ZKTECO Atlas User Manual

User Manual

Atlas Series

Version: 1.0 Date: July, 2019

Foreword 0

3Contents

Part I Introduction

1 Home Screen and Menus ..................................................................................................... 7

2 Using List Views ................................................................................................................ 12

3 Using Property Views ........................................................................................................ 14

4 Logging In and Passwords ................................................................................................ 15

5 Product Registration and Licenses ................................................................................... 15

6 Notifications ...................................................................................................................... 17

7 Emergency Features ......................................................................................................... 20

Part II Monitoring

1 Events ............................................................................................................................... 22

2 Alarms ............................................................................................................................... 24

Door Status ....................................................................................................................... 26

4 Maps .................................................................................................................................. 28

5 Muster ............................................................................................................................... 30

6 Audits ................................................................................................................................ 31

Event History .................................................................................................................... 33

8 Alarm History .................................................................................................................... 34

9 User Access Level Report ................................................................................................. 36

10 User Door Report .............................................................................................................. 36

Part III Access Control

1 Users ................................................................................................................................. 38

User Properties .............................................................................................................................................. 40

Printing Cards ................................................................................................................................................ 45

Importing Users from a CSV File ................................................................................................................... 45

2 Shared Access Codes ....................................................................................................... 46

3 Emergency Codes ............................................................................................................. 48

4 Access Levels .................................................................................................................... 48

5 Schedules .......................................................................................................................... 49

6 Door Mode Schedules ....................................................................................................... 50

7 Special Days ...................................................................................................................... 51

8 Multi-User Access .............................................................................................................. 52

Part IV Configuration

1 Understanding Controllers and Doors ............................................................................... 55

Atlas Series User Guide4

2 Hardware ........................................................................................................................... 56

Models and Configurations ............................................................................................................................ 57

Modifying Controller Configuration ............................................................................................................... 60

Hardware Properties ..................................................................................................................................... 61

Adding Controllers ......................................................................................................................................... 70

Firmware Updates ......................................................................................................................................... 71

Resync Secondary Controllers ....................................................................................................................... 73

3 Doors ................................................................................................................................ 73

Door Properties ............................................................................................................................................. 75

4 Locations .......................................................................................................................... 79

5 Areas ................................................................................................................................. 80

6 Maps .................................................................................................................................. 82

7 Card Designs ..................................................................................................................... 83

8 Card Formats .................................................................................................................... 85

9 User Groups ...................................................................................................................... 87

10 Alarm Triggers ................................................................................................................... 87

11 Door Templates ................................................................................................................. 88

12 Hardware Templates .......................................................................................................... 90

Part V Administration

1 User Roles ......................................................................................................................... 92

Backup and Restore .......................................................................................................... 99

3 System Settings .............................................................................................................. 100

4 Network ........................................................................................................................... 103

5 Date and Time .................................................................................................................. 105

Email Settings .................................................................................................................. 106

7 Archive Downloads .......................................................................................................... 107

8 Firmware Settings ........................................................................................................... 107

9 Web Server Settings ....................................................................................................... 108

Authorized Mobile Devices ............................................................................................... 108

Part VI Features and Tasks

1 Lockdown ........................................................................................................................ 111

2 Emergency Unlock ........................................................................................................... 113

3 Duress ............................................................................................................................. 114

4 Reports and Printing ....................................................................................................... 115

5 Manual Commands .......................................................................................................... 115

6 First Credential Unlock .................................................................................................... 116

7 Card Enrollment Points ................................................................................................... 117

8 Anti-Passback .................................................................................................................. 118

9 Password Reset .............................................................................................................. 120

10 Factory Reset .................................................................................................................. 121

111

5Contents

11 Setup Wizard ................................................................................................................... 122

Part VII Reference

1 Glossary .......................................................................................................................... 128

2 Event Categories and Types ............................................................................................ 134

3 Door Modes ..................................................................................................................... 142

Index 145

128

Atlas Series User Guide6

The topics in this Introduction explain how to use the Web Management Application generally.

The four main sections correspond to the four main navigation menus: Monitoring ,

Access Control , Configuration , and Administration . These topics provide general

guidance, and have a sub-topic for each menu item.

Features and Tasks describes special features that are not centralized, and explains

tasks that are common to several screens.

Reference includes the Glossary and other reference material.

1 Introduction

The Atlas Series by ZKTeco is a powerful, yet intuitive, electronic door access-control system supporting the latest innovations in physical security and biometric access. Atlas Series provides:

Secure and convenient fingerprint access using ZKTeco's industry-leading biometric technology (Biometric Atlas Series models only)

Support for industry-standard Wiegand and OSDP card readers, with flexible card format definitions

Powerful, intuitive, Web Management Application built in to the Controller — all you need is a web browser; no PC software to install or maintain.

Scalability up to 84 Doors by adding Secondary Controllers, quickly and easily using network-based discovery

Critical emergency functions : global lockdown , global emergency unlock , alarm

management , duress PINs , emergency codes , and muster reporting

Mobile app for iOS and Android

24 114 48 30

20 111 113

Using this Guide

37 54 92

111

128 128

Getting Started

Your Primary Controller should already be installed and configured. (If the Setup Wizard appears when you log in, configuration is not complete. Complete the configuration before continuing.)

To get started:

1. Open a web browser and log in to the Web Management Application.

2. Register the product and add any additional licenses you purchased. Registration is required if you ever need to reset your system password, and optionally allows ZKTeco to contact you about software updates and other information. Additional licenses expand the capacity of your system.

3. Review the Home Screen and Menus .

4. Understand List Views and Property Views . Most screens use one of these views.

5. Take a look at the configuration of your Doors , particularly the Default Mode and the Door Mode Schedule.

6. Learn about the different ways you can assign door access to Users.

7. Consider setting up access for mobile devices .

You now have a fully functioning access control system. Read about Monitoring and

Notifications so you can see what's going on in your system.

Important: After getting started, learn to use the Atlas Series Emergency Features . Some of these require significant setup before you can use them to protect your Users.

Introduction 7

122

12 14

108

1.1 Home Screen and Menus

The Home Screen displays a dashboard-style summary of your system, including recent Event activity. The Menu Bar is available on this screen, as it is on every screen in the application.

Home Screen Dashboard

Atlas Series User Guide8

click to enlarge

Potential security issues and problems are highlighted in red, including Lockdown and

Emergency Unlock counts. You can click the links for more information. You can always

return to this screen using the Home button towards the upper right on the Main Menu.

The dashboard summary squares include:

Controllers status summary — link takes you to Hardware

Doors status summary — link takes you to Door Status

Backup status (next scheduled backup, most recent backup) — link takes you to Backup

and Restore

Web/Mobile connected client count, and whether the Admin password has been secured (Go to the Users module and change the Admin password to secure it.)

Recent Events — + View More link takes you to Events

The exact summary squares visible depend on your User Role. Also note that when logging into a Secondary Controller, the summary squares are extremely limited due to the fact that the Secondary Controller gets its data from the Primary Controller.

113

111

Main Menu

Introduction 9

The Main Menu bar is at the top right of all screens.

Lockdown and

Clear

Lockdown

Click Lockdown to quickly lock all Doors in an emergency situation. When a global lockdown is in effect, a message is displayed prominently in the Menu Bar. Note that initiating a lockdown will create an

Alarm by default.

Click Clear Lockdown to reenable access and return Doors to their default or Scheduled Door Mode.

See Lockdown for more information.

Alarms

When there are active Alarms, this icon will be red or yellow and show the number of current Alarms. Click to go to the Alarms screen.

Notifications

Click to view the

Notifications you have

subscribed to. The number of Notifications waiting for you is displayed under the icon.

Home

Return to the Home Screen.

111

Atlas Series User Guide10

Layouts

Layouts allow you to view multiple features or screens at a time. For example, select a 3-panel layout to work on

Access Levels and Schedules while viewing

live Events . Each panel has its own navigation menu.

Select the single-pane layout to return to the standard view.

Opens a menu showing several miscellaneous options. See

below.

The exact Main Menu items available depend on your User Role . Also note that when logging into a Secondary Controller, the menu items are extremely limited, because it is mostly managed by the Primary Controller.

The Navigation Menu contains items for all of the main screens in the application, organized under four subject buttons. The Navigation Menu is repeated in every panel of multiple-panel layouts. This help manual is organized like the menu—four main sections containing a subtopic for each menu item.

The subjects are Monitoring , Access Control , Configuration , and

Administration .

Navigation Menu

21 37 54

Use the Back and Forward buttons to navigate through your own history of accessing the screens. (The browser's navigation buttons do not work inside the Web Management Application).

The exact Navigation Menu items available depend on your User Role . Also note that when logging into a Secondary Controller, the menu items are extremely limited, because it is mostly managed by the Primary Controller.

Menu Button Items

Language

Set's the language for the current User. Saved as the default for this User.

Available languages depend on your software license . Contact your authorized ZKTeco representative for license upgrades.

Preferences

Set's the preferences for the current User. Saved as the default for this User. The preferences are

"Items per Page", the number of items shown in one page of a

list , and

"Card Enrollment Point ."

Save Logs...

Creates a file containing program logs and other information for investigating problems. Use when asked to by technical support. If possible, save the logs right after you see a problem, and have it available when contacting technical support.

Help

Opens this Help.

Introduction 11

117

Atlas Series User Guide12

About

Opens a window showing product information, including your current version and licenses. Register or add licenses on this screen.

Sign Out

Log out of the Web Management Application, returning to the Login Screen.

To search in a column, enter the text in the box at the top of the list.

The default, gray text is the column that will be searched. Click the magnifying glass to change the column.

1.2 Using List Views

List Views show a list of items in columns. In many cases, the columns can be changed, moved around, and searched.

Note that Property Views also display a list on the left, which has the same controls.

Searching

Column Selection

Introduction 13

You can move the displayed columns by clicking and dragging on the column title.

Click the triple bar icon to select which columns to show.

Lists run to extra pages when the number of items exceed your personal Items per Page set in Menu: Preferences .

This box appears at the bottom of the list when there are pages. You can go forward or back a page, go to the end or beginning, or enter a page number.

Paging

Atlas Series User Guide14

click to enlarge

1.3 Using Property Views

Most configuration is viewed or changed in Property Views. These screens display a list of items you have created on the left, with their properties on the right.

The list can be searched using the same tools as in List Views .

Use the buttons above the properties to create new items, save changes, or delete items.

Many Property Views add additional action buttons to the menu bar. These are generally specific to the kind of screen they are displayed on, and their functions are described in

the documentation for the specific screens. These are shown in gray if they don't apply to the currently selected item.

1.4 Logging In and Passwords

To access the Web Management Application, open a web browser and enter the IP address of the Primary Controller provided by your Atlas Series administrator. (In some browsers, you must type "https://" before the address.) You should "bookmark" this link.

Your browser might display an insecure site warning. The means to bypass this varies among browser applications, but should be shown on the error page as a link labeled "Advanced", "Details", "More Information", or something similar. You can prevent this warning for all Users by installing a signed HTTPS certificate .

Introduction 15

108

Enter the username and password provided by your administrator. If you have lost the password for the "admin" user, see Password Reset .

You cannot change your password unless you have access privileges to edit Users . Ask your administrator for password changes.

1.5 Product Registration and Licenses

Registration is required if you ever need to reset your system password , and optionally allows ZKTeco to contact you about software updates and other information.

Additional licenses let you increase the capacity of your Atlas Series system. You can

increase the number of Doors or Secondary Controllers allowed,

increase the number of mobile device connections, and

120

add to the languages the system supports.

(Note that "Out" Doors are not counted towards your maximum authorized doors.)

Atlas Series User Guide16

Follow these steps to register for the first time or to update your registration information.

1. Registration can be started in two ways:

a. When you log in the first time, click Register Now in the Register Your Product pop-

up window, or

b. Select Menu: About, and click the Register button. (If you have previously

registered, the link is Update Registration.)

2. Click the New Registration button in the next pop-up window. (If you have previously registered, the button is View/Update Registration.)

3. Fill in the registration information. Asterisks indicate required information. The email

address you enter must be able to receive your registration information.

4. Submit your registration automatically or by email.

a. For automatic registration, click the Submit Online button. You will see a progress

window followed by a success message.

b. For email registration:

i. Click the Offline Registration button. Read the instructions in the following

window.

ii. Click the Download registration file link, and save the registration data file to

your computer.

iii. Create and send an email message by clicking the email link or entering it in your

email program. Your email must contain the registration data file as an attachment, with its original name. The subject and text of the email do not matter.

You will receive a registration confirmation file by reply email. When you do,

1. Open the email and save the attachment to your computer.

Contact your authorized ZKTeco representative for license upgrades. Current license information can be viewed on the About screen.

How to Register

2. Click the Upload Confirmation button. (If you have already exited from registration, then return to this option by selecting Menu: About and clicking the Register button.)

3. Find and open the registration confirmation file you saved.

You should see a "Registration successful" message window.

How to Add Licenses

When you acquire an additional license, you will receive a license file from ZKTeco. Save this file on your computer, then:

1. Select Menu: About.

2. Click the Upload Additional Licenses button.

3. Click on the Browse button, and Open the license file you received.

4. Click OK. Your new capabilities should be listed on the About screen.

Home Screen and Menus

Password Reset

Introduction 17

Related Topics

120

1.6 Notifications

Notifications allow each user to select certain Events they wish brought to their attention. When one of these Events occurs, it will appear in the Notification window of that User, and remain there until acknowledged.

Notifications can be copied to you by email.

Click the Notifications icon in the Menu Bar to open and close the Notifications Window at the bottom of the screen.

Atlas Series User Guide18

click to enlarge

Configure Notifications to select the Events that generate Notifications for the current User. No Notifications are created unless you select them.

1. Click Notifications on the Menu Bar.

2. Click the Configure notifications link in the Notifications Window.

3. If desired, check Send a Copy of Notifications by Email.

? Otherwise, Notifications are displayed in the Web Management Application

only.

? You must have an email address configured in Users and an email server

configured in Email Settings .

4. Check the Event categories and types you wish to receive Notifications for.

? Select a category to receive Notifications for all Event Types in that category, or

? Expand the category and select specific Event Types.

Configuring Notifications

106

5. Click Save.

Clearing Notifications

To clear Notifications in the list, click one of the buttons next to Configure notifications.

— Select one or more Notifications and click this to clear them.

— Click to clear all Notifications.

Note that since Notifications are on a per-User basis, if one User clears a Notification, other Users' Notifications are unaffected.

To receive copies of all Notifications by email, you must configure email for the system and for yourself.

1. Configure the Web Management Application Email Settings .

2. Enter an Email Address on your User page.

3. Select Send a Copy of Notifications by Email under Configure notifications, above.

To define the maximum number of Notifications per User:

1. Go to System Settings .

2. Enter the Maximum Notifications per User.

3. Click Save.

The oldest Notifications are deleted when the maximum number is reached.

Email Settings

Emailing Notifications

Introduction 19

106

Maximum Number of Notifications

100

Related Topics

106

Atlas Series User Guide20

System Settings

100

1.7 Emergency Features

Your Atlas Series system is designed with a number of important features used to aid in a variety of emergency situations.

Lockdown can be configured and used to secure facilities against an active intruder

111

or threat.

Emergency unlock can be configured and used to aid access by emergency personnel

113

in the event of an active emergency condition signaled from another system

Duress PINs can be used to allow users to signal a duress condition during their

114

otherwise normal access

Emergency Codes can be configured and used to allow access to emergency or

security personnel using a PIN-code only, regardless of Door Mode (including lockdown), or Multi-User Access Rules.

Muster can be used to aid in the tracking of users during an evacuation, or

evacuation drill

Alarms and Notifications can be configured and used to make sure the correct

24 17

personnel are aware of potential emergency situations

Important: All emergency functions intended to be used in your system should be tested ahead of time, to ensure that everything is configured and working correctly.

Important: These emergency functions are designed as a supplement to, but not a replacement for, life-safety infrastructure for your facility. Life-safety functions are regulated by country- and region-specific fire codes. Please refer to these when designing and configuring your system to ensure compliance.

2 Monitoring

Events is a live view of everything that happens in the system.

Alarms shows Events that you have determined should be immediately reviewed and

action taken. Each Alarm must be acknowledged and cleared by someone who has resolved the problem. Note that Events do not become Alarms until you set up Alarm

Triggers .

Door Status shows the current state of every Door, whether it be on line, locked,

alarmed, and so forth.

Maps show similar status as Door Status, with visual indicators displayed on a Map of

your facilities. The Maps must first be created in Maps (Configuration) .

Muster is a special report that can show you where Users are in an emergency or an

evacuation drill. To use the Muster report, you should first designate Muster Areas. Users must check in at the Muster Areas to indicate that they are safely out of the facility.

The remaining menu items are simple reports.

Audits shows configuration changes and actions performed by Users logged into the

Web Management Application.

Event History is a report view of Events, with the ability to display a larger number

Events and export to CSV and PDF.

Alarm History shows all Alarms, including those that have been resolved (resolved

Alarms are not shown on the live Alarms screen).

User Access Level Report shows which Users have a specific Access Level .

Monitoring gives you live views of what's occurring in the system, and printable reports of configuration and history.

Live Monitoring

Monitoring 21

Reports

36 48

Atlas Series User Guide22

User Door Report shows which Users have access to a specific Door. This report

includes Doors directly assigned to the Users as well as those assigned via an Access

Level .

Reports and Printing

Filter

Opens a panel where you can restrict the Events you wish to see in the list view. Your filters remain in place each time you log in.

Settings take effect when you click the Search button, at the bottom of the panel. The Reset button clears all filters.

User and Device Filters

The display shows only the Events that match all the filters you specify. Note that the Name filters are case-insensitive, and will find partial matches. For instance, if you enter "john", the display will also show Events for "John", or "Johnny".

Event Type Filter

The display shows Events that match any of the Event Types you have checked. If nothing is checked, all Events are displayed.

Related Topics

2.1 Events

Events displays a real-time list of Events occurring within the system. Events that trigger

Alarms are displayed in a configurable color.

115

To receive an email when important Events occur, see Notifications .

Up 1000 Events can be displayed. To view more Events, use Event History .

Menu Buttons

Clear

Clear the current list of Events from the display, so only new Events appear. Events are hidden, but not deleted.

Events Columns

Some columns will be empty for certain types of Events.

Icon

Category of Event

Occurred

When the Event actually occurred (determined by the Controller on which it occurred)

Description

Text of the Event

User

The User associated with the Event. This could also be a Shared

Access Code , Emergency Code , or credential (card, PIN) that is

not assigned to a single User.

Source

The device that recorded the Event. For door access Events, this is a Door. For other Events, this may be a Controller, input, output, or other device.

Recorded

(Hidden by default) The time the Event was received and recorded by the Primary Controller. This only differs from Occurred if the Secondary Controller where it occurred was offline with the Primary Controller at the time of the Event.

Controller

(Hidden by default) Controller where the Event occurred

Area

(Hidden by default) If the Event is associated with an Area (for example a Door entering an Area), the Area is indicated here.

Monitoring 23

46 48

Atlas Series User Guide24

Location

(Hidden by default) If the source is associated with a Location , it is indicated here.

The oldest Events are are automatically archived to CSV files on the Primary Controller when the maximum number is reached. To download the archived data, see Archive

Downloads .

To change the maximum number of Events in the system, go to System Settings and set the Maximum Events in Database.

Using List Views

System Settings

Event History

Event Archiving

107

Related Topics

100

2.2 Alarms

Alarms are issues that may indicate a potential security threat or other problem. They cause a warning display on the Main Menu bar, and they remain in effect until they are resolved by a User.

Alarms are triggered by Events . Some Event Types are set to trigger Alarms by default. You can make more Events trigger Alarms, or change the defaults, in Alarm

Triggers .

To receive an email when an Event causes an Alarm, see Notifications .

100

22 134

The color of an Alarm is determined by its state, which can be:

New (Red) — this means the Alarm is active.

Monitoring 25

Acknowledge

Indicates that a User is aware that the Alarm has occurred, changing its state to "Acknowledged." The User is indicating they have accepted an agreed level of responsibility for resolving the issue.

Resolve

Indicates that any problem has been dealt with, changing its status to "Resolved." The Alarm will be removed from this screen, but can be viewed in Alarm History . Alarms must be acknowledged before they can be resolved.

Acknowledge

All

Acknowledges all Alarms that are in the "New" state

Resolve All

Resolves all Alarms that are in the "Acknowledged" state

Description

Description of the triggering Event

Source

The device that recorded the Event. For door access Events, this is a Door. For other Events, this may be a Controller, or other device.

Acknowledged (Yellow) — this means that some User has acknowledged the Alarm.

Resolved Alarms are removed from the list. They can be viewed in Alarm History .

Repeated Alarms are merged into a single Alarm. The Count column shows how many times it has occurred, and Last Recorded shows the most recent time it occurred. Alarms are merged when they are identical in all ways except for the date and time. Once resolved, any new occurrence will make a new Alarm.

Menu Buttons

Alarms Columns

Atlas Series User Guide26

Priority

The priority of this Alarm (as configured in Alarm Triggers )

Count

The number of times the triggering Event has occurred and merged into one Alarm

First Recorded

Time of the first triggering Event

Last Recorded

Time of the most recent duplicate triggering Event

State

"New" or "Acknowledged". The "Resolved" state is only visible in

Alarm History . The state determines the color (see above).

Location

Location where the triggering Event occurred

Area

(hidden by default) Area where the triggering Event occurred

Using List Views

Alarm Triggers

Alarm History

Emergency Features

Related Topics

2.3 Door Status

Door Status displays a real-time list of all Doors and their status. You can also use Manual

Commands to unlock a Door temporarily or change the Door Mode.

Menu Buttons

115

Manual

Commands

Send a Manual Command to the selected Door, such as to temporarily unlock it or change its Door Mode.

Door Status Columns

Door

The name of the Door

Communicatio

"Online" or "Offline"

Door Mode

The Door Mode , such as "Card Only" or "Card and PIN"

Status

Whether the Door is "Locked" or "Unlocked" and "Open" or "Closed"

Errors

Shows "Door Forced" or "Door Held", "Reader Offline", and "Tamper" errors

Alarm

Indicates if an active Alarm exists for the Door

Type

The type of Door

Out

Muster Point

Card Enrollment Point

Location

The Door's Location

Monitoring 27

115

142

Atlas Series User Guide28

Using List Views

Manual Commands

Related Topics

2.4 Maps

The Maps view is used to show the status of your Doors and Controllers on graphical backgrounds, for example, on Maps of your building or campus. It highlights all problems in red, and allows sending commands to Doors. Maps may also have links to other Maps for easy navigation.

In this example there are two Doors and two Controllers. The "Rear Door" is offline and should be checked on. They gray icons represent normal operation.

115

Monitoring 29

Click to enlarge.

Manual

Commands

Click on a Door to enable the Manual Commands button, allowing commands such as temporarily unlocking it, or changing its mode. See Manual Commands .

Before they can be viewed, Maps must be created and configured in the Maps

(Configuration) screen.

Menu Buttons

115

Atlas Series User Guide30

Zoom In / Zoom

Out

Make the Map larger or smaller. When zoomed in, you can click and drag on the Map to see different areas.

Using List Views

Maps (Configuration)

Manual Commands

Muster points can be created when creating 1-door model Controllers .

1. Go to Hardware .

2. Select a 1-door model.

3. For Configuration, select a Muster option, such as In Only + Muster Point.

You can also modify 1-door or 2-door Controllers or enrollment points into Muster Points. For example:

1. Go to Hardware .

Related Topics

2.5 Muster

The Muster report shows the last known location of Users who are not registered in a safe Area. Use this report when evacuating a building or buildings or performing an evacuation drill. This lets security personnel know who is still inside the building(s).

115

Users counted as "safe" are

Users who have exited to Global Out or reported at a Muster Point and

Users who have not used any Door within 24 hours.

Muster reports may or may not include Users who have used a Shared Access Code or Emergency Code.

Creating a Muster Point

+ 116 hidden pages

ZKTECO Atlas User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Table of Contents

1 Introduction

1.1 Home Screen and Menus

1.2 Using List Views

1.3 Using Property Views

1.4 Logging In and Passwords

1.5 Product Registration and Licenses

1.6 Notifications

1.7 Emergency Features

2 Monitoring

2.1 Events

2.2 Alarms

2.3 Door Status

2.4 Maps

2.5 Muster