxes. Definitions below for those items.
DataBase
– Select this to restore the Database Files. De-select this to
exclude it from the Restoration. This includes all location and card holder information.
Restore System Setup Files – Select this to restore the Setup Files. This includes system parameters, and comm ports. De-select this to exclude this information from the Data Restoration.
Restore Map Files – Select this to restore the Graphic Alarm Maps. De-select this to exclude the Graphic Alarm Maps from the Data Restoration.
Restore Image Files – Select this to restore the Card Holder Image Files. De-select this to exclude Image Files from the Data Restoration.
Restore Icon Files – Select this to restore the System Icons. De-select this to exclude Icon Files from the Data Restoration.
DataBase
30
System / Setup
Restore/Repair Data
4. Next choose the location of the backup file.
5. Click OK at the ARE YOU SURE prompt, and be sure no other Workstations are running the program. This must include the Comm Server program on the PC being restored to.
Event Filter
31
Event Filters
Multiple Event Filters
Each Filter can determine which Locations, readers, inputs, and outputs will generate events that are visible at this workstation. Event Filters are defined locally for each workstation that is to employ them. When no filters are defined, all events from all locations are displayed at that Workstation.
This allows a Workstation on the LAN to view card read events and/or alarm activity, from one area during one part of the day, from an additional area during another specified time of day, and possibly from all areas during yet another period of time.
When using multiple Event Filters at a Workstation it is important to consider that each filter is in parallel with the next. If it is desired to block a particular event then each filter must block that event or it will be visible in the Workstation program.
can be defined to prevent unwanted activity from being displayed at this workstation.
can be defined for each Workstation with each one controlled by a time zone.
DataBase
1. Choose System, Setup, Event Filter. Then click on the Add New Icon.
DataBase
32
Name
Time Zone
Alarm Delay Filter
Alarm Delay Time
Event Filter
2. Enter the filter is to be used at. Enter up to 30 characters for the Filter Name.
that best describes the filter being defined or Workstation the
3. Select the Filtered events (those that have the red circle and slash) are never displayed. Non-filtered events (those that do not have the red circle and slash) are displayed according to the time zone assigned. With a 24 hour time zone non-filtered events will be displayed all of the time. The Start Time of the Time Zone is when the non-filtered events begin to display and the Stop Time is when they are no longer displayed. When the time zone is inactive all non-filtered events quit being displayed.
For example if there were three Locations within the system and Location 1 events are to be displayed all of the time at this workstation, Location 2 events are to be displayed from 12:00 PM to 8:00 AM, and Location 3 events are to be displayed from 6:00 PM to 8:00 AM three filters would be defined.
The first Event Filter would be defined so that Location 2 and 3 would be filtered (red circle/slash) and Location 1 would be non-filtered (no red circle/slash) with a 24 hour time zone assigned.
The second Event Filter would be defined so that Location 1 and 3 would be filtered (red circle/slash) and Location 2 would be non-filtered (no red circle/slash) with a 12:00 PM Start to 8:00 AM Stop time zone assigned.
The third Event Filter would be defined so that Location 1 and 2 would be filtered (red circle/slash) and Location 3 would be non-filtered (no red circle/slash) with a 6:00 PM Start to 8:00 AM Stop time zone assigned.
that defines when the Event Filter is to start passing non-filtered events.
4. this workstation unless the alarms are not acknowledged at a different workstation within the Alarm Delay Time which is defined next. The alarm delay filter option applies to alarms that are not filtered (no red circle/slash). Filtered alarms (red circle/slash) are never displayed.
5. go unacknowledged at a different workstation before displaying on this workstation.
determines if this filter will be used to delay alarm events from displaying at
defines in minutes the amount of time that non-filtered input alarms should
Event Filter
33
Fi
lter Inputs and Outputs
to stop all messages including alarms from those points.
the filter
red circle with a slash, or disable the filter
no red circle with a slash.
Clear all Filters
6. By default all events from all locations are restricted when defining a new Event Filter. Double left click on Location to expand the menu displaying all Devices in that location. Double left click on a Device to display Inputs and Outputs for that Device. Double left click again on Inputs and Outputs to display the list of Inputs and/or Outputs defined for that device.
Select (click on) the item and then double right click or press the space bar to enable
A right double click on
7. Use
to remove any and all filters that are applied to all
the device item will select/de-select all items below it.
Locations, Devices, Inputs, and Outputs listed in this window. No red circle with slash. Use Filter all Events Click here to apply a filter to all Locations, Devices, Inputs, and Outputs listed in this window so that none of their events will be displayed at this workstation. Red circle with slash.
DataBase
8. Double left click on Location to expand the menu displaying all Devices in that location. Double left click on a Device to display Inputs and Outputs and then again on Inputs and Outputs to display the list of Inputs and/or Outputs defined for that device.
Select the item and then double right click or press the space bar to enable the filter – red circle with slash, or disable the filter – no red circle and slash.
Filter Location to stop all Location events such as Location Communication Loss. Filter Devices to stop all card read events from that particular device or reader.
DataBase
34
Search for Card Holders
Click on Card Holder in the menu
to access the Card
Add Card Holders
Show All Cardholders
Set Card Status for Company
List by Card Number
Card Holder
DataBase Location Menu
With the location menu expanded select Card Holder. The Search, Add, and Show Card Holders selection box appears.
Holder Selection Box.
Click on evoke the Card Holder Search Engine. Jump to page 35.
Click on directly to the Card Holder data entry screen. Jump to page 39.
to
to jump
Click on Card Holders in that Location sorted alphabetically. Jump to page 38.
Click on Card Holders by the Card Number.
Click on allows all Card Holders assigned to a company to be activated, de-activated and a new De-activate date set. Jump to page 52.
to list all
to list all
Card Holder - Search Names
35
Search Names Tab
The based on their First and/or Last Name, Company, Visitor and Trace status.
shown below allows for card holders to be searched and reported
Search Include Where Company is:
Select one or more Companies from the list. To select more than 1 company press and hold the Ctrl-Key while clicking on each one desired. The selection “Any Company” instructs the system that the company identifier is ignored and the search will be based on name without regard to the card holders company assignment.
DataBase
Click here to sort the results of the Card Holder search by Card
number instead of by Name.
Enter the specifying criteria for the search on any or all­4 Search Tabs and click on OK.
How to Use the Card Holder Search
Any or all of the data fields on any of the Search Tabs can be used to search for Card Holders. Enter complete or partial search criteria in any or all of the data fields on each Search Tab and click on OK. The selections form an AND statement and can be used to form very precise Card Holder Lists. The Card Holder must meet all of the criteria entered in all search fields on all 4 Tabs in order to be shown in the Card Holder List shown.
DataBase
36
Search UDF Tab
Card Holder - Search UDFs
The searched by the custom User Defined Field information.
Enter complete or partial search criteria in any or all of the data fields on each Search Tab and click on OK. Any or all of the data fields on any of the Search Tabs below can be used to search for Card Holders. The selections form an AND statement and can be used to form very precise Card Holder Lists. The Card Holder must meet all of the criteria entered in all search fields on all 4 Tabs in order to be in the list.
allows for Card Holders to be
Click here to sort the results of the Card Holder search by Card Number instead of by Name.
Enter the specifying criteria for the search on any or all­4 Search Tabs and click on OK.
Card Holder - Search Cards
37
allows
Imprinted Card Number
False, or Either.
Number of days
many days.
Card Holder search is complete
Search Cards Tab
The such as the encoded card number, the imprinted card number, the number of days since the card had been used, or a pending start and stop dates including temporary access levels.
allows for the Card Holders to be Searched by any of the Card data
Enter the internal working or
Encoded Number of the card.
DataBase
Include where Start and Stop Date is Between. Use the drop down calendar selection
box to set a range of dates to find cardholders that have a Start and/or Stop date within that range. This search can be useful to find Card Holders whose cards have been set to turn on or off on a certain date.
Temp Access Level Start and Stop Date
the search to be based on the beginning or end of a scheduled Temporary Access Level.
Specify if the code(s) to be searched for must have the Guard Tour feature enabled - True,
Enter the that is found printed on the card.
Specify a cards that have not been used in that
Include where status is: Set the status of the Card Holder you wish to include in the Search. Click on Active, Inactive, or Either to set the search status appropriately. Active are those cards that are operational in the system. Inactive are those cards that have been turned off and no longer function. Select Either if the active status should have no bearing on the search.
to find
Once the to the location in the software that you requested the Card Holder Search from. This could be Card Holder Reports, History, DataBase/Card Holder.
click on OK and you are returned
DataBase
38
Add
Copy
Delete
Print
Edit
Card Holder – View List
Capture Image
Who is In Report
Activate and De-Activate
the selected card holders.
– double
click on name
After selecting Card Holder and then Show All, The card holders are alphabetically listed here in this display column.
Select a Card Holder in the list and double click on their name to edit, or use one of the other tools at the top of the DataBase Menu.
Card Holder - General Tab
39
Card Holder
Add Card Quick
-
Load Button
Trace
4. Click here if this person is a
Visitor
.
Click here when you
This is the name is entered with the options of Trace, Visitor Status, and Custom Notes. The General Tab information is the only data that is required to enter a person into the database. The Card Holders Image can also be taken and an Identification Badge printed using the ICONS in the lower right corner of the screen.
The User Defined Fields are located on the center tab. UDFs are only required when a UDF field is defined as required Data.
The Cards Tab is only required to issue the person an access code, enter the card holders phone numbers, and assign any Keys and/or Skills.
1. Enter First and Last names.
Data Entry Screen. The General Tab is where the Card Holder
Card Holder primary Image Displayed Here. Clicking on the image will rotate through this card holders saved images but not signatures.
DataBase
2. Select a Company from the drop down selection list. Jump to page 63.
5. Enter custom free format
3. Select desired to have a special annunciation and the persons image displayed each time the card is used at readers defined for Trace.
level first, allowing the system to start downloading to the field controllers, and then return here to input the Name, Company, and UDFs.
if it is
is used to enter a card number and access
Notes regarding this Card Holder. Not required.
Click here to capture or import the Card Holder Image.
Click here to print the card holders Badge.
are ready to Save all data under all 3 tabs.
DataBase
40
training dates, supervisor or anything
Click here when you
Card Holder - UDF Tab
6. Enter the personal data for this Card Holder as it applies to each User Defined Field listed below left.
UDF Field Name
On the left are the User Defined Field Titles. These titles describe pieces of information that are to be recorded about all card holders. This can be automobile information,
you would like to record. See Page 65.
UDF Field Data Entry
On the right are the fields in which you enter the corresponding data for the Card Holder as it pertains to the UDF Titles on the Left. This information can be used in Card Holder searches and can be printed out in the Card Holder reports.
are ready to Save all data under all 3 tabs.
Card Holder – Cards Tab
41
Use the
Add, Copy or Delete
Buttons.
Cards/
Phone Numbers
Keys
Skills
Phone Numbers
This is where Access the Card Holder. Card Holders can be assigned any or all of these items but it is not required.
Card Holders can have more than one card or code. Each Card can a different Access Level and Output Linking Level. When locations are grouped, each card can have an access level that works for any or all of the Locations in the Location Group.
Keypad Codes,
,
, and
are assigned to
DataBase
7. Select one of the 4 menu items, Cards, Phone Numbers, Keys, or Skills and then click on the Add button (blank page) at the top to add a new entry.
For information on
and Keys see pages 45-46.
If you started adding this code by selecting the Add Card Quick Load button from the General Tab, you need to Click on the General Tab after the code has been added and before you click on OK, to enter the name.
If you have already completed the General and UDF tab screens click on OK
DataBase
42
under code.
Start and Stop Dates
Start and
P.I.N.
# of Uses
Code
Card Holder – New Card
Enter the this New Cardholder on the Cards tab screen. Then click on the Access Level Tab to assign an access level and optionally on the Linking Level Tab to assign a Linking Level (elevator control) if necessary.
number and complete all other necessary information about
8. Enter the internal or
working number of
the card
9. Enter the
number
printed on
the card.
10. optional keypad code that is entered when the system uses both card readers and keypads.
is an
11. Enter the this card will be allowed. Once the card has been used this number of times it will be automatically de­activated. The default is 9999 for unlimited use.
12. Place a checkmark here if this code is to be used for Guard Tour.
13. Set the Stop Times for this code. The Start Date defaults to the current system date. The Stop Date is set to a future date with a default of 12/31/9999 which provides unlimited use. The Start and Stop Times can be set in increments of 15 minutes. The down arrow button to the right of each date field pulls down a calendar to assist in setting these to future dates.
and
14. Place a checkmark here if this code is to be exempt from
Anti­Passback.
Card Holder – New Card
43
Access Levels
Permanent
or Temporary
Add
Permanent Access Levels
can be assigned to a Cardholder as either To assign a Permanent Level, simply click on the name in the left window, then click Add. To assign a Temporary Level, click on the name in the left window, click on Temporary, set the start and stop dates for the level to function, then click Add.
To see what Access Level a Cardholder has, you must return to this screen and click on both the Permanent and Temporary buttons to view what Access Level is still valid vs. an Access Level that may have expired.
15. Click on an Access Level name then click on Permanent Level. More than one Access Level can be assigned by repeating the process. When finished Click on OK to save.
to assign it as a
.
DataBase
If a Level is assigned in error, click on the name in the right window, then click on Remove.
are those that stay with the card until the access level is removed from the card or the card is deleted. Temporary Access Levels are those that are assigned with a Start Date and a Stop Date. At the beginning of the day on the Start Date the Permanent Access Level is suspended and the Temporary one is activated and downloaded. The Temporary level is in effect until the Stop Date. At the end of the Stop Date the Original (permanent level) is re-instated and the Temporary Level is suspended. Use the Copy Permanent Button when setting the Temporary Levels if you want the Permanent Levels to operate during the Temporary Period. Otherwise only the Temporary Levels will work between the Temp Start and Stop Dates.
To verify what devices (readers) are included in an Access Level, click on the name in either window, then click on
DataBase
44
Output Linking Level
Temporary Access Level
Linking Level
and Click on OK.
There are basically two scenarios
Card Holder – New Card
For a Temporary Access Level, click on the Level name, then Temporary, then set the Start and Stop Date.
Set a shown below and also set an optional Output
Click on Add to include this Temporary Level.
when issuing a Temporary Access Level. Scenario– 1 is the Card Holder should have their Permanent Access Level as well as an additional Access Level during the period specified by the Temporary Start and Stop Date. In this case use the Copy Permanent Button to assign their Permanent Levels and then also select the additional levels necessary.
Scenario– 2 is the Card Holder requires a new level and does not need their permanent level during the period of time specified by the Temporary Start and Stop Dates.
if required as
Click on the Cardholder. Each Location must be selected in the left window, then use the pull down box at the right to select the Linking Level desired.
tab to assign Linking Levels to the
Card Holder – Phone #
45
Phone Number
Add Button
Phone
Enter the have multiple phone numbers. Phone numbers are not required fields.
number(s) and type for each Card Holder. Each Card Holder can
Phone Numbers
Click on Phone Numbers in the Menu then Click on the Add Button.
DataBase
1. Enter the
2. Enter the Type of phone number this is. For
example; phone, fax, cell.
3. Enter any free format Notes that might be
useful in describing the phone number or particular information about using it.
4. When finished Click on OK.
for this Card Holder.
DataBase
46
Keys
Add Button
Card Holder – Keys
This is where key to equipment rooms, storage closets, emergency exits, or other locks that require hardware keys. Keys are first defined under the Location Menu / Keys.
are issued to this Card Holder and viewed. This is a mechanical door lock
Keys
Click on Keys in the Menu then Click on the Add Button.
Key Name
Click on the Key being issued from the list then Click on the OK Button.
Card Holder – Skills
47
Skills
This is where trade, duty, or expertise. Card Holders can be searched for by Skill. This allows the operator to find Card Holders that possess a skill that is needed. Skills are first defined under the Location Menu / Skill Name.
are assigned to this Card Holder and viewed. Skills can be any kind of
Skills
Click on Skills in the Menu then Click on the Add Button.
DataBase
Skill Name
Click on the Skill or Skills to be assigned from the list then Click on the OK Button.
DataBase
48
Live Video Image Capture Screen
Ca
mera Properties
Capture
Live Video
Here
Capture Card Holder Image
This is the Kit. If Signatures have been implemented the signature screen will appear next. If live video is the primary source but file import is to be used as a secondary source, the live video will be defined under image source and type instead of file import. The live video screen will be displayed first and pressing Cancel will advance you to the image edit screen where File Import can be selected. If file import is the primary image source, there should be an image source and image type defined for it. The file import screen will appear when the camera icon is selected. This allows both live and imported images to be the primary images displayed with the card holder.
. This is available when using the DSX Camera
1. Select video. Once captured the system will advance the photo to the Edit Image Screen.
to freeze the live
2. Select adjust the Shutter Speed and the White Balance as well as other camera properties.
to
Import Card Holder Image
49
Import Video Image Screen
Selected Image
Image Import
the Images subdirectory and
Cancel
OK
This is the import is the primary image source, there should be an image source and image type defined for it. The file import screen will appear when the camera icon is selected. If Signatures have been implemented the signature screen will appear next. If live video is the primary source but file import is to be used as a secondary source the live video will be defined under image source and type instead of file import. The live video screen will be displayed first and pressing Cancel will advance you to the image edit screen where File Import can be selected. This allows both live and imported images to be the primary images displayed with the card holder.
. This is available in All WinDSX Software. If file
DataBase
1. initiated by clicking in the file name field indicated. Select the File that you wish to use for this Card Holders Image. The File Import Navigation Screen will default to the WinDSX\Images subdirectory. If the file of choice is in another directory navigate to the file and select it. Once selected the file is saved in the file format defined under Image Source in Setup. The copy is saved in
is typically saved in a *.JPG format.
is
Click on bypass the file import and go directly to the edit image screen.
to
is where the Image chosen for import is previewed before being saved.
2. Click on continue when the desired image is in view and proceed to either, the signature capture or edit image screen.
to
DataBase
50
Edit Image
Screen the Image selected can be edited manually with the controls located
Auto Edit Image
Control Slide
Re-Capture Image
Import File
used where image
Cropping Frame
Edit Card Holder Image
From the in the lower left section of the screen. Use any of the property controls as well as the Crop Image tool to make changes to the Card Holders stored image.
The Image just captured or imported will be displayed in the Card Holder Image Window to the right. If there are other Image Types defined select an Image Type and the associated Image will be displayed.
Click on the Bars to make changes to the Image. The slide bar can be moved precisely to make the exact change necessary. The Restore Image can be used until it is saved.
Click on the image of the Image Type selected. Clicking here will take you to the File Import or Image Capture Screens depending on What Image Type has been selected on the left.
The displays each one in a different frame. The Image is automatically adjusted 12 different ways and displayed in separate frames. Click on the Image that best suits your taste and then return to the Edit Image Tab where the image can be edited further and saved by clicking on OK.
screen automatically applies 12 different adjustments to the image and
Use the subject or to remove unwanted background.
Click on OK when finished.
to retake
to better center the
Click on this Button to import the card holders picture. This button is typically files from an off-site facility could be used as the primary image instead of the live video capture that is typically performed for the card holders on-site.
Print Card Holder Badge
51
Badge Print Preview
Card
Card Printer
is not the
choose the direct card printer.
Print
When a Card Holder is selected and the Printer ICON is clicked on, the screen is displayed. From here the Badge Template that is assigned to this Card Holder’s Company is shown with the Card Holder Image. If a different template is required, it can be selected at this time. To change templates, double click on the desired template.
DataBase
If the Card Holder has more than 1 appropriate card or code number can be selected here.
If the Default Windows Printer click on the printer drop down selection box and
If it is desired to print more than one copy of the badge enter the Number of Copies here.
the
Click on the print this card holder with this card number on the badge template.
Button to
DataBase
52
Company
Date
New De
-
Activate Date
Activate
Activate/De-activate Company
Set Card Status For selected. You can further describe the codes you wish to activate by the date in which they were de-activated. Codes in the same company that have a different de-activate date would not be re-activated. Codes can also be re-activated individually under Card Holders/Cards.
- Activate Cards that are assigned to the Company
1. Select Cards to enable.
Select De-Activate Cards to disable
2. Use the drop down selection box to select the Company you wish to turn on and/or off
3. Select the been de-activated on or the current deactivate date.
the Company had
4. Set a Company that terminates the codes in the future.
for the
Access Level
53
Access Level
Name
access level.
Notes
Edit Access
List Access Levels that
These are the determine what readers or keypads the card or code will work at. It also describes which days and at what times on those days the card or code will allow entry. The Edit Access Level Tab is where the Devices and Time Zones are mated to form the Access Level.
4. Click on the Level Tab to define or edit the access level.
1. Enter a
that
best describes this
Data Entry Screens. Access Levels are the describing elements that
5. Click on the “ Contain Device” Tab to find all of the levels that have a particular reader in their definition. This Tab is a utility that can be used with a new or existing level.
DataBase
2. Click here to allow this Access Level to be assigned to a Card Holder that is defined as a Visitor.
3.
are an optional field that allows free formatted information to be recorded about this access level.
DataBase
54
Device
device and click the Paste TZ’s button.
Access Levels
Time Zone 2, 3, and 4
Access Level
can be created to include readers from different locations, but only from within the same Location Group. In this example, the Level shown includes two devices in Location 1, and the first device in Location 2. If a Location does not have the same Group Name, it will not appear in the list and not be available for inclusion in the Level being defined.
access level has to provide more than one period of access to the same door during a day.
6. Select a clicking on it once. Then select a time zone from the Time Zone 1 drop down selection box. This will remove the not/symbol from the device and the time zone definition is displayed in the graph to the right. The Same Time Zone can be set on more than one device by using the Copy and Paste buttons at the bottom of the screen. After setting the Time Zone on one device click on the CopyTZ’s button below, then click on another desired
(door or reader location) above by
are only used when the
7. After assigning the appropriate doors the appropriate time zones click on OK.
Access Level
55
remove a door
The
List Access Levels that Contain Device
Tab can be used to locat
e
all of the Access Levels with a user
To the left, then remove any Time Zone references to the right by choosing the four dashes from the dropdown time zone list. The Copy and Paste buttons can also be used to remove time zones by first selecting a device with the NOT symbol, click Copy TZ’s, then select a device you wish to remove the time zone and click on Paste TZ’s. Notice when the Time Zone has been removed the Device has the Not Symbol on it. With no devices selected in the Location, the Location has a Not Symbol shown.
(reader) from an Access Level, click on the device in the Device List on
DataBase
selected Device.
On the Right hand side in the Device List – select the Device to Locate. The right hand side will display the Name of the Location and Door (device) and below that will list all of the Access Levels that Door is part of.
The Access Level list information on the right hand side can be copied and pasted into an Email or Document.
DataBase
56
Bulk Modify Access Levels
This feature allows for multiple card holders to have their access level modified at once.
Then turn on Enable Multiple Selections from the File Menu and select those card holders from the list you wish to modify. Holding the Ctrl key and clicking the mouse allows single selections. The Shift key plus the mouse will select a range of card holders.
To use this feature, first list the card holders that you want to modify by doing a Search, Show All, or List by Card Number.
Bulk Modify Access Levels
57
The screen below will appear. Press F1 at anytime for a Help Screen. Note
All selected cardholders should be highlighted. Next select Bulk Modify Access Levels from the File Menu.
the warning in RED to make a backup before making Bulk Changes ! ! !
See Page 23.
DataBase
DataBase
58
Bulk Modify Access Levels
To Add Level(s), Select the Access Level you wish to add from the Access Level List below left. Click on the Level and then on the upper Add Button. Multiple Levels can be added at the same time. The Levels shown in the "Add These Access Levels" window on the right are the ones added to the selected cards.
To Remove Level(s), Select the Access Level you wish to remove from the Access Level List below left. Click on the Level and then on the lower Add Button. Multiple Levels can be removed at the same time. The Levels shown in the "Delete These Access Levels" window are the ones removed from the selected cards.
In the example below, all Cardholders selected on the previous page will have their previous Access Level of “All Doors” removed. At the same time, they will all be given “Perimeter Doors” and “Storage Rooms” access.
Bulk Modify Access Levels
59
selected Car
dholders
to make a backup
before making
Bulk Chang
es ! ! !
See Page 23.
To Add Temporary Level(s), Select the Access Level you wish to add from the Access Level List below left. Click on the Level and then on the Add Button. Multiple Levels can be added at the same time. The Levels shown in the "Add These Access Levels" window are the ones added to the selected cards.
Set the Start Date for the Temporary Access Levels to take control and the Stop Date for the card to revert back to its permanent access level.
Select Permanent + Temporary if during this temporary period you wish for the card to have the Temporary Level in addition to its Permanent Level. By not selecting this option you are deciding that the Temporary Access Level assigned will be instead of the Permanent Level for the temporary period.
DataBase
In the example below, all to the “Spa Door” for the date(s) specified, while retaining their original Permanent Access Level assignments. Press F1 at anytime for a Help Screen. Note the warning in RED
will be given Temporary access
DataBase
60
Name
Time Zones
Notes
Time Zones
Most functions in an access system are controlled by "Time". "Time" may be the time of day, day of the week or day of the month. Time Zones are defined by the time of day and day of week.
1. Enter a describes this Time Zone.
2.
are an optional field that allows free formatted information to be recorded about the time zone and its use.
are the automatic time of day/day of week schedules where start and stop time parameters are defined to perform automatic functions such as lock/unlock doors, arm/disarm alarm monitor points, enable/disable readers, granting/denying card holder access, enable/disable image recall, and enable/disable alarm echo.
that best
Time Zones
61
Do Not program a link to a Time Zone unless all field controllers have firmware version 3114
same Location Group Name.
3. Set the state of this Time Zone using the Time Zone Is On/Off when Linked to selection.
Linking to a Time Zone can force it to a pre-selected state of on or off as selected in the time zone definition. Anything this Time Zone is assigned to is subsequently affected. This could be used to control Access Levels, Alarm Echo, Devices (readers/keypads), Event Filters, Image Recall, Inputs, Outputs, and Linking Groups.
Note/// When linking to a Time Zone especially with a Latch or Toggle response make sure you have another link to it with a time zone response otherwise it may be impossible to get that Time Zone to follow its schedule instead of its forced state. Including a Time Zone in a Linking Group requires WinDSX© Version 3.7 and higher with controller firmware of 3114 and higher.
or higher! If you do you will have to delete the Linking Group from the database.
DataBase
4. Determine if you want to Add this Time Zone to All Locations in the Location Group. Add To Location Group causes the Time Zone to be saved into all Locations with the
DataBase
62
Start Time
When Time Zones are
Levels, the Start Time
Recall is active.
Time Zones
5. Click on the Schedule Tab to create or edit a time zone definition.
6. Set the and Stop Time for each day of the week and for Holidays 1,2,and 3.
used in Access
is when the card begins working.
Enter a Start and Stop time for Monday and Click on the Set Mon-Fri button to copy those times through Friday.
Enter the Start Time and Stop Time For each day. Create different Time Zones for each particular use such as Inputs, Outputs, Access Levels, and Devices. The Start Time is when the inputs arm, the outputs secure, the Readers or Keypads become operational and are required for entry. The Start Time is also when the Cards/Codes are operational and Image
7. After assigning the appropriate start and stop times click on OK.
The shaded part of the graph is the active part of the time zone.
Company
63
Company
Warning:
Companies are groups of Card Holders with something in common. The group or department or tenant. Companies are defined within a Location so that access codes may be grouped together for reports and searches. Company is not required data but a good organizational tool.
entering a number in
Use it or Lose it Days
“Save Last Card Read” must be enabled under Location/Yes-No Options for that same number of days or longer.
There are two management tools specific to Company but both are completely optional. The first is Use it Or Lose it Days. By setting a number here, all card holders assigned to this company must use their card within that number of days or their card is de-activated. This can be used to automatically manage lost cards and card holder attendance. See Warning Above before using!
Before
1. Enter the company or group Name and complete all of the appropriate fields below.
2. After entering the appropriate information Click on OK.
The next tool is Badge for those that are using the integral Photo ID Badging features of WinDSX. This is where a Badge Template can be assigned to this Company so that all Card Holders in this Company automatically select this Badge Template when their card is printed. At the time of printing a different badge template can be chosen if required.
can signify a
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DataBase
64
Notes
Holid
ay
specific date. When a date is defined as a holiday, all time zones will follow the time schedule
Date
holiday and a different time on a different holiday.
Name
re if this Holiday is to be added to
Holiday
Certain Dates can be defined as a schedule on that day. This feature is used to override normal time zone parameters on a
assigned for their holiday. All Time Zones have a day of week schedule with three holiday overrides. Three Holiday types are available with Firmware Version 536 and higher in the controllers.
1. Enter the of the Holiday.
2. Set the
of the Holiday. Use the drop calendar selection box for assistance.
5. Enter free format describing this holiday.
5. Click he every location within the location group.
so that all time zones will follow a different time
3. There are three possible holiday override schedules per Time Zone. The Holiday Schedule allows for a different start and or stop time to be used on a date that has been defined as a Holiday. The Holiday can be defined as Type 1 or 2 or 3. This allows a door to unlock at a certain time one
This will also accommodate a holiday that contains three days requiring different schedules.
All three Holiday Override Schedules only work with Firmware Version 536 and higher. All Lower firmware revisions only recognized Holiday Schedule #1 per Time Zone.
4. Click here for this Holiday to carry over to the next year.
6. When the Holiday Name, Date, and Type are entered click on OK.
User Defined Fields
65
Data Mask
, ( ), /. The data
Card Holders.
UDFs
Name
each Card Holder. There are up to 99 fields that
are titles assigned to 99 possible fields of which personal information for each Card Holder can be stored. These fields are not required unless defined to be so and are primarily for informational use only and have no effect on the performance of the system. Typical use of these fields is to store car tag numbers, phone numbers, employee numbers, etc using up to 50 characters each. The field can be defined as an Auto-Incrementing Card # for Badge purposes.
1. For UDF that best represent the data to be recorded for
can describe items such as Car Tag, Car Make, Email Address, Supervisor, Training Dates, Certification Dates or other pertinent data.
enter up to 20 characters
3. Select this to make the field a Required entry for each Card Holder.
DataBase
2. A the field for different purposes such as Date, Time, Phone Number or other useful structures. A Date Mask would be entered as ##/##/## which causes the spaces where the # is to be replaced with numeric entries and automatically advances the cursor to each segment when entering the date. Other symbols can be used for field separators such as: ­entry spaces are formatted with the use of special format commands such as” #”for numeric entries only,”” for alpha-characters only, and “&” for alphanumeric characters.
This type of Data Mask can force a particular type and number of characters in the correct form. This greatly improves consistency of the data being entered and assists in quick and precise searches for
entered here can be used to format
4. Select this field to designate this UDF as a de-activate date for the card holder. The field should also be Masked as a date field.
When the date entered for the Card Holder becomes current the Card is deactivated. Multiple De-activate Fields can be used and training and certification reminders. Once a future date is entered into all De­Activate Date fields the card is Activated (turned back on) and downloaded.
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66
ved or not.
User Defined Fields
6. Select this field to force the data being entered to be Unique and not shared by any other Card Holder in the Location Group.
5. Place a checkmark here to use this UDF field as an auto­incrementing card number. This field will become a card serial number typically used for badging applications. This UDF (data) field can be placed on a badge template so that each card printed can have a unique number printed on it that is automatically assigned and incremented. Each time a card is printed with a badge template that this field is on the system will prompt the operator to print the card as is or to increment the card number. The first time the card is printed the operator should opt not to increment the number. Each time the card is re-printed the operator could choose to increment the number based on whether the original card was retrie
7. Click here is this UDF should be the unique identifier used for the card holder API import utility.
8. Select this to Hide the UDF information in this field from any operator that does not have privileges to it in their password profile. This allows sensitive data to be entered without allowing every operator to see it. This works for card holder searches in both DataBase and Workstation.
To include or exclude this from a Password Profile, edit the Password Profile in question and navigate to > All Menus > Locations > DataBase > Card Holder > Hidden UDF Data. This must be done for the base location in the Location Group.
User Defined Fields
67
9. Choose this option if you would like to predefine selections for the operator to choose from. This allows data to be predefined and lets the user pick one of the selections from a drop down list. The choices and the order in which they are viewed can be predefined. Unless the "Only select data from list" option is chosen the operator will be able to enter their own information instead of picking from the predefined list. Having predefined information to choose from makes the data entry uniform and aids in the searching, sorting and reporting of cardholders based on User Defined Fields.
10. Selecting this option forces the operator to choose the entry from the predefined list. It will prevent them from entering their own data and limit them to one of the predefined choices.
DataBase
11. Click on Add and then immediately Enter the text in the UDF Text field and the click OK to save or Add to enter the next selection -or- Click Add to insert as many choices as you are going to need for this UDF field. Then Click on each one in the list and Set the: List Order (top to bottom order of the selections) and Enter the Text for each one using up to 50 characters. To remove one of the UDF choices, select the entry and click on Remove.
12. After Naming and setting the formatting characteristics, and filling in the desired UDF information click on OK to save.
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68
Guard Tours
Random Stat
ion Order
Guard Tour
This section of the program is used to create schedule of events that must take place in sequence or at random and within a specified time period. Typically a guard tour is manually initiated at the PC and a guard begins the tour by going to the 1st tour station and performing the predefined action at that station. Each checkpoint of a tour is referred to as a station. A guard tour is a series of stations with a minimum and maximum amount of time the guard has to execute a predefined function at each station. The failure to complete the entire tour in the time frame specified will cause an alarm to be generated at the PC.
3. Enter optional free format notes regarding this tour.
2. Select
to allow the Tour to be executed in any order. When this is selected there is no regard to the Station Number that typically sets the order in which the Tour Stations must be reached. When selecting Random Station Order it is important to set the minimum and maximum Time from Start on each Station to be the same. These times would be the minimum and maximum time to complete the entire tour.
. A guard tour is a predefined
1. Enter the Name of the Tour.
Guard Tour
69
Add
Delete
Edit
This screen shows a list of all stations (checkpoints) within this tour. The Station number, minimum and maximum times, the event or action to be taken, and the message to be displayed if this station is not reached within the allotted time. Stations can be added, deleted, or modified from this screen.
4. Click on the button below to add a Station into the tour.
To
a Tour Station, Click on the Station in the list below then click on the Delete button.
To
a Tour Station, double click on the Station in the list below.
Continue adding Tour Stations into the same tour for a maximum of 99 Tour Stations per tour.
To allow an overall minimum and maximum time for the entire tour, do not set individual times for each tour station. Instead of individual times set the Minimum and Maximum Times for each Tour Station the same and use an overall start and stop time for the completion of the entire tour. Unless Random Station Order is selected the stations must always be executed according to station number.
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70
Station Number
tour stations are defined. However the Station Number can be changed. This number signifies the
General Tab) option is selected. Station 1 must be satisfied first followed by Station 2 and so on.
Station Events
any one of the Event Types.
Mini
mum
Maximum
Guard Tour
5. The
order in which the tour stations must be fulfilled unless the Random Station Order (set on the
7. Action required for the Guard to perform to fulfill the check­in requirement at this Station.
Click on the drop down selection box to choose the action desired.
Each of the 99 possible Stations in a Tour can have
describe the
is a number assigned by the system according to the order in which the
6. Click on the Device (reader) below that is to be used in this Tour Station. Double click on the Device to expand and display a list of all associated inputs to choose from if the Tour Station is to use and input (alarm) point.
8. Select the appropriate Action Message by clicking on the drop down selection box. This is the Response Plan displayed on the Workstation, when there has been a failure by a Guard to reach a Tour Station within the Maximum amount of time.
10. Enter the time in minutes from the beginning of the Tour that the Guard will have to reach this station and perform the action required. This would be the maximum amount of time from the Start of the Tour until the Guard reaches the station being defined. If the Guard arrives late an alarm is generated indicating how late to which station and can optionally display an Action Message.
amount of
9. Enter the from the beginning of the Tour that the Guard will have to reach this station and perform the action required. This would be the minimum amount of time from the Start of the Tour until the Guard reaches the station being defined. If the Guard arrives early it is logged indicating how early.
amount of time in minutes
Maps
71
Maps
Override Groups
are placed on the Map.
the first in the list.
To remove
6. Click on the Map Icon field to choose an Icon that will be used in the Workstation program.
can be imported into the system for alarm annunciation, Input, Output, and Camera Control. Many different graphic file formats can be imported into the system. Once imported into the system the Map is saved as a .bmp file at it’s original size. The General Tab is where the graphic alarm maps are imported into the system. The I/O Points Tab is where the desired Inputs, Outputs, Cameras, and
1. Select Maps from the main menu and Click on the Add Button.
2. Assign the Map a Name the system will refer to it as. 30 characters or less.
3. Click here to access the File navigation box used to locate the graphic map you are looking for. The system automatically opens to the Maps subdirectory under WinDSX.
4. Enter the Width and Height the Map should be displayed as in the Workstation program.
5. Enter the Display Order which sets the order the Map Icon is displayed in the Workstation Control Window. 1 is
DataBase
an Input, Output or Override Group from a Map, select the point from the list to the left and press the space bar. This places the not symbol around the point and removes it from the map.
Double Click on Override Groups and I/O Points. Double Click the Location Name, then continue to Double Click to show all available inputs, outputs, and cameras that may be selected for inclusion on the map. Placement on the map is achieved by dragging and dropping the selected item from the list on the left onto the Map in the Window on the right. The Map then turns to full screen to allow exact positioning of the Icon. Once the Icon is placed exactly where you desire click on the Map somewhere other than the location of the Icon to return to the I/O Points Tab. The Icons that are selected for the Inputs, Outputs, and Override Groups are the same Icons that are placed on the Map.
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72
Override Groups
Override Group
are comprised of either Inputs or Outputs. These inputs or outputs, once included in a group, are represented by a single set of Icons for the normal and abnormal state of all the points in the group and allow for single action control. The groups can be expanded for individual control and status.
Besides the summary status the Icons provide with multiple Inputs or Outputs, there is also the ability to control the inputs armed state and the outputs on/off state through a single action. The Override Groups are a menu item in the Selection Window located in the Workstation program. Override Groups can also be defined on Graphic Alarm Maps for status and control.
1. While in Database with Override Group selected, click on the Add Button.
2. Enter up to 30 characters that best describes the Override Group and its function or purpose.
3. Select whether the group contains Inputs or Outputs.
4. Click on the Override Group I/O Points Tab.
5. Then Double click and expand the Location and Inputs or Outputs to display all of the points defined.
6. Include the points desired by double right clicking on them or selecting the point and pressing the space bar.
Image Source
73
Image Source
Image Source
Name
Press F1 for additional Help
The
is the location where the camera or other video device is defined for use with the Photo ID Badging portion of this program. The available Image Sources are File Import, Video, Twain, USB, and Signature. Also set here is the File Format that the image will be stored in. JPG is the suggested format.
1. Click on
in the Setup Menu, then on the Add button.
2. Enter a
for the Image
Source to be used.
3. Select the Source Type. TWAIN for DSX Cameras.
4. Select the stored image File Format from the drop down menu. JPEG is default.
5. Set the File Compression factor. 20 is default. 2 would be highest resolution.
6. Set the Comm Port used if defining a signature pad.
7. Enter any free format Notes regarding this source.
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74
Badge Image
Badge Image Types
Only one Image Type can be set to be the primary image displayed with
Name
Badge Image Type
are the connecting factor between the Image Source and the Badge Template. The Image Type identifies an Image Source and determines the order in which the Image is to be taken in the event there are multiple images on the badge template. The Image Type also determines which image is the primary image to be displayed with the Card Holder for searches and Image retrieval.
1. Click on Type, then on the Add button.
the card holder. To do live video image capture primarily and file import as a secondary means of grabbing an image for offsite employees, define the live video for the source and assign it to the image type. Do not define file import as a source or assign it to a type. File Import can be used automatically as a backup source or manual override for the live video.
2. Enter a
for the Image
Type.
3. Select the Image Source to be used.
4. Set the Capture Sequence that indicates in what order this image is taken when there are multiple images per badge such as photos and signatures.
5. Select Display this image with cardholder name if this is to be the primary image viewed for this card holder.
6. Select Store image in black and white if it is desired to display and print the image in black and white.
Badge Templates
75
Badge Templates
Badge
information regarding size, bar code, magnetic stripe encoding, and 2 sided options. The Badge Templates can be assigned to a company for automatic selection of the appropriate badge background for the Card Holder being added into the system.
1. Click on
Template, then on the Add button.
are the predefined badge layouts. The templates contain
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76
Badge
Name
Badge Width and Height
Magnetic Stripe Encoding
digit facility code of 123 and a seven digit card number.
one style to the other.
Badge Templates
Enter the general information here such as size and then click on the Template Tab to place the fields and images on the card template.
2. Enter a sided badge must have the same name with the number 2 appended to the end. For example: if the front side were named ACS the backside would be named ACS2. The single sided, front side or back side of a two sided badge option must be set appropriately on the General Tab.
for the Badge Template. Templates that are the backside of a two-
6. When finished with this screen click on Badge Template.
When creating a new Badge Template the default dimensions are for a Portrait Style Badge. If you desire a Landscape style badge click here on the Portrait/Landscape Toggle Button.
Once the Badge Template has been fully created you must create a new badge template to switch from
5. Enter optional Notes.
4. For
on Track 1, 2, and/or 3 see the following. Fargo Direct Card Printers - Enter the formatting of the magnetic stripe encoding for Track 1. ~1; indicates track 1, ~2; indicates track 2, ~3; indicates track 3. For Example: ~1;123ccccccc? The 123 is the facility code that would be encoded on every card. The ccccccc is the number of code digits to be encoded on the card. This format would use Device Type A5 which is set for a 3 digit facility code and a seven digit card number in a clock and data format on track 1. Eltron Direct Card Printers - Enter the formatting of the magnetic stripe encoding for Track 1. _ represents a space. ~C0&B_1_ indicates track 1, ~C0&B_2_ indicates track 2, ~C0&B_3_ indicates track 3. For Example: ~C0&B_1_123ccccccc would be used for 3
3. Enter a
to set the size and orientation of the badge. The sizes shown are the proper sizes for all DSX direct print cards with the exception of the adhesive backed PVC cards that are adhered to standard proximity cards. Reverse these values in the width and height fields to change from a portrait oriented badge to a landscape badge. The proper size for adhesive backed laminates used to adhere to standard proximity cards is Width – 2.075 and Height – 3.327. Badges can be up to 4”.
Badge Templates
77
Edit
Add
,
Send to Back and Bring to Front
click on one of the two and select Send to Back or Bring to Front to set the
By default the badge is set for portrait style and can be altered to landscape by simply switching the values in the badge width and height fields located on the General Tab.
7. To the right. Do this by selecting an item with the mouse, click and hold the left mouse button and drag it onto the badge canvass on the right to the desired position and release the left mouse button. When released a formatting screen will appear that allows specific characteristics to be set such as X/Y position, color, font, size, and barcode.
select an item from the list on the left and drag it onto the assembly area on
To
a text field, data field, graphic, image, or shape that has been placed on the badge simply click on it once with the right mouse button and the format screen will appear.
DataBase
8. Click on OK when finished creating the template and assign it to the appropriate company.
allows items to be layered on the badge. If there are several graphics and/or images on the layout, Send to Back allows you to select which one will be on top. There may be an instance where you will want a Card Holder Image sitting on top of a Graphic like a colored box or logo. Place both images on the layout and
images in their proper place.
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Roster
Badge Templates – Roster
In order to correctly use the Print Roster option located under System / Reports / Card Holder Report, a Badge Template named Roster must first be defined. The size of this Template will determine how many Images and how much information about each Card Holder will fit onto a given page. Since printer drivers differ among different manufacturers, experimentation may be necessary to achieve the output desired. The following screens are only meant as examples of a Roster Template that include the Card Holder’s picture and First / Last Name.
***Note***
Once the Roster Template’s Width and Height have been entered and items have been placed on the Template layout, the Width and Height cannot be changed. If a different size is desired, the Roster Template must be deleted, and a new one created.
The name Template in order for the report to function.
must be entered for this
Badge Width and Height will need to be adjusted to determine how many Card Holders, along with their added information, will be printed to a single page. A large Template layout may only print one Card Holder per page, while a smaller layout may print 48 or more per page.
To adjust size, either delete the entire Template and start again, or delete items on the Badge Template screen, then adjust Width and Height as needed on the General screen.
Badge Templates - Roster
79
In this example, the Card Holder’s Image and First / Last Name have been added to the
1.1 x 1.5 Template. The more information added to a given template, the more space it will occupy on a printed page.
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80
Keys
Name
Notes
Door Description
KeyHolder Report.
Skills
Keys / Skill Name
provide the ability to create a database that catalogs each key in the location. This is referring to conventional metal keys used to unlock doors. Each Key has a name, doors description, key type, pinning, and notes field. These Keys once defined here are assigned to the card holders to record who has keys to which doors.
Click here for a This will print a list of everyone that has possession of the specified key.
1. Enter a
that best
describes this Key.
2.
indicates the doors this key is to.
3. Key Type describes the manufacture.
4. Key Pinning is the cut of the key.
5.
is an optional field that allows free format information to be recorded about this Key.
6. After Naming, and entering the data for this key click on OK.
are used to identify particular trades or professions of the Card Holders at this location and provide another criteria to search on. Once Skills have been defined, close and restart the Database program and advance to the Card Holder Search engine and you will notice there are now 4 tabs instead of 3 with the far right hand tab being the search Skills tab.
History / General
81
History
Name
typical default. Other file
from history that is being
File Server.
Notes
Report Details Tab
Build Report
RTF f
ormat and zipped prior to being emailed.
hard disk or in any History.mdb database. The history report may include all events for a location or be very specific about what is included in the report. This is accomplished by answering a series of questions on what is to be included in the report. Begin the report by clicking on the word History in the list of items underneath your location name, then click on Add in the toolbar at the top of the Database screen.
allows the user to view and print the event logs currently stored on the shared resource or
5. Click on the
to set the report definition. Click on the Schedule Automatic Report Tab to set the times the report should automatically generate.
1. Enter a
that best describes
this History Report. Up to 20 Char.
2. This is the path to the shared history files. The path shown is the
4. free format information to be recorded about this Report.
are an optional field that allows
names and paths can be specified to allow reports to come from an archived history file, or
DataBase
3. If this is archived history that was encrypted with a password enter the password here.
Enter up to Two times the report should print in the same day. If it should only print once only enter a time in the top left field. Click on the days the report should generate at the times designated above. If this is a scheduled report and you desire it to be Emailed instead of printing put the following Syntax in the beginning of the Notes field on the General Tab- Email: Rgibson@DSXINC.COM - if there were more than one destination address place a semi-colon then a space and the next address. This only works with scheduled (automatic) reports and only on a PC utilizing Outlook Express™. The report is saved in
Click on OK to save the report configuration.
recorded on a Network
Click on
when the configuration is complete and the report is ready to run.
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82
Start Date
Start Time
Sort the History by
Time
History / Report Details
6. Enter the the Stop Date and Stop Time the History Report is to end. Use the small up/down arrows to increment and decrement the segments within the date fields. Use the large down arrow to access the calendar menu.
and
that the History Report is to begin. Enter
See next page.
7. Click on one of the two ways to apply the start and stop times and dates. Use either:
Apply Start Time to Start
Date and Stop Time to Stop Date. The report will
encompass all time between the start and stop dates and times.
Apply the Start and Stop Time to Each Day of the period from the Start Date to the Stop Date. For Example with this selected the report is run from the start time to stop time on each of the days between the start date and the stop date.
8. Select this to have the system Time and Date for the report. If this is not selected the events are reported in the manner in which they were received at the PC designated as the Comm Server.
9. Select this field to instruct the system to configure for a and Attendance Report. Select this for Time and Attendance only, it does not have to be selected for any other report.
Complete the series of 4 questions that are remaining before clicking on Build Report. See page 80.
Faster History Searches can be achieved by selecting specific card holders and specific events. Leaving either All Card Holders or All Events checked will not use the fast search.
83
Elevator Floor Selection History
History / Elevator Floor Select
Select this box for
Leave this and all other boxes at their default. Not needed for the Elevator Report.
Uncheck this box to define what floors are to be tracked. See text below and page 82.
.
DataBase
By selecting this report you are asking for a list of floor select activity and the associated access granted. Include all event types can be unchecked and other events selected if desired.
If you want a report to include all access to the third floor you would select each of the devices (readers in cabs) and the third floor inputs associated with each one.
If you want a report to include all access in a particular cab then you would select the device (reader in a cab) and all of the floor select inputs associated with that device.
To configure the system for this report the floor select inputs have to be associated with the Device (reader) that is in the same elevator cab. This allows for Elevator Floor Select Reports to be run from History that show the card holders access and the floor they selected.
Also required for Floor Select Elevator reporting is the following: Under the Input Options Tab­“Show status change message at PC” must be enabled (checked). On the Input General Tab-the Name needs to reflect the Cab and the Floor select button this input is connected. For example Cab 1 Floor 3.
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84
Device number 7, Lobby Elevator,
History / Elevator Floor Select
To include inputs in the Elevator Floor Select Report, either click on the input and hit the space bar, or double right click on the input definition. Either action should remove the red “Not” symbol from the item. This must also be done for the Device and Location references.
In this example, Elevator Floor Selection History will be run against the Main Office Location,
A right double click on the device item will select/de-select all items below it.
and Inputs 5 and 6, which represent the 2nd and 3rd Floor Selections. The 4th and 5th floors are monitored by inputs on device number 5.
When selections are completed, click OK. Then click on Build Report.
History / All Events
85
All Events
All Readers
All
The default report includes
at
, from Card Holders and displays their Code Data. To be more selective with the report, remove the checkmark from one or all of the selections to receive a breakdown of that selection.
10. Remove the checkmark from Include All Events by clicking on it once to receive a list of all event types in the system.
To select an event to be included either Double right click on it or click on it once and press the space bar, then click on OK.
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86
All Events
All Readers
All
History / All Devices (readers)
The default report includes Card Holders and displays their Code Data. To be more selective with the report, remove the checkmark from one or all of the selections to receive a breakdown of that selection.
at
, from
11. Remove the checkmark from Include Events from all Devices by clicking on it once to receive a list of all readers in the system.
To select a device (reader) to be included Double click on the location name and then double right click on each device or click on it once and press the space bar, then click on OK.
A right double click on the device item will select/de-select all items below it.
History / All Card Holders
87
All Events
All Readers
All
WinDSX Version 2 and Lower.
The default report includes Card Holders and displays their Code Data. To be more selective with the report, remove the checkmark from one or all of the selections to receive a breakdown of that selection.
12. Remove the checkmark from
Include Events from all Card Holders by clicking on it once to
receive the Select Names to Include screen.
By clicking on the Select Name to List button you are taken to the Card Holder Search Engine found on page
35. The results of what you search for are displayed in this window. Select one or more or all of the Card Holders to be included in this report.
at
, from
First/Last Name Sounds Like:
Enter a name here to search history for a Card Holder by their First and/or Last Name. If both are entered the Search will return results only if both names are found.
Use these fields when searching History for an individual Card Holder that has been deleted from the database and when using archived History created with
13. Once the Card Holders searched for are in the list, select the ones you want or click on the Select All Names button and click on OK.
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88
Digital Video Recorder
Video Retrieval
History / Print PreView
14. Once the report has been configured click on Build Report below.
15. Once the report has been configured, select print preview if desired and click on the Print button shown below.
click on an alarm event. Then you can modify the pre and post alarm video playback time in the Override Video Retrieval In Seconds box. The default amount of stored video that should be retrieved is preset under the Camera/DVR setup for each camera. (One half of the time entered is for pre-Alarm and one half is post-Alarm.) Then click on Show Video to display associated video for this alarm.
- Alternately, from this screen you may
Email Notification / Setup
89
Email Groups are groups of people that will be sent an email due to a Location, Device, or Input Alarm. Email Groups consist of a single or multiple Card Holders that each have a time zone assigned. The Time Zone selected for each Card Holder determines when that person will receive the email notification for the alarm to which the email group is assigned.
Card Holders that are to receive an Email Notification must have an Email Address in a UDF field that is configured as an Email Address. Email Groups can be assigned to a location, to each device and to each input desired. Those that have an Email Group assigned will send an Email upon Alarm. For More information about Alarm Email Notification press F1 within the software.
1. Define a User
Defined Field and mark it as an Email Address such as the one to the left.
2. Edit at least one
Card Holder and enter an Email Address under their User Defined Fields (UDFs).
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3. Add an Email
4. Click on the Edit
Continued on the next page...
Group and give it a name. The name represents who will receive the Emails or possibly what is generating them.
Email Group tab to configure the group.
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90
Email Groups / Assignment
5. Click on the Select Names to List button below to bring up the Card Holder Search
Engine. Enter the criteria or make the selections to return the desired list of card holders.
6. Click on a Card
Holder in the
Select Names List and then
click on the Add button. Repeat this until all Card Holders wanted in this group are in the list to the right.
8. Edit the Location (not shown) and select the Numeric Options Tab and at the bottom select
the Email Group to receive Location alarms from this location. (Location communication Loss and Restoral)
9. Edit each Device and select the second Options Tab and at the bottom select the Email
Group to receive Device alarms from this Device. (All controller power supervision signals, Device communication Loss and Restoral, and Consecutive Denied Exceeded)
7. Click on a Card Holder in the
Names in Email Group list and then click on the Email Time Zone selection box and select the Time Zone that represents when this person should receive the Email Notification. Repeat this for all Card Holders in this Email Group.
10. Edit each Input to utilize Email Notification and select the Icons/Ascii Out Tab and at the
bottom select the Email Group to receive Input Alarms from this Input. (Input Alarms and Restorals including Door Open too Long and Troubles)
Login
91
The Login Screen below is displayed when the program is started. Enter your User Name and Password. The Default User Name is master, the default Password is master both entered in all lower case.
Double Click on the Workstation ICON to start the program.
92
Workstation Program
System Date and Time
Active Alarm
Unresolved Alarm
Primary Online
and/or wider.
Log
-
Off
Workstation
Workstation
The is where all activity is reported including alarms. Inputs, Outputs, Override Groups, and Maps are viewed and controlled from here.
What item is selected determines which Icons in the Toolbar are active. On the following pages, as different items are selected in the Selection Window you will notice different Icons will become active and inactive.
In the Workstation Program - Double Click on a Location Name in the Location Selection Window to expand the control menu for that location. Once a Location is selected you can select Devices, Inputs, Outputs, Override Groups, Cameras, Maps, and Operator Comments.
is a counter that displays the number of alarms that are currently active in the system. See Page 93, 103.
operational between the Comm Server program and the Workstation program.
provides the user visibility and control of the system. Workstation
Click here to
and allow a different operator to Login. While Logged off, events are still being transferred to the PC but are not shown on this workstation until logged back on.
is a counter that displays the number of alarms that have been acknowledged by the operator but have not been resolved.
Sizing Handle
is used to resize and shape the Workstation program. Click on the diagonal lines and push and/or pull to
indicates the TCP/IP protocol is
make it larger, smaller, taller,
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