Interlogix VEREX Director User Manual

VEREX Director V4.91

User's Guide

Contents
Welcome .....................................................................................................................................................		1
Entering an Area and Disarming the System..........................................................................................		2
Welcome to VEREX Director ..................................................................................................................		4
Start-up and Logging In ...............................................................................................................		4
Exiting, Logging Off, or Changing Operators ...............................................................................		6
The Desktop ................................................................................................................................		7
Other Desktop Choices................................................................................................................		8
Running Reports, and Monitoring System Activity ..............................................................................		11
Time-and-Attendance Reporting...........................................................................................................		12
Required-Attendance Time-Periods .....................................................................................................		16
Roll-Call Reports (v4.61) ......................................................................................................................		18
Reporting on System & Personnel Activity ...........................................................................................		19
Reporting on Previous Guard-Tours.....................................................................................................		22
Reporting on User Access Authorities (by Area, Door, or Floor) ..........................................................		24
Reporting on Users, System/Device Settings, etc. ...............................................................................		27
Reporting on Operator Audits or Panel Communications Logs ............................................................		29
Reporting on Panel Diagnostics ( V4.4)...............................................................................................		31
Working with the Report Viewer ...........................................................................................................		33
Monitoring System Activity....................................................................................................................		34
Alarm and Activity Monitoring ....................................................................................................		34
'Activating' and Using the Monitoring Window............................................................................		35
Limiting the Window to Show Only Specific Messages (Sorting and Filtering) ..........................		37
Acknowledging Alarms (Comment / Resolve)............................................................................		39
When Messages Cannot be Transmitted to the VEREX Director Software ...............................		40
Working with Video Events ( V4.5)............................................................................................		40
Visually Verifying Users (Photo-Verification) ........................................................................................		42
Photo-Verification.......................................................................................................................		42
Related Features .......................................................................................................................		43
Setting up This Feature..............................................................................................................		44
Guard-Tours: Monitoring......................................................................................................................		45
Introduction to Guard Tours .......................................................................................................		45
Activating and Monitoring Guard Tours (that have already been set up) ...................................		46
Guard Tours: Initial Set Up .......................................................................................................		48
Checking Status and Controlling Items .................................................................................................		51
Maps and Video (Visual Monitoring & Status/Control)..........................................................................		52
Status and Control Using Visual Director...................................................................................		52
Camera Status/Control and Adjustments..............................................................................................		59
Initial Set Up of: Views, Maps, Cameras..............................................................................................		64
Checking Status & Controlling Items ....................................................................................................		73
Introduction to Status & Control .................................................................................................		73
Using the Status Toolbar ......................................................................................................................		75
Miscellaneous Status Tasks .................................................................................................................		77
Panel Date and Time .................................................................................................................		77
Resetting Users' Antipassback Status ..................................................................................................		79
Clearing a "Bad Card/PIN Global Lockout" ................................................................................		81
Checking System Status (Remote Diagnostics) ........................................................................		82
Checking the Status of Panels (Equipment) .........................................................................................		84
Panel Status (Equipment) ..........................................................................................................		84
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Checking Power Levels ( V4.4) ...........................................................................................................		86
Checking the Status of Modules...........................................................................................................		88
Suite Security System Messaging ........................................................................................................		90
Checking Status or Controlling a Suite Security System ......................................................................		91
Checking Status or Controlling Items by Area ......................................................................................		93
Area Users (Activity, User Count, and APB-Reset) ...................................................................		96
Checking User In/Out Status ................................................................................................................		99
Checking Status or Controlling Individual Doors ................................................................................		101
Checking Status or Controlling Elevators ...........................................................................................		103
Checking Status or Controlling Floors ................................................................................................		105
Checking Status or Bypassing Input Points (Sensors) .......................................................................		107
Checking Status or Controlling Outputs (Electronically switched Devices)........................................		109
Panel Communications and Updates .................................................................................................		111
Panel Communications............................................................................................................		111
Activating Communications and Transferring Panel Settings ..................................................		113
Viewing the Status of Previous Communications Sessions .....................................................		117
Correcting Communication/Update Errors ...............................................................................		119
Checking Account Status ( V4.4).......................................................................................................		121
Panel Firmware Files, and Updating Panel Firmware ( V4.4)............................................................		122
Activating Panel Firmware Files...............................................................................................		122
Updating Panel Firmware ........................................................................................................		123
Administration and Maintenance	.........................................................................................................	125
Operators (People Who Can Use This Software)...............................................................................		126
Setting or Changing an Operator's Password..........................................................................		128
Operator Settings (v4.6) .....................................................................................................................		129
Operator Permissions.........................................................................................................................		131
Scheduled Event Filtering for Operators.............................................................................................		133
Schedules for User-Access and Area Automation..............................................................................		136
Holidays and Time-Change Dates......................................................................................................		139
Authority Groups to Manage Large Numbers of Authorities (v4.6) ....................................................		141
Authorities for Users/Entrants ( V4.4)................................................................................................		143
Custom Information Categories for Users (Custom User Information) ...............................................		149
Users (Entrants / Panel Users)...........................................................................................................		151
The Photo-Badging Option ......................................................................................................		156
Cards that Have Been Lost ................................................................................................................		161
Fall-Back Users (Can Enter During Comms Failure) ..........................................................................		163
Ensure 'Fall-Back User' Mode is Enabled................................................................................		163
Viewing or Assigning Fallback Users.......................................................................................		164
System Maintenance Tasks ...............................................................................................................		165
Password and Personal ID Number (PIN) Issues ....................................................................		165
Large Systems--Checking for Software vs. Panel Differences / Conflicts................................		167
Client/Server Systems:	Checking to See Who Else is Logged onto the Database	................ 169
Checking / Repairing the VEREX Director Database Tables...................................................		170
Backing up or Restoring the Database ....................................................................................		172
Exporting or Importing Activity or Audit Logs (Archive)............................................................		179
Removing old Activity or Audit Logs (Purge)............................................................................		181
Operating System Maintenance...............................................................................................		182
System Configuration............................................................................................................................		184
Working with Accounts and Folders (Multi-Account Systems)............................................................		185
After a Multi-Server Login ........................................................................................................		187
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Advanced Sorting.....................................................................................................................		189
Users and Holidays Shared Across Multiple Accounts .......................................................................		190
Introduction ..............................................................................................................................		190
Phase 1: Account-Specific Data..............................................................................................		191
Phase 2: Community Groups..................................................................................................		193
Phase 3: Shared Users and Holidays .....................................................................................		196
Phase 4: Assign Shared Items to Accounts ............................................................................		198
Account-Wide Panel Settings (Feature-Set, Service PIN, etc.) ..........................................................		200
Event Responses for Acknowledging Alarms .....................................................................................		204
Alarm / Event Instructions...................................................................................................................		205
Enabling Sounds (to be associated with event/alarm messages).......................................................		206
Customizing How Events are Displayed (Event Priority) ....................................................................		208
Detailed Operator and User Audit Trail ( V4.6)..................................................................................		210
Setting up Video Events ( V4.5) ........................................................................................................		211
Software-Based Text Paging (Serial Reporting) v4.4 .......................................................................		212
Panels, Panel Groups, and Connection Settings................................................................................		214
Panel Groups and Connection Settings ...................................................................................		214
System Panels and Displayed Item-Numbers..........................................................................		216
System Settings for each Panel ( V4.4).............................................................................................		218
General System Settings for a Panel .......................................................................................		218
Intrusion Settings for a Panel ( V4.4) ......................................................................................		220
Monitoring, Numeric Paging, & Remote Mgt. Settings .............................................................		222
System Card-Access Settings .................................................................................................		226
Equipment Settings (Pseudo / Internal Inputs) ...................................................................................		229
Areas and Related Settings ................................................................................................................		231
Activity Monitoring and Auto-Arming ........................................................................................		236
More Tabs................................................................................................................................		237
Area Groups ( V4.4) and Multi-panel Arm/Disarm ( V4.5) ...............................................................		239
Setting up Area Groups ...........................................................................................................		239
Setting up Multi-Panel Arm/Disarm ( V4.5) .............................................................................		240
Expansion Modules ............................................................................................................................		241
Suite-Security Keypads and Related Settings ....................................................................................		245
Doors, Readers, and Related Settings ...............................................................................................		249
Reader 1 & 2 Settings for a Door .............................................................................................		252
More Tabs................................................................................................................................		254
Elevators (Lifts) and Associated Readers...........................................................................................		257
Floors (Pertaining to Access-Controlled Elevators / Lifts)...................................................................		262
Input Points—Monitored Sensors .......................................................................................................		264
Input Points—Pre-Defined Sensor Types ...........................................................................................		269
Input Points—Custom Point Types.....................................................................................................		270
Custom Circuit-Types for Input Points ( V4.4) ...................................................................................		273
Programmable Outputs (Signalling & Device-Switching)....................................................................		275
Programmable Output Functions........................................................................................................		280
Output to follow an Area "Fail to Arm" (≥V4.80)..................................................................................		285
E-mail / SMS Messaging ....................................................................................................................		286
Detect Duplicate Cards.......................................................................................................................		289
Installation and Technical Reference...................................................................................................		294
PC Issues and Software Installation ...................................................................................................		295
Welcome..................................................................................................................................		295
Recommended Computer Specifications.................................................................................		295
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Serial Port Installation and Set Up ...........................................................................................		298
Windows Settings Required.....................................................................................................		298
Software Installation for a Fresh/New System .........................................................................		300
Upgrading from an Earlier Version of Software........................................................................		301
If You Need to Transfer the Database to a Different PC (i.e., changing the VEREX Director-
server PC)	................................................................................................................................	303
DCOM Setup (Required for Client-Server VEREX Director Systems): ....................................		305
Software Activation ......................................................................................................and Licensing		306
Software "Activation ........................................................................................................Key"		306
Activating Your .........................................................................................................Software		306
Upgrading .............................................................Your Software (Adding Optional Features)		308
March Networks R4 ................................................................................................-R5 DVR Support		309
1) Activate ................................................................................................Your license option		309
2) Install the .............................................................................................March DVR Drivers		309
Network USB HASP ........................................................................................Key (Director V4.51)		310
Introduction: .............................................................................................................................		310
Instructions: .............................................................................................................................		310
Remote Software .................................................................Download and Remote Access ( V4.7)		311
Introduction..............................................................................................................................		311
Requirements ..........................................................................................................................		311
Downloading .................................................................................and Installing the Software		311
Client/Server Issues ............................................................and the Director Server Manager (v4.7)		312
Introduction..............................................................................................................................		312
Requirements ..........................................................................................................................		312
The Director ..................................................................................................-Server manager		312
Troubleshooting .......................................................................................................................		313
Client/Server Access ...............................................................................................and Permissions		314
Server Validation ....................................................................................Certificates ( V4.72)		314
Client Access ........................................................................................(Allowable Client List)		315
Setting Up .................................................................................................Client Permissions		318
New Installation? .....................................................................................................	Try the Wizard !	320
Panel Connection ...............................................................................................................Overview		321
Connections ...............................................................................................Supported ( V4.4)		321
Welcome..................................................................................................................................		321
Steps .......................................................................................................................................		321
IP Connectivity ...................................................................................................................................		323
Secure IP Communications .......................................................................................( V4.72)		323
Operation.................................................................................................................................		323
Requirements: .........................................................................................................................		323
Set-up Overview: .....................................................................................................................		323
Basic IP Connections .................................................................................../ Older Firmware		324
PC-to-Panel—Direct ........................................................................................................Connection		324
Physical Wiring ........................................................................................................................		324
Windows Direct ................................................................................-Cable-Connection Setup		324
PC and Panels—Modem ...............................................................................................Connections		326
PC Modem .....................................................................................Installation or Connection		326
Windows Modem ...........................................................................................................Setup		326
Panel Modem...........................................................................................................................		326
Serial Port / Modem ....................................................................Setup (Communications Manager)		328
Communication Pools ...........................................................................................for System Panels		332
Setting Up a New .......................................................................................System (Commissioning)		334
Welcome..................................................................................................................................		334
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Before You Begin (Form-by-Form Data Entry).........................................................................	335
Basic Settings for Testing, and Panel Communications...........................................................	336
Importing Settings from an Existing VEREX Director System Panel.......................................	338
Customizing the MyTools Bar.............................................................................................................	339
System Capacities..............................................................................................................................	341
Software Licensing and Activation Key ....................................................................................	341
Checking or Updating Your System Capacities .......................................................................	341
Software Versions and Basic Capacities .................................................................................	341
System-Wide Capacities..........................................................................................................	342
Common Per-Panel Capacities (not based on 'Feature-Set')...................................................	344
Advanced Database Features ............................................................................................................	346
Overview of Features...............................................................................................................	346
SQL Server Support.................................................................................................................	346
User-Logins (Needed for: Database Query, and SQL Server Support) ..................................	347
Linking to the Database (Used for: Custom Query/Reporting; ERM Integration) ...................	349
Automated User-Import (Used for: ERM Integration) ..............................................................	353
Manually Importing User-Data From a Text File ......................................................................	355
System / Hardware Reference............................................................................................................	356
System Design Aspects (Topology) .........................................................................................	356
Alarm System Hardware ..........................................................................................................	357
Keypad Tone Reference ( V4.5 with V4.42 firmware)......................................................................	359
On-Line Support & Product Information..............................................................................................	361
On-Line Information and Support.............................................................................................	361
Additional information .........................................................................................................................	362
Windows XP ............................................................................................................................	362
Adding a Modem......................................................................................................................	362
The TCP/IP Protocol is Missing ...............................................................................................	362
Index...................................................................................................................................................	363

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Copyrights and Trademarks

Disclaimer

™VEREX Director, G-Prox, and Netvision are trademarks of UTC CCS Systems

™Pentium is a trademark of Intel Corporation

®Microsoft, Windows, Windows 2000, and Windows XP, are trademarks or registered trademarks of the Microsoft Corporation.

© Copyright 2013 UTC Fire & Security Americas Corporation, Inc. All rights reserved.

All software, firmware, drawings, diagrams, specifications, catalogues, literature, manuals and other supplied materials shall constitute the proprietary information of the manufacturer. In the interests of ongoing improvement in quality and design, we reserve the right to change product specifications without prior notification.

Attention: Physical alteration of hardware components or removal of electrical devices may void warranties, and/or affect radiofrequency and electromagnetic emissions.

This document is not to be copied, decompiled, or re-distributed in any form without prior written consent.

©Copyright 2013 UTC Fire & Security Americas Corporation, Inc.

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Welcome

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Entering an Area and Disarming the System

		Reader/Door Mode
Area	Locked &	Locked &	Locked &	Locked &
Setting	Card Only	Card+PIN	Card or UID/PIN	UID/PIN Only
Disarmed (Off)	Present card,	Present card, enter PIN	Present card or enter	Enter UID+PIN (or PIN
	open the door	open the door	user no., enter PIN	only), open the door
			open the door
Armed & 'Auto	Present card,	Present card, enter PIN	Present card or enter	Enter UID+PIN (or PIN
Disarm on Valid	open the door	open the door	user no., enter PIN	only), open the door
Token'			open the door
Armed & 'PIN-	Present card, open the	Present card, enter PIN	Present card or enter	Enter UID+PIN (or PIN
Only' or 'ID+PIN'	door. Then log into	open door. Then log	user no., enter PIN	only), open the door.
	panel and disarm it.	into the panel & disarm	open door. Then log	Then log into panel and
		it.	into the panel & disarm	disarm it.
			it.
Armed &	Present card, open the	Present card, enter PIN	Present card or enter	Enter UID+PIN (or PIN
Dual Custody	door. Then login with	open door. Then login	user no., enter PIN	only), open the door.
	two user PINs (or	with two user PINs (or	open door. Then login	Then login with two
	ID+PIN), & disarm	ID+PIN), & disarm	with two user PINs (or	user PINs (or ID+PIN),
	area.	area.	ID+PIN), & disarm	& disarm area.
			area.

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If the door is unlocked, access is not controlled (simply open the door to enter the area). Conversely, if the door is locked, and all cards are presently 'locked out', users will be unable to enter.

Card Number: As an alternative to the user ID number (UID), and/or access cards, the system can be set for entry and login using the card number instead (4-10 digits).

Visitors that must be Escorted: Persons with a card set as "Visitor (Escort-Required)" must be escorted at each controlled reader (valid escort or regular cardholder-- depending on the system settings).

To enter at a controlled door and disarm the area, an entry delay must be in effect. As well, only the users with authority to both enter the door at this time AND disarm the area will be granted entry.

The 'ID + PIN' or 'PIN Only' login requirement is determined by the 'Feature-Set' selection for the account.

Dual Custody (and Escort mode) is supported at individual readers as well.

Using an Arming Station: Additional features and entry options are provided through an arming station. These units are essentially a proximity reader with keypad, plus additional status indicators and features. For details on using an arming station, please refer to the xL (panel/keypad) User's Guide.

Readers set to Enable or Disable Cards:

Some readers may be set to enable or disable specific types of cards (such as visitor cards, or all temporary cards, etc.)--with or without an associated door being unlocked at this time. All other (valid) cards will be granted access as usual.

Note: Cards can either be disabled permanently, or allowed to be re-enabled later.

To Enter using a Door-Opener Button: Use your access card and/or PIN to unlock the door (and activate the button). Then, simply press and release the door-opener button. Once inside the area, 'log' in at an LCD keypad, and disarm the area if required (i.e., if NOT set for "Auto-Disarm on Valid Token").

If You are Being Forced to Enter: With Card+PIN mode in effect, you can trigger a 'Duress' alarm by reversing the last 2-digits of your personal ID number (PIN). This can also be done when 'logging' into an LCD keypad.

To Exit Using an RTE (REX) Button: Simply press and briefly hold the request-to-exit button.

If you Hold the Door Open: If the door is held open for 'too long', a 'Door Held Open' message will be logged.

A person holding a door open, or indicating that they are being forced to enter may also trigger an alarm (depending on the monitoring settings for the specific door).

Entering During the Pre-Arming Cycle:

With a scheduled arming, authorized persons entering during the 15 minute pre-arming cycle will be granted access--without interrupting the arming cycle. They would then have to:

+Extend the closing time ("work-late"), or

+Manually disarm the area once the final prearm countdown begins, or;

+Leave before the arming occurs.

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Welcome to VEREX Director

Start-up and Logging In

Multiple Instances: Beginning with Director v4.70, you can run multiple copies of the interface (…Director.exe). This allows you to access different features and/or different accounts at the same time.

Starting the VEREX Director Software

Select Start, Programs, VEREX Director V4, and VEREX Director, and wait for the start-up screen to appear.

Activation Key: The VEREX Director software uses a small 'activation key' to manage software licensing and optional features. This device must be plugged onto the PC that contains the software database ( V4: USB connector; V3.3.2: Parallel/printer port; V3.3.3: Either).

Note: Director software V4 will not start up if the USB key is missing.

Client/Server Systems: Take care to ensure that the VEREX Director software is NOT already running before attempting to start it. Troubleshooting Tip: If the desktop is acting strangely, you may have two copies of the software running (and you've run out of memory).

Logging In (Single-PC)

To gain access to your assigned items and features, you must first perform a 'Login': Select Login from the toolbar, and then enter your name and password, pressing Tab in between. Then, press Enter, or click Login.

Logging In (Client/Server)

Select Login from the toolbar, and then enter your name and password, pressing Tab in between. (Ensure the "Server Location" is set as well, if present.) Then, press Enter, or click

Login.

If a "Cannot Connect to Server" screen appears, check that you have not mistyped the "Server Location".

Note: The Director-server PC and software must be running (this is the PC that includes "...DirectorServer.exe", and typically contains the database as well. For additional things to check, refer to "Director Server Manager and Client/Server Issues" (near the back of this guide).

If you just upgraded for client/server (server location missing on login screen): You may need to login once,

shut down the software (incl. the communications or server module), then start the software and login again.

On-Line Help Language

For versions of VEREX Director that include multi-language help files, the on-line help will normally come up in the language associated with your operator settings. You can also select a different language-version if desired (for this work-session).

Selecting a Different Help Language: Open the Help menu, select Language, and then select from the available choices.

The Auto-Lockout Feature

If you do not use your keyboard for a specific period of time, the software will automatically go into 'lockout' mode to protect against an unauthorized person viewing or changing items. (For details, refer to the [Lockout] description).

To set the period of time before the keyboard lockout will occur (when you are logged in), refer to the section on "Operators".

Screen Reference

- Name: A valid operator's name.

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-Password: The operator's assigned password.

Default Operator Name & Password:

Operator, 1234

The default login name and password take effect only until changed by a system administrator. To protect against unauthorized access to the software, the default password should be changed right away.

If your login name and password are no longer supported after upgrading from an earlier software revision, refer to "Upgrading from an Earlier Version of Software", paying special attention to converting your previous database.

-Server Location: In a multi-PC (clientserver) installation, this allows you to identify the VEREX Director server. Select (or type in) the server "PC name" (or its network "IP address").

Director-Server PC: This is the PC that includes "...Director-Server.exe", and typically contains the database as well.

Tip: This can be an IP address, or a name (FQDN). Contact your IT rep. for assistance if needed. For remote access (different PC) with certificate authentication, this value must be as supported by the certificate.

More: Server Validation Certificates

Multi-Server Login: You can select up to 6 servers for simultaneous login. This allows listing and selecting accounts from any of the server PCs without having to log out in between. (All servers you are logged into appear under [Server] in the 'tree'.) Related: "Working with Accounts and Folders"

Tip: Use semicolons (;) to separate multiple server names, or click [...].

-[...]: Opens a small screen to allow selecting multiple servers. (The login will apply to all server PCs shown in this screen.) For each server, type or select the PC name (or IP address) at the bottom of the screen, and click [Add]. You can also [Delete] a selected server, or [Replace] it after typing a new name.

Attention: Your operator login name and password must be valid for all of the desired servers. (You will be logged into the servers for which your login name and password are valid.)

To login at the server PC itself, use the PC name

(not the IP address).

-------------------------

-[Login]: If the entered name and password are valid, the operator will be provided access to the items and features as assigned in their operator permissions.

Server Connection Status: A small screen will show you the connection progress while a connection is made with your selected server(s).

-[Lockout]: This shuts down the software except for the status toolbar. (Tip: If the same operator logs back in, the software will also remember what account they were 'in'.)

The status toolbar requires that the software be connected with the applicable panels. For details on the status toolbar, or on establishing panel communications, refer to "Checking Status and Controlling Items".

-[Cancel]: Aborts the login request.

-[PROXY]: Provides settings used to connect out to the Director-server via the internet through a proxy server.

Settings: "Proxy Type" (select "None" if not using this feature), "Domain", and a "User Name" and "Password" that has suitable permissions on that domain. (For these and other proxy settings, get an 'IT' person to help you.)

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Note: Port 443 must be 'open' on the network for the Director-server.

Exiting, Logging Off, or Changing Operators

Shutting Down the VEREX Director Software

To shut down the VEREX Director software, click the X in the extreme upper-right corner of the VEREX Director screen (or open the File menu, and select Exit).

Tip: If you changed any desktop settings, and would like to retain them, be sure to click the check-box provided.

Then, select "Yes" on the confirmation screen.

The RPC Server is Unavailable: This message appears if the Director-Server application had been shut down previously (before the Director software).

Logout or Lockout

To 'log' off, simply select Logout on the toolbar (or open the File menu, and select

Logout).

Tip: If you changed any desktop settings, and would like to retain them, be sure to click the check-box provided.

Then, select Yes to 'logout', or No to put the software in 'Lockout' mode. (See the 'Logout / Lockout' screen descriptions for details.)

To protect against unauthorized access to the VEREX Director software, it is always a good idea to use the logout (or lockout) feature before leaving your workstation. (For a related topic, see "The AutoLockout Feature", previous.)

Changing Operators

Changing operators is simply a matter of one operator logging out, and the second operator logging in. (For details, see previous / above.)

Screen Reference

-[Yes]: Logs the present operator out, and shuts down the VEREX Director software.

-[No]: Aborts the exit request.

If you have changed any desktop settings, a checkbox will be provided to let you save your settings.

-[Yes] (Logout): Logs the present operator out, shutting down access to the VEREX Director software.

(Until the next valid operator performs a 'login'.)

-[No] (Lockout): This shuts down the desktop except for the status toolbar (and login button). (Tip: If the same operator logs back in, the software will also remember what account they were 'in'.)

The status toolbar requires that the software be connected with the applicable panels. For details on using the status toolbar, or on establishing panel communications, refer to "Checking Status and Controlling Items"

-[Cancel]: Aborts the logout request, leaving the present operator logged in.

If you have changed any desktop settings, a checkbox will be provided to let you save your settings.

(For a related topic, see "The Auto-Lockout Feature", previous.)

(When Exiting)

Logout / Lockout

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The Desktop

Your 'Window' to the System

The desktop is your interface to the VEREX Director software, providing a familiar Windows 'look and feel', with access to all features and items assigned to you as a VEREX Director operator.

The VEREX Director interface can be set as desired by each individual operator. This includes whether they prefer the MyTools bar, or the Tree window, plus the sizing of the desktop sections, and other settings.

Selecting Desktop Items to be Displayed

The [Tree], [MyTools] and [Events] buttons on the toolbar allow viewing or hiding different aspects of the desktop (try it!).

Your MyTools Bar: You can customize the look and content of the MyTools bar to your own preferences. For details, refer to "Customizing the MyTools Bar".

Account-Folders: For systems with single-account licensing, only one account will appear in the tree. In larger systems, [Account Folders] will be shown in the tree for operators with multi-account permissions (or that have the authority to edit account folders).

Saving Your Desktop Settings

After changing an aspect of the desktop (the sizing, Forms/Grid mode, and/or which aspects are to be displayed, you can save your changes so the desktop appears in the same format the next time you login. To save your changes, open the View menu, select

Desktop Settings, and then Save.

Tip: You will also be asked if you want to save your changes whenever you logout or exit from the software.

Navigating the Desktop

Many screens are divided into 'tabs' of related settings. (Start with the 'Standard' tab, and look in any additional tabs that are of interest to you.) Some screens also include the familiar windows ‘scroll-bars’ whenever an item is too large to fit on-screen.

Changing the Size of the Desktop

To resize the entire desktop, click and drag the bottom right corner to the desired position. (If the screen is presently 'maximized', you'll first need to double-click the blue title-bar, or click the middle button in the upper right corner of the screen.)

To ‘maximize’ the desktop, double-click the blue title-bar, or click the middle button in the upper right corner of the screen.

Changing Proportions of Desktop Areas

To change the proportion of the desktop, move the mouse to the edge of a screen area (such as between the 'tree' and forms/grid area), and watch for the cursor to change shape. Then, click-and-drag the edge of the window to a new location.

Tip: You can also maximize the form/grid area, or the monitoring window (i.e., cause it to fill the entire screen) by double-clicking the title-bar for the specific window twice. (Also see "Resetting...", to follow.)

Changing the Position of Desktop Items

Each portion of the desktop can be repositioned, and/or viewed on its own. This is especially useful on a multi-monitor PC, allowing an item such as the monitoring window to be viewed separately.

To relocate an item, 'drag-and-drop' the item by its title-bar, while watching for the greyed box indicating the new position.

To view an item 'full-screen' (such as the monitoring window), double-click its title-bar twice. To access the main desktop screen again, double-click the title-bar once again.

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Resetting the Desktop

After moving and resizing areas of the screen, you may wish to reset the desktop to either your last saved settings, or to the initial factory default layout.

Last Saved Settings: Click Reset on the toolbar (or open the View menu, and select Desktop Settings, and Reset).

Factory-Default Layout: Open the View menu, and select Desktop Settings, and Default).

Tip: If a window or portion of the desktop is presently "maximized" (fills the entire screen), you'll need to double-click its titlebar to access the menu or toolbar.

Note: If your desktop was accidentally saved with the monitoring window

'undocked' and hidden behind the main desktop, follow the preceding steps for "Factory Default Layout".

Screen Reference

-The Menu: Provides access to some miscellaneous features of the VEREX Director software. Tip: The Tools menu provides access to Wizards that simplify setting up a new system, and/or enabling communications with a panel.

-The Toolbar: Provides access to some common tasks.

-The 'Tree' (optional): This is an expandable/ collapsible outline that allows selecting an account, and provides access to most topics including system configuration, management,

and status & control. Click [Tree] on the toolbar to view or hide the 'tree'.

-The 'MyTools' Bar (optional): This is a customizable list of tasks/items that can be used as alternative to the 'tree'.

Tip: Click [MyTools] on the toolbar to view or hide the MyTools list/bar. Note: Only the items allowed by your operator permissions will be visible in the Tree and MyTools Bar. As well, for items pertaining to a specific account, you must first double-click to enter the account.

Tip: You can customize the look and content of the MyTools bar when you are logged in (View  MyTools  Customize). For details, refer to "Customizing the MyTools Bar".

MyTools Doesn't Work: If you select [ MyTools ], and only a small empty 'button' appears, this means no items are assigned to the 'MyTools' bar. See the previous tip to fix this.

-The Forms/Grid Area: This area shows details on your present topic (as selected from the tree or MyTools bar). This can be set for either a forms view (typical / data entry), or 'grid' format (experienced persons / viewing and sorting lists).

(Use the Form / Grid button on the toolbar to switch views.)

-The Monitoring Window (optional): This area shows recent events that have been received (for a selected account).

Click [Events] on the toolbar to view or hide the monitoring window.

Multi-Account Systems: With multiple accounts, the monitoring window shows the events for your present account. (Select [Account Folders] in the tree, then locate and double-click your desired account.)

To set the account to be monitored by the status toolbar, click [Monitor] on the far-right end of the toolbar.

-The Status Bar: This area (at the extreme

bottom of your desktop) shows whether or not you are connected with a selected account (i.e., associated panels), plus other communications-related status messages.

Other Desktop Choices

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Tip: You can save your desktop changes at any time: Open the View menu, select Desktop Settings, & Save. Note: You will also be asked if you want to save your changes whenever you logout or exit from the software

Selecting Desktop Items to be Displayed

The [Tree], [MyTools] and [Events] buttons on the toolbar allow viewing or hiding different aspects of the desktop (try it!).

You can customize the look and content of the MyTools bar to your own preferences . For details, refer to "Customizing the MyTools Bar".

Listing Items Panel-by-Panel vs. in a Single List and Showing or Hiding Panel References in Forms

For some tasks, you have two choices as to how items will be displayed (in a single list, versus panel-by-panel), and/or whether or not panel (and panel group) references will appear in the form / grid portion of the desktop.

Logical Tree View?

No		Yes (  )

Show Panel/Panel Group Information:

Listing Configuration and Control & Status Topics in the Tree "Panel-by- Panel":

1) Click your account/site button in the tree.

Multi-Account Systems: First select [Account Folders] in the 'tree', and double-click an account.

2)Right-click a topic in the tree (or open the View menu), and check to ensure that

Logical Tree View is not selected.

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Listing Configuration and Control & Status Topics in the Tree as a Single List:

1) Click your account/site button in the tree.

Multi-Account Systems: First select [Account Folders] in the 'tree', and double-click an account.

2)Right-click a topic in the tree (or open the View menu), and check to ensure that

Logical Tree View is selected.

To Show Panel References in the Forms/Grid Window

(This is available only when "Logical Tree View" is in effect.)

1)Set the tree to show items in a single list (see previous / above).

2)Open Configuration (or Control & Status) in the tree, and select any topic (such as "System").

3)From the View menu, select Panel Information, and ensure that "Show Panel /

Panel-Group Information" is selected.

Tip: The "ID and Name" selection causes the name to be included in the 'Panel' and 'Group' columns when working in Grid view.

Screen Reference

("View" menu when a Configuration or Control & Status Topic is Selected in the Tree)

(This is available only when "Logical Tree View" is in effect.)

-Panel Information:

+Show Panel / Panel-Group Information: Identifies system panels and panel groups at the bottom of configuration forms (and in grid view);

+ID and Name: In conjunction with the setting above, this shows the name for each system panel and panel group (instead of ID only) when working in Grid view.

In Forms view, selecting "Show Panel / Panel-Group Information" always displays the ID and Name for the panels & groups. (The "ID and Name" setting has no effect when working in Forms view).

(Right-Click within the Tree for an Account)

-Logical Tree View: 'Toggles' the tree between listing all topics for an account ( ) versus listing the topics separately for each system panel (by panel group).

Note: This setting mostly pertains to the "Control &

Status", and "Configuration" topics.

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Running Reports,

and Monitoring

System Activity

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Time-and-Attendance Reporting

In/Out Status Tracking: This feature requires "User In/Out Status Tracking" to be enabled.

Related Setting: YourAccount, Account Information, Setup (tab), "Enable User In/Out

Status for this Account"

Time and Attendance Reports

Cardholder time and attendance reporting allows generating reports pertaining to the presence (roll-call), tardiness, number of hours at work, etc. for users pertaining to a specific account.

These reports are extrapolated from entry and exit (access granted) messages in the activity log, and compared against a selected "attendance-period" that defines when the users are supposed to be inside the facility.

TechTip: Reports pertaining to past events are based on the present event list, plus any archived data that has been re-imported using the archive feature.

See: "Exporting or Importing Activity or Audit Logs". For accurate attendance reporting:

All doors used to enter and exit the facility must have entry and exit readers.

The site (account) must have a ‘Required Attendance Zone’ defined by setting the "Area" as "Outside" for all readers used to exit from this zone.

For details, refer to "Reader 1 & 2 Settings for a Door".

Persons must use their access card / token EVERY time they enter and exit the facility.

Note: Persons last reported as 'In', but with no card activity for 24 hours will be set as 'Out'.

Attendance reports can take a full minute or longer to appear--depending on the number of cards at the site, and the number of activity messages being scanned.

For better performance, be sure to select the smallest date-range that meets your requirements. Also, you can keep the activity log to a suitable size via regular use of the Archive and/or Purge features.

For details, refer to "Exporting or Importing Activity or Audit Logs", and "Removing old Activity or Audit Logs".

Areas set for Antipassback Checking: The "APB AutoReset" feature is generally not recommended where Time & Attendance reporting functions will be used.

For details on the 'Antipassback' feature, and the "APB Auto-Reset" selection, refer to the "Antipassback" settings in the "Area" configuration topic.

Required-Attendance Time Periods

To allow time & attendance reporting, each site (account) must have required attendance time periods set up that specify the days and blocks of time that employees are supposed to be inside the facility.

For details, refer to "Required-Attendance Time Periods".

Running a Time and Attendance Report

1)Select Time and Attendance Report from your MyTools bar, or click [Reports] in the 'tree', and select Time and Attendance.

2)Multi-Account Systems: Select the desired

account near the centre of the screen.

Tip: This option appears only if you didn't already have an account 'open' in the tree.

3)Select the range of dates to be covered by the report ("From" and "To"), and the time to

be used as the "Start of Day".

Tip: See the item-descriptions for more info.

4)Select the desired type of report (see the "Report Type" description for details).

5)Select the "Attendance period" that specifies when persons are supposed to be in the

facility.

Notes: An attendance period is not required for "Arrival / Departure", "Roll-Call" or "In/Out Status" reports. If a suitable attendance-period is not listed, refer to "Required-Attendance Time Periods" to set one up now.

6)To limit the report to a specific authority, user, etc., click [Search For], and select the

desired criteria.

Tip: To clear a selection, select it and use your

Backspace or Delete key.

Tip: You can scroll within the form to view additional items if necessary.

7)Select a report 'destination' (i.e., whether it is to be viewed, printed, or saved as a file).

If you select "Archive" or a type of "File", click [File...], set the location and filename as desired, and click Save.

8)Click [Run], and respond to any additional

screen(s) that appear (details to follow).

For details on viewing and printing displayed reports, refer to "Working with the Report Viewer".

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If Printing an Attendance Report

To print a report without viewing it first: Select the type of report and other criteria as usual, and select Printer as the destination. Then, select Run, and click OK when the 'Print' screen appears. Tip: To select a different printer click Printer, and make your selection from the 'Print Setup' screen that appears.

To view a report before printing: Select the type of report and other criteria as usual, and select 'Screen' as the destination. Then, click Run.

For details on viewing and printing the displayed report, refer to "Working with the Report Viewer".

If Exporting an Attendance Report as a File (Archive/Text File/Report Emulation File)

Select the type of report and other criteria as usual, and the desired file-type as the 'destination'. Then, click [File...]. In the next screen, set the location and filename as desired, and click Save when finished. Then click Run.

Viewing/Printing a Previously Saved Attendance Report-Archive

Select Time and Attendance Report from your MyTools bar, or click [Reports] in the 'tree', and select Time and Attendance. Then, click [Load archived report] at the bottom of the form (scroll down if necessary).

Multi-Account Systems: You do not have to select an account since that was done when the report was archived.

In the next screen, locate and select the desired archived report (.raf), and click Open (or simply double-click the file).

For details on viewing and printing displayed reports, refer to "Working with the Report Viewer".

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(Multi-Account Systems: Account Selection 'Tree')

- This area (near the centre of the screen) is where you select the account that your report pertains to. Tip: This option appears only if you didn't already have an account 'open' in the tree.

Reports Time and Attendance

Screen Reference

Report Period

-From and To (date): The beginning and end date from the event log to be checked for cardholder activity. (Change the values manually, or click the arrow to access a pop-up calendar.)

Note: Roll-call and In/Out status reports use the previous 48 hours as a date/time range (instead of the "From" and "To" settings).

-Start of Day: This setting allows shifts that span midnight to be handled properly. Leave this as 12:00 AM for all work shifts that begin and end on the same day. For a shift that spans midnight, select a time at some midpoint between the end of one shift

and the beginning of the next one (perhaps 1:00 PM).

Report Type

(and Strict Interval / Relaxed Interval)

-Absentee: Persons who were not present during some part of each specific time interval of the required-attendance period.

Exception: With "Relaxed Interval", only persons absent for the whole day are listed (if two intervals, both will be reported the same).

-Arrival/Departure: The time of the first arrival and last departure for all persons present on each day covered by the report.

-Early Departure: Persons who left before the end of one or more time intervals of the required-attendance period.

Note: With "Strict Interval", persons who leave during a required time-interval, and then return after-hours (on the same workday) are treated as early departures. Select "Relaxed Interval" to stop this.

-Late Arrival: Persons who arrived after the beginning of one or more time intervals of the required-attendance period.

Note: With "Strict Interval", persons who arrive and leave beforehand (on the same workday) and then return during a required time interval are treated as late arrivals. Select "Relaxed Interval" to stop this.

-Totalization: The duration each person spent inside the facility on each day during the required-attendance times.

-Roll Call: All persons presently tracked as being inside the facility's required-attendance zone (see note);

v4.61: After selecting "Report Type: Roll Call", select "System" (system-wide), or an individual area, as desired. (If you select "System", the report will list persons on an area-by-area basis.)

-In/Out Status: A list of all users, showing whether they are presently tracked as being inside or outside of the facility's requiredattendance zone (see note).

Tip: Persons last reported as 'In', but with no card activity for 24 hours will be set as 'Out'.

Note: For details on setting up a ‘Required Attendance Zone’, refer to "Reader 1 & 2 Settings for a Door".

Attendance Period

A time period (previously-defined) that specifies when persons are required to be inside the facility.

An attendance period is not required for "Arrival/Departure", "Roll-Call" or "In/Out Status" reports. To set up an attendance period, refer to "Required-Attendance Time Periods".

[Search For] / [Clear Search]

-This displays or closes the centre of the screen, which contains selections for 'fine-tuning' the report to a specific person, or users with a certain authority-profile or other criteria.

To clear a selection: Select it and use your

Backspace or Delete key.

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Searching by Name: For reports that allow searching by user-name, you can enter the 1st or last name only, 1st and last name (separated with a space), or "LastName, 1stName". If searching for a first or last name, you can enter the first few characters plus an asterisk (e.g., nam*).

Custom User Field: This pertains to (optional) custom user information categories that can appear at the bottom of the 'User' screen.

Note: Reports cannot be filtered on multi-line fields. Be sure to make your selection with this in mind.

Past Employees Deleted from the System: You can type a name rather than selecting it. This allows running a report on persons (and/or items) that have been recently deleted.

Report Destination / Output To

-Screen: This has the report sent to the 'Report Viewer' window for viewing and/or printing desired pages;

-Printer: This allows selecting a printer and page-range, etc., and printing the report (without viewing it first);

-Text File: This has the report saved as a 'comma-delimited' text file for manipulation with another program. Allows you to change the location and/or filename if desired.

-Report Emulation Text File: This has the report saved as a formatted text file for viewing, printing, or editing with a text editor or word processor. Allows you to change the location and/or filename if desired.

-Archive: This has the report saved as a viewable archived report for viewing or printing at a later time. Allows you to change the location and/or filename if desired.

(Remaining Buttons)

(You may need to scroll within the form and/or resize the window to view additional items. Click Reset on the toolbar to reset the desktop.)

-[File...]: This allows changing the location and file-name for a report being saved for future viewing, printing, etc. Tip: Use a different name each time to avoid overwriting previous reports.

-[Load Archived Report]: This allows browsing for, and opening a previously saved report- archive (not for use with text files). The report will appear in the report-viewer window for viewing and/or printing.

For details on viewing and printing displayed reports, refer to "Working with the Report Viewer".

-[Run]: This runs the report based on your selected criteria. Additional screens will appear depending on your selections (such as the printer selection form, report viewer, etc.).

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Required-Attendance Time-Periods

Attendance Periods

Attendance periods are weekly blocks of time that allow time & attendance reports to 'know' when users are supposed to be in the facility.

Schedules for cardholder access must span a larger period of time than the applicable attendance period--to let people enter the facility before their shift begins, and leave after it ends.

Viewing or Changing Settings for a Required-Attendance Period

Select Attendance Period from your MyTools bar, or click [Reports] in the 'tree', open the

Time and Attendance branch, and select Attendance Period.

Multi-Account Systems: Select the desired account near the centre of the screen.

Adding (Setting up) an Attendance Period

Select Attendance Period from your MyTools bar, or click [Reports] in the 'tree', open the

Time and Attendance branch, and select Attendance Period.

Multi-Account Systems: Select the desired account near the centre of the screen. Tip: This option appears only if you didn't already have an account 'open' in the tree.

Now, click [+] at the bottom of the form, or right-click the form, and select Add New from the pop-up menu.

Alternative: You can also select a blank/grey item from the list (bottom of the form). Note: Grid view does not apply to this screen.

The attendance period is shown graphically, for Sunday through Saturday. Add a new timeinterval by right-clicking a specific day, and selecting Create New Time Interval.

Then, drag the interval and/or its end-points to the desired location. Tip: Copying, pasting, and deleting is also allowed when you rightclick a specific time-interval.

Repeat this process until the desired times are set up for all days in the attendance period. (You can use up to 6 unique time intervals throughout each schedule.)

Now refer to the selection-descriptions for this screen for additional information.

Tip: You can copy all settings for an attendance period, and paste them into another one: In the 1st one, right-click near the bottom of the form, and select Copy. Then, select a blank/new attendance period from the list, right-click near the bottom of the form, and select Paste. After 'pasting', change the name and any settings as desired. Note: 'Copy' and 'Paste' are also available from the Edit menu.

Now, choose the desired attendance period from the list (bottom of the form), and refer to the selection-descriptions for this screen while viewing and/or changing settings as desired.

Deleting an Attendance Period

Select Attendance Period from your MyTools bar, or click [Reports] in the 'tree', open the

Time and Attendance branch, and select Attendance Period.

Multi-Account Systems: Select the desired account near the centre of the screen.

Now, choose the desired attendance period from the list (bottom of the form). Then, rightclick a blank area near the bottom, and select Delete. When asked to confirm, choose Yes.

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Screen Reference

Pick-Lists (bottom of the

Form)

-Attendance Period (bottom of form):

This is where you select an attendance period to view or edit. This area shows a reference number assigned by the system, and the name of the attendance period, once defined;

Top of the Form

-Name: A suitable name/description for the attendance period, or its intended use;

Reports Time and Attendance Attendance Period

(Multi-Account Systems: Account Selection 'Tree')

-This area (near the centre of the screen) is where you select the account that your attendance-period pertains to. Tip: This option appears only if you didn't already have an account 'open' in the tree.

On this Form (Intervals )

-Days of the Week (with Associated TimeIntervals): The days of the week showing the time intervals for each day. (To add an interval, right-click the specific day. To adjust an interval, drag the interval and/or its endpoints to the desired position.)

Tips: You can copy and paste (or delete) time intervals using the right-click menu. Up to 6 unique time-intervals can be used as desired throughout the weekdays in each attendance period.

Split Shift: Be sure to include an interval for after a meal break—assuming the break is not part of the 'required attendance' times.

Work Shift that Spans Midnight: In this case, each day will need two intervals for the times before and after midnight, plus any other required intervals (such as for after a meal break—assuming the break is not part of the 'required attendance' times).

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Roll-Call Reports (v4.61)

In/Out Status Tracking: This feature requires "User In/Out Status Tracking" to be enabled.

Related Setting: YourAccount, Account Information, Setup (tab), "Enable User

In/Out Status for this Account"

An instant roll-call feature has been added to the status toolbar.

This sends a roll-call report for your monitored account to your default Windows printer.

(The report will list persons on an area-by- area basis.)

Note: A communications session with the applicable panel(s) must be in effect.

To start a communications session:

1) Select Communications from your MyTools bar, or click [Communications] in the 'tree', and select

Pending/OnLine. 2) Click [Edit], and make your selections from the screen that appears.

Tip: Once there, you can open the online help at the applicable topic by pressing F1.

To set or change the account to be monitored:

1)Click [Monitor] near the far-right end of the toolbar;

2)Make your selections from the screen that appears.

To select a default printer under MS Windows:

1) Go to your Windows "Control Panel"; 2) Double-click "Printers and Faxes"; 3) Double-click the desired printer.

As well, "Time and Attendance - Roll-Call" reports can now be run on individual areas.

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Reporting on System & Personnel Activity

Activity Reports

Activity reporting allows viewing or printing a listing of various types of events that have occurred for a specific account. A date/time range can be specified, and the report can also be limited to a specific area, device, person, etc.

TechTip: Reports pertaining to past events are based on the present event list, plus any archived data that has been re-imported using the archive feature.

See: "Exporting or Importing Activity or Audit Logs".

As well, activity reports can be viewed and/or printed right away, saved for future reference, or exported for manipulation with another program.

For better performance, activity reports cover only the latest 5000 messages in the activity log. For even faster execution, keep the activity log to a suitable size via regular use of the Archive and/or Purge features.

See: "Exporting or Importing Activity or Audit Logs", and "Removing old Activity or Audit Logs".

Running an Activity Report

1)Select Activity Report from your MyTools bar, or click [Reports] in the 'tree', and select

Activity.

2)Multi-Account Systems: Select the desired

account near the centre of the screen.

Tip: This option appears only if you didn't already have an account 'open' in the tree.

3) Select the date/time range to be covered by the report (under "From" and "To").

Tip: See the item-descriptions if you need help.

4)Select the types of events to be included in the report (you must select at least one).

5)To limit the report to a specific person, area, door, etc., click [Search For], and select the

desired criteria.

To clear an individual selection, select it and use your Backspace or Delete key. To reset/clear all selections, scroll down and click [Reset].

Tip: You can scroll within the form to view additional items if necessary.

6)Select a report 'destination' (i.e., whether it is to be viewed, printed, or saved as a file).

If you select "Archive" or a type of "File", click [File...], set the location and filename as desired, and click Save.

7)Click [Run], and respond to any additional

screen(s) that appear (details to follow).

For details on viewing and printing displayed reports, refer to "Working with the Report Viewer".

If Printing an Activity Report

To print a report without viewing it first: Select the type of report and other criteria as usual, and select Printer as the destination. Then, select Run, and click OK when the 'Print' screen appears. Tip: To select a different printer click Printer, and make your selection from the 'Print Setup' screen that appears.

To view a report before printing: Select the type of report and other criteria as usual, and select 'Screen' as the destination. Then, click Run.

For details on viewing and printing the displayed report, refer to "Working with the Report Viewer".

If Exporting an Activity Report as a File (Archive/Text File/Report Emulation File)

Select the type of report and other criteria as usual, and the desired file-type as the 'destination'. Then, click [File...]. In the next screen, set the location and filename as desired, and click Save when finished. Then click Run.

Viewing/Printing a Previously Saved Activity Report-Archive

Select Activity Report from your MyTools bar, or click [Reports] in the 'tree', and select

Activity. Then, click [Load archived report] at the bottom of the form (scroll down if necessary).

Multi-Account Systems: You do not have to select an account since that was done when the report was archived.

In the next screen, locate and select the desired archived report (.raf), and click Open (or simply double-click the file).

For details on viewing and printing displayed reports, refer to "Working with the Report Viewer".

Screen Reference

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[Search For]

- This displays or closes the centre of the screen, which contains selections for 'fine-tuning' the report to a specific person, area, door, etc.

Custom User Field: This pertains to (optional) custom

/ [Clear Search]

Event Period

- From and To (date and time): The beginning and end date from the event log to be checked for cardholder activity.

Tip: You can change the dates manually, or click the arrow to access a pop-up calendar. To set the times, click within the 'hours' or 'minutes', and use the up/down arrow keys.

Event Type

- The various types of messages that can be included in the report (select the ones that you want included).

Note: You must select at least one event-type. "Toggle All" allows selecting or de-selecting all eventtypes.

Reports Activity

(Multi-Account Systems: Account Selection 'Tree')

- This area (near the centre of the screen) is where you select the account that your report pertains to. Tip: This option appears only if you didn't already have an account 'open' in the tree.

user information categories that can appear at the bottom of the 'User' screen.

Note: Reports cannot be filtered on multiline fields. Be sure to make your selection with this in mind.

Show on Resolution: This lets you have the list include events depending on whether or not they have been 'resolved' (i.e., dealtwith). "All": This shows all events--including ones not associated with the comment/resolution feature.

For details on resolving events, refer to "Dealing with Alarms (Comment / Resolve)" in the section on monitoring activity (previous).

Show on Priority: This allows limiting the window to show only events of a desired priority value (or range).

Show on Custom Filter: This allows limiting the window to show only events of a desired 'custom-filter' value (or range).

Also See: To assign priorities or 'Custom Filter' values, refer to the configuration topic: "Customizing How Events are Displayed".

Tip: To clear an individual selection, select it and use your Backspace or Delete key. To reset/clear all selections, click the [Reset] button at the bottom of the form (scroll down if this button is not visible).

Past Employees Deleted from the System: You can type a name rather than selecting it. This allows running a report on persons

(and/or items) that have been recently deleted.

Report Destination / Output To

-Screen: This has the report sent to the 'Report Viewer' window for viewing and/or printing desired pages;

-Printer: This allows selecting a printer and page-range, etc., and printing the report (without viewing it first);

-Text File: This has the report saved as a 'comma-delimited' text file for manipulation with another program. Allows you to change the location and/or filename if desired.

-Report Emulation Text File: This has the report saved as a formatted text file for viewing, printing, or editing with a text editor or word processor. Allows you to change the location and/or filename if desired.

-Archive: This has the report saved as a viewable archived report for viewing or printing at a later time. Allows you to change the location and/or filename if desired.

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(Remaining Buttons)

Tip: You can scroll within the form and/or resize the window to view additional items when necessary. (Click Reset on the toolbar to reset the desktop.)

-[File...]: This allows changing the location and file-name for a report being saved for future viewing, printing, etc. Tip: Use a different name each time to avoid overwriting previous reports.

-[Reset]: This provides a quick way to reset/clear the "Search for" criteria and other selections on the form.

-[Load Archived Report]: This allows browsing for, and opening a previously saved report- archive (not for use with text files). The report will appear in the report-viewer window for viewing and/or printing.

For details on viewing and printing displayed reports, refer to "Working with the Report Viewer".

-[Run]: This runs the report based on your selected criteria. Additional screens will appear depending on your selections (such as the printer selection form, report viewer, etc.).

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Welcome

Report

Control

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Sys Config

Tech-Ref

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Reporting on Previous Guard-Tours

Guard Tour Reports

Guard tour reports allow viewing or printing a listing of events pertaining to previous guard tours for a specific account. A date/time range can be specified, and the report can also be limited to specific items such as guard tour alarms, or the guard arriving early or late.

TechTip: Reports pertaining to past events are based on the present event list, plus any archived data that has been re-imported using the archive feature.

See: "Exporting or Importing Activity or Audit Logs".

Active Guard Tours: For details on monitoring a guardtour, refer to "Guard Tours".

As well, guard tour reports can be viewed and/or printed right away, saved for future reference, or exported for manipulation with another program.

For better performance, activity and guard-tour reports cover only the latest 5000 messages in the activity log. For even faster execution, keep the activity log to a suitable size via regular use of the Archive and/or Purge features.

See: "Exporting or Importing Activity or Audit Logs", and "Removing old Activity or Audit Logs".

Running a Guard Tour Report

1)Select Guard Tour Report from your MyTools bar, or click [Reports] in the 'tree', and select Guard Tour.

2)Multi-Account Systems: Select the desired

account near the centre of the screen.

Tip: This option appears only if you didn't already have an account 'open' in the tree.

3) Select the date/time range to be covered by the report (under "From" and "To").

Tip: See the item-descriptions if you need help.

4)Select the types of events to be included in the report (you must select at least one).

5)Select a report 'destination' (i.e., whether it is to be viewed, printed, or saved as a file).

If you select "Archive" or a type of "File", click [File...], set the location and filename as desired, and click Save.

6)Click [Run], and respond to any additional

screen(s) that appear (details to follow).

For details on viewing and printing displayed reports, refer to "Working with the Report Viewer".

If Printing a Guard Tour Report

To print a report without viewing it first: Select the type of report and other criteria as usual, and select Printer as the destination. Then, select Run, and click OK when the 'Print' screen appears. Tip: To select a different printer click Printer, and make your selection from the 'Print Setup' screen that appears.

To view a report before printing: Select the type of report and other criteria as usual, and select 'Screen' as the destination. Then, click Run.

For details on viewing and printing the displayed report, refer to "Working with the Report Viewer".

If Exporting a Guard Tour Report as a File (Archive/Text File/Report Emulation File)

Select the type of report and other criteria as usual, and the desired file-type as the 'destination'. Then, click [File...]. In the next screen, set the location and filename as desired, and click Save when finished. Then click Run.

Viewing/Printing a Previously Saved Guard Tour Report-Archive

Select Guard Tour Report from your MyTools bar, or click [Reports] in the 'tree', and select

Guard Tour. Then, click [Load archived report] at the bottom of the form.

Multi-Account Systems: You do not have to select an account since that was done when the report was archived.

In the next screen, locate and select the desired archived report (.raf), and click Open (or simply double-click the file).

For details on viewing and printing displayed reports, refer to "Working with the Report Viewer".

Screen Reference

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