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Card Holder – Skills

This is where

Skills

are assigned to this Card Holder and viewed. Skills can be any kind of

trade, duty, or expertise. Card 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

Click on Skills in the Menu then
Click on the Add Button.

Skill Name

Click on the Skill or Skills to be
assigned from the list then Click on
the OK Button.

Содержание WinDSX

Страница 1: ...WinDSX User s Guide...

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

Страница 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...

Страница 4: ...d...

Страница 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...

Страница 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...

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

Страница 8: ......

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

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

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