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] 2 CARDACCESS 3000 SOFTWARE INSTALLATION MANUAL 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 3 CARDACCESS 3000 SOFTWARE INSTALLATION MANUAL 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 4 CARDACCESS 3000 SOFTWARE INSTALLATION MANUAL 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...............................................