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DSX Access System, Inc. WinDSX User Manual Download Page 59

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Print Card Holder Badge 

  51 

 
 
 
 
 
 
 
 
 
 
 
 
 

When a Card Holder is selected and the Printer ICON is clicked on, the 

Badge Print Preview

 

screen is displayed. From here the Badge Template that is assigned to this Card Holder’s 
Company is shown with the Card Holder Image. If a different template is required, it can be 
selected at this time. To change templates, double click on the desired template. 

If the Card Holder has more than 1 

Card

 the 

appropriate card or code number can be selected here. 

If the 

Card Printer

 is not the 

Default Windows Printer 
click on the printer drop 
down selection box and 
choose the direct card printer. 

Click on the 

Print

 Button to 

print this card holder with 
this card number on the 
badge template. 

If it is desired to print more 
than one copy of the badge 
enter the 

Number of Copies

 

here.  

Summary of Contents for WinDSX

Page 1: ...WinDSX User s Guide...

Page 2: ...b This page was intentionally left blank...

Page 3: ...ess Systems Inc The use of or reference to the term s Eltron Fargo Nisca Pentium Penware Windows and Windows NT may or may not be the registered trademarks of the respective companies Compliance You m...

Page 4: ...d...

Page 5: ...Card Fields 13 Profiles Access Level 14 Reports System Programming 15 Reports Card Holder 17 DataBase Backup 23 History Backup 25 Restore Repair Data 28 Event Filters 31 Card Holder 34 Card Holder Sea...

Page 6: ...y 81 Email Groups Alarm Email Notification 89 Workstation Login 91 Workstation Overview 92 Workstation Overview continued 93 Card Holder Search 94 In Out Status 95 Location Operations 96 Devices reade...

Page 7: ...g This page was intentionally left blank...

Page 8: ......

Page 9: ...vent Selection and Control Comm Server Comm Server is started and closed by the Workstation program The Comm Server program is a multi tasking communication application that runs as a Process or Servi...

Page 10: ...the DataBase ICON to start the program The Login Screen below is displayed when the program is started Enter your User Name and Password The Default User Name is master the default Password is master...

Page 11: ...ystem Copy Click here after selecting a data record that you wish to copy Delete Click here after selecting a data record you wish to delete The User Name of the Operator Logged onto the System is dis...

Page 12: ...Holder Management Page 34 Location History Report Generator Page 81 Click on the Menu Item then click on the Add button in the Toolbar at the top Add button Access Level Page 53 Time Zone Page 60 Com...

Page 13: ...r used by the operator Free format comments can also be used instead of or in conjunction with the predefined comments Predefined Operator Comments can be used for consistent recording of a common or...

Page 14: ...stem and assign them the appropriate password profile and an initial password The operator is given their login name and password profile at which time they can change their password to one they only...

Page 15: ...ed by no checkmarks in the column of selection boxes below By clicking in the box you place a checkmark and provide full rights to that selection By clicking on the checkmark you take it away which ta...

Page 16: ...ould work at Select a Location and press the Space Bar or Double Right Click to include or exclude a location Click on one of the selections to the left to view All Locations or to only view the Locat...

Page 17: ...responding to what this profile should be valid for and have access to Double Click on File Edit and System to expand their menus Select a Menu Item then Click on View Add Edit and or Delete to provid...

Page 18: ...rately controlled Select the Menu Items and assign the View Add Edit and or Delete privileges by checking the appropriate box to the right and then Click OK at the bottom Double Right Click on the Men...

Page 19: ...ck on the Location to expand the menu and display all devices Double Click on each Device to expand the menu to display all of the inputs and outputs associated with that device Double Click on Camera...

Page 20: ...ry that pertains to that company Double click on the Location or Location Group below to expand the menu to display all of the Companies defined for the location or locations Click on one of these to...

Page 21: ...rds Click on one of these to Select All or Clear All Selections Select the Card Fields from the list above then click on View Data and or Edit Data to determine which of these fields a user with this...

Page 22: ...to Card Holders Double click on the Location or Location Group to expand the menu and view the list of all Card Readers Keypads in the system Click on one of these to Select All or Clear All Selection...

Page 23: ...o is In History and Time Attendance are exclusively run from this menu 1 Double Clicking on reports expands the Reports selection menu The Card Holder Report can be accessed by clicking on Card Holder...

Page 24: ...n the database Select Printer if different than the Windows Default Printer Set the Number of Copies required for the printing of this Report Click here to incorporate custom Notes in the report if de...

Page 25: ...3 After selecting a Location Click here for a report which contains Card Holders that have a particular Access Level or Linking Level listed here or For additional report information access the Help S...

Page 26: ...t is sorted by company select this option If selected Card Holders will be listed by name or code but separated by company Select any or all of the additional data to be included in the report Print P...

Page 27: ...rch Any or all of the data fields on any of the Search Tabs can be used to search for Card Holders Enter complete or partial search criteria in any or all of the data fields on each Search Tab and cli...

Page 28: ...eria in any or all of the data fields on each Search Tab and click on OK The selections form an AND statement and can be used to form very precise Card Holder Lists The Card Holder must meet all of th...

Page 29: ...Active are those cards that are operational in the system Inactive is those cards that have been turned off and no longer functional Select Either if the active status should have no bearing on the s...

Page 30: ...smaller viewing 8 The Report is printed by clicking on the Printer ICON that in turn sends the report to the default or selected Windows Printer 8 The Report can be exported to a File by clicking on t...

Page 31: ...ltiple location s database to be backed up If only one Location is selected then only that location s data will be backed up This backup could then be used to separate a single location from a larger...

Page 32: ...button below then select the location to backup 3 Select Backup Image Files if the system is utilizing Photo ID Badging and it is desired to backup the Card Holder Images 4 Select Span Multiple Disk i...

Page 33: ...ed by the Comm Server only History can be archived and saved in a different location or resource on regular intervals and the archived or backed up history can be deleted from the current History data...

Page 34: ...file in size using a compression utility recommended 5 Select Delete Records After Backup to remove the archived records from the current history file See important note next page 6 Select Delete Reco...

Page 35: ...historical data is archived it can still be easily accessed for reporting Click on this name to open a search window to find an alternate file IMPORTANT The log mdb file contains ALL history generate...

Page 36: ...DataBase System Setup Restore Repair Data 28 1 Select Restore Repair Data then choose Double Click Here to Configure Data Restore Repair 2 Next choose Click Here to Restore Data From a Backup...

Page 37: ...es Select this to restore the Setup Files This includes system parameters and comm ports De select this to exclude this information from the Data Restoration Restore Map Files Select this to restore t...

Page 38: ...e Repair Data 30 4 Next choose the location of the backup file 5 Click OK at the ARE YOU SURE prompt and be sure no other Workstations are running the program This must include the Comm Server program...

Page 39: ...ations are displayed at that Workstation Multiple Event Filters can be defined for each Workstation with each one controlled by a time zone This allows a Workstation on the LAN to view card read event...

Page 40: ...to 8 00 AM three filters would be defined The first Event Filter would be defined so that Location 2 and 3 would be filtered red circle slash and Location 1 would be non filtered no red circle slash w...

Page 41: ...ted when defining a new Event Filter Double left click on Location to expand the menu displaying all Devices in that location Double left click on a Device to display Inputs and Outputs for that Devic...

Page 42: ...to access the Card Holder Selection Box Click on Add Card Holders to jump directly to the Card Holder data entry screen Jump to page 39 Click on Show All Cardholders to list all Card Holders in that L...

Page 43: ...based on name without regard to the card holders company assignment The Search Names Tab shown below allows for card holders to be searched and reported based on their First and or Last Name Company V...

Page 44: ...in any or all of the data fields on each Search Tab and click on OK Any or all of the data fields on any of the Search Tabs below can be used to search for Card Holders The selections form an AND sta...

Page 45: ...er to set the search status appropriately Active are those cards that are operational in the system Inactive are those cards that have been turned off and no longer function Select Either if the activ...

Page 46: ...phabetically listed here in this display column Copy Delete Print Capture Image Select a Card Holder in the list and double click on their name to edit or use one of the other tools at the top of the...

Page 47: ...d or Skills Add Card Quick Load Button is used to enter a card number and access level first allowing the system to start downloading to the field controllers and then return here to input the Name Co...

Page 48: ...orded about all card holders This can be automobile information training dates supervisor or anything you would like to record See Page 65 UDF Field Data Entry On the right are the fields in which you...

Page 49: ...ired Card Holders can have more than one card or code Each Card can a different Access Level and Output Linking Level When locations are grouped each card can have an access level that works for any o...

Page 50: ...these to future dates 12 Place a checkmark here if this code is to be used for Guard Tour 10 P I N is an optional keypad code that is entered when the system uses both card readers and keypads 11 Ente...

Page 51: ...ave If a Level is assigned in error click on the name in the right window then click on Remove To verify what devices readers are included in an Access Level click on the name in either window then cl...

Page 52: ...ired as shown below and also set an optional Output Linking Level and Click on OK There are basically two scenarios when issuing a Temporary Access Level Scenario 1 is the Card Holder should have thei...

Page 53: ...he Type of phone number this is For example phone fax cell 3 Enter any free format Notes that might be useful in describing the phone number or particular information about using it 4 When finished Cl...

Page 54: ...door lock key to equipment rooms storage closets emergency exits or other locks that require hardware keys Keys are first defined under the Location Menu Keys Keys Click on Keys in the Menu then Click...

Page 55: ...Holders can be searched for by Skill This allows the operator to find Card Holders that possess a skill that is needed Skills are first defined under the Location Menu Skill Name Add Button Skills Cli...

Page 56: ...irst and pressing Cancel will advance you to the image edit screen where File Import can be selected If file import is the primary image source there should be an image source and image type defined f...

Page 57: ...lected This allows both live and imported images to be the primary images displayed with the card holder Selected Image is where the Image chosen for import is previewed before being saved 1 Image Imp...

Page 58: ...he Card Holder Image Window to the right If there are other Image Types defined select an Image Type and the associated Image will be displayed Click on the Control Slide Bars to make changes to the I...

Page 59: ...be selected at this time To change templates double click on the desired template If the Card Holder has more than 1 Card the appropriate card or code number can be selected here If the Card Printer...

Page 60: ...have a different de activate date would not be re activated Codes can also be re activated individually under Card Holders Cards 2 Use the drop down selection box to select the Company you wish to tur...

Page 61: ...m the Access Level 1 Enter a Name that best describes this access level 3 Notes are an optional field that allows free formatted information to be recorded about this access level 4 Click on the Edit...

Page 62: ...TZ s button below then click on another desired device and click the Paste TZ s button 7 After assigning the appropriate doors the appropriate time zones click on OK Access Levels can be created to in...

Page 63: ...lick on Paste TZ s Notice when the Time Zone has been removed the Device has the Not Symbol on it With no devices selected in the Location the Location has a Not Symbol shown The List Access Levels th...

Page 64: ...list the card holders that you want to modify by doing a Search Show All or List by Card Number Then turn on Enable Multiple Selections from the File Menu and select those card holders from the list...

Page 65: ...lected cardholders should be highlighted Next select Bulk Modify Access Levels from the File Menu The screen below will appear Press F1 at anytime for a Help Screen Note the warning in RED to make a b...

Page 66: ...selected cards To Remove Level s Select the Access Level you wish to remove from the Access Level List below left Click on the Level and then on the lower Add Button Multiple Levels can be removed at...

Page 67: ...rt back to its permanent access level Select Permanent Temporary if during this temporary period you wish for the card to have the Temporary Level in addition to its Permanent Level By not selecting t...

Page 68: ...Time Zone Time Zones are the automatic time of day day of week schedules where start and stop time parameters are defined to perform automatic functions such as lock unlock doors arm disarm alarm moni...

Page 69: ...atch or Toggle response make sure you have another link to it with a time zone response otherwise it may be impossible to get that Time Zone to follow its schedule instead of its forced state Includin...

Page 70: ...he shaded part of the graph is the active part of the time zone Enter a Start and Stop time for Monday and Click on the Set Mon Fri button to copy those times through Friday Enter the Start Time and S...

Page 71: ...vated This can be used to automatically manage lost cards and card holder attendance See Warning Above before using The next tool is Badge for those that are using the integral Photo ID Badging featur...

Page 72: ...three possible holiday override schedules per Time Zone The Holiday Schedule allows for a different start and or stop time to be used on a date that has been defined as a Holiday The Holiday can be d...

Page 73: ...ch as for numeric entries only for alpha characters only and for alphanumeric characters This type of Data Mask can force a particular type and number of characters in the correct form This greatly im...

Page 74: ...e card is printed the operator should opt not to increment the number Each time the card is re printed the operator could choose to increment the number based on whether the original card was retrieve...

Page 75: ...K to save 9 Choose this option if you would like to predefine selections for the operator to choose from This allows data to be predefined and lets the user pick one of the selections from a drop down...

Page 76: ...amount of time the guard has to execute a predefined function at each station The failure to complete the entire tour in the time frame specified will cause an alarm to be generated at the PC 1 Enter...

Page 77: ...the Station in the list below then click on the Delete button To Edit a Tour Station double click on the Station in the list below Continue adding Tour Stations into the same tour for a maximum of 99...

Page 78: ...e Stations in a Tour can have any one of the Event Types 8 Select the appropriate Action Message by clicking on the drop down selection box This is the Response Plan displayed on the Workstation when...

Page 79: ...ets the order the Map Icon is displayed in the Workstation Control Window 1 is the first in the list Double Click on Override Groups and I O Points Double Click the Location Name then continue to Doub...

Page 80: ...off state through a single action The Override Groups are a menu item in the Selection Window located in the Workstation program Override Groups can also be defined on Graphic Alarm Maps for status a...

Page 81: ...l be stored in JPG is the suggested format 1 Click on Image Source in the Setup Menu then on the Add button 2 Enter a Name for the Image Source to be used 3 Select the Source Type TWAIN for DSX Camera...

Page 82: ...eo image capture primarily and file import as a secondary means of grabbing an image for offsite employees define the live video for the source and assign it to the image type Do not define file impor...

Page 83: ...ntain information regarding size bar code magnetic stripe encoding and 2 sided options The Badge Templates can be assigned to a company for automatic selection of the appropriate badge background for...

Page 84: ...to 4 4 For Magnetic Stripe Encoding on Track 1 2 and or 3 see the following Fargo Direct Card Printers Enter the formatting of the magnetic stripe encoding for Track 1 1 indicates track 1 2 indicates...

Page 85: ...badge canvass on the right to the desired position and release the left mouse button When released a formatting screen will appear that allows specific characteristics to be set such as X Y position...

Page 86: ...ote Once the Roster Template s Width and Height have been entered and items have been placed on the Template layout the Width and Height cannot be changed If a different size is desired the Roster Tem...

Page 87: ...emplates Roster 79 In this example the Card Holder s Image and First Last Name have been added to the 1 1 x 1 5 Template The more information added to a given template the more space it will occupy on...

Page 88: ...al field that allows free format information to be recorded about this Key 2 Door Description indicates the doors this key is to 3 Key Type describes the manufacture 4 Key Pinning is the cut of the ke...

Page 89: ...ows free format information to be recorded about this Report 5 Click on the Report Details Tab to set the report definition Click on the Schedule Automatic Report Tab to set the times the report shoul...

Page 90: ...e For Example with this selected the report is run from the start time to stop time on each of the days between the start date and the stop date 8 Select this to have the system Sort the History by Ti...

Page 91: ...in a particular cab then you would select the device reader in a cab and all of the floor select inputs associated with that device To configure the system for this report the floor select inputs have...

Page 92: ...t also be done for the Device and Location references In this example Elevator Floor Selection History will be run against the Main Office Location Device number 7 Lobby Elevator and Inputs 5 and 6 wh...

Page 93: ...th the report remove the checkmark from one or all of the selections to receive a breakdown of that selection 10 Remove the checkmark from Include All Events by clicking on it once to receive a list o...

Page 94: ...ns to receive a breakdown of that selection 11 Remove the checkmark from Include Events from all Devices by clicking on it once to receive a list of all readers in the system To select a device reader...

Page 95: ...der Search Engine found on page 35 The results of what you search for are displayed in this window Select one or more or all of the Card Holders to be included in this report 13 Once the Card Holders...

Page 96: ...deo Retrieval Alternately from this screen you may click on an alarm event Then you can modify the pre and post alarm video playback time in the Override Video Retrieval In Seconds box The default amo...

Page 97: ...DF field that is configured as an Email Address Email Groups can be assigned to a location to each device and to each input desired Those that have an Email Group assigned will send an Email upon Alar...

Page 98: ...ceive the Email Notification Repeat this for all Card Holders in this Email Group 8 Edit the Location not shown and select the Numeric Options Tab and at the bottom select the Email Group to receive L...

Page 99: ...Workstation ICON to start the program The Login Screen below is displayed when the program is started Enter your User Name and Password The Default User Name is master the default Password is master b...

Page 100: ...in the Selection Window you will notice different Icons will become active and inactive System Date and Time Active Alarm is a counter that displays the number of alarms that are currently active in t...

Page 101: ...the location selected click on one of the items in the menu under the location or on Location Operations next page in the toolbar The Last 100 Events display in this Window and each Event is preceeded...

Page 102: ...first of the Card Holders returned in the search list Visitor True False notates the Card Holder is a visitor or not Trace True False indicates whether or not the Card Holder is set for unique annunc...

Page 103: ...r to refresh that persons information Double left click on any cardholder to refresh the entire list Right click on a cardholders name to view that persons UDF data All Cardholders that are In green a...

Page 104: ...screen The Name Search allows a person or persons to be looked up by name The Print System Exceptions is typically performed at shift change for a quick accountability of the overall system status The...

Page 105: ...in the system The firmware revision and amount of RAM in each panel is also displayed Memory Layout Summary displays the database entries and the amount of panel memory each one requires This table wi...

Page 106: ...e Zoom displays the first Map this input is defined on The input status can be viewed and controlled from the Map Scheduled Overrides allows a start date and start time to be defined as to when the in...

Page 107: ...olled from the Map by clicking the right mouse button Scheduled Overrides allows a start date and start time to be defined as to when the output selected will be Secured Opened or set to time zone A s...

Page 108: ...for group control For individual control select expand group to view and have individual status and control over all points in the group Compress the group is performed by selecting any point in the g...

Page 109: ...t instead invokes Image Recall and their stored image is displayed on screen The Operator then looks at the live video from that doors camera and determines if the stored image and the live video are...

Page 110: ...their Icon Input and Output Status is Live on the Maps Maps can be configured to automatically display upon designated input alarms Select the Icon on the map that you wish to control and click the r...

Page 111: ...dow globally enables or disables the displaying of the card holders stored image Remove the Image Recall selection to clear the image display Toggle I O List Mode Selecting this changes the Icon view...

Page 112: ...on the event of choice Event that have associated video begin with a Dot Live and Recorded Video can be accessed from the Input and Output Control Screens by right clicking on the Input or Output Icon...

Page 113: ...ll as multi camera views can be selected Varies with Each DVR NVR Stored Video Position Commands are used similarly to those of a VCR There are from left to right top to bottom Forward Rewind Fast For...

Page 114: ...i passback Forgive Indicates that one or all card holders have had their status set to neutral Attempting Connection The Comm Server is initiating a dial up communication link Available Disk Space is...

Page 115: ...r for the normal unlock time Opr set output ALL OPEN The operator manually unlocked all doors and opened all outputs in the system Opr set output ALL SECURE The operator manually locked all doors and...

Page 116: ...WinUser 10 11 The Security Professionals First Choice...

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