Qumulex QxControl User Manual

Cloud. Commercial. Easy.

QxControl™ User Manual

Version 1.0

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©2020 Qumulex, Inc. QUMULEX, the QUMULEX logo, the Qx logo, QxCONTROL, QxLINK, QxSTATION, QxPOWER,
QxAGENT, and QxAPI are trademarks of Qumulex, Inc.

This document has been compiled using specifications available at the time. The contents of this document, as well as
features and specifications contained herein, are subject to change without notice.

Qumulex, Inc.
qumulex.com

Version 1.0
2020-09-13

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Table of Contents

Getting Started ........................................................................................................................................................................ 5

Logging in For the First Time ............................................................................................................................................... 5

Common First Time Log in Issues ........................................................................................................................................ 9

Logging in For the First Time: From a Mobile Device ....................................................................................................... 10

Using the application ............................................................................................................................................................ 14

Simple to use ..................................................................................................................................................................... 14

Navigating QxControl ........................................................................................................................................................ 15

Search Bar ..................................................................................................................................................................... 15

User Menu ..................................................................................................................................................................... 16

Places Menu .................................................................................................................................................................. 16

Qumulex Status Icon ..................................................................................................................................................... 17

Navigation Menu/Hamburger Icon ............................................................................................................................... 17

Floating Action Button (FAB)......................................................................................................................................... 18

Card View/List View Toggle ........................................................................................................................................... 19

Adjusting for Optimal Viewing .......................................................................................................................................... 20

Adjusting the Browser Resolution ................................................................................................................................ 20

Adjusting the Browser Size ........................................................................................................................................... 20

Adjusting the QxControl View ....................................................................................................................................... 21

Installing the Browser Extension ................................................................................................................................... 22

Updating the Browser Client ............................................................................................................................................. 24

Application Areas .................................................................................................................................................................. 25

Live .................................................................................................................................................................................... 25

Live Actions ................................................................................................................................................................... 25

Live Features ................................................................................................................................................................. 25

Resources Tab: Resources ......................................................................................................................................... 26

Resources Tab: Layouts ............................................................................................................................................. 27

Resources Tab: Views ................................................................................................................................................ 28

Resources Tab: Create a Saved View ........................................................................................................................ 28

Search ................................................................................................................................................................................ 29

Search Actions ............................................................................................................................................................... 29

Search Features ............................................................................................................................................................. 30

Refresh Button & Auto Play ...................................................................................................................................... 30

Search Box & Tag Based Searching ........................................................................................................................... 32

Creating and Using Saved Searches .......................................................................................................................... 33

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Playing Video Clips .................................................................................................................................................... 35

Exporting Video Clips ................................................................................................................................................ 36

Places ................................................................................................................................................................................ 37

What is a place? ............................................................................................................................................................ 37

There are four types of places ...................................................................................................................................... 37

Examples ....................................................................................................................................................................... 37

Scope ............................................................................................................................................................................. 39

Places Actions................................................................................................................................................................ 39

Creating a customer ...................................................................................................................................................... 39

Rules for Creating a Customer ...................................................................................................................................... 40

People ............................................................................................................................................................................... 41

People Actions .............................................................................................................................................................. 41

Editing a Person ............................................................................................................................................................ 42

Groups ............................................................................................................................................................................... 43

Group Actions ............................................................................................................................................................... 44

Permissions ....................................................................................................................................................................... 45

Permission Actions ........................................................................................................................................................ 45

Roles .................................................................................................................................................................................. 46

Role Actions (Coming Soon) .......................................................................................................................................... 46

Gateways ........................................................................................................................................................................... 47

Gateway Actions ........................................................................................................................................................... 48

Cameras ............................................................................................................................................................................ 49

Adding and Managing Cameras .................................................................................................................................... 49

Device Menu ............................................................................................................................................................. 50

Image Menu .............................................................................................................................................................. 51

Streams Menu ........................................................................................................................................................... 51

Scripts Menu ............................................................................................................................................................. 52

Go To Webpage ......................................................................................................................................................... 52

Camera Recording Setup ........................................................................................................................................... 53

Camera Actions ............................................................................................................................................................. 53

Doors (Coming Soon) ........................................................................................................................................................ 54

Schedules .......................................................................................................................................................................... 55

Holiday Sets ....................................................................................................................................................................... 57

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Getting Started

If you have not yet initialized your Gateway or created users, please refer to our Quick Start Guide before continuing.
This guide is available to our authorized partners in the Qumulex Partner Portal, in the “Docs” folder.

Once you are ready to start using QxControl, the application can be accessed via the following URL:

https://app.qumulex.io

QxControl is flexible and easy to use, almost any modern browser will work with our application and will provide the
same experience on both Mobile and Desktop devices. You can also use a Windows, Mac or Linux based Operating
System without any change to your experience.

Please Note: Older/Legacy Active-X based browsers, such as Internet Explorer, are not able to work with the modern
JavaScript needed to build the QxControl user experience. In the example of Internet Explorer, its replacement,
Microsoft Edge, does provide a proper experience.

Logging in For the First Time

Step One: To log in the first time, open your browser and enter the address https://app.qumulex.io . In this example, we
are using Google Chrome:

This will bring you to the first-time user log in page. You can choose to log in using your Google profile, or use your email
address. For this example, we will use our email address.

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Step Two:

Enter the email address used by your system administrator to create your user profile:

This will bring you to the “Create account” page. Again, use the correct and case sensitive email address provided by
your system administrator and for the first and last name. You will then create your own password and choose “Save”.

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Step Three:

Click “Yes” to verify your email address.

You will then receive an email at the specified email address. You must click on the link within the message to verify your
email address.

If you do not receive the email, verify that you used the correct email address and check your spam folder.

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Step Four:

Once you have clicked on the link you will receive this message indicating you are successfully authorized. You may now
return to https://app.qumulex.io and log in to the service!

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Common First Time Log in Issues

Oops! If you receive this message after attempting to log in, something is wrong.

If you receive the “Not Authorized” error page, here are the common reasons and how to resolve:

1) Consult with your system administrator to ensure they correctly entered your email address and name.

2) Please verify that your system administrator assigned you a “Role” in QxControl. This is required for access to

the application.

3) Please verify with your system administrator that you are a valid user in QxControl. The user authentication

system will not stop you from creating a log in, even if you are not yet a user in the QxControl. You will still be
allowed to verify your email successfully. You will however see the “Not Authorized” error once you attempt to
log in as there is no user in QxControl to authenticate you with.

If you are still unable to access QxControl after completing these steps, please contact your authorized Qumulex partner
for help.

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Logging in For the First Time: From a Mobile Device

One of the many advantages of QxControl is that you get the same user experience on a mobile device as you do when
using your desktop system or laptop. Another advantage is that you do not need to download and configure a mobile
app. You will simply use your internet browser just as you would on your PC, for example.

While this is very intuitive and easy to do, here are a few quick tips to get your mobile experience started off right.

Please note: This example uses an Apple iPhone but works the same way for Android devices.

Step One:

To log in the first time, open your mobile browser and enter the address https://app.qumulex.io . In this example, we
are using Apple Safari:

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Use the same email and password as you used to setup your access from a computer, or follow the same steps as noted
on pages 4 through 8 to set up you log in credentials.

Step Two:

Once you are logged into QxControl, we want to create a shortcut on your device to allow quick and easy access to
QxControl.

Open a new tab and go to https://app.qumulex.io . In this example using an iPhone, we can access the “Share” Menu
using the icon that resembles a square with an arrow at the top.

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Step Three:

You will now see the “Share” Menu. Select the option for “Add to Home Screen”.

This will present the “Add to Home Screen” menu. Enter the name you would like to see below the shortcut icon and
press “Add” to submit your shortcut to Home Screen.

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You will now have an icon that you can use to click and enter the Qumulex site. This allows you to experience the ease of
using a mobile App without the need to download and configure one. You will still be using the mobile browser.

Note: For an Android device, you will see the option to add to Home screen at the bottom of your webpage view.

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Using the application

Simple to use

Using QxControl is as simple 1-2-3.

1. Select a topic from the menu, such as People.

2. Find and select the item of interest, for example Wayne Jared

3. Select the desired action from the Floating Action Button (FAB) at the bottom right.

All of QxControl works the same way, making it very easy to learn and use because the steps learned to perform one
action are the same steps to perform any action.

QxControl is a PWA or progressive web app. This means that it is exactly the same
application on every device, computer, tablet and phone. PWA’s are the next generation of
application with a number of benefits over more traditional solutions that have a Windows
PC-based browser app, a Mac version, IOS app and Android app, which in its time was an
improvement over the fat client PC or Mac application.

The first key benefit of a PWA is that there is only one app. Only one app to learn and
support with exactly the same features and the same experience across all devices. A PWA
also means that there is nothing to install on a Mac or PC, just open a browser and browse
to https://app.qumulex.io. On iPhones, iPads or Android devices just browse to the same
link. For convenience on any mobile device, our app will offer an ‘Add Qumulex to home
screen’ option that will put an app icon on your home screen (see the screenshot on the
right) so it feels just like an app.

One of the keys that make PWA’s work is that the app will adapt itself to the display size of
the device to provide the best experience. A good example of this is the Navigation bar will
auto-collapse on smaller screens but still be available by clicking on the hamburger icon.
However, the actions are always available via the FAB button (floating action button circled
in Red) on any size device and are designed to make actions easy even on smaller mobile devices.

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On a device with a smaller display or when the browser has been made a small enough size, the navigation menu gets
tucked away. Simply tap the FAB button (circled in red) to expand and see all available actions. To Navigate through the
QxControl application and jump to a different page, simply tap the hamburger icon (circled in red) to unhide and then
tap again to collapse and regain full view of your screen once you have made your selection.

The menu can also be hidden and will automatically hide when the display area is narrow enough, even on a larger
screen.

Most items can be edited by double clicking on them. Otherwise click or tap to select the item such as a person, then
click or tap the desired action.

Navigating QxControl

Using QxControl is an intuitive and simple process. Here are some of the features built into the user interface to help
guide your experience.

Search Bar

Most pages have a search bar in the upper right corner. Typing in the search bar will automatically search across many
fields of information. For example, on the People page, the search will look across first name, last name and employee id

all at the same time.

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User Menu

Also located in the upper right is the user menu which is accessed by clicking on the username or avatar. The user menu
has two options: “settings” and “sign out”. Choosing “settings” gives you access to user specific settings such as allowing
a default view to be set or not. This is also where you access the software build info for your site. Choosing “sign out”
logs you out of QxControl on all devices and requires you to log back in.

Places Menu

At the top left of every page you navigate to is the “Places Menu”. This always will be labeled with the site at the top of
your hierarchy. In our case, the top level of our hierarchy is named ‘Qumulex” so that is what you see reflected on the
places button. The Places Menu enables you to change or set the scope (i.e. how to select what sites you are working
with) without having to leave the current page. You can also use the “Search Places” search bar to easily find sites in a
large system.

Choose “Clear Scope” to move back to the highest level of your hierarchy and see all sites and areas again.

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Qumulex Status Icon

To the top left of the Places Menu is the status icon. This is a “non-clickable” icon that displays the status of QxControl. A
green icon indicates that you are online, and everything is working properly. A red icon indicates that you are offline or
there is a problem.

Note: If there is a system wide update taking place, you may also see a red icon even though QxControl will still be
operating properly. This will resolve once the update is complete and return to a green status. You will then also be
prompted that an update is available to you.

Navigation Menu/Hamburger Icon

The Navigation Menu is located on the left side of the screen. This is your primary menu for navigating to the various
Application Areas available in QxControl. The “Hamburger Icon” is represented by three lines at the top of the
Navigation Menu and is used to either hide or reveal the Navigation Menu.

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Floating Action Button (FAB)

QxControl is “mobile first”, meaning that anything you can do sitting at a computer should also be just as easy from your

mobile device. To support this concept, all the available actions from QxControl are available via the FAB. This allows for
easy use on a smaller touch screen where you are not using a traditional mouse and keyboard setup. However, the FAB
is available on every screen regardless of size. You will always use the FAB which allows for a consistent user experience
regardless of the device that you use.

The options available via the FAB Button will change as you move around QxControl to the various Application Areas.
Click on the FAB once to close and hide the actions, or to reveal and show the actions.

If certain actions are “grayed out”, that means you either need to choose an item to enable the action, or the action may
not be available for your configuration.

In the example above, we see in the image on the left that all actions in the FAB are grayed out. The image to the right
shows that once the video clip has been selected and played, all available actions are now in full color and available to
be selected. Below, we see that by clicking once on the FAB it will collapse to allow a better view of the video clip. Also
below is an example of the same video clip on a mobile device, Apple iPhone in this example.

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Card View/List View Toggle

There are several Application Areas that offer the choice of a “Card View” or “List View”. These are typically found in
Application Areas that contain People or Devices such as the Cameras, Gateways and People pages.
On these pages you can find the Card/List View toggle at the top of the screen centered above the view.

The information presented in both options are largely the same. The Card View offers a bit more detail and visual
feedback. The List View may be better suited in larger systems where you would like to show more devices on the
screen than Card View allows. Here is an example of both to offer a contrast between the two:

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Adjusting for Optimal Viewing

While using QxControl you can make a few small adjustments to make full use of your browser interface and to tailor
the experience to your own preference.

Adjusting the Browser Resolution

Depending on the size of your monitor, you may want to adjust the “zoom level” of your browser. This will allow you to
“zoom out” and make full use of a larger monitor, or for a small monitor you could “zoom in” to make smaller images

easier to see. Each browser may place this function in a different place, but every browser should have this option. For
example, here is how to make this change in Google Chrome:

Adjusting the Browser Size

Similar to adjusting the resolution, you may also want to adjust the size of the browser to make full use of your screen,
or you may also want to reduce the size to share with other applications on a larger screen.

There are two ways to do this. The easiest and most common method is to use your mouse and drag the edge of the
browser window to the size you prefer. You can also use shortcut commands, such as pressing “F11” for full screen
when using a Windows device.

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Adjusting the QxControl View

You can also adjust QxControl to enhance your viewing experience. Using the “Live” page as an example, you can use
the hamburger icon in the top left to collapse the menu view and make full use of the view. You can also collapse the
resources menu in the top right, and you can also use the “F11” command to expand the browser to full screen. Here is
an example using Google Chrome where we will use all three of these methods:

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Installing the Browser Extension

Another option to achieving a full screen browser view, without using the F11 command, is to install the available
browser extension. This will also provide you a desktop shortcut and a dedicated browser instance, meaning that you
will not share the QxControl tab with other browser sessions. On a Desktop or Laptop this is a similar procedure to the
shortcut process using a mobile device. If your browser is PWA compatible, you will see a small “plus” symbol on the far-
right side of your URL/Address bar in the browser. In this example we will install the Chrome extension, as Chrome is
already PWA compatible.

Step One: Select the Chrome extension icon:

Step Two: Select the option to “Install Qumulex” (Note: Your site will be “app.qumulex.io”)

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Step Three: You will now have a “Qx” icon on your desktop. Open this shortcut to use the extension.

Success! You are now able to use the browser extension!

Note: This is not a separate software program. This is simply an extension of your browser that allows easier access via a

shortcut, provides a dedicated browser instance to avoid “tab sharing” and allows a more intuitive full screen

experience. As described earlier in this guide, use the “share menu” on your mobile device to create this same
experience on your mobile device.

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Updating the Browser Client

Updating your browser client to the latest version is simple and easy. When the QxControl software has been updated
(both Cloud and On-Premises), you will receive a notification to update to the latest version. Simply click on the
“REFRESH” button to complete this process.

The Browser will refresh during the update, and then you will be returned to QxControl. Easy!

Please note: If you use multiple browsers you will be asked to refresh in each type of browser that you use.

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Application Areas

Live

The live page is where cameras and events can be monitored. The cameras shown will be selected from the cameras
available in the current scope. Use the Layouts action button on the FAB to select the desired layout (1x1, 2x2, etc.). Use
icon at the top right (circled in red) to select resources for the view, change the layout or to select a saved view.

Live Actions

The following actions are available on the live page FAB:

Action

Result

Views

Select a saved View

Layouts

Select a predefined layout

Fullscreen

Have the video take over the full screen for maximum size

Change Widget

Select a new resource to populate the selected layout cell

Save as View

Create a new saved view based on your currently selected
view and resources

Live Features

There are several features that are unique to the Live viewing page of QxControl. In this section we will cover each in
more detail.

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Resources Tab: Resources

The resources available for viewing on the Live viewing page are referred to as “Widgets”. Widgets can be cameras,
doors (coming soon), events or data charts. This approach allows you to do much more than just view live cameras. You
can create your own dashboard or command center using any of these available Widgets, rather than be limited to a
predefined version.

To select an available Widget simply click and drag the Widget into your layout.

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Resources Tab: Layouts

The next available option in the Resources Tab is “Layouts”. This is where you can choose from a large variety of

predefined layouts for live viewing.

Note: In future versions of QxControl you will be able to create or edit Layouts, but currently you must choose one of
the available predefined options.

To select an available Layout simply click once on the desired layout. Widgets already active in your active Layout will
populate automatically into the new one.

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Resources Tab: Views

The third and last available option in the Resources Tab is “Views”. This is where you can choose from any of the saved
views that are available at your Scope level.

Saved views are color coded to show what type of Widgets are contained in the saved view. At the top of the saved view
window you will find a legend that explains the color coding.

To select an available view simply click once on the desired view. Widgets saved to this view will populate automatically.

Resources Tab: Create a Saved View

Creating a saved view is easy! If you want to save the current view first select “Save As View” using the FAB. Then type a
name for your view in the dialog and choose the Places Button to set the scope for where your view can be used. Then
press “OK” to save the view. It will now appear in the Views Tab.

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Search

The search page reflects a more modern internet-based search experience that makes this task easier by using event
data. Just type what you are looking for in the search box and see the results listed. Then, click through each event
thumbnail to watch the associated video. To support time specific searches set a date and time range in addition or in
lieu of the text search. This can be accomplished using basic the commands “From” and “To”. This will populate time-
based options. To find a camera type “camera” (like the example below) to see a list of cameras, or a camera name.
Usernames, doors, or anything that can be searched is easily found this way.

Search Actions

The following actions are available on the Search page FAB button

Action

Result

Play

Plays the associated clip (if one exists). Clicking on the event
result also plays the associated clip

Play in new
tab

Performs the same function as Play but opens a new browser

tab to do it. This allows ‘parking’ multiple clips for further

viewing.

Fullscreen

Have the video take over the full screen for maximum size

Save Image

Save the current image as a jpg

Save Clip

Save the clip locally.

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Search Features

There are several features that are unique to the Search page of QxControl. In this section we will cover each in more
detail.

Refresh Button & Auto Play

Located to the left of the search bar is the “Refresh button” and the “Auto Play” button. Click the Refresh button to
reload the events tab without having to refresh the entire browser. Click the Auto Play button to toggle Auto Play
on/off. When this feature is toggled on, the next video clip will automatically play after the current clip is complete.

Note 1: The clips will play from oldest to newest, which means that in your events tab clips will play from the bottom to
the top of the tab. If you select the newest video (top of the events tab) nothing will play until the next video clip is
produced.

Older Video Clips

Newer Video Clips

Auto Play Operates Oldest to Newest

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Note 2: Auto Play will stop once it encounters a non-video event in the events tab. To use Auto Play more effectively it is
recommended to filter out events that do not contain video by using the Search Box.

Events that contain a video clip will have a green camera icon and will display “Video Available” if the mouse cursor is
hovered over the icon.

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Search Box & Tag Based Searching

The Search Box is used to refine the events that are displayed in the events tab. Anything that is searchable in QxControl
will have an associated tag making it easy to search. You can search based on Time, Events, People, Places, Devices and
Status. Each Tag that is entered into the filter process successfully will be displayed below the Search Box and can be
removed easily by pressing the “X” icon. As you type information into the Search Box the available options will appear
Automatically.

There is a legend to show you the available Tags to use for searching. Press on the “?” Button in the top right to display
and scroll through the legend to view these options.

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You can also use a traditional “Date and Time” method to search for video, instead of or in conjunction with the Tag

based search. To search by Date and Time, click on the calendar icon to the right of the Search Box.

Clicking on this icon will reveal the fields where you can select the Date and Time constraints for your search filters.

Creating and Using Saved Searches

After successfully creating a search, you can save it for use later. Simply click on the ribbon icon to reveal the “Saved
Search” menu.

Note: Use the “Window Time” if you want to
search the same time across multiple days. For

example, “I know something was taken during
business hours this week, 8am to 5pm….but I
don’t know which day.” This allows you to search

that time window across multiple days.

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Next choose the “Save” option.

This will present the save menu. Provide a name for your search and then click “OK”.

The new saved search will now be available when choosing the ribbon icon. Simply click on it to apply the search
parameters.

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Playing Video Clips

Once you have found the Video Clip that you would like to play, either click on the Event Thumbnail or press Play in the
scrub bar below the clip to start playback.

Use the scrub bar and FAB to operate the video playback. The scrub bar will become visible once the video has been
downloaded to your browser. Here the available options:

Play or Pause Video

Click and Drag to
manually scrub the
video

Choose either of these options or
double click on the video for full
screen viewing

Choose this option
for Picture in
Picture viewing

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Exporting Video Clips

To export the video clip, choose “Save Clip” on the FAB Button menu.

You will then see visual feedback as the Video Clip begins downloading.

The video will then be available as a “download” from your browser. Each type of browser will vary in how it presents
the download. Here is an example using Google Chrome.

In this example, you will simply select the downloaded file and save it where desired.

To save a screenshot instead of a video clip, simply choose “Save Image” from the Fab Menu and follow the same

process.

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Places

What is a place?

The places tree is a multi-level hierarchy of places. Imagine the root structure of a tree, Qumulex is at the top, then
integrators see their account and underneath the integrator are their customers and below that the customer’s sites and
areas.

The hierarchy is used to determine what a user of the software can see. This is then paired with the user’s role which

defines what a user can do. It is this combination of what and where that defines a users’ ability to operate in the
software.

There are four types of places

Integrator

The customer of Qumulex that sells and installs security systems

Customer

Customer of the integrator, where the security equipment is installed, i.e. End User

Site

A physical location for a customer. Used if the customer has multiple locations

Area

A secured area for access control and also a logical intermediate level in the hierarchy

Examples

A typical structure for an integrator named ABC Security with a customer named Bob’s Bramble Shop would look like:

The doors coming into the shop would go from Outside (unsecured) to Common Areas (secured). The door for the

manager’s office would go from Common Areas (unsecured) to Manager’s Office (secured). Cameras get put in places,

and when something happens in a place, video gets recorded. Later, someone can search for events on the Manager’s
door and see video clips from the cameras in the two places that door separates.

Qumulex

ABC

Security Inc.

Bob's Bramble

Shop

Common

Areas

Manager's

office

Outside

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Below is an abbreviated example of a large organization.

As you can see, the hierarchy for a customer or integrator can be as simple or as detailed as necessary.

A national integrator might create a structure under their root account so that employees at each branch or region can
only see and operate on their customers, but someone set up at the top level can operate on all customers and
therefore can manage national accounts or step in and help out on a regional account.

When installing a system in the integrator’s office, create a ‘customer’ below the integrator’s root level and use that as
the starting point for the internal installation. This way a user can be added who can manage the company system and
not see anything about any customers. The top of the hierarchy should look like:

Once the hierarchy from the integrator to where you wish to place customers is set up, move on to the next step.
(Typically, the basic integrator node is sufficient and nothing additional is needed)

Megacorp

North

America

Northeast Southeast Midwest Northwest

Seattle

campus

Building

3948

Lobby Shipping

Executive

Offices

R&D Labs Finance

Building

3962

Lobby SMT Line

Portland
Campus

Southwest

South

America

Europe Asia

Qumulex

Integrator

Integrator's

Office

Customer A Customer B

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Scope

Every user is assigned to a place in the places tree and can see everything located at that place and any place below. To
make managing a large system or multiple customers easier, use scope. Setting scope limits what is shown in the
application to the place selected and anything below that place. This can be done from the Places page by selecting a
point in the places tree and clicking Set Scope on FAB button menu or scope can be set while on any page, by clicking the
folder tree icon in the upper left which will bring up the places tree dialog. Select the desired place and click OK. To
revert, select clear scope.

Places Actions

The following actions are available on the Places page FAB button

Action

Result

Clear Scope

Reset to the top of your hierarchy

Set Scope

Limit all actions to area of hierarchy selected

Delete

Delete selected place

Edit

Call up the settings menu for selected place

Add

Call up the add new place menu

Creating a customer

A customer (or end user) is where the system is installed. An Integrator would typically be the one to create a new
customer while installing cameras and/or access control onsite. Creating a customer is done in the Places tree, a
customer is just a type of Place with an address.

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Add/Edit Place dialog

Once you have created the basic customer, add any sites and areas in the Places tree that are needed to properly
configure the system.

Rules for Creating a Customer

In QxControl there are certain “rules” that should be followed to ensure that the hierarchy is set up correctly. You will
likely receive an error message indicating the required correction if one of these rules is not followed. Here is a list of the
rules to follow for the best results:

Rule 1: An integrator must not have any other integrators, customers, or sites between itself and Qx. This means in
other words that the Integrator account must always be at the top of their own hierarchy and should not attempt to
place any folders above their own.

Rule 2: A customer must have one integrator and no other customers, or sites between it and Qx. This means in other
words that a customer should be a direct descendant of one Integrator account and should also not pass through
another customer’s account to get there in the hierarchy.

Rule 3: A Site must have a customer above it, as a site is a descendant of a customer. It should not be directly linked to
the Integrator. A site also may not have other sites above it as it is a direct descendant of a customer.

Rule 4: Areas can be anywhere.

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People

In QxControl, a person will have credentials of some type. A login to the software making them a user of the system is
one type of credential. Badges, fobs, biometrics, etc. are also credentials. A person is only created once for the entire
system and then is given whatever credentials they need to do their job. Only a few people will have a login, most
people will have some form of access credential for getting in and out of the building.

To see the people in the system, click “People” on the left-hand navigation menu. With the people cards as shown to the
right, if the desired person is not shown, scroll down to find them. If there are a lot of people, it can be much faster to
use the search box and start typing some identifying information. The search will search by last name, first name and
employee id.

People page (card view)

Once you have found the person you want, you can either double click to edit them, or select the person by clicking on
them, then clicking the action you want on the FAB button.

People Actions

The following actions are available on the People page FAB:

Action

Result

Add

Add a new person

Edit

Edit an existing person (double-clicking also does this)

Delete

Delete a person

Disable

Disable all access control permissions for a person

Print Badge

Select and print a person’s badge.

Get Events

Select available events for person

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Editing a Person

Below is an example of the add/edit dialog for a person. When creating a person, at a minimum they need a first name,
last name, credential or role and group membership. The group membership will be given one or more permissions to
get into areas.

Person add/edit dialog

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Groups

A group is a collection of people. Many operations such as granting access permissions use groups to make it easier and
faster to set up the system.

Groups page

To add a group:

• Go to the Groups page and click Add on the FAB.

• Give the group a name

• Select the place in the hierarchy where the group will be put by clicking the blue folder tree icon and selecting

the place.

• Choose from the available “non-members” list to select the people who will be a member of this group. You

don’t have to put anyone in the group when creating it and when you create a person, you can also add them to

one or more groups at the same time.

• Click “OK” to Save

Group add/edit dialog

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Group Actions

The following actions are available on the Groups page FAB:

Action

Result

Add

Add a new group

Edit

Modify the selected group

Delete

Remove the selected group. Before doing this make sure the
group is not used in any permissions or rules.

For almost all things (groups, schedules, people, etc.), you will be asked to select a place for them. The place selected
determines who can see and manage it. For simple installations, place everything at the customer. For a customer with
multiple sites, place them at the appropriate site and only want people with access to that site will be able to see and
manage it.

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Permissions

A permission has three parts and is how you grant a group of people access to a place on a schedule (Group – Place –
Schedule). For example, employees (group) have 7am to 6pm access (schedule) to the shipping area (place).

Permissions Page

Edit Permission dialog

Permission Actions

The following actions are available on the Groups page FAB button

Action

Result

Add

Add a new permission. When adding a permission, for
efficiency, you can select multiple groups which will create
one permission per group.

Edit

Edit an existing permission. When editing a permission, it is
one combination of group, schedule, place

Delete

Delete a permission

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Roles

Roles define what privileges are assigned to a user in Qx Control. These Roles are currently predefined and cannot yet be
modified.

Roles page

Role Privileges:

• Administrator – View, User Creation, Update, Status, Search, People Management, Export, Control & Config.

• Live – View, Status & Control

• Live and Search – View, Status, Search, Export and Control.

• Manage Configuration – Status, Control and Config.

• Manage People – Status, People Management

• Poweruser – View, Status, Search, People Management, Export, Control, Config.

Role Actions (Coming Soon)

The following actions are available on the Roles page FAB:

Action

Result

Add

Add a new role. A role consists of a name and a collection of
privileges

Edit

Edit an existing role. When editing a role, if the privileges are
being changed, the changes will apply to all users with that
role

Delete

Delete a role

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Gateways

Gateways are managed using the Gateways page.

Gateways page (Card View)

Adding and editing Gateways, as well as deleting Gateways, can be easily accomplished using the FAB button. To edit or

move a Gateway to another place in your hierarchy choose “edit” on the FAB button to call up the Gateway settings
menu. To move the Gateway to another place, choose the blue “Place” button and select the desired place, then choose
“ok” to save.

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The Linux operating system interface is available remotely to System Administrators who need to perform maintenance
actions for the Gateway itself. This access is easily gained by choosing the “Go To Webpage” option in the FAB.

This will then present the Ubuntu interface in a new browser tab. The OS password is unique to each gateway and was
provided on the documentation that accompanied the gateway.

Gateway Actions

The following actions are available on the Gateways page FAB button

Action

Result

Go To Webpage

Remotely access the Gateway’s Linux Interface

Edit

Call up the gateway menu and edit the Gateway

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Cameras

Cameras are managed using the Cameras page.

Cameras page

Adding and Managing Cameras

Adding a camera is easy, From the cameras page, choose “Add” from the FAB menu. At minimum, you will need to enter
the IP address, port, username and password and then click save. QxControl will attempt to connect to the camera and if
successful, will populate the make, model, firmware version and serial number automatically after you save the camera.

Once a camera has been saved, you can now manage the camera settings in QxControl.

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Device Menu

The first available edit menu is the Device Menu. The details of the camera including name, IP address, Firmware version
and other details are listed and can be edited here. In addition, you can use the Places button to change the scope of the
camera in your hierarchy. Also, in the top right there is a drop-down menu where you can assign a desired subscription
to this camera. This is especially helpful if you have different subscription levels for different cameras. This is where you
can choose which cameras are assigned which subscriptions. This is not available for QXOP systems.

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Image Menu

The next available edit menu is the Image Menu. Here is where you can adjust image settings such as brightness and
contrast.

Streams Menu

The next available edit menu is the Streams Menu. This is where you can choose to enable or disable streams in
QxControl. It is best practice to enable at least two H.264 streams in your camera’s interface. If you have less than two
you will see the streams indicator shaded Blue instead of Green, indicating you should enable more streams. If you see
Red instead of Green or Blue, there are no streams available.

NOTE: It is important to enable at
least TWO H.264 Streams in your
cameras for use with QxControl!

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Scripts Menu

The last available edit menu is the Scripts Menu. Here is where you can operate saved scripts to perform additional
functions. Currently, the only available script is “Reconnect Device”. This should be used when if you make camera
settings changes via the camera’s web page. Reconnecting causes QxControl to re-read the camera’s internal settings.

Go To Webpage

A very useful feature for camera management is the “Go To Webpage” available via the FAB. Clicking on this button will
open the camera’s web interface in a separate browser tab, allowing you to make changes to the camera directly
without exiting QxControl and also allows this to be performed remotely.

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Camera Recording Setup

Version 1.0 of QxControl currently only supports motion recording. Future versions will also support continuous or
scheduled recording. However, in 1.0 you will need to configure a motion recording zone(s) directly in your camera
interface. QxControl will then record based on receiving an event from your camera. Each camera manufacturer is
slightly different so please refer to their setup guide if you do not know how to set up motion zones in your camera.

Note: Don’t forget to use the Go To Webpage button for easy remote access to the camera interface!

Camera Actions

The following actions are available on the Cameras page FAB button

Action

Result

Add

Add a new cameral

Edit

Edit the camera

Delete

Delete the camera

Live

View live video for the selected camera

Search

Launch the search page

Go To Webpage

Launch the camera webpage

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Doors (Coming Soon)

“Doors” are where doors are managed and where each door’s status can be monitored. An access controller is
represented as the door(s) it is configured to support.

Door Actions (Coming Soon)

The following actions are available on the Doors page FAB button

Action

Result

Add

Add a controller (not a door) This auto-creates the doors

Edit

Edit a door. After adding a controller, edit each resulting door
to configure it.

Delete

Delete a controller, this will remove all doors on the
controller

Momentary

Perform a momentary unlock on the selected door

Lock

Put the selected door in a locked, overridden state but cards
and REX still work. Door remains in this state until explicitly
changed

Unlock

Put the door in an unlocked overridden state, door remains
unlocked until explicitly changed

Lockdown

Selected doors are put into lockdown, no access to the lock is
available

Live

Launch a live monitoring webpage displaying the cameras
associated by place to the selected door

Update

Push a configuration update to the door

Update
Modified

No selection required. Pushes a configuration update to all
doors in scope that need to be updated

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Schedules

A schedule covers 24 hours by 7 days and repeats every week. Schedules can be used in a number of areas such as the
unlock schedule for a door, the access schedule for a group of people in a permission, camera recording schedules and
the rules engine.

Schedules page

There are two default schedules that are read-only. Always and Never. As their names imply, always means active 24x7
and never means never active. A common simple access control setup is to give the door a never schedule and
cardholders a permission with the always schedule.

In addition to these two schedules any number of custom schedules can be created.

• To create a new schedule, choose Add from the FAB button, give the schedule a name and place using the blue

place button, then one or more create segments for each day of the week as needed.

• To create a segment, expand the desired day and click Create New. Set the start and end time, then click + Add.

• To delete a segment, click the Delete for the segment.

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Once all changes have been made, click OK to save and exit.

Schedule Actions (Coming Soon)

The following actions are available on the Schedules page FAB button

Action

Result

Add

Add a new schedule

Edit

Edit an existing schedule

Delete

Delete a schedule. Make sure to remove the schedule from
any items using it such as permissions, doors and rules prior
to deleting the schedule.

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Holiday Sets

A holiday set is a collection of dates. Holiday sets are used to tell a door controller, rule or anything else that uses
schedules when to override the schedule, and what to do instead. When a holiday set is attached to a schedule, a 24
hour schedule is defined that is the override schedule whenever the date matches one of the dates in the holiday set.
This way, a holiday set can be used on multiple schedules and each schedule can have a different override schedule.

Holiday Sets

To create a holiday set, choose Add from the action menu to bring up the Edit Holiday Set dialog. Then give the holiday
set a name, place and one or more dates and save.

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Holiday Set Actions

The following actions are available on the Holiday Sets page FAB button

Action

Result

Add

Add a new holiday set

Edit

Edit an existing holiday set

Delete

Delete a holiday set. Make sure to remove the holiday set
form all schedules prior to deleting it.

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