HID v110 User Manual

User’s Guide-English

Document Number: 83000-902-ENEN, Rev. A.1

HID Global Corporation

9292 Jeronimo Road

Irvine, CA 92618

Edge Solo User’s Guide

Revised: 08-22-2007

Contents

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1: Getting Started 1

About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

Installing the Edge Solo Jumpstart Shortcut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

Accessing the Edge Solo Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

Enabling JavaScript in Your Browser. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

Understanding the Management Console Page . . . . . . . . . . . . . . . . . . . . . . . . .5

Logging Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Technical Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

2: Setting Up Preferences 7

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Changing Your Password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Defining How Information is Displayed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Changing the Date and Time. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

3: Setting Up Schedules 9

Adding a Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Example Schedule 1: Shift That Has Split Times . . . . . . . . . . . . . . . . . . . . . .11

Example Schedule 2: Shift That Spans Midnight . . . . . . . . . . . . . . . . . . . . . .11

Adding Dates That Are Exceptions (Holidays or Special Days) . . . . . . . . . . .12

Changing a Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Assigning a Schedule to a Person . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Viewing a List of All Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Deleting a Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Downloading Schedules for Use in a Spreadsheet . . . . . . . . . . . . . . . . . . . . . . . . .16

Setting Up and Editing the Door Unlock Schedule . . . . . . . . . . . . . . . . . . . . . . . .16

4: Setting Up People Who Access the Door 19

Adding People . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

Changing a Person’s Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Assigning or Changing a Person’s Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22

Assigning or Changing a Person’s Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Assigning Multiple Schedules to a Person . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

Viewing a List of All People. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

Removing People . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Downloading People Information for Use in a Spreadsheet . . . . . . . . . . . . . . . . .25

Edge Solo User’s Guide i

5: Setting Up Cards 27

Setting Up Card Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

Adding Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Adding Cards Individually. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Adding a Card by Swiping It . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

Reassigning a Card to a Different Person . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Viewing a List of All Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

Deleting Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

Downloading Card Information for Use in a Spreadsheet. . . . . . . . . . . . . . . . . . .32

6: Opening the Door and Monitoring Status 33

Letting Someone In the Door. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Unlocking and Relocking the Door . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

Stopping a Door Alarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

Monitoring the Door Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

Understanding the Status Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Viewing Recent Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Viewing All Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Exporting Events for Use in a Spreadsheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

7: Downloading Reports 37

8: Backing Up and Restoring Your Edge Solo Data 39

Backing Up Your Edge Solo Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39

Restoring Your Edge Solo Data from a Backup . . . . . . . . . . . . . . . . . . . . . . . . . . .40

9: Updating Firmware 41

Managing Multiple Doors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

10: Troubleshooting 43

A: Event Reference 45

ii Edge Solo User’s Guide

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Getting Started

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Edge Solo is a cost-effective, single-door access control solution. This solution permits remote management and report generation using a web browser.

Edge Solo lets you set up and control access to your door. You set up the people who need regular access to the door and assign them a card and schedule.You can also let someone in, unlock the door, relock the door, and monitor all door activity.

The following sections describe how to get started with your Edge Solo:

• “About This Guide” on page 1

• “Installing the Edge Solo Jumpstart Shortcut” on page 2

• “Accessing the Edge Solo Management Console” on page 3

• “Logging Off” on page 5

• “Technical Support” on page 6

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About This Guide

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This guide describes how to use the Edge Solo to manage people, cards, and schedules.

Conventions

This guide uses the following typographical conventions to help explain how to use the Edge Solo.

Convention

Definition

Bold Words in bold show items to select or click, such as menu items, tabs,

or buttons.

Note Notes contain important information that may affect how you set up

Edge Solo.

Edge Solo User’s Guide 1

Installing the Edge Solo Jumpstart Shortcut

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Before you can access the Edge Solo management console to set up schedules, people,

and cards, Windows users need to install the Edge Solo Jumpstart shortcut. This

shortcut lets you access the Edge Solo management console using your local area

network.

Note: To install the Jumpstart shortcut, you need the Media Access Control (MAC)

address of your Edge Solo. Your installer put the MAC address on the Edge Solo

Quick Start card, or it is on the Edge Solo box. The MAC address is a unique number

that identifies your Edge Solo.

If you are using Linux or a Mac, you need to use a static IP address.

To download and install the Jumpstart shortcut:

1 Open your web browser.

2 In the field at the top of the browser window, enter the following:

www.hidcorp.com/SoloJumpstart.exe

3 Press Enter.

4 Use the run or open option to start the installation.

• If run or open is not an option, save the file to a folder. Using My

Computer on your Windows Desktop, navigate to where you downloaded the file and double-click the SoloJumpstart.exe file.

• The Welcome window displays.

5 Click Next.

6 Enter the 12-character MAC address of your Edge Solo.

• Enter just the letters and numbers without any colons or other characters.

7 Click Next.

8 Select the shortcuts that will let you access Jumpstart.

• Be sure you know where you put the shortcuts.

2 Edge Solo User’s Guide

Getting Started

9 Click Next.

• Jumpstart installs and displays the successful installation window when it

is finished.

10 Click Finish.

• Now you can use the Jumpstart shortcut to access the Edge Solo

management console.

Accessing the Edge Solo Management Console

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The Edge Solo management console is where you set up and monitor your Edge Solo.

You access the management console using your web browser. Edge Solo supports the

following browsers:

• Microsoft Internet Explorer, version 6.0 or later

. . . . .

• Mozilla Firefox, version 2.0 or later

Note: You must enable JavaScript in your browser. If it is not enabled, you will not be

able to display the Edge Solo management console. For information about how to

enable JavaScript, see “Enabling JavaScript in Your Browser” on page 4.

You must log in with the user name and password to access the management console.

The Edge Solo has a single user name and password for anyone who needs to manage

your system. The user name is: user. Be sure to enter it with the lower-case letter u.

The person who installed your Edge Solo set your password. If you do not have the

password, contact your installer.

More than one person can be logged in at a time.

To access the management console:

1 Using the shortcut you created when you installed Edge Solo Jumpstart, start

Jumpstart.

• The shortcut may be in one or more of the following locations:

• Start menu

• Windows Desktop

• Quick Launch bar

Edge Solo User’s Guide 3

Accessing the Edge Solo Management Console

• Internet Explorer Favorites

• Jumpstart opens your default browser and accesses your Edge Solo, then

the Login page displays.

2 In the User Name field, enter your user name.

• The user name is user and is case sensitive.

3 In the Password field, enter your password.

• Enter the password exactly the way the installer gave it to you. Passwords

are case sensitive and contain only letters and numbers. Refer to the Edge Solo Quick Start for Customers card that your installer gave you.

4 Click OK.

• The Edge Solo management console page displays. The Home tab

automatically displays whenever you log in.

• For information about the management console page, see “Understanding

the Management Console Page” on page 5.

Enabling JavaScript in Your Browser

If the management console page does not display properly, check that you have

JavaScript enabled in your browser. The exact location of this option may vary based

on the browser version you are using, but the steps below should help you find and

enable the option.

To enable JavaScript in Internet Explorer:

1 Select Tools > Internet Options.

2 Click the Security tab.

3 Click Custom Level.

4 Scroll down to the Scripting options.

5 Enable Active Scripting.

6 Click OK.

7 Click OK.

To enable JavaScript in Firefox:

1 Select Tools > Options.

2 Click the Content icon.

3 Select the Enable JavaScript option.

4 Click OK.

4 Edge Solo User’s Guide

Getting Started

Understanding the Management Console Page

The management console page gives you access to the things you can do to set up

your Edge Solo.

Click to unlock the door; door stays unlocked until you relock it.

Status area where you can see the current door status.

Click to let someone in the door now.

Dashboard that displays on the left side of every page.

Click to stop an alarm that is currently sounding or flashing.

. . . . .

Tab contains advanced settings for installers. If you have access, be sure you understand the settings before changing them.

Log of all recent events related to door access, alarms, and access attempts.

Tabs where you can view lists of information and add, edit, or delete information.

Shortcuts to common tasks in the management console.

Logging Off

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When you are finished working with the Edge Solo, you should close your browser.

This logs you off.

You may want to stay logged in all day if you need to let people in the door or want to

monitor events. We recommend that you close your browser at the end of the day.

To lo g of f:

• Close your browser.

Edge Solo User’s Guide 5

Technical Support

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Technical support for your Edge Solo is available by telephone:

• North Americas—California, USA

• Telephone—(949) 598-1600

• Toll Free Number—(800) 237-7769

• Fax—(949) 598-1690

• South America—Mexico

• Telephone—+52 477 779 1492

• Fax—+52 477 779 1493

• Europe, Middle East, and Africa—Haverhill, England

• Telephone—+44 1440 714 850

• Fax—+44 1440 714 840

• Asia Pacific—Hong Kong

• Telephone—(852) 3160 9800

• Fax—(852) 3160 4809

6 Edge Solo User’s Guide

Setting Up Preferences

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You can set up the following:

• Password to access the management console

• Custom fields for setting up people

• Display formats for names, dates, and times

• Date and Time settings

Changing Your Password

You use a single password to manage your Edge Solo. More than one person can be logged in at a time with the password.

To change your password:

. . .

1 Click the Preferences text link.

• The Preferences page displays.

2 Click the Password text link.

• The Password page displays.

3 Enter the new password in both fields.

• The new password must be at least 6 characters long, but not more than

10 characters. Use only letters and numbers. We recommend making the password difficult to guess by mixing numbers, lower case letters, and upper case letters and not spelling an actual word.

4 Click Save.

Defining How Information is Displayed

You can define the way names, dates, and times are displayed within the Edge Solo Management Console. You can also define two custom fields for storing information about people. By default, these fields are called Custom 1 and Custom 2.

Use one or both of these fields for a department name or number, supervisor’s name, or other information that you want to maintain for people who use this door.

If you do not want to use these fields, enter a few blank spaces in them.

Edge Solo User’s Guide 7

To de fin e the d isp lay s:

1 Click the Preferences text link.

• The Preferences page displays.

2 Click the Displays text link.

• The Displays page displays.

3 Use the list boxes to select the desired formats for names, date, and times.

4 In the first custom field, select the "Custom Heading 1" text and enter what

you want to call the field.

• You can enter up to 25 characters.

• If you do not want to use the field, enter a few blank spaces in the field.

5 If you want to define the second custom field, select the “Custom Heading 2”

text and enter what you want to call the field.

• You can enter up to 25 characters.

• If you do not want to use the field, enter a few blank spaces in the field.

6 Click Save.

• Names, dates, times, and headings for the custom fields will now display

when you view, enter or edit information.

Changing the Date and Time

You can change the following related to the time that the Edge Solo uses for events,

reports, and at the top of each management console page:

• Current date

• Current time

To change the date and time:

1 Click the Preferences text link.

• The Preferences page displays.

2 Click the Date and Time text link.

• The Date and Time page displays.

3 Set the current date and time, if needed.

4 Click Save.

• All time displays change to use the new settings. All events that occur

after the change will use the new settings. If you changed the time zone, only new event times will reflect the new time zone.

8 Edge Solo User’s Guide

Setting Up Schedules

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Before anyone can use a card to access the door, you must set up at least one schedule and assign a schedule to each person.

The Edge Solo comes with the following schedules already set up for your use:

• 24x7—Sunday through Saturday, 00:00 to 24:00.

• 8:00–17:00—Monday through Friday 08:00 to 17:00.

• 7:00–19:00—Monday through Friday 07:00 to 19:00, Saturday 08:00 to 12:00.

• 15:00–24:00—Monday through Friday 15:00 to 24:00, Saturday 15:00 to 19:00.

• 23:00–8:00—Sunday through Thursday 23:00 to 24:00, Monday through

Friday 00:00 to 08:00, Friday 23:00 to 24:00, Saturday 00:00 to 03:00.

You can use these schedules as they are or edit them to meet your needs. You can also create your own schedules.

. . .

If needed, you can also set a door unlock schedule. This is a special type of schedule that automatically unlocks the door at a specific time and relocks the door at a specific time.

The following sections describe how to set up schedules:

• “Adding a Schedule” on page 10

• “Changing a Schedule” on page 14

• “Assigning a Schedule to a Person” on page 14

• “Viewing a List of All Schedules” on page 15

• “Deleting a Schedule” on page 15

• “Downloading Schedules for Use in a Spreadsheet” on page 16

• “Setting Up and Editing the Door Unlock Schedule” on page 16

Edge Solo User’s Guide 9

Adding a Schedule

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Before anyone can use a card to open the door, you must set up at least one schedule

and assign a schedule to each person.

A schedule controls the time of day people can access the door. You can have up to

eight schedules to accommodate different work hours.

When setting the times, take into account people who arrive before their normal

workday starts. For example, if people work from 8 a.m. to 5 p.m., people may begin

arriving at 7:45 a.m., or possibly earlier.

You can add holidays and other special days to any schedule. The holidays and

special days let you determine whether people using a schedule have access on those

special days.

To add a schedule:

1 Click the Schedules tab.

• The Schedules tab displays, with a list of the existing schedules.

2 Click Add Schedule.

• The Add Schedule page displays.

3 In the Schedule Name field, enter a name for this schedule.

• You can enter up to 25 characters, including spaces.

• Give the schedule a name that you will easily recognize when you need to

assign a schedule.

4 If you need to set up each weekday with different times, click the Change to

show each weekday separately text link to add a row for each weekday, then set the time for each day.

5 In the Monday - Friday row or in the row for each day, set the time that people

assigned to this schedule will have access, in the Time 1 column.

• If one of the autofill options meets your needs, select that option. The

times on the right will automatically populate.

• If you need to set up a split schedule, enter the split times in the Time 1

and Time 2 columns. You might need a split schedule if people need access to the door from 8 a.m. to noon, no access from 12:01 p.m. to 1:00 p.m., then need access again from 1:01 p.m. until 5:00 p.m. For more information, see “Example Schedule 1: Shift That Has Split Times” on page 11.

• If you require more than two time blocks for Monday - Friday, click Add

Time 3 to add a new column.

10 Edge Solo User’s Guide

Setting Up Schedules

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6 Set the access times for the Saturday and Sunday rows.

7 If you want holidays or other special days to have different access times or no

access, click Add Row for Special Day.

• For more information, see “Adding Dates That Are Exceptions (Holidays or

Special Days)” on page 12.

8 Click Save.

• You can now assign this schedule to a person.

Example Schedule 1: Shift That Has Split Times

A schedule with split times would accommodate a situation where people need access

to the door during certain times, but not other times in any given day. For example, if

people need access from 8 a.m. to noon, do not need access from 12:01 p.m. to

1:00 p.m., then need access again from 1:01 p.m.until 5:00 p.m.

The timeline below shows a split shift example.

Time 1—People need access from 8 a.m. until 12 noon.

People do not need access from12:01 p.m. to 1:00 p.m.

. . . . .

Time 2—People need access from 1:01 p.m. until 5 p.m.

8:00 a.m. 12 noon 1:00 p.m. 5:00 p.m.

To create a schedule for the split shift above, you would set the times in the schedule

as follows:

Days Time 1 Time 2

Monday through Friday 8:00 to 12:00 13:01 to 17:00

Note: People using the schedule above will not be able to enter the door between

12:01 p.m. and 1:00 p.m. Be sure that this is what you intend.

If you need another time block, you can click Add Time 3 to add a third column to the

schedule.

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Example Schedule 2: Shift That Spans Midnight

A schedule that spans midnight would accommodate shifts that start one day and

end the next, for example, a third shift that starts at 11 p.m. and ends at 7 a.m.

Edge Solo User’s Guide 11

Adding a Schedule

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The timelines below show an example of a schedule that spans midnight.

Time 1—People need access Sunday night to start the

Sunday

shift.

11:59 p.m.

7:00 a.m. 11:00 p.m. 12:00 midnight12:00 midnight

7:00 a.m.12:00 midnight

People do not need access from 7:01 a.m. to 10:59 p.m.

Time 2—People need access each night to start the shift.

Monday through Friday

Saturday

11:00 p.m.

Time 1—People need access each night during the shift.

Time 1—People need access Saturday to finish the shift.

To create a schedule for the shift above, you would set the times in the schedule as

follows:

Days Time 1 Time 2

Sunday 23:00 to 23:59

Monday through Friday 00:00 to 7:00 23:00 to 23:59

Saturday 00:00 to 7:00

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Adding Dates That Are Exceptions (Holidays or Special Days)

When you set up a schedule, you should consider whether you need to have different

access settings for holidays or other special days throughout the year. For example, if

your company observes U.S. holidays, consider whether to permit access on those

days.

If you want to permit access on holidays and special days, the same as you permit

access any other time, you do not need to do anything. However, if you want to limit

access on holidays and special days, you need to add a row to your schedule for each

special day.

To add dates that are exceptions:

1 From the schedule you are adding or editing, click Add Row for Special Day.

• A new row displays at the bottom of the schedule.

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