CARDACCESS 3000 SOFTWARE INSTALLATION MANUAL
Continental Instruments Systems
CardAccess 3000 Operator’s Guide
WI1189 2/03
CARDACCESS 3000 SOFTWARE INSTALLATION MANUAL
Continental Instruments Systems LLC 355 Bayview Avenue Amityville, New York 11701 Phone (631) 842-9400 Fax (631) 842-9135 Email [email protected] Web Site [email protected]
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Table of Contents CARDACCESS MAIN SCREEN DESIGN...... 9 CARDACCESS MONITOR SCREEN DESIGN...... 10 THE ALERTS GRID ...... 12 EVENTS GRID NAVIGATION CONTROLS AND BUTTONS...... 14 EVENTS GRID RIGHT CLICKS AND VIEW FILTERS ...... 18 Filter Menu ...... 18 View Records Menus...... 19 MONITOR MODE VS. STATUS MODE ...... 25 STATUS SCREEN STATIONS TAB ...... 31 STATUS SCREEN STATUS TAB...... 33 LOG IN AND OUT...... 36 LOG IN ...... 36 LOG OUT...... 39 PROGRAMMING THE CARDACCESS ...... 42 SETTING UP PRIORITIES ...... 42 Panels...... 43 Readers ...... 44 Inputs...... 45 Relays...... 46 Links...... 46 ALERT ACKNOWLEDGEMENT...... 47 Manual Alert Acknowledgement...... 47 Auto Alert Acknowledgement...... 48 Enable Auto-Acknowledge...... 49 Response Required Schedule ...... 50 Alert Ack Time...... 51 LANGUAGE CONTROL ...... 53 Language Control Design...... 53 SYSTEM SETTINGS ...... 58 Setting Up the System Settings...... 58 General Tab ...... 58 Archive Tab...... 63 Printers Tab ...... 65 Alerts Tab...... 68 Custom Fields Tab...... 76 Video Badging Tab ...... 78 CCTV Tab ...... 82 Databases Tab ...... 93 ARCHIVE DATA...... 95 Create an Archive Database...... 96
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Backup Configuration Data...... 99 Archive Events from the Main CardAccess Database ...... 102 Connect to an Archive Database ...... 105 Restore Configuration Data...... 106 Archive Events from a Different Database ...... 109 BACKUP & RESTORE...... 113 Backup a Database ...... 114 Restore a Database...... 116 VIEW HISTORY...... 119 Connect to a Database...... 119 Set the Date Range...... 121 Select an Events Filter ...... 122 Print the History ...... 125 Status Bar...... 125 Change the List Sort...... 125 AUDIT TRAIL ...... 126 MANUAL CONTROL...... 130 The Manual Control Screens ...... 130 SCHEDULED CHANGES ...... 143 Create a Scheduled Change...... 144 Delete a Scheduled Change ...... 146 PERSONNEL...... 147 Create a Basic Badge...... 147 Personnel Screen Controls & Functions ...... 149 BATCH SAVE UTILITY...... 186 Run a Batch Save ...... 188 Run a Batch Save ...... 189 Batch Save Utility Screen Controls...... 194 BADGE HOLDERS IN LIST...... 200 Set Up the Badge Holders In Screen...... 203 ACCESS GROUPS ...... 205 What is an Access Group ...... 205 Personnel Access Group Controls...... 210 Create an Access Group ...... 214 Access Group Templates...... 215 Delete an Access Group...... 216 Edit an Access Group...... 216 FIND USAGE UTILITY...... 217 Panel Statistics (Counts)...... 218 Use the Counts Section ...... 221 Show Schedule Usage ...... 222 Show Unused Time Schedules...... 224 Show Access Group Usage ...... 225 Show Unused Access Groups...... 227 BADGE FORMATS...... 228
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What is a Badge Format ...... 229 Bit Position, Offset and Length...... 232 Predefined Badge Formats ...... 234 Create a Badge Format ...... 242 Delete a Badge Format...... 250 Restore Deleted Factory Formats...... 250 Download Badge Formats to Panels ...... 251 FACILITY CODES ...... 253 About Facility Codes...... 253 Add Facility Codes...... 255 Set Facility Codes in the Personnel Screen ...... 255 SCHEDULES...... 258 What is a Schedule...... 258 Create a Schedule ...... 260 Edit a Schedule ...... 262 Delete a Schedule...... 263 HOLIDAYS...... 264 GROUPS ...... 266 Create a Group ...... 266 Edit a Group ...... 267 Delete a Group...... 267 List Groups Alphabetically ...... 267 OPERATORS ...... 268 Create an Operator...... 269 Edit an Operator Definition...... 275 Delete an Operator Definition...... 276 General Tab ...... 278 Operators Screen Event Viewing Tab...... 280 Operators Screen Privileges Tab...... 281 OPERATOR PRIVILEGES...... 284 Forms Control...... 286 Personnel Fields Control...... 288 Database Partitions ...... 289 Create an Operator Privileges Template...... 291 Delete an Operator Privileges Template ...... 297 Edit an Operator Privileges Template...... 298 OPERATOR RESPONSES ...... 299 Operator Response Screen...... 299 Event Response Screen ...... 303 MAPS ...... 312 Enable Maps ...... 313 Create a Map ...... 314 Delete a Map...... 320 Edit a Map...... 321 Find a Map...... 321
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Displaying Maps ...... 323 PANELS ...... 329 Create a Basic Panel Record...... 337 Panel Screen Controls ...... 339 Download Configuration and Data to Panels ...... 354 READERS...... 360 Create a Basic Reader Record...... 362 Reader Functional Types ...... 363 Reader Screen Controls ...... 373 Elevator Control ...... 405 Software Setup for Elevator Control...... 415 INPUTS ...... 419 Create a Basic Input Definition ...... 421 General Tab ...... 422 CCTV Tab ...... 432 Map Tab...... 434 Virtual Inputs ...... 436 RELAYS...... 442 Create a Basic Relay Definition ...... 444 General Tab ...... 446 Map Tab...... 456 DUPLICATE DEFINITIONS ...... 458 LINKS...... 462 Links General Discussion ...... 464 Create a Basic Link Definition ...... 465 Create a Local Link ...... 466 Create a Global Link ...... 469 General Tab ...... 472 Input Tab...... 481 Output Tab ...... 483 Map Tab...... 484 COM PORTS...... 486 Configure Com Ports ...... 488 Configure LAN Connections...... 492 DIAL UP ...... 496 Create a Basic Node Definition ...... 499 Modems Screen Controls ...... 504 General Modem Setup...... 517 Continental Approved Modems...... 523 US Robotics Courier V.Everything Modem...... 524 US Robotics Sportster Modem...... 527 Dial Node Setup and Testing ...... 530 Modem Setup and Testing...... 536 LAN ADAPTERS ...... 547 General LAN Adapter Setup ...... 548
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UDS-10 Setup...... 549 CARDACCESS UTILITIES...... 559 CACLIENTCONNECT UTILITY ...... 560 Connect a Workstation to the Events Server...... 560 CaClientConnect Utility Controls...... 561 CADBUTILS UTILITY ...... 563 Start the CaDbUtils Utility ...... 564 Database Connection Tab...... 566 Attach Database Tab...... 569 Detach Database Tab ...... 571 Update Database Tab ...... 573 Link Servers Tab ...... 576 Drop Server Tab ...... 577 DBUPDATE UTILITY...... 578 Upgrade a Paradox Database ...... 578 DbUpdate Utility Controls...... 581 EVENTTRANSFER UTILITY ...... 585 Transfer Events ...... 587 Events Transfer Utility Controls...... 588 FIND RECORDS UTILITY...... 591 Create a Basic Find Records Search...... 593 Find Records Screen Controls...... 594 Expression Section...... 594 Conditions Section ...... 598 Program Control Buttons ...... 599 BATCH SAVE UTILITY...... 601 Run a Batch Save ...... 603 Batch Save Utility Screen Controls...... 609 PDXSQL UTILITY ...... 616 Transfer Events from a Paradox Database ...... 617 PdxSQL Controls ...... 620 SQLDBEXPLORER UTILITY ...... 625 Run the SqlDbExplorer Utility...... 625 SQLDbExplorer Controls ...... 627 REPORTS...... 634 PRINT PREVIEW SCREEN ...... 635 ACCESS GROUP REPORT ...... 639 Create a Basic Access Group Report...... 639 Access Group Report Screen Controls ...... 640 ALERT RESPONSE REPORT ...... 644 Create a Basic Alert Response Report...... 644 BADGES REPORT...... 645 Create a Basic Badges (Personnel) Report ...... 647 Badges Report Screen Controls...... 649
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EVENT REPORT ...... 658 Create a Basic Event Report...... 659 Events Report Screen Controls ...... 664 FACILITY CODE REPORT ...... 682 Create a Basic Facility Code Report...... 682 GROUPS REPORT...... 683 Create a Basic User Group Report...... 683 HARDWARE REPORT ...... 684 Create a Basic Hardware Report ...... 686 Hardware Report Panels Tab ...... 687 Hardware Report Readers Tab...... 690 Hardware Report Inputs Tab...... 693 Hardware Report Relays Tab ...... 696 Hardware Report Composite Tab...... 699 HOLIDAY REPORT ...... 702 Create a Basic Holiday Report...... 702 IMPORT UTILITY ...... 703 Perform a Basic Badges Import from File...... 705 Import Utility Screen Controls...... 708 INLIST /BADGEHOLDERS IN REPORT ...... 721 Create a Basic Badgeholders IN Report...... 722 Badgeholders IN Report Controls ...... 722 LINKS REPORT ...... 724 Create a Basic Link Report...... 724 Links Report Screen Controls ...... 726 MODEM REPORT ...... 732 Create a Basic Modems Report ...... 733 Modems Report Screen Controls ...... 734 OPERATORS REPORT ...... 735 Create a Basic Operators Report ...... 735 PERSONNEL REPORT ...... 736 Create a Basic Personnel Report...... 736 SYSTEM SETTINGS REPORT...... 739 Create a Basic System Settings Report ...... 739 TIME AND ATTENDANCE REPORT ...... 740 Create a Basic Time and Attendance Report...... 741 Time and Attendance Report Screen Controls...... 743 TIME SCHEDULE REPORT ...... 748 Create a Basic Time Schedule Report ...... 748 APPENDICES...... 751 APPENDIX A – LIST OF FIGURES ...... 751
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CARDACCESS 3000 SOFTWARE INSTALLATION MANUAL
CardAccess Main Screen Design To begin, in the CardAccess world the words ‘Events’ and ‘Alerts’ are two terms that generally refer to the same thing. In operation, the CardAccess software regularly communicates with security panels. During this communication process, the CardAccess communication driver picks up event messages from the panels. These messages describe every activity that the panel has been involved with since the last communication.
Event messages that have been picked up from panels are stored in the CardAccess SQL database. Once they are stored in the CardAccess database, CardAccess software rules can be applied to the display of those events. You have the ability to set priority rules in the software that determine how those events will be displayed in the CardAccess main screen.
The rules that you apply to the display of panel event messages are called 'Priorities'. Effectively, you apply a priority value to each one of the possible CardAccess event messages during the setup of the CardAccess software. The software will then use these associated priority values to determine where to display these events in the CardAccess main screen.
There are two display 'grids' on the CardAccess main screen - the 'Events' grid and the 'Alerts' grid. The Events Grid is where most alerts are displayed. The Alerts Grid exists primarily as a place where important events will be displayed (those with the highest priority numbers assigned).
In other words, you will route most event messages to the Events Grid and you will route high priority events to the Alerts Grid so that they can be noticed more easily and acted upon. In a busy system, you might see hundreds of event messages per hour; this will tend to make the display very busy. In the case where hundreds of events are scrolling off the screen, it would be hard to notice a 'violation' message indicating a break in at a given door, or other illegal access. The Alerts Grid exists as a way to segregate important messages to have them display in a part of the screen that does not get cluttered with a lot of events.
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CardAccess Monitor Screen Design Figure 1 – Events & Alerts Grids
The CardAccess main monitoring screen has been divided into two view windows (see Figure 1), or 'grids' as they are commonly referred to. The top half of the screen (the Events Grid) is designed to receive 'normal' event messages. Normal events can be defined as 'routine' and 'expected' occurrences. These events would require no action from the security staff because they would be 'valid', expected, and approved activities.
The bottom half of the screen (the Alerts Grid) is reserved for 'abnormal' events. Events such as a door break in, invalid badge accesses and other alarms are typically displayed in the lower portion of the screen. This separation of normal and abnormal events enhances the readability and usefulness of the main alarm monitor screen.
Large organizations can generate thousands of events per day. If one common view window were employed to display all event types, security personnel would find it impossible to locate a given alarm on the screen amongst hundreds of normal events streaming in. The Alerts Grid provides a means for the CardAccess administrator to decide which event types should be segregated into a dedicated, filtered view window. This CardAccess design feature enables security staff to respond to abnormal alerts more quickly by placing them in a dedicated area of the screen.
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As we mentioned, the grids are 'programmable'. The CardAccess administrator can decide which types of events appear in the upper and lower portions of the screen by setting parameters in the CardAccess configuration screens. Later sections of the CardAccess manual and this chapter will explain the use of the 'alert priority' system.
Also note that the Alerts portion of the screen is not intended to display events for a long period of time. This would compromise the usefulness of the Alerts Grid. The design idea behind the Alerts part of the screen is that it should be reserved for special events only. It is intended that an operator should notice an alert, perform some physical action to correct the situation, then ‘Acknowledge’ the alert and clear that alert from the Alerts grid. This keeps the Alerts Grid clear of events making it more noticeable when an event does appear in that grid.
Quick Tip - To ‘Acknowledge’ an alert means to move that alert from the Alerts Grid into the Events Grid. When any alert is acknowledged, a time/date stamp is attached to the alert, which includes the operator number of the operator who acknowledged the alert.
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The Alerts Grid Figure 2 – The Alerts Grid and Alerts Grid Button Bar
Quick tip - When events are displayed in the Events section of the main monitor screen, they are referred to as “Events”. When events are displayed in the Alerts portion of the Main Monitor screen, they are called “Alerts”. So when we mention ‘Alerts’ in the following text, we mean events that appear in the Alerts Grid.
The Alerts Grid (the bottom half of the Main Monitor Screen) was designed to display ‘important’ alerts based on settings in various CardAccess configuration screens. This allows you to decide which events are important enough to be displayed in the Alerts area of the screen. (See the section on Setting Up Priorities for more information).
There are several options available for the displaying of alerts in the Alerts portion of the CardAccess main screen.
• Only the most important alerts display. • Display all events in the Alerts Grid. • Display events types that you select in the Alerts grid.
Note that if you elect to display any alerts in the Alerts grid, those alerts must eventually be moved out of the Alerts Grid and into the Events Grid. The process of moving an alert to the Events Grid from the Alerts Grid is commonly referred to as ‘resolving the alert’. Alerts can be resolved manually or automatically by the system. Generally, there are several options for Acknowledging alerts.
• Have the alerts stay in the alerts grid until they are manually resolved by an operator. • Have the alerts remain visible in the alerts grid until a timeout value has expired. This timeout is set in the Operators screen. Each operator has an operator ‘Alert Ack Time’ value. For more information see the Setting Up Auto-Acknowledgement section. • Force the operator who responds to an alert to fill in a ‘Manual Response Screen’.
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In any case, the first thing to decide is which event types should appear in the Alerts Grid and which ones should go to the Events Grid. You do that by setting the event priorities. For more information, see the next section entitled Setting Up Priorities.
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Events Grid Navigation Controls and Buttons There are two control bars that operate on the Events Grid.
• The Events Grid Button Bar (Figure 4) - Found immediately above the Events Grid.
• The Events Navigation Bar (Figure 5) - Found immediately below the Events Grid.
Both tool bars are explained in more detail below. In addition to the above tool bars, you have two standard scroll bars (vertical and horizontal) that appear when the screen contains more information than can be displayed in the current window size. You will use these scroll bars to move to data that is displayed off the current screen size, just as you would in any standard Windows program.
Column Adjustability
Figure 3 - Events Grid Column Headings (shown condensed from default)
Note that the Events Grid has adjustable column widths, so you can condense columns to view more information per screen if needed. To move a column boundary, do the following.
• Position the Cursor - Position your cursor over the junction of two columns at the top of the column where the headings are displayed (immediately over the line between the column headings. Consult Figure 3). If you are in the correct position, your cursor will change to a double arrow type cursor.
• Click and Hold - Hold down the left mouse button.
• Drag the Column - Drag the column boundary where you need it and release the mouse button.
Note that the column position changes are not 'persistent'. That is, the columns will revert to their default positions if you restart the CardAccess.
Column Relocation
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The positioning of the columns of the Events Grid can be rearranged if you find the current organization of the columns to be inconvenient. To relocate any column, do the following.
• Position the Cursor – Position your cursor over the approximate center of the column heading of any column that you wish to move.
• Click and Hold - Hold down the left mouse button
• Drag the Column - Drag the column where you need it
• Release - Release the cursor
The columns will revert to their default positions if you restart the CardAccess.
Event Order Sorting
By default, the Events Grid is sorted by the 'Acknowledged At' column (Seen to the right of Figure 3) - sorted according to the time the event was acknowledged. However, the events that appear in the Events Grid can be sorted by using the contents of any column. Simply click the column heading of any column, and the Events Grid will be resorted, using the selected column as the sort criteria. You will recognize the column that is being used as the sort criteria because it has its column heading highlighted in yellow.
Events Grid Button Bar
Figure 4 - The Events Grid Button Bar
Some of the buttons shown in Figure 4 may be missing or may be grayed out on your Events Grid tool bar. This is because some buttons are only active when you have highlighted an event of a specific type. For example, the 'Photo' button is only visible if you have highlighted a badge type event and that badge holder has a photo stored in his or her personnel record. Similarly, the 'Control' button will be grayed out unless you highlight an event that concerns a door, relay or link that can be manually controlled. More detail follows on each button and its uses.
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• Track/Browse Button - The 'Track' button switches the events display between 'Track' and 'Browse' modes.
o Track Mode - In Track mode, the Events Grid displays each new event as it arrives. In a busy system, this will cause the oldest events to scroll up and off the screen.
o Browse Mode - If you need to look more closely at a selected event, it may be hard to do in a busy system where events are rolling in constantly and scrolling the screen. The 'Browse' mode freezes the screen so you can select a specific event to examine.
• Respond Button - The manual Respond button brings up the manual response screen. You can attach comments to the selected event for later reference. See the manual section entitled 'Manual Alert Acknowledgement' for more information on manual responses.
• Map Button- If the selected event concerns a panel, reader, input, relay or link and that device has a map assigned, clicking the 'Map' button will display that map.
• Photo Button - If the selected event concerns a badge holder and that badge holder has a photo stored in their personnel record, clicking the 'Photo' button will display that photo. Note that the Photo button will be grayed out if there is no photo associated with the event or if there is no photo in the badge holder record.
• Control Button - The 'Control' button will be available if the event concerns a device that can be manually controlled, such as a door, relay or link. The button is normally grayed out unless one of the aforementioned event types is highlighted. When the button is not gray, manual control is available. Clicking the Control button opens the appropriate manual control screen (door, relay or link). The device mentioned in the selected event will be automatically selected, and will be ready to be manually activated or deactivated.
• Previous, Recent, Next Navigation Buttons - The 'Previous', 'Recent' and 'Next' buttons allow you to scroll from the top of the Events Grid to the bottom of the Events Grid, one week at a time. There are three buttons shown in Figure 4, but only the 'Recent' button is visible by default. You can click any column heading to expose all three navigation buttons. The functions of the buttons are as follows.
o Previous - Scrolls back to the oldest events, scrolls 1 week per click.
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o Recent - Restores the display to the most current events.
o Next - Scrolls the display toward the newest events, scrolls 1 week per click.
Events Grid Navigation Bar
Figure 5 - The Events Navigation Bar
The Events Navigation Bar is used to scroll forward or backwards through the events in the events display window. Recall from the System Settings chapter that you are permitted to select the 'number of viewable events' in the 'Alerts' tab. The Events Grid navigation bar allows you to scroll from the most recent event to the oldest event, as defined in the current event buffer size which is set in the System Settings 'Number of Viewable Events' setting. Clicking the arrow keys scrolls one event per click.
For example, if the number of viewable events control is set to '100', the navigation bar will allow you to scan a maximum of 100 events. The navigation buttons will not allow you to proceed past the oldest 'viewable' event as defined in the System Settings. Thus, you cannot use this tool bar to navigate to archive events, only to the current most 100 (or whatever the setting is in the System Settings).
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Events Grid Right Clicks and View Filters There are two right click menus available in the Events Grid.
• Filter Menu - The 'Filter' menu allows you to select specific event types to view. When a filter is enabled, events that don't match the filter type are removed from view in the events grid. For example, you can view only 'System' event messages, 'Door' event messages or others. See below for more detail on the operation of the events filters.
• View Records Menu - The 'View Records' menu allows you to select an event and view the configuration record of the badge holder, or hardware device mentioned in the event. See below for more detail.
Filter Menu The Filter menu is available by right clicking on the column headings or anywhere under the columns depicted in Figure 6.
Figure 6 - The Events Grid Columns Where the Filter Menu is Available by Right Click
Figure 7 - The Events Grid Filter Popup Menu
The Events Grid filter menu (Figure 7) allows you to change the events screen view to include only the type of events that you select. The CardAccess will query the events database and return all records of the selected type. You still have access to the entire events database, but the view is 'filtered' to include only the type of event that you want to see. The selected display filter will remain in effect until you change the filter selection again.
Quick Tip – To return the display to the default (see all events) at any time, select ‘Show All’.
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The available menu choices seen in Figure 7are explained below.
• Show All - The events screen will show all event types. This is the default. No filter is applied.
• Show Badges - Enables a filter that shows only badge type events. Any type of badge related event is displayed, excluding vehicle tags.
• Show Doors - Enables a filter that shows only reader related events (door forced, door now closed, etc.).
• Show Inputs - Enables a filter that shows only input related events (input abnormal, input normal, etc.).
• Show Links - Enables a filter that shows only link related events (link activate, link deactivate).
• Show Relays - Enables a filter that shows only relay related events (output on, output off).
• Show System - Enables a filter that shows only system related event messages (panel trouble, etc.).
• Show Vehicle Tags - Enables a filter that shows only vehicle tag type events.
The events filter is helpful when you need to locate an event and you know what type of event you are searching for. In an events database of possibly thousands of events, the events filter is time saving tool.
View Records Menus There are two View Records menus. The menu you will see depends on which column, the 'Description' or the 'Location' column that you right click. See below for details.
• View Records Description Menu
The View Records Description menu is available by right clicking on the column title or anywhere under the 'Description' column (Figure 8).
Figure 8 - The Events Grid Description Column Where the View Records Menu is Available by Right Clicking
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Figure 9 - The Events Grid View Records Description Menu
The available menu choices (Figure 9) are explained below.
o View Record - Opens the configuration record of the hardware device or badge holder that is currently selected.
o Show This - Re-filters the events screen to display only events that mention the currently highlighted hardware or badge holder.
o Show Usage - One of several things can happen depending on which event type mentioned below is highlighted.