Interlogix TruPortal User Manual

TruPortal™

OFTWARE

SER GUIDE

P/N 461043001B • REV 01.07 • ISS 31OCT14

Interlogix® TruPortal™ Software User Guide, product version 1.6. This guide is item number 461043001B, dated October 31, 2014.

Trademarks and patents Interlogix, TruPortal, TruVision, and logos are trademarks of United

Technologies. Microsoft, Internet Explorer, and Windows are registered trademarks of Microsoft Corporation in the United States and/or other countries. Apple, iPad, iPhone, and iTunes are registered trademarks of Apple Inc. Android is a trademark of Google, Inc. Other trade names used in this document may be trademarks or registered trademarks of the manufacturers or vendors of the respective products.

Manufacturer Interlogix

3211 Progress Drive, Lincolnton, NC 28092 Auth

UTC Building & Industrial Systems B.V. Kelvinstraat 7, 6003 DH Weert, Netherlands

Version This document applies to TruPortal version 1.6.

Certification N4131

ix is part of UTC Building & Industrial Systems, a unit of

orized EU manufacturing representative:

FCC compliance This device complies with part 15 of the FCC Rules. Operation is subject to the

following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation.

Class A: This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the interference at his own expense.

Class B: This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications.

There is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to try to correct the interference by one or more of the following measures:

• Reorient or relocate the receiving antenna.

• Increase the separation between the equipment and receiver.

• Connect the equipment into an outlet on a circuit different from that to which the

receiver is connected.

• Consult the dealer or an experienced radio/TV technician for help.

ACMA compliance Notice! This is a Class A product. In a domestic environment this product may

cause radio interference in which case the user may be required to take adequate measures.

Canada This Class A digital apparatus complies with Canadian ICES-003. Cet appareil

numérique de la classe A est conforme à la norme NMB-0330 du Canada.

European Union directives 12004/108/EC (EMC directive): Hereby, United Technologies declares that this

device is in compliance with the essential requirements and other relevant provisions of Directive 2004/108/EC.

2002/96/EC (WEEE directive): Products marked with this symbol cannot be disposed of as unsorted municipal waste in the European Union. For proper recycling, return this product to your local supplier upon the purchase of equivalent new equipment, or dispose of it at designated

collection points. For more information see: www.recyclethis.info.

2006/66/EC (battery directive): This product contains a battery that cannot be disposed of as unsorted municipal waste in the European Union.

See the product documentation for specific battery information. The battery is marked with this symbol, which may include lettering to indicate cadmium (Cd), lead (Pb), or mercury (Hg). For proper recycling, return the battery to your supplier or to a designated collection point. For more information see: www.recyclethis.info.

Contact information www.interlogix.com

Customer support www.interlogix.com/support

GNU Public Licenses

Linux Kernel 2.6.30, Pthreads, Larry DooLittle, Flex Builder, and Buildroot are licensed under the GNU General Public License, version 2. A copy of the license can be retrieved at http://www.gnu.org/licenses/gpl-2.0.html.

YAFFS2 and GNU tar are licensed under the GNU General Public License, version 3. A copy of the license can be retrieved at http://www.gnu.org/licenses/gpl-3.0.html.

uClibc, iClibc locale, GPG Gnu Privacy Guard, gpgme GnuPG Made Easy are licensed under the GNU Lesser General Public License, version 3. A copy of the license can be retrieved at http://www.gnu.org/licenses/lgpl-

3.0.html.

OpenSSL, AstraFlex Components and LIGHTTPD are licensed under a Modified BSD License

Copyright © 1998—2011 The OpenSSL Project. All rights reserved. Copyright © 2008, Yahoo! Inc. All rights reserved. Copyright © 2004, Jan Kneschke, incremental. All rights reserved. THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND

ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENT AL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGEN CE OR OTHERWISE) ARISING IN ANY WA Y OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

CMockery and Google Protocol Buffers (C) are licensed under the Apache License, Version 2.0 (the “License”)

You may not use this file except in compliance with the License. You may obtain a copy of the License at http:// www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an “AS IS” BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.

Flex-IFrame

Permission is hereby granted, free of charge, to any person obtaining a copy of this Flex-IFrame software and associated documentation files (the “Software”), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so.

Google Protocol Buffers (C++) is licensed under the New BSD License.

THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT HOLDER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENT AL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGEN CE OR OTHERWISE) ARISING IN ANY WA Y OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

gSOAP is licensed under the gSOAP Public License (modified MPL license)

IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE AUTHOR BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENT AL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DA TA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

mini_httpd is licensed under the Acme Labs Freeware License.

Redistribution and use in source and binary forms of mini_httpd, with or without modification, are permitted provided that the following conditions are met:

1. Redistributions of source code must retain the above copyright notice, this list of conditions and the following

disclaimer.

2. Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the

following disclaimer in the documentation and/or other materials provided with the distribution.

THIS SOFTWARE IS PROVIDED BY THE AUTHOR AND CONTRIBUTORS ''AS IS'' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE AUTHOR OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

Apache log4Net is licensed under the Apache License version 2.0.

A copy of the license can be retrieved at http://logging.apache.org/log4net/license.html. Non-English versions of Interlogix documents are offered as a service to our global audiences. We have attempted to

provide an accurate translation of the text, but the official text is the English text, and any dif ferences in the translation are not binding and have no legal effect.

The software included in this product contains copyrighted software that is licensed under the GPL. You may obtain the complete Corresponding Source code from us for a period of three years after our last shipment of this product, which will be no earlier than 2013-09-30, by sending a money order or check for $5 to the following address:

Interlogix 1212 Pittsford-Victor Road Pittsford, NY 14534-3820

Please write “source for TruPortal” in the memo line of your payment. You may also find a copy of the source at

www.interlogix.com. This offer is valid to anyone in receipt of this information.

CHAPTER 1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

Conventions Used in this Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

CHAPTER 2 Installing Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

System Architecture Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

Documenting the Physical Location of Each Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Connecting to a Local Client Workstation or LAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

Installing an Enrollment Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

CHAPTER 3 Preparing for Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Determining Network Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

Using the Installation Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Using the Upgrade Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

CHAPTER 4 Configuring the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Logging into the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Setting the Date and Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Configuring Network Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Create a Certificate Signing Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Import a Security Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Configure Network Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Configuring Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18

Configure Site Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Configuring the Primary System Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Set the System Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

TruPortal Software User Guide i

Table of Contents

Configuring Card Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Add a Card Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Remove a Card Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Configuring Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Configure the System Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Configure Inputs and Outputs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Configure a Door Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Replace a Door Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Configure Doors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Configure Readers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Configure I/O Expansion Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Configuring Video Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Add a DVR/NVR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Add a Video Camera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Add Video Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Link Cameras to Devices to Track Video of Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Configuring Areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Add an Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Assign Readers to Areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Remove an Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Configuring Anti-Passback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Configure Anti-Passback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Creating Holiday Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Add a Holiday Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Add a Holiday to a Holiday Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Copy a Holiday Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Remove a Holiday Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Creating Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Add a Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Add an Interval to a Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Remove an Interval from a Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Copy a Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Remove a Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Creating Reader Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Add a Reader Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Copy a Reader Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Remove a Reader Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Configuring Access Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Add an Access Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Copy an Access Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Remove an Access Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Configuring Operator Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Add an Operator Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Modify an Operator Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Copy an Operator Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Remove an Operator Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Configuring Email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Configure an Email Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Modify an Email List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Add an Email List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Remove an Email List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Disable Email Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Configuring User-Defined Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Add User-Defined Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Rearrange User-Defined Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Remove a User-Defined Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Scheduling Door and Reader Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Importing Persons and Credentials from a CSV File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Configuring Action Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

ii TruPortal Software User Guide

Table of Contents

Understanding Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Understanding Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Add an Action Trigger Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Copy an Action Trigger Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Remove an Action Trigger Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Configuring a Network Share . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62

Add a Network Share . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Copy a Network Share . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Remove a Network Share . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Creating a Backup and Restore Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63

CHAPTER 5 Managing Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65

Managing Persons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65

Add a Person . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Remove a Person . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Upload a Person ID Photo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Remove a Person ID Photo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Managing Credentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68

Using an Enrollment Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Add a Credential . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Remove a Credential . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Managing Lost or Stolen Credentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69

Prevent Use of a Lost or Stolen Credential . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Restore a Found Credential . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Managing User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70

Add a User Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Change a User Name and Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Deactivate a User Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Creating Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71

Create a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Searching for Persons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72

Search Persons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Cancel a Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

CHAPTER 6 Monitoring Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73

Monitoring Events and Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74

V iew Latest Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Load More Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Load All Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Search for Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Export Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Monitoring Video of Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Replay Event Video . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Monitor Video . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Download a Video Clip . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

V ideo Controls Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Controlling Doors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79

Open a Door . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Unlock a Door . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Reinstate a Door . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Lock Out a Door . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Secure a Door . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Reinstate All Doors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Lock Out All Doors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Unlock All Doors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

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Door Command Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Event View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Schedule View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Door Fallback Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Controlling Inputs and Outputs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Activate or Deactivate an Output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Controlling Action Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Execute an Action Trigger Record Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Resetting Anti-Passback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

CHAPTER 7 Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Backing Up Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Create a Backup File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Schedule Automated Backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Back Up Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Restore from a Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Saving and Restoring Custom Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Save Data and Custom Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Restore Custom Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Reset Factory Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Updating the Firmware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Check for Firmware Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Managing Language Packs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Add a Language Pack . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Remove a Language Pack . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

CHAPTER 8 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Resolving Browser Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Rebooting the System Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Resetting the Administrator Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Fuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Hardware Problem States . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Troubleshooting Readers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Troubleshooting Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Error, Warning and Event Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Tamper States . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Power and Battery Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Backup Battery Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Device Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Door Tamper Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Auxiliary Input Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Auxiliary Output Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

“Objects Have Changed” Warning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

“NTP Sync Failed” Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Video Player Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

No Active Video Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

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CHAPTER 9 Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105

System Capacities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 05

Configuring IP-Based Single Door Controllers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106

Preparing Client Workstations to Use the Integrated Configuration Tool (ICT) . . . . . . . . . . . . . . . . . 107

Using the Integrated Configuration Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Pre-Defined Operator Role Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111

Port Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113

Pulse Duration Accuracy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115

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vi TruPortal Software User Guide

CHAPTER 1 Introduction

TruPortal™ is a web-based access control solution that is designed to be simple to use, yet sophisticated. It is compatible with a variety of access control hardware components, including:

• Input devices that detect conditions or events, such as door bells or alarms.

• Output devices such as lights and locks that respond to input devices and/or action triggers.

• TruVision

™ Digital Video Recorders (DVRs) and Network Video Recorders (NVRs).

The TruPortal User Interface software is embedded on the System Controller and can be used to:

• Control access for up to 64 doors based on user-defined schedules.

• Configure schedules to include recurring holidays.

• Add up to 10,000 users and badges to the System.

• Add reader schedules to help automate the System.

• Enforce Anti-passback (APB).

• Create reader groups.

• Monitor events remotely and automate linking of events to recorded video.

• Open, lock, lock out and reinstate doors remotely.

Note: For an Underwriters Laboratories of Canada (ULC) s319-listed installation and/or UL

294 installation, remote access features are supplementary.

Mobile versions of the User Interface are also available for iOS6 and Android

™ devices. These

companion apps can be used to remotely monitor system activity and perform basic administration. Refer to the TruPortal Release Notes for details.

In addition to the User Interface software, the System includes the following programs:

• The Installation Wizard can be used to detect the System Controller on a network, synchronize

the time on the System Controller with the time on the local client workstation, and configure network settings. The Installation Wizard can also be used to determine the new IP address of an System Controller if the IP address has changed. See Using the Installation Wizard on page 9.

• The Upgrade Wizard can be used to upgrade the System Controller from an earlier version.

Existing TruPortal 1.0 and goEntry 3.0 customers should use the Upgrade Wizard instead of the Installation Wizard to upgrade the System Contr oller. See Using the Upgrade Wizard on page 1 1.

TruPortal Software User Guide 1

Introduction

• The Import/Export Wizard can be used to import persons and credentials data from an existing

database in Comma Separated Values (CSV) format, as well as export data. It can also be used to delete persons and credential data in batch mode and export events. See the Import/Export Wizard User Guide included on the Utilities disc for details.

Conventions Used in this Documentation

TruPortal documentation is included on the product disc and the text in each document is formatted to make it easy to identify what is being desc ri bed.

• Where a term is defined, the word is represented in italics.

• Field names are shown in bold.

• Menus and menu choices are shown in bold italics. All menu choices have accelerator keys, that

can be used to select the menu choices using the keyboard. The underlined letter represents the accelerator key for that menu item. Accelerator keys are written, for example, <Alt>, <C>.

• Keyboard keys are represented in angle brackets. For example: <Tab>, <Ctrl>.

• Keyboard key combinations are written in two ways: – <Ctrl> + <Z> means hold down the first key and press the second – <Alt>, <C> means press the first key, then press the second

• Buttons on the screen are represented in square brackets; for example: [Modify], [Cancel].

Click the Vie w Help button ( ) in the top-right corner of the TruPortal User Interface to access a searchable, electronic version of the TruPortal Software User Guid e via the online help system.

Click the Show Tool Tips button ( ) to display context-sensitive information when hovering over fields and icons in the TruPortal User Interface. Tooltips can be toggled on and off by clicking the same button. Maximize the browser window to display all tool tips; tool tips may not appear if the browser window is too small.

Click the Disable Wizards button ( ) to turn off the ability to use wizards for configuration. Wizards can be toggled on and off by clicking the same button. This setting is saved for each user.

2 TruPortal Software User Guide

CHAPTER 2 Installing Hardware

The first step in setting up the System is to install the hardware components that will be used by the System (inputs, outputs, doors, readers, cameras, etc.) according to manufacturer instructions. Be sure to record data about door configurations that can be used later in naming the devi ces, reader groups, and areas when the devices are configured in the User Interface.

Note: Existing TruPortal 1.0 or goEntry 3.0 customers that already have all hardware installed

and configured can skip this step and use the Upgrade Wizard to upgrade the System Controller. See Using the Upgrade Wizard on page 11.

After installing hardware components, connect the System Controller to a local client workstation or to Local Area Network (LAN), and then use the Installation Wizard to detect the System Controller on the network, as described in Preparing for Configuration on page 7.

TruPortal Software User Guide 3

Installing Hardware

System Architecture Overview

The System Controller functions as the brain of the System that receive information and sends out information. It contains the database that stores all data for devices, schedules, persons, etc., as well as the User Interface software that can be accessed from a computer via a web browser.

Various components can be connected to the System Controller, including door controllers, readers, input/output expansion modules, siren relays, strobe relays, and strike relays. These components can be considered the arms of the System; they feed data into the System and also carry out actions requested by the System.

System architecture diagram

In addition to hard-wired components, the System Controller can communicate with proprietary Internet Protocol (IP)-based Single Door Controllers (IPSDCs). Plus, companion iPad Android

™ apps enable users to remotely monitor system activity and perform basic administrative

tasks, such as adding or deleting users.

4 TruPortal Software User Guide

, iPhone®, and

Documenting the Physical Location of Each Device

As each device for each door (locks, sensors, readers) is installed, provide a description for each device, and list the serial numbers of devices associated with each door in an installation chart like the one provided below. This data can be used later when devices are configured in the User Interface.

Door Description

Reader Serial Numbers

In: Out: In: Out: In: Out: In: Out: In: Out: In: Out: In: Out:

Door Controller Serial Numbers

I/O Expansion Serial Number Linked Camera

In: Out: In: Out: In: Out: In: Out: In: Out:

TruPortal Software User Guide 5

Installing Hardware

Door Description

Reader Serial Numbers

In: Out: In: Out: In: Out: In: Out: In: Out: In: Out: In: Out:

Door Controller Serial Numbers

I/O Expansion Serial Number Linked Camera

Connecting to a Local Client Workstation or LAN

The System Controller can be connected directly to a local client workstation or to a Local Area Network (LAN). There are two RJ-45 100BaseT Ethernet jacks on the System Controller. Port 1 is configurable; Port 2 has a fixed IP (Internet Protocol) address, 169.254.1.200. Refer to the System Controller Quick Reference Guide to identify the jacks.

If connecting the System Controller directly to a local client workstation, use the static Ethernet jack and a Category 6 (CAT6) Ethernet cable. If connecting to a LAN, use the configurable Ethernet jack and a CAT6 Ethernet cable. Consult the site network administrator to determine how the System Controller should be configured, as discussed in Determining Network Settings on page 8.

Note: If multiple network appliances use a single network drop by means of a switch or small

router, make sure there is not more than one switch or router between the System Controller and the network drop.

Installing an Enrollment Reader

If planning to use the optional enrollment reader (TP-RDR-LRN) to read credential data, install and configure the reader on a client workstation according to the manufacturer’s instructions. See Using

an Enrollment Reader on page 68 for details.

6 TruPortal Software User Guide

CHAPTER 3 Preparing for Configuration

After hardware devices are installed, the following steps should be performed before launching the User Interface to perform a full configuration of the System:

1. Consult with the site network administrator to decide how network settings should be configured.

See Determining Network Settings on page 8.

2. If you are an existing TruPortal 1.0 or goEntry 3.0 customer and all hardware is already

installed and configured, use the Upgrade Wizard to upgrade the System Controller instead of using the Installation Wizard. See Using the Upgrade Wizard on page 11.

If you are a new TruPortal user, follow the steps in Using the Installation Wizard on page 9 to:

• Detect the System Controller on the local area network.

• Change the default password for the main Administrator account to enhance security.

• Synchronize the date and time on the System Controller with the local client workstation.

• Configure the network settings of the System Controller.

3. Configure any installed IPSDCs to recognize the IP address of the System Controller before

configuring the IPSDCs in the User Interface. Establishing this network connection ensures that IPSDCs will be detected when the System Controller scans for hardware changes. For more information, see Configuring IP-Based Single Door Controllers on page 106.

TruPortal Software User Guide 7

Preparing for Configuration

Determining Network Settings

Before using the Installation Wizard to perform an initial configuration of the System Controller, consult with the site network administrator to determine the answers to the following questions:

• Should the IP address of the System Controller be static or dynamic? Operators will access the User Interface by typing the System Controller’s IP address into a web browser address field. If the IP address of the System Controller uses the Dynamic Host Configuration Protocol (DHCP), then operators must use a virtual URL or other alias to access the System Controller. If the actual IP address assignment is changed by the network, the operators will not be able to find it.

• Should the Service Port be changed? The default Service Port for an HTTPS connection is 443; the default value for an HTTP connection is 80. T ypically, this port only needs to be changed if it conflicts with an existing port used on the network. If the port is changed, users will need to append the port number to the IP address of the System Controller to log into the System (e.g., https://IPaddress:port).

Note: Ports 0 through 1024 (i.e., well-known ports) are reserved for privileged services. It is

recommended that these ports not be used as the service port.

• If a static IP address will be used, what are the subnet mask, default gateway, and Domain Name Server (DNS) values for the network? This information will be needed when

configuring network properties for the System Controller.

• Should a Hypertext Transfer Protocol Secure (HTTPS) connection be used? HTTPS is highly recommended to prevent unauthorized access to the System. This secure protocol encrypts the packets between the client browser and the System Controller, preventing someone from gathering user information by spying on network traffic. There may be circumstances that require non-secure HTTP. For example, if the System Controller is accessed through a Web proxy server that does not support HTTPS, then the only option is to disable HTTPS.

After installation, the System can also be configured to use a Secure Shell (SSH) connection that authenticates remote client workstations and allows remote users (including technical support representatives) to log into the System. Refer to Configuring Network Security on page 16.

8 TruPortal Software User Guide

Using the Installation Wizard

This section describes how to use the Installation Wizard to:

• Detect the System Controller on the local area network.

• Change the default password for the main Administrator account to enhance security.

• Synchronize the date and time on the System Controller with the local client workstation.

• Configure the network settings of the System Controller.

Note: If you are an existing TruPortal or goEntry user, run the Upgrade Wizard to upgrade

the System Controller from an earlier version instead of using the Installation Wizard. See Using the Upgrade Wizard on page 11.

The Installation Wizard can also be used to determine the new IP address of an System Controller if the IP address has changed.

Note: The Installation Wizard is not compatible with Microsoft

Windows® XP.

To use the Installation Wizard:

1. Verify that the System Controller is connected to the local area network so that it can be detected

by the Installation Wizard.

2. Insert the product disc in the local client workstation’s CD/DVD drive.

Note: If the disc image was downloaded and extracted to the client workstation’s hard drive,

open Windows Explorer, navigate to the disc image on the hard drive, and double-click the start.hta application to launch the Utilities software.

The Utilities software will determine if the client workstation includes the programs required to run the User Interface.

3. If prompted, click .NET 4.5 Framework and/or Bonjour to install the software.

4. Click the Installation Wizard icon.

5. When the Introduction page appears, select a Language and click [Next].

The Installation Wizard will search for any System Controllers on the network.

6. Select the System Controller in the list and click [Next].

7. On the Login page, type the current Password for the Administrator account.

The default User Name for the Administrator account is admin. The default Password for the Administrator account is demo.

IMPORTANT: The Administrator account has access to all aspects of the System. Leaving the

default password unchanged is dangerous. People familiar with the product may know the default password.

8. Type the new password in the New Password and Confirm Password fields and click [Next].

9. On the Date/Time page, select the System Controller Time Zone.

10. If the Panel Date and Time and Client Date and Time values appear in red, either the time zone

set on the System Controller is different from the time zone on the client workstation, or the time varies between the two devices by more than 10 seconds.

Click [Time Sync] to synchronize the time zone and time on the System Controller with the time zone and time on the client workstation.

TruPortal Software User Guide 9

Preparing for Configuration

Note: After the initial configuration is complete, the System can be synchronized with a

Network Time Protocol (NTP) server. See Setting the Date and Time on page 15

11. Click [Next] to continue to the Network Configuration page.

12. Select Static or Dynamic as the connection type for the System Controller.

To configure a static IP address:

a. Type the IP Address for the System Controller that users will type into an Internet web

browser to connect to the System.

b. (Optional) Change the Service Port for the System Controller.

Note: The default Service Port for an HTTPS connection is 443; the default value for an

HTTP connection is 80. Ports 0 through 1024 (i.e., well-known ports) are reserved for privileged services. It is recommended that these ports not be used as the Service Port. If the port is changed to a different value, users will need to append the port number to the IP address of the System Controller to log into the System (e.g., https://IPaddress:port).

c. Type the Subnet Mask for the network to which the System Controller is connected. d. Type the Default Gateway for the network. e. Type the DNS Server for the network.

13. Select Enable HTTPS Connection to use a secure hypertext protocol

IMPORTANT: HTTPS is highly recommended to prevent unauthorized access to the System.

14. Click [Apply] to save the network configuration.

15. To experiment with different network configurations, click [Reboot System Controller].

The Panel Discovery page will appear and detect the System Controller again. Return to the Network Configuration page to edit settings, as necessary.

16. To access the primary User Interface and begin configuring the System, click the hyperlink that

displays the IP address of the System Controller. See Configuring the System on page 13 for details.

17. Click [Finish] to close the Installation Wizard.

18. If IPSDCs are installed, configure each IPSDC to recognize the IP address of the System

Controller before configuring the IPSDC in the User Interface. See Configuring IP-Based Single

Door Controllers on page 106.

19. Proceed to Configuring the System on page 13.

10 TruPortal Software User Guide

Using the Upgrade Wizard

Existing TruPortal 1.0 or goEntry 3.0 customers can use the Upgrade Wizard to upgrade the System Controller remotely from a local client workstation from one version of the product to another version (for example, from version 1.0 to version 1.5). This process involves downloading files from the product website, and then using the Upgrade Wizard to back up data, update the firmware and core code on the System Controller, and then restore data.

Before using the Upgrade Wizard, note the following details:

IMPORTANT: Do not power cycle the System Controller (i.e. turn it off and unplug the

power) during an upgrade.

IMPORTANT: Upgrading is different than updating the firmware. A firmware update only

impacts the firmware, while an upgrade impacts both the firmware and the core code on the System Controller. Do not use the System Administration > Firmware Updates page to upgrade the System Controller; use the Upgrade Wizard instead.

• After an upgrade, the System Controller cannot be converted back to a previous version.

• The Upgrade Wizard is not compatible with Microsoft Windows XP.

• (Recommended) Run the Upgrade Wizard directly from the physical T ruPortal DVD, as opposed

to a mounted ISO image.

• Although the Upgrade Wizard provides an option to back up data, an extra backup file can be

created as a precaution (see Create a Backup File on page 88). Configuration settings can also be backed up (see Saving and Restoring Custom Settings on page 89). To save an historical record of events, use the Import/Export Wizard to export events in CSV format.

• If upgrading from goEntry to TruPortal, card format information will be preserved.

• Make sure that all users are logged out of the System before using the Upgrade Wizard.

• Make sure that any backup and restore processes are finished.

• The upgrade will be faster and more reliable if the System Controller uses a static IP address. (To

change this setting, see Configure Network Settings on page 17.) If a dynamic IP address is used, the IP address may change during the upgrade and the process will stop. If this occurs, use the Installation Wizard to obtain the new IP address and then restart the Upgrade Wizard.

• A [Finish] button appears on many wizard pages; click it to stop the upgrade, if necessary. To use the Upgrade Wizard:

1. Log into the product web site and download the following files to a local client workstation:

• The ISO image of the latest version of the Utilities disc.

• The NGP.bin source file that will be used to update the firmware.

IMPORTANT: Do not change the name of the downloaded files.

2. Use a third-party application to mount (i.e., add) the downloaded ISO image to the local client

workstation.

3. In Windows Explorer, navigate to the \PanelUpgradeWizard folder in the ISO image.

4. Double-click PanelUpgradeWizard.exe.

The wizard will create a folder called \<local documents>\PanelUpgradeWizard that includes two subfolders: \Backups and \Logs.

5. When the Introduction page appears, select a Language and click [Next].

TruPortal Software User Guide 11

Preparing for Configuration

6. Log in as a user with Execute permissions for the Firmware Updates feature, and then click

[Next]. The Source File page displays details about the firmware on the System Controller.

7. Click [...] to browse to the folder where the NGP.bin file was downloaded.

8. In the Open dialog box that appears, click the NGP.bin file to select it, and then click [Open].

The Source File page displays details about the NGP.b in fi le.

9. Click [Next].

10. On the Backup page, type the path where data will be backed up, or browse to its location.

Note: Although the Create Backup File check box can be cleared to skip backing up data, it

is recommended that users leave this check box selected to back up data before an upgrade. This option is intended for factory use only.

IMPORTANT: If no backup file is created while using the Upgrade Wizard, photos will not be

preserved and will need to be restored from an earlier backup.

11. Click [Backup].

12. When a “Backup Successful” message appears, click [Next].

13. On the next page, click [Firmware Upgrade].

A summary of the Upgrade Wizard’s progress appears. This process may take five to ten minutes. Red squares will appear next to any errors that occurred.

14. When the upgrade is complete, click [Next].

15. If data was backed up in step 11, the Restore page displays the location to which files were

backed up.

a. Click [Restore] to load the backed up data back onto the System Controller. b. When the “Restore Successful” message appears, click [Next] to verify that the upgrade

occurred on the Upgrade Results page.

16. When the Upgrade Results page appears, click [Finish] to exit the wizard.

17. If a goEntry System was upgraded to TruPortal, review the card format descriptions on the

System Administration > Card Formats page and update them, if necessary. (Card format descriptions are upgraded in English only.)

18. If IPSDCs are installed, configure each IPSDC to recognize the IP address of the System

Controller before configuring the IPSDC in the User Interface. See Configuring IP-Based Single

Door Controllers on page 106.

12 TruPortal Software User Guide

CHAPTER 4 Configuring the System

TruPortal is designed so that, once configured, persons and credentials can be added and removed quickly, and access to a facility can be managed. During configuration, the following information will be defined:

• The areas, doors, credential readers, video surveillance, and auxiliary security systems at a site.

• Access levels needed by the various groups of persons who work at a site.

• Access schedules for regular days and holidays.

• Operator roles for the people who will be managing and monitoring the System.

This is organized sequentially, with tasks arranged in the order they should be completed to configure the System.

TruPortal Software User Guide 13

Configuring the System

IMPORTANT: If any IPSDCs are installed, configure them to recognize the IP address of the

System Controller before configuring them in the User Interface. See

Configuring IP-Based Single Door Controllers on page 106.

1. Logging into the System.

2. Setting the Date and Time.

3. Create a Certificate Signing Request.

4. Import a Security Certificate.

5. Configure Network Settings.

6. Configure Site Security.

7. Set the System Language.

8. Add a Card Format.

9. Scan for Hardware Changes.

10. Assign Meaningful Names to Hardware.

11. Configure the System Controller.

12. Optional: Configure I/O Expansion Modules.

13. Configure a Door Controller.

14. Configure a Door.

15. Configure Readers.

16. Optional: Add a DVR/NVR.

17. Optional: Add a Video Camera.

18. Optional: Link Cameras to Devices to Track Video of Events.

19. Optional: Add an Area.

20. Optional: Configure Anti-Passback.

21. Optional: Assign Readers to Areas.

22. Optional: Add a Holiday Group.

23. Optional: Add a Schedule.

24. Optional: Add a Reader Group.

25. Add an Access Level.

26. Optional: Add an Operator Role.

27. Optional: Configure an Email Server.

28. Optional: Add an Email List.

29. Optional: Add User-Defined Fields.

30. Optional: Scheduling Door and Reader Behavior.

31. Importing Persons and Credentials from a CSV File.

32. Optional: Configuring Action Triggers.

33. Optional: Configuring a Network Share.

34. Creating a Backup and Restore Point.

35. Optional: Add an Action Trigger Record.

36. Optional:Add a Language Pack.

14 TruPortal Software User Guide

Logging into the System

1. Launch an Internet browser.

2. Type the IP address for the System in the browser address bar.

Note: If the default service port for the System was changed, append the port number to the IP

address (e.g., https://IP address:port).

3. If using Internet Explorer

to this website (not recommended).

4. Type a Username.

5. Type a Password.

6. (Optional) Select a different Language for the User Interface.

By default, the System includes four languages — English, Spanish, French, and Dutch — but more can be added. See Managing Language Packs on page 92.

7. Click [Log In].

8. If this is the first time the User Interface is being used on the client workstation, click Accept

when the License Agreement page appears.

The Home page displays several wizards that can be used to quickly add persons, credentials, access levels, schedules, and holidays. Click a wizard icon and follow the onscreen prompts to add new items, or refer to the relevant section of this document for step-by-step instructions.

and a warning about the security certificate appears, select Continue

To log out of the System later, click the Logout icon in the top-right portion of the User Interface.

Setting the Date and Time

The System supports time synchronization with a Network Time Protocol (NTP) server. This option, if enabled in both the User Interface and a DVR/NVR, keeps the DVR/NVR and the System synchronized in time. Without this, System time may drift relative to DVR/NVR time which can impact schedules and cause difficulty in retrieving video related to an access event.

Note the following details about NTP time synchronization:

• The NTP client will attempt synchronization every hour.

• To use this option, the System Controller must be able to access the NTP server via User

Datagram Protocol (UDP) port 123. If this port is not accessible, the System time will not synchronize with the NTP server, and “NTP Sync Failed” events will be logged. Consult with the site network administrator.

• If the System time is manually changed to be within one minute prior to the start of a schedule

assigned to a door, the scheduled door mode will take effect immediately.

To set the date and time:

1. Select System Administration > System Settings.

2. Click the Date and Time tab.

3. Select a Time Zone.

4. Select a local Date and Time.

5. (Optional) Synchronize time:

a. Select the Synchronize with NTP server check box. b. Click [Accept Changes].

TruPortal Software User Guide 15

Configuring the System

c. Type the IP address of the NTP server. d. Click [Accept Changes]. e. Click [Sync now].

6. Click [Accept Changes].

Configuring Network Security

The Network Configuration tab of the System Administration > System Settings page displays various network settings and can be used to assign a security certificate and configure network properties, including secure browsing.

Create a Certificate Signing Request

Secure Sockets Layer (SSL) is an encryption technology that protects data being transmitted between your web server and users’ web browsers to prevent eavesdropping, data tampering, etc. The use of SSL on a website is usually indicated by a padlock icon in web browsers, but can also be indicated by a green address bar.

To enable SSL in the System, create a Certificate Signing Request (also known as a CSR or a certification request), submit it to a Certificate Authority, and then import the signed certificate. A self-signed certificate can also be installed. This block of encrypted text is generated on the server that the certificate is used on; it contains information such as the organization name, common name (i.e. domain name), locality, and country.

To create a Certificate Signing Request:

1. Select System Administration > System Settings.

2. Click the Network Configuration tab.

3. Click [Create Certificate Signing Request].

The Certificate Signing Request dialog box appears.

4. Type the requested information and click [Generate].

Note: T ype either the IP address or the Fully Qualified Domain Name (FQDN) of the server in

the Common Name field. If the panel is configured to use a DHCP-assigned IP address, then it is highly recommended that the DHCP server be configured to always assign this IP address to the panel. Otherwise each time the panel is assigned a different IP address, a new certificate will need to be generated and installed.

The Certificate Signing Request (CSR) text appears in the text box on the right side of the dialog box.

5. To use a self-signed certificate, click [Install Self-Signed Certificate].

The System Controller will reboot automatically.

6. To use a signed certificate: a. Copy CSR text and save to a local file to send to a certificate authority. b. Close the Certificate Signing Request dialog box. c. See Import a Security Certificate on page 16.

Import a Security Certificate

1. Select System Administration > System Settings.

16 TruPortal Software User Guide

Configuring Network Security

2. Click the Network Configuration tab.

3. Click [Import Certificate]. The Upload Certificate dialog box appears.

4. Click [Select File].

5. Browse to and select the certificate file.

6. Click [Open].

7. Click [Upload].

The System Controller will reboot automatically.

Configure Network Settings

The network settings for the System are initially set up in the Installation Wizard, but can be updated on the Network Configuration tab of the System Administration > System Settings page, as described next. See Determining Network Settings on page 8 to learn more about configuration options.

1. Login as a user with Modification permissions for the Network Configuration feature.

2. Select System Administration > System Settings.

3. Click the Network Configuration tab.

4. Click [Configure].

The Network Properties dialog box appears.

5. To use a dynamic connection, select Obtain an IP address automatically using DHCP.

6. To use a static connection, select Use the following IP address and type.

To configure a static IP address:

a. Type the IP Address for the System Controller. b. Type the Subnet Mask. c. Type the Default Gateway. d. Type the DNS Server.

7. (Optional) Change the Service Port for the System Controller.

Note: The default Service Port for an HTTPS connection is 443; the default value for an

HTTP connection is 80. Ports 0 through 1024 (i.e., well-known ports) are reserved for privileged services. It is recommended that these ports not be used as the Service Port.

If the port is changed to a different value, communicate that information to users because they will need to append the port number to the IP address of the System Controller (e.g., https://IPaddress:port) to log back in after the System reboots.

8. Select Enable HTTPS Connection to use a secure hypertext protocol.

IMPORTANT: HTTPS is highly recommended to prevent unauthorized access to the System.

9. If the HTTPS setting was changed, clear the browser cache, especially if using Firefox or

Chrome.

10. To use an SSH connection that authenticates remote client workstations and allows remote users

(including technical support representatives) to log into the System, select Enable SSH Connection.

Note: Refer to Configuring Security on page 18 to learn about setting a password for an SSH

service account.

TruPortal Software User Guide 17

Configuring the System

11. Click [Save] to accept the network configuration changes.

A message will appear to indicate that the System Controller must be rebooted to apply the changes to the network configuration.

12. Click [Save Changes].

The System will reboot. Any users that are currently logged in will lose their connection and must log in again. If the IP address of the System Controller changed, update any IPSDCs in the System to recognize the new IP address. See Using the ICT to Configure IPSDCs on page 109.

Configuring Security

The Security tab of the System Administration > System Settings page can be used to configure certain aspects pertaining to the physical security of a facility.

PIN Codes

The System can be configured for access with a credential only, a credential and Personal Identification Number (PIN), PIN only, or PIN or credential. Requiring people to present a badge (credential) and type a PIN code provides added security by preventing access with a found or stolen badge. Readers can be configured to Credential Only, Credential and PIN, PIN Only , or PIN or Credential based on schedules. (See Scheduling Door and Reader Behavior on page 49.) Note: In PIN Only mode, all PINS in the system must be unique.

Max PIN Length

PINs can be 4, 6, or 9 digits in length.

Max PIN Attempts

Allows person a set number of chances to enter their PINs correctly.

PIN Lock Out Time

If a person enters an incorrect PIN too many times, the credential ID will be prevented from access at that reader for the length of time specified by this option. After the Lock Out Time has elapsed, the credential ID will have access privileges restored.

Door Fallback Mode

Credential information is stored on the System Controller. If a dual door controller loses communication with the System Controller, credentials scanned at a reader cannot be verified. In such a case, the door controller must validate access requests if anyone is to enter the facility.

Note: IPSDCs have a separate fallback mode.

Input EOL Terminations

Doors can be wired to detect if they are open or closed, forced entry, and tampering. Such a door is said to be supervised. A door without such detection circuits is said to be unsupervised, even if it has a reader and door strike or magnetic lock. For supervised doors, this option describes the type of resistor(s) used and how the circuit is wired. There are two main types that are monitored: 1,000 Ohm and 4,700 Ohm circuits. These can be wired with dual resistors, or with a single resistor wired in series or parallel relative to the door sensor.

Note: IPSDCs support only 1K/Dual supervision, as configured by setting switches on the

panel. Refer to the IP-based Single Door Controller Quick Reference for details.

18 TruPortal Software User Guide

Configuring Security

Set SSH Password for Service Account

An SSH connection can be enabled on the Security tab of the System Administration > System Settings page to authenticate remote users (including technical support representatives) that log into

the System. Use the [Set SSH Password for Service Account] button to set the password.

IPSDCU Fallback Mode

Credential information is stored on the System Controller. If an IPSDC loses communication with the System Controller, credentials scanned at a reader cannot be verified. Select Use Local Cache Table to grant access if the card matches one of the last 50 credentials used to successfully gain access, as stored in the local cache of the IPSDC.

Note the following details about IPSDCU fallback mode:

• For the first 40—60 seconds of network connectivity loss, the IPSDC will continue to try to

verify credentials via the System Controller. If the System Controller cannot be reached, credentials will be declined until IPSDC fallback mode starts.

• If credentials are changed or deleted, all data cached on IPSDCs is cleared.

Encrypt IPSDC Communications

By default, this check box is selected to encrypt communications between the System Controller and IPSDCs to enhance data security.

Configure Site Security

1. Select System Administration > System Settings.

2. Click the Security tab.

3. Select a PIN Max Length.

IMPORTANT: When a new Maximum PIN Length is saved and there are existing credentials

with PIN numbers longer than the new maximum length, a warning prompt will appear to indicate that existing PIN numbers will be truncated to the new length. The prompt will allow the user to continue or cancel the save operation.

4. Select the number of Max PIN Attempts.

5. Select a PIN Lock Out T ime.

6. Select a Door Fallback Mode:

• No Access: No access is granted whatsoever.

• Site Code Access: Access is granted if the card matches one of the formats defined on the

System Administration > Card Formats page, and the site code on the card matches the site code defined for the format.

• All Access: Access is granted if the card matches any format defined on the System

Administration > Card Formats page.

7. Select an option for Input EOL Terminations.

8. If an SSH connection was enabled on the Network Configuration tab, click Set SSH Password

for Service Account to set a password for remote users logging into the System.

9. Select an IPSDCU Fallback Mode.

• No Access: No access is granted whatsoever

• Site Code Access: Access is granted if the card matches one of the formats defined on the

System Administration > Card Formats page, and the site code on the card matches the site code defined for the format

TruPortal Software User Guide 19

Configuring the System

• All Access: Access is granted if the card matches any format defined on the System

Administration > Card Formats page.

• Use Local Cache Table: Access is granted if the card matches one of the last 50 credentials

used to successfully gain access.

10. (Recommended) Leave the Encrypt IPSDCU Terminations check box to encrypt

communications between the System Controller and IPSDCs and enhance data security

11. Click [Accept Changes].

Configuring the Primary System Language

A primary System Language can be defined on the System Options tab of the System Administration > System Settings page to determine the language used for functions performed by the System, such

as assigning default device names, scheduled backups, and automated emails. The System Language is also used if a user logs in and selects a language that is not currently

available, or if a user performs a language-related action (for example, loading events on the Events page) and the language that the user logged in with is not available anymore. This may occur if a language pack is removed while users are still logged into the System.

Set the System Language

1. Select System Administration > System Settings.

2. Click the System Options tab.

3. Select a System Language.

4. Click [Accept Changes].

Configuring Card Formats

Credentials (identification badges) used for electronic access control store data in various formats. In order to read the data correctly, the card format has to be added to the configuration. The credential ID stored on the card includes a card number, a facility code, and an issue code.

Before a credential can be recognized, the System must be configured to recognize the card format — the way the data is formatted on the ID badge. Four default card formats are provided and more can be added. However, the System should be configured to recognize only those formats that are actively being used.

The default card formats provided include:

• 26 Bit (H10301) Wiegand facility code 200

• 32 Bit 14443 cascade 1

• 37 Bit (I10304) facility 40

• 40 Bit CASI 4002

Note the following details about card formats:

• If the System is upgraded from an earlier version, existing card formats will be preserved.

• The System is pre-configured for several popular commercial card formats, and supports up to

eight card formats active simultaneously. If a desired card format is not listed, it can be added as a custom type.

20 TruPortal Software User Guide

Configuring Card Formats

• A raw card format does not include a facility code, but instead treats all data bits on the card as

part of the access credential. Raw format credential cards are easier to configure than cards with facility codes included for this reason.

• Many standard card formats include a facility code as part of the credential ID. This allows for

greater sophistication in configuring site security, but also adds complexity to configuration. For example, if a facility code is used and a door goes into fallback mode because it cannot communicate with the System Controller, the door can be configured to open if a card with a valid facility code is scanned at the reader. This is because the door controller does not store the full person database, but can store the facility code.

Add a Card Format

1. Select System Administration > Card Formats.

2. Click [Add].

3. Type a descriptive name in the Format Name field.

4. Select a Format Type.

5. Type the Faci lity Code, if required.

6. For a custom format, type other data as required.

7. Click [Accept Changes].

Remove a Card Format

1. Select System Administration > Card Formats.

2. Select the Card Format to be removed.

3. Click [Remove].

The Remove Item dialog box appears.

4. Click [Remove].

TruPortal Software User Guide 21

Configuring the System

Configuring Devices

This section describes how to configure the following devices:

• System Controller

• Inputs and outputs

• Door controllers

• Doors

• Readers

• Input/output expansion modules

T o learn about configuring DVRs/NVRs and cameras, see Configuring Video Devices on page 33.

Before You Begin

Before configuring devices on the System Administration > Devices page, complete the following steps:

1. If IPSDCs are installed, they must be configured to recognize the IP address of the System

Controller before configuring the IPSDCs in the User Interface. Establishing this network connection ensures that each IPSDC will be detected when the System Controller scans for hardware changes. See Configuring IP-Based Single Door Controllers on page 106.

2. Use the [Scan for Hardware Changes] button to discover devices, as described next.

3. (Optional, but recommended) Replace generic device names. See Assign Meaningful Names to

Hardware on page 23.

Scan for Hardware Changes

Before configuring devices, click the [Scan for Hardware Changes] button on the System Administration > Devices page to discover the following types of proprietary devices located

downstream from the System Controller and add them to the Device Tree automatically:

• Dual door interface modules

• Input/output expansion modules

• IPSDCs that have already been configured to recognize the System Controller

Another way to add door controllers on the Devices page is to select the System Controller and then click [Add]. Select the type of controller being added, fill out the remaining fields, and click [Accept Changes].

The System will assign generic, default names to the devices that can be customized later (see Assign

Meaningful Names to Hardware on page 23) and display devices in a tree hierarchy on the System

Administration > Devices page. Some default names are sequential (e.g., Input11, Input12, etc.). Doors and readers inherit the serial number of their parent door controller. For example, if a door controller has the serial number 1234, the doors located downstream of the door controller will be named Door 1234-1, Door 1234-2, etc.

Note: If the serial number of a door controller changes (for example, if a door controller is

replaced), all child objects (doors and readers) that still use default names should be updated to reflect the new serial number of the parent door controller. See Replace a

Door Controller on page 25.

To detect hardware devices in the System:

22 TruPortal Software User Guide

Configuring Devices

IMPORTANT: Door controllers will go offline during the scan, which usually takes several

minutes.

1. Select System Administration > Devices.

2. Select the System Controller.

3. Click [Scan for Hardware Changes].

4. Click [Accept Changes].

If the System detects any issues (for example, if no backup battery is installed), a notification will appear in a black box at the top of the User Interface; click inside the box to open the Monitoring > Diagnostics page and learn more about the issues. See Diagnostics on page 96.

Assign Meaningful Names to Hardware

Regardless of whether the System has a few devices or many devices of various types, effective naming conventions are essential for a successful deployment. The use of meaningful and wellstructured names for inputs, outputs, door controllers, readers, etc. will help to:

• Identify the location and function of each device.

• Organize devices into meaningful groups.

• Aid in the monitoring of access events.

Instead of using generic names assigned to devices by the Installation Wizard (e.g., Door Controller

8888), use pertinent elements in each device name to provide a frame of reference regarding the device type, location, or another category that is meaningful for an installation, such as Main Lobby, East Wall Doors for a door controller.

Note: If default names are not customized, remember that any changes made to the name of a

parent object must also be made to any child objects (for example, the doors and readers connected to a door controller) to avoid inconsistent device names.

Before beginning this task, consult the installation chart created when devices were installed, as described in Documenting the Physical Location of Each Device on page 5.

1. Select System Administration > Devices.

2. Select the System Controller.

3. Type a descriptive Device Name.

4. Click [Accept Changes].

5. Select the first door controller on the list.

6. Compare the Serial Number to the installation chart to confirm that the correct device was

selected in the User Interface.

7. Type a descriptive Device Name.

8. Click [Accept Changes].

9. Repeat for each of the devices in the hierarchy.

Configure the System Controller

The System Controller can accept four general purpose auxiliary inputs and produce two general purpose output signals, which must be manually activated. The inputs can be used for accessories such as a room motion detector, or for inputs from other systems, such as a fire alarm system. These represent optional configurations, and should only be enabled if installed. General purpose inputs can be configured to unlock all doors automatically when triggered, as in the case of a fire alarm or other emergency.

TruPortal Software User Guide 23

Configuring the System

1. Select System Administration > Devices.

2. Select the System Controller.

3. Click the General tab.

4. Select a Linked Camera if one is configured to monitor the System Controller’s physical

location.

5. Click the Inputs tab.

6. For each general purpose auxiliary input that is connected: a. Select Enabled. b. Type a meaningful name. c. Select the Type. d. (Optional) Select Unlock All Doors if the input is from an alarm or emergency system. e. (Optional) Select a Linked Camera if one is associated with the input source (for example,

a camera associated with a room motion detector).

7. Click the Outputs tab.

8. For each general purpose auxiliary output that is connected: a. Select Enabled. b. Type a meaningful name. c. Select Active On/Off if the relay should be energized when the output is off, otherwise clear

the check box.

d. (Optional) Select a Linked Camera if one is associated with the output.

9. Click [Accept Changes].

10. Click [Reboot Controller] to restart the System Controller.

Configure Inputs and Outputs

Inputs and outputs are general purpose options that can configured to meet the needs of a site. An input might be a signal from a motion detector, for example. An output is an electrical pulse from the System Controller to some device.

Use the System Administration > Devices page to configure inputs and outputs. Inputs and outputs can be monitored from the Monitoring > Inputs/Outputs page, and outputs can be activated manually from that page. Outputs can also be controlled by action triggers.

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Configuring Devices

Configure a Door Controller

Note: If any IPSDCs are installed, configure them to recognize the IP address of the System

Controller before configuring them in the User Interface. See Configuring IP-Based

Single Door Controllers on page 106.

Dual door controllers can be connected to as many as four readers on two doors. IPSDCs can be connected to two readers on a single door. Each door may have two readers, one for access and one for exit, commonly used with Anti-passback.

1. Select System Administration > Devices.

2. Expand the tree below the System Controller.

3. Select the Door Controller.

4. Select the Number of Doors attached to this controller.

5. (Optional) Select a Linked Camera if one is associated with the door controller’s panel.

6. Click [Accept Changes].

Note: If all doors are locked out when a new door controller is added, the new door controller

will remain unlocked. To be locked out, all doors must be reinstated, then all doors locked out again.

Replace a Door Controller

IMPORTANT: If a door controller is replaced, be sure to update child objects (door and

readers) to reflect the new serial number of the parent door controller before using the [Scan for Hardware Changes] button on the System Administration > Devices page, as described next. Otherwise, the configuration information will be overwritten.

To replace a door controller and preserve its configuration information:

1. Back up the database, as described in Create a Backup File on page 88.

2. Replace the door controller board.

3. (FOR IPSDCS ONLY) Use the Integrated Configuration Tool (ICT) to configure the new IPSDC

to recognize the IP address of the System Controller. See Configuring IP-Based Single Door

Controllers on page 106.

4. Update the serial number of the door controller on the System Administration > Devices page.

5. If child objects (doors and readers) still use default names, update them to reflect the new serial

number of the parent door controller.

6. Reboot the System Controller. See Rebooting the System Controller on page 96.

7. Log back in after the System Controller reboots.

The door controller may appear to be offline until it is able to connect to the System Controller.

8. (Recommended) Back up the database and save the updated configuration after the door

controller comes online with the new serial number. See Backing Up Data on page 87 and Saving

and Restoring Custom Settings on page 89.

TruPortal Software User Guide 25

Configuring the System

Configure Doors

Each door needs to be configured for:

• The length of time it should be unlocked when a valid credential is presented.

• The length of time it can be held open before triggering an alarm.

• The type of door strike used (either standard locks or magnet ic locks).

• Whether a reader is required for access only, or for both access and exit.

• The types of events and alarms monitored by the door circuitry.

• Auxiliary inputs and relays. For example, a door can be configured for an automatic opener and

extended Request to Exit (RTE) to facilitate access by the disabled.

Configure a Door

1. Select System Administration > Devices.

2. Expand the tree below the System Controller.

3. Expand the tree below the door controller.

4. Select the door to configure.

Note: Some fields will not appear on the Devices page if a door is connected to an IPSDC,

which does not support auxiliary input/output types or tamper input points. Refer to the IP-based Single Door Controller Quick Reference to learn about modifying DIP switch settings for input types. After changing DIP switch settings, reboot the IPSDC.

5. Select a Normal Grant Access Time.

6. (Optional) Select an Extended Grant Access Time.

7. Select a Door Held Time.

8. (Optional) Select an Extended Door Held Time.

9. Select a Door Strike Mode.

• Timed Unlock

• Lock on Close

10. (Optional) Select a Linked Camera if one is positioned to monitor the door.

11. Select an Access Mode.

12. (Optional) Select Request to Exit Enabled if the door is wired for it.

13. (Optional) If Request to Exit Enabled is selected, select Do Not Activate Strike on RTE to

prevent the door strike from energizing when the Request to Exit contact closes.

14. (Optional) Select any alarms the door is wired for:

• Door Held Open

• Door Forced Open

• Tamper

15. (Optional) If an alarm light or klaxon is wired to the door, select “Door Held/Forced” from the

Aux Relay list.

16. Configure the sensor Input Types for:

• Door Contact sensor

• Request to Exit button or sensor

• Aux input from the Extended Request to Exit or magnetic lock contact sensor

• Tamper circuitry

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Configuring Devices

Note: The Aux and Tamper inputs listed above do not apply to doors connected to IPSDCs.

17. Click [Accept Changes].

18. Repeat for each door.

Configure a Door for Disabled Access

Events are recorded whenever doors are held open too long and when access is granted but the door is not opened. With an optional alarm light or klaxon, the System can trigger a physical alarm if the door is forced or held open too long.

To accommodate the needs of those who may require more time to open or pass through a door, the System allows users to identify which credentials are granted this permission, and allows users to configure a door for optional features, such as an automatic door opener, and extra time for Request to Exit sensors. This is done on a credential-by-credential basis to preserve site security, as the longer a door is held open, the easier it is for people to enter without presenting a credential. See Add a

Credential on page 68.

1. Select System Administration > Devices.

2. Expand the tree below the System Controller.

3. Expand the tree below the Door Controller.

4. Select the Door to configure.

Note: Some fields will not appear on the Devices page if a door is connected to an IPSDC,

which does not support auxiliary input/output types or tamper input points. Refer to the IP-based Single Door Controller Quick Reference to learn about modifying switch settings for input types.

5. Select a Normal Grant Access Time.

6. Select an Extended Grant Access Time.

This is the amount of time the door will remain unlocked so the person can open it.

7. Select a Door Held Time.

8. Select an Extended Door Held Time.

This is the amount of time the door can remain open so the person can pass through.

9. Select a Door Strike Mode.

• Timed Unlock

• Lock on Close

10. (Optional) Select a Linked Camera if one is positioned to monitor the door.

11. Select an Access Mode.

12. (Optional) Select Request to Exit Enabled if the door is wired for it.

13. (Optional) If Request to Exit Enabled is selected, select Do Not Activate Strike on RTE to

prevent the door strike from energizing when the Request to Exit contact closes.

14. (Optional) Select any alarms the door is wired for:

• Door Held Open

• Door Forced Open

• Tamper

15. If the door is wired for a door opener:

a. Select “Extended RTE” from the Aux Input list. b. Select “Door Opener” from the Aux Relay list.

TruPortal Software User Guide 27

Configuring the System

c. Select an Aux Relay On Time.

16. Configure the sensor Input Types for:

• Door Contact sensor

• Request to Exit button or sensor

• Aux input from the Extended Request to Exit or magnetic lock contact sensor

• Tamper circuitry

Note: The Aux and Tamper inputs listed above do not apply to doors connected to IPSDCs.

17. Click [Accept Changes].

18. Repeat for each door.

Configure a Door for Magnetic Locks

• WARNING! • When configuring a door with magnetic locks, it is important to use the “Mag

Lock Bond Sense” option to prevent the door magnets from prematurely activating and slamming the door shut, potentially causing injury.

1. Select System Administration > Devices.

2. Expand the tree below the System Controller.

3. Expand the tree below the Door Controller.

4. Select the Door to configure.

Note: Some fields will not appear on the Devices page if a door is connected to an IPSDC,

which does not support auxiliary input/output types or tamper input points. Refer to the IP-based Single Door Controller Quick Reference to learn about modifying jumper settings for input types.

5. Select a Normal Grant Access Time.

6. Select an Extended Grant Access Time.

This is the amount of time the door will remain unlocked so the person can open it.

7. Select a Door Held Time.

8. Select an Extended Door Held Time.

This is the amount of time the door can remain open so the person can pass through.

9. Select a Door Strike Mode.

• Timed Unlock

• Lock on Close

10. (Optional) Select a Linked Camera if one is positioned to monitor the door.

11. Select an Access Mode.

12. (Optional) Select Request to Exit Enabled if the door is wired for it.

13. (Optional) If Request to Exit Enabled is selected, select Do Not Activate Strike on RTE to

prevent the door strike from energizing when the Request to Exit contact closes.

14. (Optional) Select any alarms the door is wired for:

• Door Held Open

• Door Forced Open

• Tamper

15. Select “Mag Lock Bond Sense” from the Aux Input list.

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Configuring Devices

16. (Optional) If an alarm light or klaxon is wired to the door, select “Door Held/Forced” from the

Aux Relay list.

17. Configure the sensor Input Types for:

• Door Contact sensor

• Request to Exit button or sensor

• Aux input from the Extended Request to Exit or magnetic lock contact sensor

• Tamper circuitry

Note: The Aux and Tamper inputs listed above do not apply to doors connected to IPSDCs.

18. Click [Accept Changes].

19. Repeat for each door.

Door Configuration Options

Normal Grant Access Time

When a valid credential is scanned by the reader, the door will be unlocked for the time selected here.

Note: Schlage AD-400 wireless locks ignore this setting. Configure the Relatch After value

in the Schlage Utility Software instead. See the TruPortal Wireless Locks Quick Reference for details.

Extended Grant Access Time

When a valid credential with the Use extended strike/held times option selected (as configured on the Access Management > Persons page) is scanned by the reader, the door will be unlocked for the Normal Grant Access Time plus the Extended Grant Access Time. This allows users to configure the System to comply with legislation governing access by individuals with disabilities.

Note: Schlage AD-400 wireless locks ignore this setting. Configure this feature in the Schlage

Utility Software instead. See the TruPortal Wireless Locks Quick Reference for details.

Door Held Time

When a valid credential is scanned by the reader, the door can be held open for the Normal Grant Access Time plus the Door Held Time. An event is recorded if a door is held open longer than that and the Door Held Open alarm option is selected.

Extended Door Held Time

When a valid credential with the Use extended strike/held times option selected (as configured on the Access Management > Persons page) is scanned by the reader, the door can be held open for Normal Grant Access Time plus the Extended Door Held Time. An event is recorded if a door is held open longer than that and the Door Held Open alarm option is selected. This allows users to configure the System to comply with legislation governing access by individuals with disabilities.

Request to Exit Enabled

If the door is alarmed for being forced open, held open too long, and tampering, then Request to Exit (RTE) must be used in conjunction with either a button to be pressed for exit or a reader used for exit, or some kind of sensor that detects someone approaching the door from the inside. Otherwise, every time someone exits, a force door alarm will be generated.

TruPortal Software User Guide 29

Configuring the System

Do Not Activate Strike on RTE

A Request to Exit contact is typically a button located near the associated door. Select this option to prevent the door strike from energizing when the RTE contact closes. When a cardholder pushes the button, an RTE is sent to the System Controller. (RTEs are also known as REXs.)

If this check box is selected, the door strike will NOT energize when the RTE contact closes. If this check box is not selected, the door strike energizes when the RTE contact closes.

Door Strike Mode

Timed Unlock

The door will unlock when access is granted and will remain unlocked until the time specified in Normal Grant Access Time expires.

If the door Aux Input is configured for Mag Lock Bond Sense, the strike relay will remain active until the magnetic contact sensor is active, the door contact is closed, and the door unlock time has expired.

Note: IPSDCs do not support Aux input and output. Schlage AD-400 wireless locks ignore

this setting.

Lock On Close

The door will unlock when access is granted and will remain unlocked until either the time specified in Normal Grant Access Time expires, or the door is opened and closed, whichever occurs first.

If the door Aux Input is configured for Mag Lock Bond Sense, the strike relay will remain active until the magnetic contact sensor is active, the door contact is closed, regardless of unlock time.

Note: IPSDCs do not support Aux input and output. Schlage AD-400 wireless locks ignore

this setting.

Access Mode

Reader In Only

The door has a reader to scan credentials for entry, but does not require a person to present a credential to exit.

Reader In Reader Out

The door has readers to scan credentials both for entry and exit. This is required for Antipassback configurations.

Alarm Enabled

Door Held Open

Select this option if the door is wired to detect its opening. If held open longer than the time selected for Door Held Time, an event will be recorded on the Events page.

Door Forced Open

Select this option if the door is wired to detect forced entry. If a person opens the door without presenting a credential that is granted access, an event will be recorded on the Events page. Configure with an alarm light or klaxon wired to the Aux Relay if a physical alarm should occur if the door is forced.

Tamper

Select this option if the door is wired to detect reader tampering. If tampering occurs, an event will be recorded on the Events page.

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Configuring Devices

Note: The Tamper option controls the tamper input point only, not the Door Contact, Request

to Exit, or Aux Input points. Also, this option will not appear on the System Administration > Devices page if a door is connected to an IPSDC, which does not

support reader tamper input.

Aux Input

Note: This field will not appear on the System Administration > Devices page if a door is

connected to an IPSDC, which does not support auxiliary input/output types. Refer to the IP-based Single Door Controller Quick Reference to learn about modifying jumper settings for input types.

None

Indicates the input is not used and not monitored.

Extended RTE

Intended for use only with the Door Opener option selected for Aux Relay.

Mag Lock Bond Sense

Intended for doors that use a magnetic lock instead of a door strike. This detects the output from the magnetic lock indicating the door has bonded to the magnet. The System will not activate the magnet until the door bond sensor sends a signal indicating the door has made contact with the magnet and the door contact sensor indicates the door is closed. This prevents the ma gnet from activating prematurely and causing the door to slam closed.

If “Timed Unlock” is selected for Door Strike Mode, then the magnet will remain inactive until that time has expired. However, it will still not activate until the magnetic bond sensor and door contact sensor signals are received indicating the door is closed and bonded to the magnet.

Aux Relay

Note: This field will not appear on the System Administration > Devices page if a door is

connected to an IPSDC, which does not support auxiliary input/output types. Refer to the IP-Based Single Door Controller Quick Reference to learn about modifying jumper settings for input types.

None

Indicates the relay is not used and not energized.

Door Held/Forced

A typical use for this option is to have the relay trigger some physical alarm, such as a siren or light, whenever the door is held or forced open.

Door Opener

T ypically used with a door configured with a single reader for entry and a manual release wired for RTE, and a push button for an Extended RTE automatic opener. The RTE input unlo cks the door for the duration that the manual release is active so that someone can exit normally. The Aux input (Extended RTE) activates the Aux Relay for the specified Aux Relay On Time. This relay output activates a door opener that automatically unlocks and opens the door for a person needing assistance.

This setting only makes sense if Aux Input is configured for Extended RTE.

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Configuring the System

Input Types

NO (Normally Open)

The sensor switch is normally open.

NC (Normally Closed)

The sensor switch is normally closed.

Unsupervised

The circuit is not wired with a continuity circuit to detect tampering.

Supervised

The circuit is wired with a continuity circuit to detect tampering.

Note: For IPSDCs, refer to the IP-based Single Door Controller Quick Reference for

information about how to configure the switch settings based on input type selection.

Configure Readers

1. Select System Administration > Devices.

2. Expand the tree below the System Controller.

3. Expand the tree below the Door Controller.

4. Expand the tree below the Door.

5. Select the Reader to configure.

6. Select an Access Method.

• Credential Only

• Credential and PIN

• PIN Only

• PIN or Credential

7. Select a Linked Camera if one is position to watch this door and reader.

8. Click [Accept Changes].

9. Repeat for other readers.

Reader Configuration Options

Credential Only

A person need only present a valid credential (ID badge) to gain access.

Credential and PIN

A person needs to present a valid credential and enter a Personal Identification Number (PIN) to gain access. This prevents someone gaining access with a stolen or found credential. Some facilities use Credential Only during the day and Credential and PIN after hours, when the facility is empty.

PIN Only

A person need only enter a valid Personal Identification Number (PIN) to gain access.

PIN or Credential

A person needs to present either a valid credential or enter a Personal Identification Number (PIN) to gain access.

32 TruPortal Software User Guide

Configuring Video Devices

Configure I/O Expansion Modules

1. Select System Administration > Devices.

2. Select the IO Expander.

3. Click the General tab.

4. Select a Linked Camera if one is configured to monitor the System Controller’s physical

location.

5. Select Tamper Alarm Enab led if the enclosure is wired for tamper detection.

6. Click the Inputs tab.

7. For each general purpose auxiliary input that is connected:

a. Select Enabled. b. Type a meaningful name. c. Select the Type. d. (Optional) Select Unlock All Doors if the input is from an alarm or emergency system. e. (Optional) Select a Linked Camera if one is associated with the input source (for example,

a camera associated with a room motion detector).

8. For each general purpose auxiliary output that is connected:

a. Select Enabled. b. Type a meaningful name. c. Select Active On/O ff if the relay should be ener gized when the output is off, otherwise clear

the check box.

d. (Optional) Select a Linked Camera if one is associated with the output.

9. Click [Accept Changes].

Configuring Video Devices

Video records of access events can be reviewed by accessing the video recorded on a DVR/NVR from the cameras associated with a device connected to the System Controller. When an event happens at a device, the System keeps a record of the date and time of the event. If a camera is linked to that device, the System uses the event date and time to create a hyperlink to the recorded video on the DVR/NVR to which the camera is attached.

Linking a camera to a device enables the System to associate an event at that device with the video recorded from the camera during the time of the event. The System does not control the camera or DVR/NVR directly, but it uses the information to tell the DVR/NVR the date and time and which camera recorded the video to playback.

Video surveillance cameras are one of two general types: either stationary or capable of panning, tilting, and zooming (PTZ). Users can control PTZ cameras if:

• Internet Explorer is being used as the browser,

• Microsoft .NET Framework 4.5 (or later) is installed,

• ActiveX controls are enabled in the browser, and

• The camera is connected to a DVR/NVR.

TruPortal Software User Guide 33

Configuring the System

Add a DVR/NVR

Before adding a DVR/NVR, see the Release Notes to determine the minimum firmware revision required. Consult the DVR/NVR documentation for firmware update instructions.

1. Select System Administration > Devices > Video Devices.

2. Click [Add] and choose the appropriate DVR/NVR model. If the model of the TruVi sion

recorder is not listed, try to add it by selecting TVR Generic or TVN Generic.

3. Type a descriptive name for the device in the Device Name field.

4. Type the IP Address of the device.

5. Type the User Name for logging into the device.

6. Type the Password for logging into the device.

7. Click [Accept Changes].

8. Click the link below Web Browser Configuration and Control to confirm the connection and

check the configuration of cameras attached to the device.

Add a Video Camera

Before performing this task, a DVR/NVR must be added to the System.

1. Select System Administration > Devices > Video Devices.

2. Select the DVR/NVR with the camera to be added.

3. Select Add > Camera.

4. Type a descriptive name for the camera in the Device Name field.

For example, “Main Lobby Camera.”

5. Select the appropriate DVR Input.

This is the channel on the DVR/NVR to which the camera is physically connected.

6. Select a Video Stream Bandwidth.

If the bandwidth is not known, log into the web-based interface of the DVR/NVR and examine the setting for the camera.

7. Type the desired Pre-Event Playback Duration.

This is the length of time leading up to the event that will appear in the playback. For example, a forced door event will be recorded in the System when the door is forced open, however, the person who forced the door may have been tampering with it for several seconds before successfully forcing it open.

A camera can also be set up to monitor the physical location of the System Controller. Refer to

Configure the System Controller on page 23.

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Configuring Video Devices

Add Video Layouts

Video layouts determine how many camera inputs can be monitored from a computer screen at one time.

1. Select Monitoring > Video Layouts.

Click [Add].

3. Type a descriptive name in the Video Layout Name field.

For example, if four cameras are watching the loading dock area, create a 2x2 layout and name it “Loading Dock Cameras.”

4. Select a Video Layout Type.

5. Select a camera for each cell of the layout.

6. Click [Accept Changes].

Link Cameras to Devices to Track Video of Events

Readers will generate events for access granted and access denied, so if a camera is linked to a reader, users will have a visual record of each person who entered (or was denied entry) by that reader.

Doors will generate events if forced open, held open too long, and for momentary unlocking, so if a camera is linked to a door, users will have a record of each access security incident.

Auxiliary inputs and outputs are optional devices connected to either the System Controller or an I/O Expansion Module. To link a camera to these devices, use the Input or Output tab of the appropriate System Controller.

1. Connect the System (via a TCP/IP network) to the DVR/NVR and camera.

a. See Add a DVR/NVR on page 34. b. See Add a Video Camera on page 34.

2. Select System Administration > Devices.

3. Select the device from the hierarchical tree.

4. Select the appropriate camera from the Linked Camera list.

TruPortal Software User Guide 35

Configuring the System

Configuring Areas

Areas represent the spaces in the physical floor plan of a facility, specifically the entrances and exits to those spaces. Defining areas allows users to identify which readers lead into those spaces, and which readers lead out of those spaces into adjoining areas. Areas are used to track the physical location of persons in the facility, which can be viewed in the Roster Report, and for Anti-passback (APB) tracking of credentials.

Add an Area

Before assigning readers to an area, the area must be created.

1. Select Access Management > Areas > Area Definition.

2. Click [Add].

3. Type a descriptive name in the Area Name field.

4. Select an Anti-Passback Auto Reset option.

If “Never” is selected, an Anti-passback violation will have to be reset manually.

5. Click [Accept Changes].

Assign Readers to Areas

Assigning readers to areas is what defines areas in the System. The System records what reader a credential is scanned at, and based on area assignment, notes which area the person with that credential must be in and what readers that person must pass before moving to another area.

IMPORTANT: Be sure that reader assignments are correct. If a credential is detected at a

reader that is not contiguous to the last reader, then an Anti-passback violation is triggered. For example, if Lab A adjoins the main corridor and is physically set up so that Reader 1 grants access and Reader 2 grants exit, but a user mistakenly assigns Reader 3 as the exit, then every person attempting to leave Lab A will cause an Anti-passback violation.

1. Select Access Management > Areas > Reader Assignments.

2. For each reader: a. Select the From Area. This is the area where the reader is located. b. Select the To Area. This is the area the person will enter, once the credential is accepted at

the reader.

c. Select Anti-Passback:

• None

• Soft

• Hard

3. Click [Accept Changes].

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Configuring Anti-Passback

Remove an Area

Note: The Default Area cannot be removed.

1. Select Access Management > Areas > Area Definition.

2. Select the area to remove.

3. Click [Remove].

The Remove Item dialog box appears.

4. Click [Remove].

Configuring Anti-Passback

Anti-passback requires a credential be used to enter and exit an area so that the System knows which area the credential holder is currently occupying. The System keeps a record of personnel movements in secure areas, and prevents passage to areas that are logically impossible.

If a person uses a credential to enter an area configured for Anti-passback, and then leaves the area (through a door held open by another person, for example), the System will not know the person has left the specific area. As a result, if the System is configured for hard Anti-passback enforcement, it will prevent that credential from being used to enter another area, including the one just left, until the credential's location is reset to a default or neutral area.

Anti-Passback Options

An Anti-passback violation occurs when a person presents a credential (ID Badge) to enter an area, but somehow leaves the area without presenting the ID. The event is triggered when the person tries to enter another area that is not physically connected to the person's last known area.

None

Anti-passback is not used.

Soft

An event is recorded when a credential violates anti-passback rules.

Hard

The credential violating anti-passback rules is prevented from accessing any areas until the credential’s location is reset to a neutral or default area.

Configure Anti-Passback

To configure anti-passback, add areas to the System that match the areas in the site or floor plan, assign readers to those areas, and add credentials.

1. See Add an Area on page 36.

2. See Assign Readers to Areas on page 36.

3. See Add a Credential on page 68.

Note: The Credential pane of the Access Management > Persons page allows users to exempt

individual credentials from anti-passback enforcement.

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Configuring the System

Creating Holiday Groups

Holidays are exceptions in workplace schedules.Creating a holiday group for those days will cause the System to override the regular schedule on those days. If a holiday should not override a certain schedule, then the holiday group must be included in that schedule.

For example, a facility may be open every Monday to Friday except for certain annual holidays, when only the housekeepers and network administrators should have access to the facility. The housekeepers may do extensive cleaning when the facility is closed for normal business. The network administrators may use holidays to do extensive maintenance or upgrades that would be disruptive on a regular workday.

To accommodate these needs, create a holiday group for those days when the regular staff will not report to work. Then create two schedules and two access levels, one for regular staff and one for support staff (i.e., housekeepers and network administrators). Include the holiday group in the support staff schedule, but not in the regular staff schedule. By default, when the holiday group is created, it will automatically be “excluded” from schedules and the schedule will not operate on that holiday.

When configuring the support staff access level, assign the support staff schedule to the readers and reader groups that the support staff will use. (Remember to "include" the holiday group by selecting it on the schedule so that this group of people will have access granted during the holidays.) When configuring the regular staff access level, assign the regular staff schedule to the readers and reader groups that the regular staff will use.

Note the following details about how holidays impact schedules:

• When a date is designated as a holiday, the System makes an exception to all normal operations on that particular date or set of date unless customized schedule programming is created to take effect on the same date.

For example, if a door is scheduled to automatically unlock every day from 8:00 a.m. to 5:00 p.m., that door will remain locked on a holiday rather than unlocking as it normally woul d. Another example occurs if a person normally has card access to a particular door on Wednesdays and a programmed holiday occurs on a Wednesday, then that person cannot access the door on that day.

• To make an exception for a person that needs building access on a holiday, that person must be assigned to a schedule that is excluded from the holiday group.

For example, to grant a person access to the building on Christmas day, adjust the access level of the person (for example, an access level called “Support Staff”), link the access level to a specific schedule (for example, a schedule called “24/7”), and then adjust the 24/7 schedule to include the Christmas day holiday.

• To perform a scheduled unlock on a holiday, add the holiday to a schedule that is assigned to a particular door.

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Creating Holiday Groups

Add a Holiday Group

IMPORTANT: The creation of a holiday group will take effect immediately. The holidays

added to this group will be excluded from ALL schedules, thereby removing the specified days from normal operations on that particular date or set of dates and causing the System to override the regular schedule. Refer to Creating

Holiday Groups on page 38 for details.

1. Select Access Management > Holidays.

2. Click [Add].

3. Type a descriptive name in the Holiday Group Name field.

By default, a newly created holiday group has one holiday in it.

a. Choose the date and pattern of the holiday:

• Single: a one time event.

• Repeats yearly: an event that occurs on the same date each year, such as the 25th of

December.

• Custom: an event that repeats yearly on a specified pattern, such as the last Monday of

May.

b. For a single or repeating holiday, type the start date in the Date field, or click the Calendar

icon next to the Date field to select a date from the Calendar pop-up window.

c. Type the number of days that the holiday spans in the Duration field. (By default, a newly

created holiday is one day long. Valid values are 1 to 366.)

4. T o add another holiday to the group, click [Add] in the holiday list pane and repeat step a through

step c.

5. Click [Accept Changes].

Add a Holiday to a Holiday Group

1. Select Access Management > Holidays.

2. Select the holiday group to be modified.

3. Add a holiday to the group:

a. Click [Add] in the holiday list pane.

4. Create intervals for the schedule.

a. To create additional intervals, click [Add] on the Interval List pane. b. Click the check box above each day that should be added to the interval. c. Type values for the start and end times. d. For a single or repeating holiday, type the start date in the Date field, or click the Calendar

icon next to the Date field to select a date from the Calendar pop-up window.

e. Type the number of days that the holiday spans in the Duration field.

5. Click [Accept Changes].

Copy a Holiday Group

1. Select Access Management > Holidays.

2. Select the holiday group to be copied.

3. Click [Copy].

4. Type a descriptive name in the Holiday Group Name field.

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Configuring the System

5. Make changes to holidays in the copied group as needed.

6. Click [Accept Changes].

Remove a Holiday Group

Note: A holiday group that is in use cannot be deleted.

1. Select Access Management > Holidays.

2. Select the holiday group to be removed.

3. Click [Remove].

The Remove Item dialog box appears.

4. Click [Remove].

Creating Schedules

Schedules are used to determine when a person will be granted access at a reader, or when a door will automatically lock or unlock. Up to 64 schedules can be created and used in the System, including the following pre-defined schedules:

• All Days 24/7

• Weekdays 8AM-5PM

• Weekdays 9AM-6PM

• Weekdays 7AM-7PM

An interval is the period of time during which a schedule is active. Schedules can include multiple intervals. For example, if the office cleaning staff vacuums the floors on W ednesdays, but on the other days of the week cleans only the rest rooms and trash bins, they would need access for more hours on Wednesday than on other days of the week. In this case, one interval could be created for Wednesday and another for the other days of the week.

Note the following details about schedules:

• Schedule times are expressed in hours and minutes, not seconds, but interval start times are relative to the start of the minute (0 seconds), and interval end times are relative to the end of the minute (59 seconds). In the pre-defined 24/7 schedule, notice that the start time is 12:00 AM and the end time is 11:59 PM. Expressed in seconds, the start time is 12:00:00 AM and the end time is 11:59:59 PM, a one second difference. A schedule that passes midnight must be set up this way, because if 12:00 AM was entered as the start and end time, the schedule would be active for only 59 seconds (from 12:00:00 to 12:00:59).

• Action triggers, schedules, and manual control can all impact the state of devices and are treated equally by the System. The last operation executed determines the state of a device.

• When a date is designated as a holiday, the System makes an exception to all normal operations on that particular date or set of dates unless customized schedule programming is created for the same date. Refer to Creating Holiday Groups for details about how holidays impact schedules.

• Schedules to control reader access times are assigned via the Access Management > Access Levels page.

• Schedules to control door locking are assigned via the Monitoring > Doors page.

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Creating Schedules

Add a Schedule

1. Select Access Management > Schedules.

2. Click [Add].

3. Type a descriptive name in the Schedule Name field.

4. Click Holiday Groups.

5. Select the holiday groups that are included in this schedule.

Note: Holidays are exceptions to normal access schedules. Including a holiday group in a

schedule keeps that holiday group from overriding that schedule. For example, if a holiday group for bank holidays is created and the business office is closed on those days, that holiday group should not be selected for the schedule for the office workers access level. However, if the shipping department works on holidays, the bank holiday group could be selected for the schedule for the shipping workers access level, thus preventing the bank holiday group from overriding the shipping schedule.

6. Click [Accept Changes].

Add an Interval to a Schedule

1. Select Access Management > Schedules.

2. Select the schedule to modify.

3. Create intervals for the schedule.

a. To create additional intervals, click [Add] on the Interval List pane. b. Click the check box above each day that should be added to the interval. c. Type values for the start and end times.

4. Click [Accept Changes].

Remove an Interval from a Schedule

1. Select Access Management > Schedules.

2. Select the schedule to modify.

3. Select the interval to remove.

4. Click [Remove] on the interval list pane.

5. Click [Accept Changes].

Copy a Schedule

1. Select Access Management > Schedules.

2. Select the schedule to copy.

3. Click [Copy].

4. Type a descriptive name in the Schedule Name field.

5. Add, remove or change time intervals as required.

6. Click [Accept Changes].

Remove a Schedule

1. Select Access Management > Schedules.

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Configuring the System

2. Select the schedule to remove.

3. Click [Remove].

The Remove Item dialog box appears.

4. Click [Remove].

Creating Reader Groups

Reader groups are useful when a large number of readers and doors exist in a facility. Reader groups allow users to cluster several readers according to a common characteristic, and assign these as a group to access levels. For example, all the readers in the basement of a building might be added to a group.

The grouping need not be according to physical area. For example, a reader group called housekeeping might be used in an access level that grants access to all secure cleaning-supply storage closets.

Reader groups appear on the Access Management > Access Levels page, allowing users to grant access to all readers in a group with a single selection, rather than reader by reader.

Add a Reader Group

1. Select Access Management > Reader Groups.

2. Click [Add].

3. Type a descriptive name in the Reader Group Name field.

4. Select each Reader in the group.

5. Click [Accept Changes].

Copy a Reader Group

1. Select Access Management > Reader Groups.

2. Select the reader group to copy.

3. Click [Copy].

4. Type a descriptive name in the Reader Group Name field.

5. Add or change reader assignments as desired.

6. Click [Accept Changes].

Remove a Reader Group

1. Select Access Management > Reader Groups.

2. Select the reader group to remove.

3. Click [Remove].

The Remove Item dialog box appears.

4. Click [Remove].

42 TruPortal Software User Guide

Configuring Access Levels

Access levels determine which doors a credential has access to and when. For example, if a facility has an office and a warehouse, and office workers are not allowed in the warehouse, then an Access level for office workers could be created which includes only those doors in the office area.

The Access Management > Access Levels page is used to assign schedules to readers and reader groups. Access levels are then assigned to credentials, determining which days and times a person with that credential can gain entry through the readers in that access level.

Add an Access Level

1. Select Access Management > Access Levels.

2. Click [Add].

3. Type a descriptive name in the Access Level Name field.

4. Select the readers and reader groups to include in this access level.

5. Select a schedule for each selected reader.

6. Click [Accept Changes].

Copy an Access Level

For a large number of readers, creating a new access level can be time consuming. Copying an existing access level allows users to reuse a similar configuration and make only the few changes required for the new access level.

1. Select Access Management > Access Levels.

2. Click the access level to be copied.

3. Click [Copy].

4. Type a descriptive name in the Access Level Name field.

5. Make any needed changes to the readers and reader groups in this access level.

6. Clear the check box next to any readers that should not be included in this access level.

7. Click [Accept Changes].

Remove an Access Level

1. Select Access Management > Access Levels.

2. Click the access level to be removed.

3. Click [Remove].

The Remove Item dialog box appears.

4. Click [Remove].

Configuring Operator Roles

An operator role is a group permissions policy. When a person is added and granted the ability to log into and operate the System, that operator is granted certain permissions to change, execute or merely view features and data. Rather than manually configure access to each feature or datum for each

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Configuring the System

operator individually, the operator role feature allows users to assign access privileges common to each type of operator based on their respective job roles.

Note the following details about operator roles:

• The predefined settings cannot be changed for the Administrator role.

• Only an Administrator can modify settings for the Operator, Guard, View Only, and Dealer roles.

• The Administrator role cannot be deleted.

• The Operator role cannot be deleted if it is currently assigned to one or more persons.

Examples of how the various operator roles can be used include:

• Administrator: The primary user responsible for managing the System.

• Operator: Information technology specialists who use the System to perform tasks such as

backing up databases, assigning access levels, etc.

• Guard: Security personnel responsible for monitoring the facility who use the System to control PTZ cameras, doors, inputs, etc., as well as display video, run reports, and execute action trigger records manually.

• View Only: Supervisors who need read-only access to the System for management purposes.

• Dealer: Resellers and consultants responsible for the initial setup of the System.

The various permission levels include:

• None: The operator cannot visit or view this page.

• View: The operator can see the page or data, but cannot make changes or execute commands.

• Modification: The operator can change settings.

• Execute: The operator can execute commands.

T o display a list of the default permission levels assigned to operator roles, see Pre-Defined Operator

Role Permissions on page 111.

Add an Operator Role

1. Select System Administration > Operator Roles.

2. Click [Add].

3. Type a descriptive name for the role in the Role Name field.

4. Select a Permission for each feature.

5. Click [Accept Changes].

Modify an Operator Role

Note: The Administrator role cannot be modified.

1. Select System Administration > Operator Roles.

2. To rename, type a descriptive name for the role in the Role Name field.

3. Change the Permission for each feature, as needed.

4. Click [Accept Changes].

Copy an Operator Role

Copying an existing operator role allows users to reuse a similar configuration and make only the few changes required for the new role.

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Configuring Email

1. Select System Administration > Operator Roles.

2. Select the role to be copied.

3. Click [Copy].

4. Type a descriptive name for the role in the Role Name field.

5. Change the Permission for each feature, as needed.

6. Click [Accept Changes].

Remove an Operator Role

Note: Roles that are currently assigned to users cannot be deleted.

1. Select System Administration > Operator Roles.

2. Select the role to be removed.

3. Click [Remove].

The Remove Item dialog box appears.

4. Click [Remove].

Configuring Email

The System can be configured to send automated emails when certain events occur, such as a database backup, or when an action trigger is executed.

The System includes one predefined email list to which recipients can be added for automated email messages. Up to ten email lists, each of which can contain up to ten recipients, can be created for use with automated emails.

To use the automated email feature, configure the System to use either an internal or external Simple Mail Transfer Protocol (SMTP) server, and add at least one email recipient to the predefined email list.

Configure an Email Server

The System can be configured to access either an internal, enterprise SMTP email server, or an external SMTP server (such as Gmail) to send automated emails.

Check with your Internet Service Provider (ISP) or email se rvice provider to determine the IP address or hostname for the email server, and its port number. Also, ask if the email server uses the Secure Sockets Layer (SSL) protocol to encrypt data.

Note: Some ISP and email service providers limit the amount of emails that can be sent each

day and may charge extra for any quantity over that amount. In some cases, a provider will block the account when the maximum quantity is exceeded. If these issues are restrictive, consider using a paid SMTP relay service or hosting an internal email server.

1. Select System Administration > Email > Server Settings.

2. Select Enable Email Notifications.

3. If connecting to a secure email server, select the Enable Authentication check box.

a. Type the IP address or hostname of the email server in the Email Server field. b. Type the port number of the email server in the Port field.

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Configuring the System

If the email server uses SSL, the default value is 465; otherwise, the default value is 25.

c. If the email server uses SSL, select the Requires SSL check box. d. Type the user name for the email service account in the User field. e. Type the password for the email service account in the Password field.

4. If connecting to an email server that does not require a user name and password, leave the

Enable Authentication check box unselected.

a. Type the IP address or hostname of the email server in the Email Server field. b. Type the port number of the email server in the Port field.

If the email server uses SSL, the default value is 465; otherwise, the default value is 25.

c. If the email server uses SSL, select the Requires SSL check box. d. Type the name that will appear on automated emails in the Sender Name field. e. Type the email address that will appear on automated emails in the Sender Email field.

If recipients should not reply to automated emails, consider creating a “no reply” email account such as “noreply@yourdomainname.com” that can be used as the sender address.

5. Click [Accept Changes].

6. Click [Test Email Server] to check the email server settings.

Modify an Email List

Recipients can be added and removed from an email list, and the name of the list can be changed, as described next. The System includes one predefined email list, to which at least one email recipient must be added for automated emails.

1. Select System Administration > Email > Email Lists.

2. Click the email list to select it.

3. To rename an email list, type a descriptive name for the list in the Email List Name field.

4. To add a person to the list: a. Type the name of the person in the Display Name field. b. Type the email address of the person in the Email Address field. c. Click [Add].

5. To remove a person from the list: a. Click the name of the person to select it. b. Click [Remove].

6. Click [Accept Changes].

Add an Email List

The System includes one predefined email list, to which at least one recipient must be added to support automated emails. Up to ten email lists can be created, each of which can contain up to ten recipients. An existing email list can also be copied and then modified it as necessary.

1. Select System Administration > Email > Email Lists.

2. Click [Add].

3. Type a descriptive name for the email list in the Email List Name field.

4. For each person being added to the email list: a. Click [Add]. b. Type the name of the person in the Display Name field.

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Configuring User-Defined Fields

c. Type the email address of the person in the Email Address field.

5. When finished adding recipients to the email list, click [Accept Changes].

Remove an Email List

Note: An email list cannot be deleted if it is currently being used by the System.

1. Select System Administration > Email > Email Lists.

2. Click the email list to select it.

3. Click [Remove].

The Remove Item dialog box appears.

4. Click [Remove].

Disable Email Notifications

To quickly disable all email notifications, clear the Enable Email Notifications check box on the Server Settings page. Note, however, that this will impact any action triggers that involve automated emails.

1. Select System Administration > Email > Server Settings.

2. Clear the Enable Email Notifications check box.

3. Click [Accept Changes].

Configuring User-Defined Fields

Person records in the database can have user-defined fields associated with them that can be used to enter personal data about personnel, such as vehicle license plate number or home telephone number. A field must be enabled to appear on the Access Management > Persons page. When a field is disabled, it will be removed from the database, and all data contained in that field for each Person record will be lost.

Every database must have a way to identify one record from another. Since some names are very common, using employee surnames as a unique database record identifier will not work. For this reason, organizations frequently assign each employee or member a unique identification number.

IMPORTANT: For best results, use a person record identifier, such as an employee number,

that is unique to each person in the organization. Without a way to identify each record as unique, then updates, imports, exports and other database maintenance actions may result in changes being made to the wrong record.

When user-defined fields are created, they can be designated as protected. The settings for this option determine whether the user-defined fields with the Protected feature selected are visible or modifiable by various operator roles. This gives an added level of privacy for sensitive information, such as home telephone numbers. For example, if users with the Operator role should be able to view all

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Configuring the System

personal information and users with the Guard role should be able to view only non-protected personal information, change the operator role settings as shown in the following table:

Role User-Defined Fields Setting Protected user Fields Setting

Operator View Only View Only Guard View Only None

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Scheduling Door and Reader Behavior

Add User-Defined Fields

The user-defined fields are part of the Person records in the database. A field must be enabled to appear on the Access Management > Persons page.

1. Select System Administration > System Settings.

2. Click the User-Defined Fields tab.

3. For each field:

a. Select Enabled. b. Type a Label. c. (Optional) Select Required. d. (Optional) Select Protected.

4. Click [Accept Changes].

Rearrange User-Defined Fields

The user-defined fields are part of the Person records in the database. A field must be enabled to appear on the Access Management > Persons page. If a field is disabled, it will be removed from the database, and all data contained in that field for each Person record will be lost.

IMPORTANT: Do not edit the field labels in an attempt to rearrange their order. The data is

associated with the field, not the field label. Changing the label will not rearrange the order, but will cause the data to be mislabeled.

1. Select System Administration > System Settings.

2. Click the User-Defined Fields tab.

3. Use the Order arrows to move fields upward or downward.

The order of fields on this tab matches the order of fields on the Access Management > Persons page.

Remove a User-Defined Field

A field must be enabled to appear on the Access Management > Persons page. If a field is disabled, it will be removed from the database, and all data contained in that field for each Person record will be lost.

1. Select System Administration > System Settings.

2. Click the User-Defined Fields tab.

3. Clear the Enabled check box for the field and data to be deleted.

4. Click [Accept Changes].

Scheduling Door and Reader Behavior

The Schedule View tab on the Monitoring > Doors page is used to override default door and reader behavior according to a schedule. For example, during business hours a public door, such as to a showroom or retail area, may need to remain unlocked. After normal business hours, certain readers can be set to require both a credential and a PIN (useful to prevent access with lost or stolen credential cards) so the reader can be configured to request a credential only by default (System Administration

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Configuring the System

> Devices) and request a credential and PIN after business hours (Monitoring > Doors > Schedule View).

Note: Do not confuse door and reader behavior with access. The Access Management >

Access Levels page is used to assign schedules to readers and reader groups. Access

levels are then assigned to credentials, determining what days and times a person with that credential can gain entry through the readers in that access level. The mode of access, credential only or credential and PIN, is not relevant to the access level. (See

Configuring Security on page 18.)

1. Select Monitoring > Doors.

2. Click the Schedule View tab.

3. For each door and reader combination: a. Select a Schedule. b. Select a Schedule Mode.

For doors the Schedule Modes are:

• Unlocked

• First Card In

• Locked

For readers the Schedule Modes are:

• Credential Only

• Credential and PIN

• PIN Only

• PIN or Credential

Importing Persons and Credentials from a CSV File

The Import/Export Wizard provided on the Utilities disc can be used to add or delete multiple sets of persons and credentials data in batch mode from another source, such as a human resources database or another access control system.

Note: Persons can also have a user account on the System, allowing them to log into and use

the System. User account information is not processed by the Import/Export Wizard.

The Import/Export Wizard can be used to map the fields of a CSV file to the System database table, and import persons and credentials data from another source, such as a human resources database or another access control system. Refer to the Import/Export Wizard User Guide for details.

Note: A person record consists of user-defined fields for personal information, access

credentials (badge ID, PIN, access level) and optional user account information to allow login to the System. Import and export of user account data is not supported. Only userdefined personal data and credential data can be imported and exported.

Person records can also be added individually, as described in Managing Persons on page 65.

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Configuring Action Triggers

With the Action Triggers feature, a set of trigger conditions can be defined along with corresponding actions that will be executed when the trigger conditions are satisfied. For example, if an exterior door is forced open between the hours of 7 p.m. and 7 a.m., an action trigger can be executed that will cause sirens to blare, lights to flash, and an automated email to be sent to all site supervisors.

The System Administration > Action Triggers page contains two tabs, Triggers and Actions, as described next.

Understanding Triggers

Use the Triggers tab on the Action Triggers page to define trigger conditions that will execute actions. A trigger consists of one or more condition groups, and a condition group consists of one or more condition statements.

Each condition statement includes four drop-down list boxes where users can:

• Specify an entity type, such as Door or Schedule.

• Specify an qualifier related to the selected entity type. If Door is selected as the entity type,

options in this list box will include Any, All, and a list of doors defined in the System.

• Specify whether the condition should be true or false.

• Select a condition that would trigger an action. If Door is selected as the entity type, options

include Secure, Unlocked, Locked Out, Held Open, Forced Open, Tampered, Open, and Mag Sensor Trouble.

The following table lists available trigger conditions for each entity type:

Trigge r co nd itions Notes

Entity: Area

Unlocked - Any Door A door belongs to an area if either of its readers is Locked Out - Any Door Held Open - Any Door Forced Open - Any Door Tampered - Any Door Open - Any Door Secure - All Doors Mag Sensor Trouble - Any

Door

Entity: Door

Unlocked Becomes true when door strike is activated. Becomes

configured to enter or exit the area on the Access Management > Areas > Reader Assignments page. The one exception is “Locked Out – Any Door”, which only considers readers that enter the selected area.

Becomes true when doors in the area meet the condition. Becomes false when doors do not meet the condition. Outside areas are not supported. See corresponding door trigger for condition details.

If an area is not associated with any doors, the "Any Doors" conditions will always be false, and the "All Doors" conditions always be true.

false when door strike is deactivated.

Locked Out Becomes true when door is locked out. Becomes false

when door lockout is no longer active

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Trigge r co nd itions Notes

Held Open Becomes true when door held open alarm is active.

Becomes false when door held open alarm is restored.

Forced Open Becomes true when door forced open alarm is active.

Becomes false when door forced open alarm is restored.

Tamper Becomes true when door tamper alarm is active.

Becomes false when door tamper alarm is restored. Includes tamper on Door Contact, Request to Exit, Auxiliary Input, and Tamper.

Open Becomes true when door is open. Becomes false when

door is closed. Includes door forced and held open conditions.

Secure Becomes true when door strike is inactive and door is

closed. Becomes false when door strike is active or door is open.

Mag Sensor Trouble Becomes true when mag sensor alarm is active.

Becomes false when mag sensor alarm is restored.

Entity: Input

Inactive Becomes true when input is inactive. Becomes false

when input is not inactive.

Active Becomes true when input is active. Trigger false when

input is not active.

T ampered Becomes true when input is tampered. Trigger false when

input is not tampered.

Entity: Output

On Becomes true when output is on. Trigger false when input

is not on.

Off Becomes true when output is off. Trigger false when input

is not off.

Entity: Module

Tampered Becomes true when peripheral reports tamper condition.

Becomes false when peripheral reports tamper conditions restored.

Communications Error Becomes true when communications with peripheral is

lost. Becomes false when communications is restored.

Entity: Reader

Granted Becomes true/false for any type of access granted event.

Granted - No Entry Becomes true/false when door is not opened and no APB

52 TruPortal Software User Guide

Will be followed by another access granted event.

violation occurs.

Configuring Action Triggers

Trigge r co nd itions Notes

Granted - Entry Made Becomes true when door is opened and reader leads to

non-outside area.

Granted - Entry Made Soft APB

Granted - No Entry Soft APB

Becomes true/false if door is opened and reader leads to non-outside area and soft APB violation.

Becomes true/false if the door is not opened, and the reader leads to a non-outside area with a soft APB violation.

Granted - Egress Made Becomes true/false if the door is opened, and the reader

leads to an outside area with no APB violation.

Granted - Egress Made Soft APB

Granted - No Egress Soft APB

Becomes true/false if the door is opened, and the reader leads to an outside area with a soft APB violation.

Becomes true/false if the door is not opened, and the reader leads to an outside area with a soft APB violation.

Denied - Any Reason Becomes true/false when access is denied for any

reason.

Denied - Invalid Credential Becomes true/false when accessed is denied due to

unknown credential.

Denied - Facility Code Becomes true/false when access is denied due to invalid

facility code.

Denied - Issue Code Becomes true/false when access is denied due to invalid

issue code.

Denied - PIN Becomes true/false when access is denied due to invalid

PIN. There is no explicit trigger for when the max invalid PIN attempts are reached and cardholder is locked out.

Denied - Unauthorized Becomes true/false when access is denied due to no

access level.

Denied - Hard APB Becomes true/false when access is denied due to hard

APB violation

Denied - Door Locked Out Becomes true/false when access is denied due to door

locked out.

Denied - Inactive Becomes true/false when access is denied due to

credential active from/to out of range.

Entity: Schedule

In Effect Becomes true when schedule starts. Becomes false

when schedule ends.

Holiday In Effect Becomes true when a schedule is not in effect because of

a holiday. (The times of day that the trigger is active is based on the schedule.)

Becomes false when the holiday ends. See

Considerations for Schedule-Based Action Trigger Records on page 55.

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Configuring the System

Trigge r co nd itions Notes

15 Minutes Before Start Becomes true when 15 minutes prior to schedule start.

Becomes false when schedule starts.

15 Minutes Before End Becomes true when 15 minutes prior to schedule end.

Becomes false when schedule ends.

Entity: System

Lockout All Doors Command

Unlock All Doors Command

Trouble Becomes true when External/Wall Tamper goes active.

Backup Battery Low Becomes true when battery voltage drops below 11.7

Memory Battery Low Becomes true when battery voltage drops below 2.0

AC Power Failed Becomes true when AC power is removed. Becomes

Fuse Tripped Becomes true when any fuse trips. Becomes false when

Time Changed Becomes true when time is changed. Will not rearm for

Becomes true when lockout goes active. Becomes false when lockout is no longer active.

Becomes true when unlock goes active. Becomes false when unlock is no longer active.

Becomes false when tamper condition goes inactive.

VDC. Becomes false when battery voltage goes above

11.7 VDC.

VDC. Becomes false when battery voltage goes above

2.0 VDC. Only checked every 6 hours.

false when AC power is restored.

all fuses are restored.

one minute. Automatically becomes false after one minute.

Note the following details about triggers:

• Up to ten groups of condition statements can be created, with up to ten condition statements across all groups (for example, two groups could have five conditions each).

• To start a new group of condition statements, click the [+] button that appears above the condition statements in an existing group. Click the [-] button to remove a group of condition statements.

• A second level of [+] and [-] buttons appears next to each individual condition statement. Click the [+] button to add a new condition statement; click the [-] button to remove a single condition statement.

• For either one specific group of condition statements or for all groups of condition statements, Any Can Occur or All Must Occur can be selected.

• If Any or All is selected as the qualifier for an entity in a condition statement, any new objects added to the System of the same entity type are automatically included in the condition evaluation. For example, if condition statement is created to monitor all readers and a new reader is installed, the new reader is added to the group of readers being monitored automatically.

• The trigger conditions for readers will always trigger false immediately after triggering true. Also, deactivation actions are not typically used with reader trigger conditions.

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Configuring Action Triggers

• If a system entity (for example, a reader) is defined in a condition statement and then the entity is

deleted from the System, the corresponding condition statement will also be deleted. If the entity is recreated, a new condition statement can be created for the entity.

• An event is logged whenever a trigger condition statement changes state between true and false.

• Duplicate condition statements can be included in the same condition group.

• Disabled inputs and outputs can be included in a trigger statement, but they will have no effect on

the trigger evaluation.

• Action trigger records can be configured to occur when a trigger is deactivated.

• Action trigger records can include trigger conditions without any resulting actions.

In addition, note that trigger conditions are assumed to be in an indeterminate state and will transition to either true or false to execute the corresponding actions:

• For all records when the System starts up.

• For each record when a record is configured and saved.

• For affected records when a referenced entity is deleted.

Considerations for Schedule-Based Action Trigger Records

When creating condition statements for action trigger records that involve schedules, remember that Holiday Groups can be either included or excluded from a schedule, depending on how the Holiday Group is configured for the schedule on the Access Management > Schedules page.

• If a Holiday Group is included in a schedule (i.e. the check box is selected), then the schedule

will be active on the days defined in the Holiday Group for the hours defined in the schedule. This is regardless of what days of the week are selected for the schedule.

• If a Holiday Group check box is excluded from a schedule (i.e. the check box is cleared), then the

schedule will not be active at any time during the days defined in the Holiday Group. This is regardless of what days of the week are selected for the schedule.

• If the same day is part of one Holiday Group that is included in a schedule and is also part of

another Holiday Group that is excluded from the same schedule, the day will be included in the schedule.

T o guarantee that an action will be triggered regardless of whether or not a day is a holiday, create an “or” statement with the trigger conditions by using the “Any Can Occur” option. For example, add one trigger condition that will be true when a Weekdays 9AM - 6PM schedule is in effect, and a matching trigger condition will be true when holidays are in effect.

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The following example shows when a Holiday in Effect trigger is active if a holiday negatively impacts a schedule for a Weekdays 7AM - 7PM schedule:

Wed. 2/13

7AM 7PM

No holidays defined

In Window Active Active Active Active Active Holiday in Effect

Holiday 1 (2/14-2/16) check box is cleared

Holiday 2 (2/15-2/18) check box is cleared

In Window Active Active Holiday in Effect Active Active Active

Holiday 1 (2/14-2/16) check box is selected

Holiday 2 (2/15-2/18) check box is cleared

In Window Active Active Active Active Active

Thu. 2/14

7AM 7PM

Fri. 2/15

7AM 7PM

Sat. 2/16

7AM 7PM

Sun. 2/17

7AM 7PM

Mon. 2/18

7AM 7PM

Tues. 2/19

7AM 7PM

Holiday in Effect Active

Understanding Actions

Use the Actions tab on the System Administration > Action Triggers page to define the actions that will be executed when a trigger condition becomes true or false. (Action triggers can also be executed on the Monitoring > Action Triggers page. See Controlling Action Triggers on page 84.)

For example, a condition statement can be defined on the Triggers tab to specify that an action will occur if any door is forced open. An action can then be configured on the Actions tab that when the condition statement becomes true, an automated email will be sent out to all supervisors. If a door is forced open after this action trigger record is created, an automated email will be sent to all on-site supervisors.

Up to 32 action trigger records can be created to result in two types of actions:

• Activation actions are executed when a trigger condition becomes true, and

• Deactivation actions are executed when a trigger condition becomes false.

Multiple action trigger records can be configured to execute the same action, or control the same system entity. For example, a record can be configured to turn on a siren output and send an automated email when any of several emergency inputs go active, and another record can be configured to turn the siren off and send email when the emergency reset goes active.

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Configuring Action Triggers

The following table lists available actions:

Actions Notes

Entity: System Controller

Reset APB Resets anti-passback of all credentials to a neutral

state (i.e free pass).

Entity: Doors / Readers

Lock Locks door. Note: Does not affect reader access

mode.

Unlock Unlocks door. Note: Does not affect reader access

mode.

Open Unlocks door strike for normal grant access time.

Note: Does not affect reader access mode.

Open Extended Unlocks door strike for extended grant access time.

Note: Does not affect reader access mode.

First Card In Sets door mode to "Pending First User". Aux Relay On Turns on door aux relay. Aux Relay Off Turns off door aux relay. Door Buzzer On Turns on door buzzer output. Note: IPSDCs do not

support this action.

Door Buzzer Off Turns off door buzzer output. Note: IPSDCs do not

support this action. Lockout Door Lockout door (affects strike and in/out readers). Reinstate Door Reinstate door (affects strike and in/out readers). Card+PIN - In Reader Sets reader to “Credential and PIN” access mode.

Note: Does not affect door strike.

Card+PIN - Out Reader Sets reader to “Credential and PIN” access mode.

Note: Does not affect door strike.

Card+PIN - In/Out Readers

Card Only - In Reader Sets reader to “Credential Only” access mode.

Card Only - Out Reader Sets reader to “Credential Only” access mode.

Sets reader to “Credential and PIN” access mode.

Note: Does not affect door strike.

Card Only - In/Out Readers

PIN Only - In Reader Sets reader to “PIN Only” access mode. Note:

Sets reader to “Credential Only” access mode.

Note: Does not affect door strike.

Does not affect door strike.

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Configuring the System

Actions Notes

PIN Only - Out Reader Sets reader to “PIN Only” access mode. Note:

Does not affect door strike.

PIN Only - In/Out Readers

PIN or Card - In Reader Sets reader to “PIN or Credential” access mode.

PIN or Card - Out Reader

PIN or Card - In/Out Readers

Entity: Output

On Turns output on. Off Turns output off. Pulse On Pulses output on, then back to off, for the selected

Pulse Off Pulses output off, then back to on, for the selected

Sets reader to “PIN Only” access mode. Note: Does not affect door strike.

Note: Does not affect door strike.

Sets reader to “PIN or Credential” access mode.

Note: Does not affect door strike.

Sets reader to “PIN or Credential” access mode.

Note: Does not affect door strike.

duration.

Note: The accuracy of pulse duration varies

depending on the pulse length. See Pulse Duration

Accuracy on page 115.

duration.

Note: The accuracy of pulse duration varies

depending on the pulse length. See Pulse Duration

Accuracy on page 115.

Entity: Area

Reset APB Resets APB of all credentials that are in areas to

neutral (i.e free pass).

Unlock - Doors See corresponding door command. Affects all

doors with in or out readers associated with the area.

Lock - Doors See corresponding door command. Affects all

doors with in or out readers associated with the area.

Aux Relay On - Doors See corresponding door command. Affects all

doors with in or out readers associated with the area.

Aux Relay Off - Doors See corresponding door command. Affects all

doors with in or out readers associated with the area.

Buzzer On - Doors See corresponding door command. Affects all

doors with in or out readers associated with the area. Note: IPSDCs do not support this action.

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Configuring Action Triggers

Actions Notes

Buzzer Off - Doors See corresponding door command. Affects all

doors with in or out readers associated with the

area. Note: IPSDCs do not support this action. First Card In - Doors See corresponding door command. Affects all

doors with in or out readers associated with the

area. Lockout - Doors See corresponding door command. Affects all

doors with in or out readers associated with the

area. Reinstate - Doors See corresponding door command. Affects all

doors with in or out readers associated with the

area. Credential and PIN -

Entry Readers Credential and PIN -

Exit Readers Credential and PIN - All

Readers Credential Only - Entry

Readers Credential Only - Exit

Readers Credential Only - All

Readers PIN Only - Entry

Readers PIN Only - Exit Readers See corresponding door command. Affects all

PIN Only - All Readers See corresponding door command. Affects all

PIN or Credential Entry Readers

See corresponding door command. Affects all

readers that can enter the area.

See corresponding door command. Affects all

readers that can exit the area.

See corresponding door command. Affects all

readers that can enter or exit the area.

See corresponding door command. Affects all

readers that can enter the area.

See corresponding door command. Affects all

readers that can exit the area.

See corresponding door command. Affects all

readers hat can enter or exit the area.

See corresponding door command. Affects all

readers that can enter the area.

readers that can exit the area.

readers hat can enter or exit the area.

See corresponding door command. Affects all

readers that can enter the area. PIN or Credential - Exit

Readers PIN or Credential - All

Readers

Entity: Email Notification

Send Email See explicit requirement below.

See corresponding door command. Affects all

readers that can exit the area.

See corresponding door command. Affects all

readers hat can enter or exit the area.

Note the following details about action trigger records:

TruPortal Software User Guide 59

Configuring the System

• Up to 10 actions can be included per action trigger record. These actions can be any combination

of activation and/or deactivation actions.

• Actions can be configured to occur when a trigger is deactivated.

• Use the Status field on the top of the System Administration > Action Triggers page to enable or

disable action trigger records.

• Action triggers can be executed manually on the Monitoring > Action Triggers page. See

Controlling Action Triggers on page 84.

Note: T o provide a quick way to secure all doors in a facility, create an action trigger record to

lock all doors, and then trigger it manually on the Monitoring > Action Triggers page when necessary.

• Disabled inputs and outputs can be included as an action, but they will have not be implemented

until the input or output is enabled.

• Action triggers, schedules, and manual control can all impact the state of devices and are treated

equally by the System. The last operation executed determines the state of a device.

• Action triggers do not override the global “Lockout All Doors” or “Unlock All Doors” door

states.

• If an entity (for example, a reader) is defined in an action trigger record and then the entity is

deleted from the System, all corresponding action trigger records will also be deleted. If the entity is recreated, new action trigger records can be created for the entity.

• If the System is configured to send automated emails, an action trigger record can be created to

send a notification to an email list when a trigger condition changes. Email delivery will be attempted for the selected Retry Limit duration relative to when the action was triggered.

• IPSDCs do not support Buzzer On and Buzzer Off actions.

• If an action trigger is directed to an entity whose parent module is offline, the action will have no

effect on that entity when the module comes back online. In other words, actions are not persisted or queued.

• Output actions will not log an Output On or Output Off event unless the output physically

changes state. For example, if an output is on and action trigger occurs to turn that output on, there will be no Output On event generated.

In addition, note that trigger conditions are assumed to be in an indeterminate state and will transition to either true or false to execute the corresponding actions:

• For all records when the System starts up.

• For each record when a record is configured and saved.

• For affected records when a referenced entity is deleted.

60 TruPortal Software User Guide

Configuring Action Triggers

Add an Action Trigger Record

1. Select System Administration > Action Triggers.

2. Click [Add].

3. Type a descriptive name for the record, up to 64 characters long, in the Action Trigger Name

field.

4. Select values in the four drop-down list boxes to create the first condition statement that will

trigger an action.

5. To create additional condition statements in the same group: a. Click the [+] button on the same line as the last condition statement. b. Select values in the four drop-down list boxes. c. Repeat step a and step b for each new condition statement. d. If necessary, click the [-] button to remove a condition statement.

6. To create a new group of condition statements, click the [+] button that appears on the same line

as the Any Can Occur drop-down list box.

7. Adjust the Any Can Occur drop-down list boxes to create logical operators (i.e., AND/OR

statements) for the condition statements in each group.

8. Click [Accept Changes].

9. Next, click [Actions] to configure the action(s) that will occur when any or all (depending on

how triggers are configured) condition statements are true. The Actions tab includes two sections: Activation Actions and Deactivation Actions. Actions can

be added to either or both of these sections, as necessary.

10. To add System, Area, Output, or Door actions: a. Click [Add] beneath the Activation Actions or Deactivation Actions section. b. Select the type of action being added. c. In the Configure Actions dialog box, select each entity and the action that will occur. d. Click [Ok] to close the Configure Actions dialog box.

11. To add Email actions:

Note: Avoid adding large quantities of Email actions to avoid “spamming” recipients.

a. Click [Add] beneath the Activation Actions or Deactivation Actions section. b. Select Email Actions. c. In the Configure Actions dialog box, select each email distribution list to which a message

will be sent when a trigger condition changes. Messages can also be sent to all lists.

d. Type the Email Text. e. Select a Retry Timeout value. If the initial email fails due to a connection error, the System

will try to send the message again, doubling the length of time between each attempt until the Retry Timeout value is reached.

f. Click [Ok] to close the Configure Actions dialog box.

12. Click [Accept Changes].

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Configuring the System

Copy an Action Trigger Record

1. Select System Administration > Action Triggers.

2. Click the action trigger record to select it.

3. Click [Copy].

4. Edit the record, as necessary.

5. Click [Accept Changes].

Remove an Action Trigger Record

1. Select System Administration > Action Triggers.

2. Click the action trigger record to select it.

3. Click [Remove].

The Remove Item dialog box appears.

4. Click [Remove].

Configuring a Network Share

As described in Backing Up Data on page 87, backups can be scheduled to occur automatically and the resulting backup file will be sent to a shared network resource, known as a network share.

Network shares can be configured for a network folder, or for a remote file system that uses one of the following communications protocols:

• File Transfer Protocol (FTP)

• File Transfer Protocol Secure (FTPS)

• Common Internet File System (CIFS)

Add a Network Share

To configure a network share for scheduled backups:

1. Select System Administration > Network Share.

2. Click [Add].

3. Select a communications protocol in the Protocol field to connect to a remote file system, or

select None to use a network folder.

Note: As data is entered in the fields on the page, the Share Name field will change to reflect

the new information.

4. If FTP or FTPS was selected in step 3, type the port number of the connection in the Port field.

5. Type the IP address or hostname of the network share in the Host field.

6. Type the directory location of the network share in the Host field.

7. If a remote file system protocol was selected in step 3, type the user name needed to log into the

system in the User field.

8. If a remote file system protocol was selected in step 3, type the password needed to log into

system in the Password field.

9. Click [Accept Changes].

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Creating a Backup and Restore Point

Copy a Network Share

1. Select System Administration > Network Share.

2. Click the network share to select it.

3. Click [Copy].

4. Edit the network share, as necessary.

5. Click [Accept Changes].

Remove a Network Share

1. Select System Administration > Network Share.

2. Click the network share to select it.

3. Click [Remove].

The Remove Item dialog box appears.

4. Click [Remove].

Creating a Backup and Restore Point

After configuring the System, it is important to:

• Create a backup file that includes all records, photos, and settings configured in the System. See

Backing Up Data on page 87.

• Create a restore point that includes all of the data normally saved in a backup file, plus the custom settings of the System Controller. This information will be saved on the System Controller and can be restored later to return the System to its initial operating state. See Saving

and Restoring Custom Settings on page 89.

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Configuring the System

64 TruPortal Software User Guide

CHAPTER 5 Managing Access

Access to a facility and the User Interface can be managed by:

• Adding and removing persons,

• Adding, deactivating, reactivating, and removing credentials, and

• Adding and removing user accounts.

Managing Persons

Each individual in an organization can have access to the building and access to the System. Access to the physical facility is controlled by means of a credential (commonly called an ID badge). Access to the System is controlled by means of a user account to log into the System Controller. To keep the user accounts and credentials organized, the System associates both with one record for each individual in an organization. This individual database record is called a “person” because it corresponds to an actual person.

The distinction between persons, credentials, and user accounts is important. First, everyone who needs to enter a facility will need a credential (an ID badge with an encoded number that is recognized by the System). However, not everyone who needs access to the facility will also need access to the System with a user account. Second, only those who operate and manage the System will need user accounts. Third, in some cases, operators are located off-site at a central station and therefore do not require a credential to access the physical facility even though they have a user account.

The database records, “persons,” allow users to conveniently manage credentials and user accounts from one record, rather than maintaining separate databases for system users and facility access credentials.

Add a Person

Before adding person records, be sure to:

• Assign each person record a unique identification number of some kind. This may be an employee number, for example.

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Managing Access

• Add any necessary user-defined fields that can be used to enter personal data about personnel,

such as vehicle license plate number or home telephone number. See Configuring User-Defined

Fields on page 47.

There are several ways to add person records:

• By using the Access Management > Persons page, as described next.

• By using the adding Add Person Wizard available on the Home page.

• By using the Import/Export Wizard provided on the Utilities disc to import person records and

credential data that already exists in CSV format (for example, if such data was exported from another access control system or employee database). Refer to the Import/Export Wizard User Guide for details.

• By using the optional Learn-In Reader. See Using an Enrollment Reader on page 68.

• By using the link in an event generated when an unknown person attempts access.

To add person records on the Access Management > Persons page:

1. Click Access Management > Persons.

2. Click [Add].

3. Type a First Name and a Last Name.

4. Click the Details tab.

5. Type the requested information in the user-defined fields.

6. If the person will use the System software, click the User Account tab and create the account.

See Add a User Account on page 70.

7. Click [Accept Changes].

8. If the person requires a credential for access to the physical facility , see Add a Credential on page

68.

Remove a Person

The System can store up to 10,000 person records. However, persons no longer requiring access to a site or to the System should be removed from the database.

Note: T o remove a number of persons in one batch, use the Import/Export Wizard provided on

the Utilities disc.

1. Click Access Management > Persons.

2. Select the Person from the list of persons.

3. Click [Remove].

The Remove Item dialog box appears.

4. Click [Remove].

Upload a Person ID Photo

Persons can have an identification photo associated with their records. A thumbnail of this photo will appear whenever an access event occurs involving that person’s credential.

Note the following details about uploading photos:

• Supported file formats include GIF, JPG, and PNG.

• Photos up to 200 KB in size can be uploaded, but will be automatically resized to 10 KB or less,

in JPG format.

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Managing Persons

• Total photo storage is limited to 40 MB.

• If larger photos are uploaded, the 40 MB maximum may be exhausted before the capacity of

10,000 is reached.

To upload a photo:

1. Click Access Management > Persons.

2. Select the Person from the list of persons.

3. Click the ID Photo icon next to the person’s name.

The Upload Photo dialog box appears.

4. Click Select File.

The Select File dialog box appears.

5. Select a photo to upload and click Open.

6. Click Upload.

7. The Select File dialog box disappears.

8. Click [Accept Changes].

Note: To update an existing photo, click the existing photo and repeat these steps.

Remove a Person ID Photo

1. Click Access Management > Persons.

2. Select the Person from the list of persons.

3. Click the ID Photo icon next to the person’s name.

The Upload Photo dialog box appears.

4. Click Remove.

5. When the confirmation message appears, click Remove.

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Managing Access

Managing Credentials

Every person who needs to enter a facility will need a credential (i.e., an ID badge with an encoded number that is recognized by the System). Before assigning a credential, add the person to the database. See Add a Person on page 65.

Note: Whenever credentials are changed or deleted, the local cache on IPSDCs is cleared to

prevent unauthorized access in case IPSDCU Fallback Mode is being used. See

IPSDCU Fallback Mode on page 19.

Using an Enrollment Reader

The optional enrollment reader (TP-RDR-LRN) can be connected with a local client workstation and then used to read credentials. The credential data will be automatically inserted into the Credential ID field on the Access Management > Persons page. This device can save time if numerous credentials are being added.

Install and configure the reader on the local client workstation according to the manufacturer’s instructions, which are available online at www.rfideas.com. Downl oad the pcPro x Configuration Utility, which includes documentation for the pcProx Plus reader (i.e., the TP-RDR-LRN).

Note the following details about configuring the enrollment reader:

• If using credentials with a facility code, configure the reader to separate the facility code from the

credential code on the badge.

• The pcProx Configuration Utility uses .hwg files to configure the enrollment reader. Use the

Casi_card.hwg configuration file to recognize CASI Prox badges.

Add a Credential

Before adding a credential to a person, first create a record for that person. See Add a Person on page 65.

1. Select Access Management > Persons.

2. Select the Person needing the credential.

3. Click [Credentials].

4. Click [Add Credential].

5. Click the General tab.

6. Type the Credential ID.

If the optional enrollment reader is attached to the local client workstation, click inside the Credential ID field and then swipe the person’s badge card through the reader to populate the field.

7. (Optional) Type the PIN code.

Note: Use a pound sign (#) at the end of each PIN, especially if the PIN length is less than the

Max PIN Length defined on the Security tab of the System Administration > System Settings page. Pound signs are required for PINs used on devices connected to IPSDCs.

8. (Optional) Select Use extended strike/held times if the person with this credential needs extra

time to open and pass through doors.

9. (Optional) Select Anti-Passback Exempt if using anti-passback and this credential is not to be

tracked.

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Managing Lost or Stolen Credentials

10. (Optional) Select an Active From and Active To date if the credential has a limited duration for

its validity.

11. Click the Access Levels tab.

12. Select the Access Levels that apply to this credential.

13. Click [Accept Changes].

A credential may also be added using the link in an event generated when an invalid credential is used to attempt access.

Remove a Credential

A credential does not need to be removed to prevent its use. For example, if an individual reports a lost credential, rather than delete the credential right away , it can be deactivated until such time as the individual has had time to search for it. If the credential cannot be found, then, when the individual requests a new credential, the lost credential can be removed. See Prevent Use of a Lost or Stolen

Credential on page 69.

1. Select Access Management > Persons.

2. Select the Person with the credential to be deleted.

3. Click [Credentials].

4. Click the credential to be deleted.

5. Click [Remove Credential].

6. Click [Remove].

7. When the Remove Item dialog box appears, click [Remove].

Managing Lost or Stolen Credentials

If an individual reports a lost credential, rather than delete the credential right away, it can be deactivated until such time as the individual has had time to search for it. If the credential cannot be found, then, when the individual requests a new credential, the lost credential can be removed.

There is an added advantage to deactivating a credential. While any invalid credential scanned at a reader will generate an event, if the credential is still assigned to a person, then the event will specifically indicate that person as trying to use an invalid credential. If video cameras are monitoring door and reader events, an image of the person who attempted to use the credential after it was reported stolen will exist. Searching the Events database for the person who lost the credential will show all incidents associated with that person before and after the credential was reported lost. This is a way to establish an association between the theft victim and the perpetrator.

Prevent Use of a Lost or Stolen Credential

Use this task to deactivate a credential instead of removing it.

1. Select Access Management > Persons.

2. Select the Person with the credential to be deactivated.

3. Click [Credentials].

4. Click the credential to be deactivated.

5. Click the Active To field.

The Calendar popup window appears.

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6. Select a date in the past.

7. Click [Accept Changes].

Restore a Found Credential

1. Select Access Management > Persons.

2. Select the Person with the credential to be deactivated.

3. Click [Credentials].

4. Click the credential to be reactivated.

5. Clear the Active To field.

6. Click [Accept Changes].

Managing User Accounts

User accounts allow people to log into the System. A user account is associated with a person database record, just as a credential is. However, a person does not need to have a user account in order to have access to the facility with a credential.

Add a User Account

Before adding a user account for a person, first create a record for that person. See Add a Person on page 65.

1. Log in as an Administrator or Dealer. (The other operator roles do not have permission to modify

user accounts.)

2. Select Access Management > Persons.

3. Select the person to modify.

4. Click the User Account tab.

5. Select Can log on.

6. Type a User Name.

7. Click [Set Password].

8. Type the new password in the Enter new password and Confirm password fields.

9. Click [OK].

10. Select a Role.

11. Click [Accept Changes].

Change a User Name and Password

1. Log in as an Administrator or Dealer. (The other operator roles do not have permission to modify

user accounts.)

2. Select Access Management > Persons.

3. Select the person to modify.

4. Click the User Account tab.

5. Type a new User Name.

6. Click [Set Password].

7. Type the new password in the Enter new password and Confirm password fields.

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Creating Reports

8. Click [OK].

9. Click [Accept Changes].

Deactivate a User Account

1. Login as an Administrator or Dealer. (The other operator roles do not have permission to modify

user accounts.)

2. Select Access Management > Persons.

3. Select the person to modify.

4. Click the User Account tab.

5. Clear the Can log on check box.

6. Click [Accept Changes].

Creating Reports

Five pre-defined reports allow users to view information stored in the server database:

Access History

A summary of access attempts by person, filtered by Date Range, Person Name (wildcard), Reader, Area, and Grant or Deny response.

Credential

A list of credentials assigned, filtered by Person Name (wildcard), Credential ID (wildcard), Access Levels, and Active or Inactive status.

Reader Access

A list of Persons with access to each reader, filtered by Person Name (wildcard) and Reader.

Roll Call

A list of Persons by current area or last reader, filtered by Person Name (wildcard), Reader, Area, and events. Select Include “Access/Egress Granted - No Entry” events to include events that occurred when access or egress was granted, but whether or not access or egress actually occurred cannot be determined.

Roster

A list of all Persons in the database, filtered by Person Name (wildcard) and Login privileges.

Note the following details about reports:

• Reports are displayed in HTML format, in an Internet browser window. If using Internet Explorer 7 or earlier, the product logo in the upper right corner will not display properly . This is a limitation of older versions of Internet Explorer.

• If entity names (e.g., device names, person names) change, th e updated entity name will be reflected in the next report.

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Create a Report

1. Select Reports.

2. Select the type of report to create.

3. Fill out the report-specific fields, as desired.

4. Click [View] to display the report in a new browser window.

5. To export a report: a. Click [Export]. b. When prompted, click [Save]. c. In the dialog box that appears, navigate to the location where the report will be saved in CSV

format.

d. Click [Save].

Note: If the “Generating reports” notification continues to appear and the main User Interface

dims, the local client workstation may be low on memory. Close the browser window to end the session, close open programs that are not currently needed, log back in, and try to create the report again.

Searching for Persons

The Search feature filters the database by listing those person records with a field matching all or part of the search query.

Search Persons

1. Select Access Management > Persons.

2. Click [Search] and select a field to search.

The [Search] button appears next to the Search text box and looks like a magnifying glass. When it is clicked, a list of fields that can be searched drops down beneath the button.

3. Type the search term.

4. Press <Enter>.

Cancel a Search

The Search results will continue to filter the database, even if a user navigates to another page and returns to the Persons page, until the search is cancelled.

1. Select Access Management > Persons.

2. Click the X to clear the search field.

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CHAPTER 6 Monitoring Access

During day to day operations, facility access can be monitored and controlled by:

• Viewing events.

• Watching security camera video, if cameras were installed.

• Overriding scheduled door behavior to open, unlock, lock out, reinstate, or secure doors.

• Responding to alarms.

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Monitoring Events and Alarms

The Events page provides a record of:

• Access issues

• Unauthorized access

• Anti-passback violations

• Doors held open too long

• Users logging into the System

• System and device status messages

• Changes in system state, such as updates to the date and time

• Mode changes for devices

• Changes in the state of action triggers

• Database and event backups

• Alarms

• Door tampering

• Doors forced open

• System failures or problems

Note the following details about the Events page:

• Any event associated with a device linked to a camera will have a video record of the event.

• To sort events, click a column header.

• The Events page will auto-scroll when new events are generated if the list is sorted by Date and

Time with the most recent event at the top, and the list is showing the previous new event at the top (i.e., the list is scrolled all the way to the top).

• Click a device in the Device column to access the Monitoring > Doors page and display details about a device.

Click an event to display a detail pane that shows the date and time of the event, along with a description of the event. Additional event information is provided, depending on whether the event is person-related (for example, Access Granted) or device-specific (for example, Door Unlocked):

• For person-related events, the detail pane will also include the person’s name, credential, and photo, if available. Double-click a photo to access the Access Management > Persons page and display details about the individual.

• For device-specific events, the detail pane will include an event description, date, time, device information, and event-related video, if available.

Click [Close] on the detail pane when finished reviewing event information.

View Latest Events

The latest events are displayed at the bottom left corner of the page. If an event occurs while you are working on another page, a summary of the event, including a thumbnail photo of the person associated with the event, can be displayed by moving the mouse cursor over the event.

The popup window will display the date and time of the event, a description of the event, and the credential. Below that will appear the person’s photo and name.

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Monitoring Events and Alarms

Load More Events

The Events page displays the most recent events. To view older events than those displayed, load them to the browser from the System first. The Load More Events command will load the next 500 events (or fewer, if there are less than 500).

1. Select Events.

2. Click the circular [Events] action button.

3. Select Load More Events.

4. (Optional) To stop the operation, click Cancel when it appears.

Load All Events

The Events page displays the most recent events. To view older events than those displayed, load them to the browser from the System first. The Load All Events command will load all of the events on the System Controller to the browser, and may take several minutes to complete.

1. Select Events.

2. Click the circular [Events] action button.

3. Select Load More Events.

4. (Optional) To stop the operation, click Cancel when it appears.

Search for Events

Use the search feature to filter the list of displayed events by one or more facets.

1. Select Events.

2. Click the Filter icon at the right of the page.

3. Type search criteria in the appropriate fields.

The more criteria used, the narrower the search results will be.

4. Press <Enter>.

Export Events

The System can store up to 65,535 events. Once this limit is reached, older events are deleted as needed to make room. Use the Export Events command to store a record of events in a commaseparated-values (CSV) format file.

1. Select Events.

2. Click the circular [Events] action button.

3. Select Export Events.

4. Choose the location on the client workstation where the file will be saved.

5. Type a descriptive filename with the extension .csv.

6. Click Save.

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Monitoring Video of Events

The System can display the live or recorded video from specific cameras, and associate recorded video with events at specific devices, such as readers and doors. (See Configuring Video Devices on page 33.)

Links to event-specific video are found on the Events page. Use the Monitoring > Video page to monitor the video feed from one or more cameras. Video clips of live or recorded video can be downloaded to a local client workstation.

Before You Begin

Before playing video on either the Events or Monitoring > Video page, make sure that the security settings for Internet Explorer are set properly, as described next.

1. Open Internet Explorer.

2. On the Tools menu, click Internet options.

3. Switch to the Security tab and click [Custom level...].

Note: If the Custom level... button is not enabled, network security policies may be in place to

prevent users from changing Internet Explorer settings. Contact the network administrator or run Internet Explorer as an administrator.

4. Scroll down the Security Settings list to display the ActiveX controls and plug-ins settings.

5. For Automatic prompting for ActiveX controls, click Enable.

6. For Download signed ActiveX controls, click Enable or Prompt.

7. For Initialize and script ActiveX controls not marked as safe for scripting, click Enable or

Prompt.

8. For Run ActiveX controls and plug-ins, click Enable or Prompt.

9. For Script ActiveX controls marked safe for scripting, click Enable or Prompt.

10. Scroll down the Security Settings list to display the Miscellaneous settings.

11. For Active scripting, click Enable or Prompt.

12. Scroll down the Security Settings list to display the Scripting settings.

13. For Use Pop-up Blocker, click Disable.

14. Click OK, and then click OK again to save the settings.

Also, the first time video is accessed, a message will appear to indicate that a proprietary video player must be installed. Click [Download and Install] to install the software. (If network security policies block the download, contact the network administrator or run Internet Explorer as an administrator.) After a message appears to indicate that the video player was installed successfully, log out of the System and then log back in to access video.

IMPORTANT: Existing TruPortal 1.0 or goEntry 3.0 users must uninstall (if applicable) the

current version of the TruPortal ActiveX Control via the Control Panel > Programs and Features > Uninstall a Program option before installing the updated proprietary video player.

Replay Event Video

Events with associated recorded video will have a hyper-linked camera icon ( ) next to the Event Description on the Events page.

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Monitoring Video of Events

1. Select Events.

2. Scroll to or search for the event.

3. Click the Camera icon that appears next to the Event Description.

The Event Detail pane appears at the bottom of the page, along with a video frame.

4. Click [Play Event Video].

5. Hover over the bottom of the video frame to display controls that can be used to play and record

video. See Video Controls Reference on page 78.

Monitor Video

While the Events page displays recorded video of events linked to specific devices, the Monitoring > Video page lets users monitor overall site security. For example, if a suspicious person is lurking in

the parking lot, this would not trigger a door or reader event, but if a camera is watching the parking lot, the person could be detected by a user watching that camera.

Note: Before live or recorded video can be monitored, add at least one video layout. See Add

Video Layouts on page 35.

To monitor video:

1. Select Monitoring > Video.

Note: If a message appears to indicate that the video player needs to be installed, click

[Download and Install]. When installation is complete, log out and then log back in to play event video. See Before You Begin on page 76 for details.

2. Select a Layout.

3. To view live video, click [Live].

4. To view recorded video, click [Playback] and select an option from the menu that appears.

5. (Optional) To reposition a PTZ camera, click the PTZ button to open and adjust the PTZ

controls.

Download a Video Clip

Video clips can be downloaded from the Events and Monitoring > Video pages, as described next.

1. Hover over the bottom of the video frame to display controls that can be used to play and record

video. See Video Controls Reference on page 78.

2. To download a clip of live video:

a. Click [Playback]. b. Select Live from the menu that appears. c. Click the Record Live/Playback Video button. d. Browse for a folder in the dialog box that appears, and then click OK. e. Click the Record Live/Playback Video button again to stop the recording of live video.

Note: Switching to playback mode while the video is downloading will stop the download process.

The video clip is downloaded to the selected folder.

3. To download a clip of recorded video:

a. Click the Playback button. b. Select 2 minutes from the Playback menu that appears.

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c. Wait for 30 seconds. d. Click the Record Live/Playback Video button.

A timebar appears on the video frame.

e. Move the slider to the 1 minute mark and click OK. f. Browse for a folder in the dialog box that appears, and then click OK.

The video clip is downloaded to the selected folder.

Note: If video cannot be downloaded from a camera connected to a TVR31, try adjusting the

bandwidth throttle settings on the TVR31.

To view downloaded video clips, use the TruVision Navigator Player provided on the product disc in the \VideoPlayer folder.

Video Controls Reference

Video Controls

Icon Feature Function

Iris control Opens or closes the camera iris to adjust for the

Focus control Adjusts the image focus.

Zoom control Adjusts the camera’s zoom.

Pan and Tilt controls Moves the camera in the direction(s) indicated by

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amount of light available

the respective arrow.

Controlling Doors

Icon Feature Function

Single Step Reverse control

Reverse control Moves the video backward.

Play control Plays the video feed (live or recorded).

Pause control Pauses the video feed (live or recorded).

Forward control Moves the recorded video ahead in fast forward.

Single Step Forward control

Live control Switches from playback of recorded video to

Playback control Provides a menu of playback options, from live to

Presets control Quickly moves the camera to preset location.

Moves the recorded video back one frame.

Moves the recorded video ahead one frame.

viewing live video.

several minutes in the past.

Enable PTZ control Opens the Pan, Tilt, Zoom controls (only works with

PTZ cameras).

Record Live/ Playback Video control

Records video.

Controlling Doors

The Monitoring > Doors page shows the status of the doors, the assigned readers, recent events at those doors, and the assigned schedules. This page allows operators to lock out, open, reinstate, and unlock doors.

Open a Door

Use the Open Door command to open a door for someone without a credential.

1. Select Monitoring > Doors.

2. Click the Event View tab.

3. Click the Individual Door Commands action button for the door to be opened.

4. Select Open Door.

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Unlock a Door

Use the Unlock Door command to override security for the door, allowing anyone to exit or enter without presenting a valid credential.

1. Select Monitoring > Doors.

2. Click the Event View tab.

3. Click the Individual Door Commands action button for the door to be unlocked.

4. Select Unlock Door.

Reinstate a Door

Use the Reinstate Door command to return the door to its normal mode of operation after unlocking it or locking it out.

1. Select Monitoring > Doors.

2. Click the Event View tab.

3. Click the Individual Door Commands action button for the door to be reinstated.

4. Select Reinstate Door.

Lock Out a Door

Use the Lockout Door command to lock a door and change the reader mode to prevent any credentials from being granted access at the door.

1. Select Monitoring > Doors.

2. Click the Event View tab.

3. Click the Individual Door Commands action button for the door to be locked out.

4. Select Lockout Door.

Secure a Door

Use the Secure Door command to lock a door.

1. Select Monitoring > Doors.

2. Click the Event View tab.

3. Click the Individual Door Commands action button for the door to be secured.

4. Select Secure Door.

Note: T o provide a quick way to secure all doors in a facility, create an action trigger record to

lock all doors, and then trigger it manually on the Monitoring > Action Triggers page when necessary. See Configuring Action Triggers on page 51.

Reinstate All Doors

Use the Reinstate All Doors command to return the readers connected to doors to their normal mode of operation after unlocking all doors or locking out all doors, unless a designated unlock input is active. An unlock input is configured on the System Administration > Devices > Controller page.

1. Select Monitoring > Doors.

2. Click the Global Door Commands action button at the top of the page.

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3. Select Reinstate All Doors.

A Reader Reinstated event will be generated for each reader that was previously in the Locked Out state, along with a single All Doors Reinstated event for the System Controller. A Reader in Card Only Mode event or a Reader in Card + PIN Mode event is also generated for every door, depending on how the reader is configured on the System Administration > Devices page.

Lock Out All Doors

Use the Lockout All Doors command to lock all doors and change the reader modes to prevent any credentials from being granted access at the doors. Any actions that could impact the door strike will not have any effect until a global Reinstate All Doors command is executed.

1. Select Monitoring > Doors.

2. Click the Global Door Commands action button at the top of the page.

3. Select Lockout All Doors.

A “Reader Locked Out” event will be generated for each reader that was not already in the Locked Out state, along with a single “All Doors Locked Out” event for the System Controller.

Note: If all doors are locked out when a new door controller is added, the new door controller

will remain unlocked. To be locked out, all doors must be reinstated, then all doors locked out again.

Unlock All Doors

Use the Unlock All Doors command to override security for the whole site, allowing anyone to exit or enter without presenting a valid credential. Any actions that could impact the door strike will not have any effect until a global Reinstate All Doors command is executed.

1. Select Monitoring > Doors.

2. Click the Global Door Commands action button at the top of the page.

3. Select Unlock All Doors.

A “Reader Reinstated” event will be generated for each reader that was locked out, along with a single “All Doors Unlocked” event for the System Controller.

Door Command Menus

Sometimes it is necessary to override normal scheduled behavior for a specific door (for example, if a door needs to be opened for a package delivery person), or for the entire site (for example, during a fire drill). If some disaster or emergency situation occurred near the facility, all doors may need to be locked out. Individual doors can be controlled from the Event View tab of the Monitoring > Doors page. The global door commands allow users to change the state of all doors on the site with one click.

Global Door Commands Menu

Note: After unlocking all doors or locking out all doors, use the Reinstate All Doors

command before trying to control any door individually.

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Unlock All Doors

Releases the locks on all doors, allowing free access and egress. This will be recorded as Event

14644. After issuing this command, reinstate all doors so that individual doors can be controlled directly.

Lockout All Doors

Locks all doors and ignores credentials, so that no one can enter or exit. This will be recorded as Event 14646. After issuing this command, reinstate all doors so that individual doors can be controlled directly.

Reinstate All Doors

Restores all doors to their normal state, unless a designated unlock input is active. An unlock input is configured on the System Administration > Devices > Controller page.

Individual Door Commands Menu

Open Door

Unlocks the door for the length of time specified in Normal Grant Access Time on the System Administration > Devices page.

Unlock Door

Releases the lock on the door, allowing free access and egress, until the door state is changed by either a reader schedule or a global (“all doors”) command.

Reinstate Door

Restores the door to default behavior based on the schedule.

Lockout Door

Locks the door and ignores credentials, so that no one can enter or exit.

Secure Door

Locks the door.

Event View Tab

The Event View tab on the Monitoring > Doors page shows the most recent event at the door and associated readers, and the current status of each door and its readers. To control individual doors, use the Event View tab of the Monitoring > Doors page.

Schedule View Tab

The Schedule View tab on the Monitoring > Doors page can be used to modify door and reader behavior according to schedules, rather than manually as performed on the Event View tab.

For example, if a customer showroom has door from the parking lot to the showroom that should remain locked when the business is closed, but unlocked during business hours when a salesman is in the showroom, so customers can easily enter the building. In this case, select a door schedule for 9:00 AM to 5:00 PM and choose “First Card In” for the Schedule Mode if the showroom should be unlocked only after a salesperson used a credential to enter the room.

Schedule

Select a schedule from this list (schedules are created in Access Management > Schedules) to indicate when the selected Schedule Mode should be active.

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Controlling Doors

Schedule Mode (Door)

Select an option from this list to set behavior for the specific door during the schedule.

Unlocked

The door will be unlocked and accessible without presenting a credential during the selected schedule.

First Card In

The door will go to locked at the beginning of the schedule and remain in this state until the first valid credential is swiped. At that point, the door will switch to an unlocked state.

Locked

The door will be locked and require a valid credential for entry during the selected schedule.

Schedule Mode (Reader)

Select an option from this list to set behavior for the specific reader during the schedule.

Credential Only

A person need only present a valid credential (ID badge) to gain access.

Credential and PIN

A person needs to present a valid credential and enter a Personal Identification Number to gain access. This prevents someone gaining access with a stolen or found credential. Some facilities use Credential Only during the day and Credential and PIN after hours, when the facility is empty.

PIN Only

A person need only enter a valid Personal Identification Number (PIN) to gain access.

PIN or Credential

A person needs to present either a valid credential or enter a Personal Identification Number (PIN) to gain access.

Door Fallback Mode

Credential information is stored on the System Controller. If a door controller cannot communicate with the controller to determine if access should be granted (for instance, due to a bad connection), the doors on that door controller will operate in fallback mode:

Restricted

No access is granted whatsoever.

Site Code

Access if granted if the card matches one of the formats defined on the System Administration > Card Formats page, and the site code on the card matches the site code defined for the format.

The credential ID is not checked.

All

Access is granted if the card matches any of the formats defined on the System Administration > Card Formats page regardless of the site code or credential ID.

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Controlling Inputs and Outputs

Inputs and outputs can be monitored from the Monitoring > Inputs/Outputs page, and outputs can be activated or deactivated manually from that page. Outputs can also be controlled by action triggers. T o learn more about inputs and outputs, see Configure Inputs and Outputs on page 24

Activate or Deactivate an Output

1. Select Monitoring > Inputs/Outputs.

2. Click the Activate/Deactivate button for the Output.

The state of the output changes.

Controlling Action Triggers

On the System Administration > Action Triggers page, action triggers can be configured to monitor one or more trigger conditions along with corresponding actions that will be executed when the trigger conditions are satisfied, as described in Configuring Action Triggers on page 51.

Depending on how they are configured, action trigger records can result in two types of actions:

• Activation actions that are executed when a trigger condition becomes true, and

• Deactivation actions that are executed when a trigger condition becomes false.

Once created, action triggers can be executed manually on the Monitoring > Action Triggers page to cause the corresponding action to be executed.

Note the following details about controlling action triggers:

• Action triggers that do not have an action defined for them will not appear on the Monitoring > Action Triggers page.

• Manual triggering does not have any priority over system triggering, nor is the trigger state persisted. Once an action is manually triggered, any future state change of the system trigger condition will cause the actions to be executed again.

• To provide a quick way to secure all doors in a facility, create an action trigger record to lock all doors, and then trigger it manually on the Monitoring > Action Triggers page when necessary.

Execute an Action Trigger Record Manually

1. Select Monitoring > Action Triggers.

2. Click the Manual Trigger action button for th e action trigger record.

3. Select Execute Activation Actions or Execute Deactivation Actions.

Resetting Anti-Passback

Anti-passback requires that a credential be used to enter and exit an area. In this way, the System tracks which area the credential holder is currently occupying, keeps a record of personnel movements in secure areas, and prevents passage to areas that are logically impossible. If a person uses a credential to enter an area configured for anti-passback, and then leaves the area without using the credential (through a door held open by another person, for example), the System will not record

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Resetting Anti-Passback

that the person has left the specific area. As a result, if the System is configured for hard antipassback enforcement, it will prevent that credential from being used to enter another area, including the one just left, until the credential's location is reset to a default or neutral area.

1. Select Monitoring > Anti-Passback Reset.

2. To reset all persons:

a. Click [Reset All]. b. Select an area from the list.

3. To reset selected persons:

a. Select a range of persons by clicking the first name in the list, holding <Shift>, and clicking

the last person. The range of names is highlighted.

b. Select individuals by clicking the first name desired, holding <Ctrl> and clicking on other

names to select them.

c. Click [Reset Selected]. d. Select an area from the list.

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CHAPTER 7 Maintenance

A few simple maintenance activities will help make sure the System runs efficiently with minimal trouble or disruption to service. These include backing up the database and checking for firmware updates.

Backing Up Data

Periodic backups of the System database are highly recommended to ensure quick recovery of security needs following a disaster. The System saves backups to the local client workstation, so a copy exists that is not on the System Controller. The encrypted backup file includes all records, photos, and settings configured in the System with the exception of:

• Door/reader states set manually via the Monitoring > Doors page, and

• Events.

Database backups can also be scheduled to occur automatically, with emails sent out after successful or failed backups. Events can also be backed up to a CSV file.

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Maintenance

Create a Backup File

This section describes how to create a backup file and download it to a local client workstation. System data can be backed up to a file on the client workstation (as described here) or automated backups can be scheduled, as described in Schedule Automat ed Backups on page 88. (To back up events, refer to Back Up Events on page 89.)

1. Log into the System as a user with Execute permissions for the Backup Database feature.

2. Select System Administration > Backup/Restore.

3. Click [Download Backup File].

The Backup Database dialog box appears.

4. Click [Download Backup File].

5. Select a location for the backup file.

6. Click [Save].

IMPORTANT: The database backup filename contains a validation checksum required to

restore the System (for example, backup_1926651153.bak). Do not edit any characters that appear after the underscore character (_) in the filename.

Schedule Automated Backups

Automated backups can be scheduled to occur up to seven times per week, with the resulting backup file sent to a shared network resource (see Configuring a Network Share on page 62). If the System is configured to send automated emails, a notification is sent after a scheduled backup occurs.

Note: Scheduled backups must occur at least 30 minutes apart.

1. Log into the System as a user with Execute permissions for the Scheduled Backups feature.

2. Select System Administration > Backup/Restore.

3. Click [Schedule Backup].

4. To create a schedule for a database backup: a. In the Database Schedule Configuration area of the page, select Schedule Enabled. b. Select the days when the schedule will be backed up. c. Select a time for the backup. d. Select the location where the backup file will be sent in the Network Shares field. e. (Optional) Click [Backup Now] to start the backup immediately.

5. To create a schedule for an event backup: a. In the Event Schedule Configuration area of the page, select Schedule Enabled. b. Select Schedule Incremental to back up only those events that occurred since the last

backup occurred.

c. Select the days when the schedule will be backed up. d. Select a time for the backup. e. Select the location where the backup file will be sent in the Network Shares field. f. (Optional) Click [Backup Now] to start the backup immediately.

6. (Optional) To send an automated email after a scheduled backup: a. Select Send on success, Send on failure, or both check boxes. b. Select an Email List.

7. Click [Accept Changes].

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Interlogix TruPortal User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Table of Contents

CHAPTER 1 Introduction

Conventions Used in this Documentation

CHAPTER 2 Installing Hardware

System Architecture Overview

Documenting the Physical Location of Each Device

Connecting to a Local Client Workstation or LAN

Installing an Enrollment Reader

CHAPTER 3 Preparing for Configuration

Determining Network Settings

Using the Installation Wizard

Using the Upgrade Wizard

CHAPTER 4 Configuring the System

Logging into the System

Setting the Date and Time

Configuring Network Security

Configuring Security

Configuring the Primary System Language

Configuring Card Formats

Configuring Devices

Before You Begin

Configure the System Controller

Configure Inputs and Outputs

Configure Doors

Configuring Video Devices

Configuring Areas

Configuring Anti-Passback

Creating Holiday Groups

Creating Schedules

Creating Reader Groups

Configuring Access Levels

Configuring Operator Roles

Configuring Email

Configuring User-Defined Fields

Scheduling Door and Reader Behavior

Importing Persons and Credentials from a CSV File

Configuring Action Triggers

Understanding Triggers

Understanding Actions

Configuring a Network Share

Creating a Backup and Restore Point

CHAPTER 5 Managing Access

Managing Persons

Managing Credentials

Using an Enrollment Reader

Managing Lost or Stolen Credentials

Managing User Accounts

Creating Reports

Searching for Persons

CHAPTER 6 Monitoring Access

Monitoring Events and Alarms

Monitoring Video of Events

Before You Begin

Video Controls Reference

Controlling Doors

Door Command Menus

Event View Tab

Schedule View Tab

Door Fallback Mode

Controlling Inputs and Outputs

Controlling Action Triggers

Resetting Anti-Passback

CHAPTER 7 Maintenance

Backing Up Data