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Intelli-M Access V4.0 User Manual

SECTION 2: INSTALLATION

h. In the

Ready to Install the Program

dialog, click

Back

to check are modify your pre-installation settings, if necessary,

then click

Install

to continue with the Intelli-M Access Installation.

Ready to Install the Program dialog

Installation progress

The actual installation process of copying files and configuring your operating system may take anywhere from 5 minutes to nearly
an hour if SQL Server needs to be installed. When SQL is being installed, SQL installation process windows appear and display the
progress of the SQL Server install. If the SQL Server installation fails, the SQL install the Intelli-M Access install will abort and an
information window will appear.

NOTE

If SQL Server installation fails, refer to “B.1 Installation issues” on page 111 for suggestions on how to troubleshoot
installation failures.

Installation complete

After all files have been copied and your system configuration is complete, the final installation window will be displayed. Click

Finish

to close the window. You are now ready to configure Intelli-M Access.

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Summary of Contents for S-IMS-A Intelli-M

Page 1: ...HIS MANUAL BEFORE USING YOUR INTELLI M ACCESS SYSTEM and always follow the instructions for safety and proper use Save this manual for future reference IN_S IMS A_4 0_RM 1 2 2014 S IMS A Intelli M Acc...

Page 2: ...ing the marks and names or their products infinias disclaims any proprietary interest in trademarks and trade names other than its own infinias 9340 Priority Way West Drive Indianapolis IN 46240 Telep...

Page 3: ...ging into Intelli M Access 22 3 2 Settings page 23 3 3 Replacement license Intelli M Access upgrade toV4 0 26 3 4 Activate your license 26 3 5 Create a door 30 3 5 1 Create a door with eIDC controller...

Page 4: ...66 4 6 3 Delete Door 67 4 6 4 Update All 67 4 6 5 Update Modified 67 4 6 6 Update 67 4 6 7 Get Events 67 4 6 8 Create Behavior 67 4 6 9 Edit Behavior 68 4 6 10 Delete Behavior 68 4 6 11 Create Zone 69...

Page 5: ...ystem Settings 87 4 11 1 About tab 87 4 11 2 E mail tab 88 4 11 3 Security tab 89 SECTION 5 Mobile Credential 91 5 1 Install the Mobile Credential server 91 5 2 Configure Intelli M Access for Mobile C...

Page 6: ...vi www infinias com...

Page 7: ...includes a Rules engine that extends the functionality of the system to take advantage of these features the server must be available continuously 1 1 2 Operating systems Intelli M Access runs on Micr...

Page 8: ...ces package provided by infinias It provides reporting capabilities Both reports and badges are delivered through Reporting Services To design reports download and install Report Builder a free tool f...

Page 9: ...o secure You could re use the Inside Zone for the unsecured side of the door and create a new Zone for example IT Server Room to serve as the name of the secured side of the door During configuration...

Page 10: ...one behavior by default the Always Locked Behavior This Behavior sets the card reader to Card plus PIN Rules and privileges Intelli M Access expands the aging concept of access control with the conce...

Page 11: ...e in Intelli M Access you determine what events are truly important For more information see SECTION 6 Advanced Setup and Configuration on page 104 Extensibility and peripherals Intelli M Access intro...

Page 12: ...nstall the first prerequisite in the list Each prerequisite will be installed in order that you see them in the list One or more prerequisites may require a system reboot and may automatically do so i...

Page 13: ...er assistance Begin installation 5 After all prerequisites are installed you will be presented with the usual opening installation window see below Click Next to continue the installation InstallShiel...

Page 14: ...se agreement shown in the window above the Destination Folder option will appear Click Change then browse to a different location for the installation if necessary Click Next to continue DestinationFo...

Page 15: ...ng sub steps if any of the following scenarios applies to your system You already have a pre existing instance of SQL Server 2008 R2 installed either on the local computer or on a remote computer See...

Page 16: ...hEditionyouhaveinstalled youmustconfigureSQLServertoallowMixedModeAuthentication thatis SQLServermustallowbothSQLAuthenticationandWindows Authentication Youcanmodifythisconfiguration propertyusingSQLM...

Page 17: ...he backslash character and then the SQL instance name such as MSSQLSERVER or SQLEXPRESS The installer attempts to discover and authenticate to any locally installed SQL Server so the correct informati...

Page 18: ...ver so the correct information may already be displayed Ensure that the URL shown is correct or enter the correct path in the entry field If you do not know what to enter please contact your IT repres...

Page 19: ...if SQL Server needs to be installed When SQL is being installed SQL installation process windows appear and display the progress of the SQL Server install If the SQL Server installation fails the SQL...

Page 20: ...such as Supervisor Plus and importing that data into Intelli M Access For large access control networks this can save hours of configuration time Because of the complexity of the Door configuration in...

Page 21: ...i M Access 3 To export user data from Supervisor Plus select the Export from Supervisor Plus radio button The Export from Supervisor Plus option causes the utility to transfer cardholder and group inf...

Page 22: ...database e g SQL Server The application will connect successfully if the proper hostname and credentials were entered Contact infinias Support if you have having trouble connecting to the database 7...

Page 23: ...Access V4 0 User Manual SECTION 2 INSTALLATION 10 In the Begin File Export window click Next to proceed A progress dialog will appear during the export process 11 When the Task Complete window opens...

Page 24: ...ATION 2 1 1 Import to Intelli M Access To import data to Intelli M Access 1 Launch the Import utility if not already open Click the Windows Start menu All Programs infinias Export from Supervisor Plus...

Page 25: ...erver onto which you installed Intelli M Access b Enter the admin username and password use the default values if the password was not changed you haven t changed the credentials yet Ensure that prope...

Page 26: ...may take one or two minutes 6 After the import completes the Results Page sorts the import results into four categories New Users that were added to Intelli M Access Existing Users whose information...

Page 27: ...mple above shows one new User and two new Groups were added After examining click Finish in the Task Complete window to close the utility TaskCompletepage Congratulations You ve successfully transferr...

Page 28: ...s well as the physical location of all of your door controllers You will need this information to continue 3 1 Logging into Intelli M Access 1 At the windows desktop click Start All Programs infinias...

Page 29: ...To begin the License activation process in the Settings tab click the Edit Dealer link under Actions on the left side of the window The Edit Dealer Information window will open NOTE TheCustomtabinear...

Page 30: ...FIGURE INTELLI M ACCESS 3 After entering your Dealer and Contact information click Save Your Dealer and Contact information will be transferred to the infinias registration server and appear in the Se...

Page 31: ...e Edit Customer Information screen shown below EditCustomerInformation 5 In the Edit Customer Information pop up window you can retrieve your Customer information from the Internet if you have your cu...

Page 32: ...cense information is also saved to a text file on your desktop for use later if needed Follow the instructions below to activate the license key NOTE Currently Intelli MAccessProfessionalandIntelli MA...

Page 33: ...ess will then connect to the license registration server to register your copy of Intelli M Access and activate your license If the activation process succeeds your licence key will appear on the Sett...

Page 34: ...of the window vi In the Activate License window click the link I have been provided a file for activating a license The following Activate License window will open ActivationResponseFileEntryDialog vi...

Page 35: ...TION 3 CONFIGURE INTELLI M ACCESS Licenseactivation confirmationemail 5 Repeat this Activate your license procedure for additional licenses you need to activate These licenses may include any of the f...

Page 36: ...r types the infinias eIDC eIDC32 controller and the Stanley EL Series lockset Although Creating a door for both types is similar they function the same way within Rules Schedules and Reports of Intell...

Page 37: ...is first door to be unlocked during business hours you can still create the Door by choosing the default Always Locked Behavior And if the door is to be locked all the time you ll not need to revisit...

Page 38: ...Open sensor choose 1 or 2 Reader IN1 Normally Open Door Type You may also press the Diagram button to view a superset of connection and wiring options j Choose the 2nd Reader If you have only one card...

Page 39: ...teway s must be configured to communicate with Intelli M Access See APPENDIX A Stanley QEW Gateway Setup for Intelli M Access on page 105 for the setup procedure For more information about the Stanley...

Page 40: ...ockset If the lock identifier for the lock you are configuring doesn t appear in the Device drop down list click Refresh repeatedly until it appears g Choose a Serial Number If you chose an IP Address...

Page 41: ...nto the system To create additional People who are cardholders or system users 1 Open the Create Person menu Click Home in the upper right corner if shown click the People tab then click the Create Pe...

Page 42: ...enu In the example below the PIN number 3210 was entered for the Card Code 1212123 PIN code four numbers e Modify other fields in the menu as needed Click the tabs in the lower in the lower part of th...

Page 43: ...then double click the admin user entry The admin user entry is similar to that shown below admin user entry The admin user entry will open in an Edit Person window 2 Click on the Role tab to open the...

Page 44: ...Rule menu Click Configuration in the upper right corner if shown click the Rules tab then click the Create Rule link under Actions on the left side of the window A blank Create Rule configuration menu...

Page 45: ...h have a yellow triangle in the Status column indicating that the configuration for that Door has changed and the Door needs to be updated Click the Update or Update All Action link to update the door...

Page 46: ...he Persons page create Groups of the types of people Cleaning Crew Executives Sales etc that share the same work hours or use the same areas zones of the facility Perhaps name each Group with the type...

Page 47: ...wed access to the Configuration section Home section The Home section contains the following pages Events page Displays events generated by the system in real time People page Displays all credential...

Page 48: ...isplays custom fields for People Allows you to create modify and delete custom fields Tabs for pages Optional Views and Actions Page information Paging controls Page Content Area Click for Home sectio...

Page 49: ...w the data shown in the content area You may wish to view the content in different ways For example on the Doors Page you can view Doors by the Door names by the Zones they border or by Door Behaviors...

Page 50: ...efault username is admin and the default password is admin For improved security of your system we strongly encourage you to change the admin password 4 3 Events page The first page you will always se...

Page 51: ...wn A large number of events are generated by a Door or Peripheral If a card swipe event occurred but the person s name is not known the site code and card number are displayed From and To Describe the...

Page 52: ...nge to display Resume Events Click Resume Events to return to normal logging Track Last Event When enabled events generated by a Person such as a valid credential swipe will display the picture associ...

Page 53: ...e order of the search If nothing is entered in Search text box or selected in Sort People are sorted by last name Selecting the Person View opens a set of related Actions to manage those holding crede...

Page 54: ...erson s name card number picture and other information Enter at least a First Name Last Name Site Code and Card Number All other fields in this section including the tabbed sections are optional Conta...

Page 55: ...members of a Group s The Primary and Secondary email addresses are used as the destination email addresses when the Rule is executed Badge tab Contains a more detailed version of the card number infor...

Page 56: ...Site Code field Credentials tab for systems licensed to use Mobile Credentials use this tab to setup the permissions and authentication codes for the person Groups tab the Groups tab contains the lis...

Page 57: ...stem A User cannot make any configuration changes Human Resources A person with HR privilege includes all User access privileges and can use all features of the Create and Edit Person menus except the...

Page 58: ...op or bottom to fill a void space Clearing this checkbox will force the entire image box to be filled at the expense of possibly distorting the image to compensate Print badge To print a badge of this...

Page 59: ...entered earlier After updating the person s data click Save to retain your changes and transmit them to all relevant doors 4 4 4 Delete Person To Delete Person a person click on to highlight the Perso...

Page 60: ...s View Actions for Groups are available only to Administrators The following section describes the commands 4 4 8 Create Group Groups can only be created by those with an Administrative role When you...

Page 61: ...lick Create to form the group 4 4 9 Edit Group To change the membership of an existing group different methods are available You can remove a single individual from a group in the Edit Person menu Gro...

Page 62: ...e name s or click Save to remove the names and close the menu NOTE Inthe Create GroupandEditGroup menus theNamelistincludes upto100Peopleonthepage Usethepagingiconsatthe bottomofthe windowtoseeotherna...

Page 63: ...presented by an RDL file that was published transferred to the Report Server You can create your own reports by using Microsoft SQL Report Builder 3 0 a free download from Microsoft s website A separa...

Page 64: ...is report Logo Badge landscape The Logo Badge is one of the two built in badge reports provided by Intelli M Access The Logo Badge is a report that displays your company logo along with Person informa...

Page 65: ...ers of each Group Privileges The Privileges Report displays a matrix of all Access Privileges in the system showing the Groups Schedules and Zones in an access matrix Zones and Doors The Zones and Doo...

Page 66: ...View A layout that shows the Door Name IP Address MAC Address Serial Number and Door Status icons in a list format Zones View The Zones are displayed in a card format where each Zone lists the names o...

Page 67: ...within those Zones to their normal lock unlock schedule The doors will lock or unlock depending on what is scheduled for that time of day 4 5 4 Door Status Icons Three columns of status icons represe...

Page 68: ...status of the door Usually the door is in one of only two lock states locked or unlocked However seven icons are provided to give more information about the lock state When locked the possible icons a...

Page 69: ...lid credential access but has been open too long typi cally more than 45 seconds Red circle opened The door was forced open without proper credential access or was opened from the inside without a mot...

Page 70: ...t the list by name status zone etc Views The Doors Page includes three different Views Doors View The Doors are displayed in a list format showing summary information about each Door including Door St...

Page 71: ...at particular Zone Actions Doors View The Doors page provides many Actions in the Doors View They are described in the following subsections 4 6 1 Create Door To add a door to Intelli M Access click t...

Page 72: ...controller at the door It describes how the controller is wired to other door components Several door types are loaded in the system together with a wiring diagram for each If your door has a door co...

Page 73: ...ion if you wish to update only those Doors who are displaying the yellow triangle icon denoting that the door needs to be updated The Door Status Icons will be updated to reflect the proper state duri...

Page 74: ...ts NOTE Whenyouchoose CardOnly forPIN onlyentry enterthePINnumberastheCardNumberwhencreatingyourPerson cardholders DonotenterthePINintothe PINCode field thisfieldis for Card PIN configuration Pleasere...

Page 75: ...credential holders who exited this Zone choose the Outside Muster Zone If you are not concerned about movement in this Zone select Unknown After entering the configuration above click Submit to create...

Page 76: ...be applied to a Schedule You must have an Administrator role to modify the Schedules page Schedulesconfigurationpage Schedules are shown in 7 x 24 hours array format Blue colored blocks in the array r...

Page 77: ...r time range from midnight to 11 59 59 PM Areas in the array shaded blue areas indicate the Active time Holidays View Displays the Holiday Sets in a card format Each Holiday Set shows the individual H...

Page 78: ...one day schedule Select the Active times that holiday by dragging your cursor across the time range you want to mark Active Similarly you can also remove holidays by clicking Remove Holiday Set NOTE I...

Page 79: ...your list of Holidays Click the Create Holiday Set Action to open the Create Holiday Set dialog The dialog displays a calendar for current year You can change the year by clicking the arrows on bar a...

Page 80: ...te The Holiday Set can now be applied to a Schedule 4 7 4 Edit Holiday Set To modify a Holiday Set click the Edit Holiday Set Action In the dialog that opens click on dates in the calendar to add or r...

Page 81: ...n is the Group granted access Create an Access Privileges for each Group Zone and Schedule combination for your system Access Privileges are downloaded to the respective Door controllers when you perf...

Page 82: ...ups on Zones By default Intelli M Access creates an Access Privilege for the Everyone Group to be granted access to the Inside Zone in the Always Schedule To create an Access Privilege ensure that Acc...

Page 83: ...Door s you wish the Group you selected to be given access Press the Create button to create your new Access Privilege The new Access Privilege will appear in the Access Privilege section in the Conte...

Page 84: ...eed to hide only one or two Events from the Events Page To create a Hide Event Rule click the Create Rule Action then open the Type field and select Hide Event in the drop down list Configure Hide Eve...

Page 85: ...when the controller was offline during the credential download This Rule will evaluate all UnknownCredentialStatus errors and apply that cardholder to the controller if that card number was supposed...

Page 86: ...the Zone are locked Lock Zone is maintained until another action such as Revert to Schedule or Unlock Zone unlocks the door The Lockdown Zone rule is similar to the Lock Zone rule except that the Doo...

Page 87: ...hat thedoor needstobeupdated AllotherdeletedRuleswillbereflectedimmediately 4 10 Peripherals page The Peripherals page in the Configuration Section lets you manage your Peripheral Devices A Peripheral...

Page 88: ...d by contacting infinias Views The Peripherals Page supports only one View the Peripherals View Actions The Peripherals Page supports three Actions Create Peripheral Edit Peripheral and Delete Periphe...

Page 89: ...o show that page is applied This Peripheral is commonly used to display video from an IP camera in a browser You can use this feature even if your IP cameras are a part of a video management system If...

Page 90: ...al NOTE Ifyouselectanautomatically discovereddevicethatyoudidn tmanuallycreate thedevicemaynotbeconfiguredforyour needs BeforeyouclickCreate youmustfirstconfigurethedeviceusingitscustomconfigurationpa...

Page 91: ...Peripheral Dialog except that the custom configuration page for the specified Peripheral is visible To edit a Peripheral 1 Select highlight the peripheral you want edit 2 Click the Edit Peripheral Act...

Page 92: ...n window NOTE WhenthePeripheralisdeleted thedevicereappears inthediscovereddeviceslist YoucancreatethePeripheralagainusing thislist 4 10 4 Customize page The Customize page in the Configuration sectio...

Page 93: ...specific value for this field Repeat these steps to create as many custom fields as needed Edit Field To modify a Custom Field name select the field then click the Edit Field Action Make changes in th...

Page 94: ...formation click Apply and then Save Setup information for many large email providers gmail hotmail yahoo aol etc are available on the Internet SMTP Server Address of your SMTP mail server See the exam...

Page 95: ...e following Require SSL for all Intelli M Access clients Intelli M Access supports SSL Secure Sockets Layer encryption between all web browsers and the Intelli M Access web server Enabling this featur...

Page 96: ...rver entirely Checking this box will disable the web server restricting access to the controller through Intelli M Access only Encrypt Controller Communications Check this box to encrypt the data that...

Page 97: ...a WIFI network through which smartphone users can connect to the Intelli M Access server to gain access to doors 5 1 Install the Mobile Credential server The Intelli M Access Mobile Credential Server...

Page 98: ...omply with the conditions stated in the agreement click the I accept the terms in the License Agreement radio button then click Next to continue Otherwise click Cancel and discontinue installation of...

Page 99: ...ntial server on your Intelli M server system verify that the options shown on the screen are correct then click Next to continue If you are installing the Mobile Credential server on a different syste...

Page 100: ...rtificate for propercommunicationbetweentheservers Todoso 1 OntheMobileCredentialsservermachine openacommandpromptwindow 2 Inthe commandpromptwindow openthedirectory C Windows Microsoft NET Framework...

Page 101: ...al license pack to your Intelli M Access server Configure users to use their Mobile Credential 5 2 1 Install a Mobile Credential license 1 Obtain a Mobile Credential license key and password from your...

Page 102: ...vate your license If the activation process succeeds your licence key will appear on the Settings page If the activation fails use the OFFLINE ACTIVATION method described below OFFLINE ACTIVATION if y...

Page 103: ...w click the link I have been provided a file for activating a license The following Activate License window will open ActivationResponseFileEntryDialog vii In the window shown above click Browse and s...

Page 104: ...ential to a person through a Create person or Edit Person action from the Groups tab In the screen shown below the total Mobile Credential licenses consumed is shown in the lower right corner of the p...

Page 105: ...infinias app on the person s mobile device to bind that device to the Intelli M Access server The key should be unique for each Person 8 Click Save to retain the your settings 5 3 Install and configu...

Page 106: ...the Configure screen In the Configure screen enter your activation key assigned to you and the IP address and port of the Intelli M Access server 3 Press the Activate button If the activation bind wit...

Page 107: ...rated credential is written to the Credential field you previously entered with the personal arbitrary unique character string Verify that a new entry appears in this field See below Server generated...

Page 108: ...ntarily unlock a Door select that door from the list of doors then tap the orange icon at the bottom of the screen While the door is unlocked the orange icon will change to green When the door reverts...

Page 109: ...103 Intelli M Access V4 0 User Manual SECTION 5 MOBILE CREDENTIAL...

Page 110: ...go to the Intelli M Access section under Support and look for the Recipe Cards The infinias Support website also provides several How Tos procedures for configuring your system for special conditions...

Page 111: ...y product documentation The Stanley QEW gateway is installed on the same LAN network as the Intelli M Access server In actual installations they can exist on different networks but they must be able t...

Page 112: ...the Password field enter the password for the Stanley QEW gateway If the password was not changed use the default password password then click LOGIN 5 If the password you entered to login to the gatew...

Page 113: ...ss for the gateway Initially the gateway is configured for DHCP which can change if the unit is reset of rebooted from a power loss A fixed IP address will assure that the addressing the gateway on th...

Page 114: ...CESS 8 When the following menu opens confirm the configuration settings shown in the menu If these settings should change click PREVIOUS and repeat the previous steps 9 In the menu shown above follow...

Page 115: ...IP address URL of the server on which Intelli M Access is installed then click FINALIZE NOTE Do not change the port number field 443 unless the port was changed in Intelli M Access or the field after...

Page 116: ...CESS 12 In the STATUS window verify that the Stanley EL Series locksets installed in the network are recognized by the gateway Note that the display indicates the Lock ID MAC address battery level and...

Page 117: ...ns to repair the installation then reboot your computer You must reboot the computer to fully resolve the problem even though the system will not prompt you to reboot After a reboot the installation s...

Page 118: ...Rules txt Depending on how far the SQL installation proceeded before the error this file may not exist Summary_ computer_name _ install_folder_name _Component Update txt Open the GlobalRules file firs...

Page 119: ...l Intelli M Access to finalize Events needs Intelli M Access credentials to authenticate into the system These credentials are stored internally but could possibly be out of sync To resolve credential...

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