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BadgePass Management Console User Manual 4_0_3

1. BS Add Location You can also move the locations up and down in the list to change the order Do this by clicking on the and buttons on the right side of the box Schedules This is where you will set all the schedules that will be used in the BadgePass modules Always and Never are installed by default You cannot change the start and end times for them They are primarily used for when someone will have full access or when someone will not have access at all BadgePass Management Console 4 J BadgePass System 4 Database Setup b List Values Campuses Registration b Security Bl Badge Management gt Win Client b FB Access Control b 9 AD Integration f Event System Start Time End Time Holiday Intervals Start Time End Time Holiday Type A schedule is used to establish when someone is able to enter and exit doors for example or when someone is allowed to clock in for work You will set up a Schedule first and then add Time Intervals to tt To create a schedule you first click Add The following window will appear Always Never 4 5 weekdays Day Shiit lt will appear in the Schedules window Highlight the new schedule and the Aad button will become active in the lower window for Time Intervals and Holiday Intervals Click Add under the Time Intervals list and the following window will appear m wv a wi i a 1 This is where the start and
2. Back Cancel To create an output click Add The following screen will appear Give the output a Name and then select Log from the Type drop down list at the top right BB Add Edit Output Name Visitor Added Log Type Log 4 Visitor Directory Path C Logs Suffix Last Name File Name VisitorAdded txt Birthday 7 Gender v Append if File Exists Prefix State Content Middle Name First Name VisitorAddedEvaluator Path Visitor FirstName Entity Name VisitorAddedEvaluator Path Visitor LastName Entity Type ID BracketedEvaluator Entity ID ClassType Static Class System Environment Path NewLine Entity Class acation IN ml New Line cancel Next we must add the details to the log file These are the actual values that will be written into the log file Double clicking the values in the left window pane will generate the necessary coding in the window where the cursor is located There are several values that need to be set Since it s a log file we will need to set the Directory Path of where you want to save the file Enter the path in the Directory Path box or click on the button next to the box and select the path Next name the file in the File Name box Don t forget to add the txt or whatever file extension you want to use Putting a check mark in the Append If Exists check box will cause the new log entries to be added to the existing file instead of over
3. JE Access Control Tier 1 Air Medical Transport F b 9 AD Integration Tier 1 Air Medical Transport F f Event System Tier 1 Assistant Public Works Tier 1 Assistant Public Works Tier 2 Airport Firefighter Tier 2 Boater Safety Training Tier 1 Civil Field Engineer Tier 2 Responder Chaplin Tier 2 CISM Certified Tier 2 Certified Law Enforcer Tier 2 Communications Office Tier 2 Certified Rural Fire Offi Tier 2 Confined Space Techni Tier 2 Certified Vol FFI Tier 2 Certified Vol FFIl Tier 1 Debris Collection Supe Tier 1 Disaster Collapsed Str Tier 1 Disaster Collapsed Stri Tier 1 Disaster Collap Struct Tier 1 Debris Removal Manac 2 Tine 2 Mien Danana Onnainlint Client t FT Badge Management 4 b Identity Manager b Visitor Manager b Time Manager t MB Access Manager b 9 AD Integration f Event System The Client section is where the settings for the Identity Manager the Visitor Manager and the Time Manager modules are configured Options E BadgePass Management Console b J BadgePass System l MI Badge Management Button Number Display Text Custom Event 4 an Client 4 Identity Manager Options Form Layouts t Visitor Manager Security MB Access Manager 9 AD Integration f Event System Custom Buttons Mappings is where custom event buttons will be added for use in the Identity Manager To add a custom Button click on Add Give the button a name Click Next The following win
4. Rule a E eae y e Swipe the card and parse it according to the directions in the Badge Types section of this manual Click OK e Goto Badge Management gt Third Party Badges gt Field Mappings in the Management Console Select custom card Employee Card in this case you just created from the Card Fields drop down list and the correct entity tyoe Employee from the Entity Fields drop down list J BadgePass System Card Fields Entity Fields 4 FF Badge Management anal eae TONumber Prefix 4 Third Party Badges FirstName J Badge Types MiddleName Field Mappings fn f LastName Clients Sufix Access Control Gender b 9 AD Integration BirthDate f Event System IDNumber IDNumber2 IDNumber3 Employee Type Address Line 1 Address Line 2 inn 2 Adadarnce ti Card Type Card Field Entity Type Entity Field Employee IDNumber Employee IDNumber e Highlight IDNumber under the Card Fields list and Highlight the IDNumber field in the Entity Fields list and click Map The mapping will show up in the list box below e It is important to note that the employee must exist with that ID Number in the employee table before the Entity Tracking will work Silent Entity tracking will now work When you swipe the Employee card in the visitor manager screen nothing will show up But if you look in the Onsite List you will see the employee in the Other section To check this entity
5. VisitorAddedEvaluator Path Visitor LastName Was added at Source Machine Namegiiy EventSystemEvaluator Path SourceMachineName Li b New Line Cancel From is the E mail address of the sender To is the address that you want the Email to be sent to You can add multiple addresses in this line separated by a semicolon CC is for other Email addresses that you want to receive the Email Body is the section that actually contains the information in the Email You can add values from the available fields to the left or you can type a static value in the Body window that will appear in the body section of the Email Once you have added all of your desired content click OK Then once you have completely added all of your desired outputs for your event click Finish Next you ll need to make sure to set your SMTP server settings if you have created any Email outputs for any of your events SMTP Settings In order for the Event system to be able to send Emails you must configure the following settings It should be noted that each network is configured differently Check with the network administrator to verify that the customer s mail server will send the e mails from the event system SMTP Server The DNS name of the mail server Enter the name of the server and click Save SMTP Port The port number that the mail server communicates on Enter the port number and click Save Username The username for an authentica
6. Click Browse and navigate to the BadgePassSettings bpe file created during a previous export 4 J BadgePass System 4 Database Setup C Users rhall DGROUP Desktop BadgePassSettings br Browse Se e Employee Types Students Types SoS es e082 8 Doa R A g b MI Badge Management b an Client b FZ Access Control 9 AD Integration f Event System Click Import Settings to import the settings into BadgePass Suite Export Settings exports your current BadgePass Suite database seitings to a file called BadgePassSettings bpe This file can be retained for backup purposes or to transfer settings from one BadgePass Suite system to another Click Browse and navigate to the directory where you would like to save the BadgePassSettings bpe file A list of Custom Card Settings will display showing you which properties will be exported 4 J BadgePass System 4 Database Setup 4 List Values Employee Types Students Types Image Types Address Types Phone Types States Provinces C Users rhall DGROUP Desktop Click Export Settings to export the Custom Card properties to the directory specified Setup The setup section contains entity type specific properties An entity is basically a person or type of person or a place location E BadgePass Management Console 4 J BadgePass System a Database E Setup Name Description Fields Image Settings 4 List Values Visitor A person that is visiting tht View Modify
7. Employee Types Image Types Address Types Campus A specific campus that is 5 Phone Types States Provinces Campuses Schedules Registration 4 Security Groups Users Permissions LDAP Servers l I Badge Management gt Win Client Employee A person that is employed Location A specific location at the a b IB Access Control 9 AD Integration f Event System Each entity type has a Name Description Standard and Custom Fields and Image Settings properties The entity type s name and description are self explanatory The entity type s Standard and Custom Fields properties are all the properties available to an entity Click Add to create another entity EE Add BadgePass Entity Type Students The new entity will appear in the window as shown It is important to remember that for custom entities the Description column specifies which extra entity table in the database the custom entity will be connected to Name Description Fields Image Settings Students Person Visitor A person that is visiting tw View Modify View Modify Employee A person that is employed View Modify View I Modify Campus A specific campus that is p View Modify View Modify Location A specific location at the a View Modify View Modify Click View Modify for the selected entity type under the column Fields Each entity comes with a list of Standard Fields These fields are not editable except for the abilit
8. E Directory Security Manager Set Security Type Groups Group Type Name Description Security Administrators CN Administrators CN Builtin DC IDGI User Actions Include Product Action Description Configuration Configuration Permisisons to access the Configu Help Help Permissions to access Help Menu Home Home Permisisons to access the Home t Visitor Info Visitor Info Permisisons to access the Visitor Options Options Permissions to access the Options The Active Directory groups that were selected under the BadgePass security setup will show up in the Groups box You can set the user actions in the lower window This will be the privileges that are granted to the client user Access Control The Access Control section is where you configure the Options the Access Groups the Card Options and setup the panels for Access Control D J BadgePass System L I Badge Management b n Client b 9 AD Integration Event System Options Permissi BadgePass Agent 4 if Badge Management Badges 4 Third Party Badges Badge Types Field Mappings Epic Qualifications a an Client 4 Identity Manager Form Layouts Username Generation Printing Rules 4 Visitor Manager Options a 8 Access Manager Options Card Formats Door Groups Access Groups Card Options Status Monitor Main Campus Jackson Campus h ak AD Intaneatinn 4 Value Panel Offline Panel Online Panel Tamper Interface Panel Online Interface Panel
9. Employee JDoe i lt gt 1t020f2 To create a user click the Add button Employee Jones Fred 987654321 Ga Select an Entity Type user type The available values will be Employee Visitor etc The Entity is the actual user you are creating There are two methods of searching for the entity that you want to create a user for First you can type in the user s last name format last name or the user s last and first name format last name first name and press the right arrow key gt This method will do a search with specified criteria and populate the drop down list Specify a Username This is the name the user will login with Specify a Password and then confirm it At this point the OK button will enable The user s password can be changed by right clicking on the user and select Change Password B BadgePass Management Ca 4 J BadgePass System t Database Group Type BadgePass l FF Badge Management 4 A Client b Identity Manager b Visitor Manager Security b MB Access Manager bt 9 AD Integration ri Event System Entity Type Username Employee Employee Setup User admin JDoe Doe Jane 1 to 2 of 2 You will now need to add the user to an existing group Click the Add button in the Member Of section found below the Users section in the right pane Place a check mark beside each group you want to add that user to Include Name Group
10. Enter a name Outside Doors for example and click OK You can edit the group name by clicking Edit or delete the group by clicking Delete To include a door in the group click the check box next to its name in the tree view on the right Door Groups Name 4 Main Campus Outside Doors 4 Door 1 i Door 2 Inside Doors Add Edit Delete Auto Unlock C Require Valid Card Read Enable Lockdown To set up Auto Unlock for this group choose a schedule from the drop down list Each door in the group will then be unlocked during the time that the schedule is active If you would like the doors to only be unlocked after a valid card read during the schedule click the Require Valid Card Read check box When this option is in use if a valid card read is registered on one door in the group during the schedule then all the doors in the group will then be unlocked To allow the group to participate in lockdowns check the box for Enable Lockdown If this option is checked and 3 valid card reads occur for a card that belongs to an entity in an access group that is designated for Campuswide Lockdown on the Access Groups set up then every door in that group will be locked The doors will continue to allow request to exits but no access will be granted to any card and any unlocked doors will be locked When a group is in Lockdown Mode a button will be visible Click it to return the doors in the group to normal
11. OK Cancel Next we must add the details to the log file These are the actual values that will be written into the log file Double clicking the values in the left window pane will generate the necessary coding in the window where the cursor is located There are several values that need to be set Since it s a log file we will need to set the Directory Path of where you want to save the file Enter the path in the Directory Path box or click on the button next to the box and select the path Next name the file in the File Name box Don t forget to add the txt or whatever file extension you want to use Putting a check mark in the Append If Exists check box will cause the new log entries to be added to the existing file instead of overwriting the existing data If you expand the menus in the left pane you can double click on a value and it will place the code in the Content pane This is how you add data into the log file Click on the New Line button when you have all the data you want in the Content window This will cause each entry in the file to have a carriage return line feed and the end of the record Once you have added all of the desired content click OK Form Layouts E BadgePass Management Console s a l J BadgePass System fit Badge Management 4 an Client 4 Identity Manager Options Form Layouts Username Generation Printing Rules Visitor Manager Security 3 Access Manager x AD Integration f Event Sys
12. Offline interface Panel Tamper Valid Access Invalid Access Card Not In System Door Locked Door Unlocked Door Forced Open Door Open Too Long Request To Exit Door Closed Door Opened Input State Changed Mechanical Key Override Door Tamper Door Low Battery Door Communication Loss Door Stalled Motor Ea F F F m H FI H F F H F F F F H H F F H e Notification Desired The Log Debug Information check box is for creating a debug log file for support purposes This will create a support file that can be sent to the support group to help analyze issues in the access control system NOTE Only check the Log Debug Information box under the supervision of a support specialist The Use for Entity Tracking check box is for telling the Access Control server whether or not to let the visitor managers know if someone changes locations by scanning their card on an access control reader In the Transactions section you can record all or some of the transactions within the access control system Place a check in the box next to the transaction to would like to save Card Formats ra E BadgePass Management Console a SE J BadgePass System Card Formats Mi Badge Management Name Facility Code Type nn Client Magnetic Card al Magnetic a 8 Access Manager Prox 26 Bit 20 Wiegand Options Xceed 40 Bit 197 Wiegand Card Formats Prox 26 Bit Mag 1 Magnetic Door Groups Access Grou
13. Save Data Type nn Client Visitor A person that is visiting MagTrack1 4 Li Access Manager Employee A person that is employ ia MagTrack2 Options MagTrack3 Card Formats TraxBarcodet Door Groups TraxBarcode2 Access Groups FrontBarcode Card Options Status Monitor Main Campus BadgePass College MOCA AD Integration QuickPass f Event System BackBarcode Remove Add ProxNumber Once all the panel hardware has been installed and networked together you need to configure them in the BadgePass Management console Status Monitor E BadgePass Management Console _ Sex System Access Control Service Status Running J BadgePass System MI Badge Management fA Client a Access Manager Options Card Formats Door Groups tatus Access Groups Card Options 4 Main Campus 4 E Main Panel Total Controller Panels 1 _ Refresh Status Panels ain Panel Door 1 BadgePass College AD Integration Event System The Status Monitor is where you can get information about the control panel that are installed on your system Adding a Main Controller Panel BP 1502 BP 1501 BP 2500 The BP 1502 panel comes standard with 2 doors Each door comes with 1 extra output relay You can add more doors by adding interface panels This is discussed later in the manual Also available are the BP 1501 which is an Ethernet based controller panel and th
14. System Flags 0 Facility Code Length 10 Offset 0 Card Number Start 11 Bits 40 Card Number Length 28 Parity Even Start 0 Parity Even Length 0 Save Cancel Change any parameters and then click Save If this card format is currently in use in any panels it will be automatically updated in the panel when you save it here Click Duplicate if you want to create an exact copy of the selected card format This is useful in the situation where you have two different facility codes for prox cards 15 and 197 for example You would click on the default Prox 26 Bit card format enter 15 for Facility Code and click Save Then click on Prox 26 Bit card format and click Duplicate Then enter 197 for Facility Code and click Save Door Groups 5 BadgePass Management Console o o es 4 BadgePass System Door Groups Database Name a Main Campuses Schedules Registration Security Mi Badge Management fn Client 4 8 Access Control Options Card Formats Access Groups Add Card Options 4 Main Campus 4 EA Main Panel Auto Unlock 1 Door 1 4 Bi Interface Panel 1 Door 2 X AD Integration Require Valid Card Read f Event System in pal B oo3 3350 w O x a D Q2 Q lt Enable Lockdown Click on Door Groups to set up functional groups of doors in Access Control They can be used for lockdowns and for auto unlock features Click the Add button to add a new door group
15. Type Description m Administrator BadgePass A BadgePass group for administrators User BadgePass User Permissions You will assign privileges to groups for the product modules each entity within the modules and the user actions within the modules E BadgePass Management Console _ ule Sa 4 J BadgePass System Database Groups Campuses Group Type Name Description Schedules BadgePass Administrator A BadgePass group for administrators Registration Security BadgePass User User Groups Users fi Badge Management lt nn Client Badge Management j Identity Manager Visitor Manager Security Access Manager x AD Integration Products Entities Campuses f Event System Entity View Add Edit Delete Print Security Qualification Card info All Service U R o M o M v7 T m Members U R o M oo M w e W Visitor 7 7 J M 7 7 v T m Employee H E oo v vy M a e w Campus 4 OW 7 v 7 M v W v Location 17 M Mw M wo M iv iv iv y The Products tab is where the rights are assigned to each module for a group Products Entities Campuses Included Name Description IF Address Version E Access Manager Manages Access Control SUMMER PC 40 E Event System Manages evaluating evem SUMMER PC 40 Identity Manager Creates and edits entities 40 E Identity Manager Wel Creates and edits entities 40 Time Manager Tracks and Manages Cloc 40 Visitor
16. Types Field Mappings Epic Qualifications a na Client 4 Identity Manager Options Form Layouts Username Generation Printing Rules 4 Visitor Manager Options Visitor Types Visit Purposes Custom Fields Printing 4 Time Manager Export Configuration Security a 8 Access Manager Options Card Formats Door Groups Access Groups Card Options Status Monitor Main Campus 4 Jackson Campus 4 BA Main Panel E Door 1 Door Actions Door Behavior Door Name Door 1 Unlock Time 5 Reclose Time 10 C Enforce Door Position Logic _ Silent REX Disable Door Forced Disable Door Held LF C Require Valid Card Read Reader Format n Magnetic 9 Wiegand Advanced 1 lm OX Location Move To Off Campus Set Install Note Strike Mode Open De Activate Authentication Type Card Or Pin Required Relay 2 Mode Event Trigger Schedule Active Event Door Forced Valid Access Request Denied Delay Time 0 Energize Time 5 C Enable I Door 2 x AD Integration f Event System IiI Keypad Motorola Indala If you click on the door you will get the preceding screen This is where you can configure special events for the door as well as lock or unlock the door manually You also set the behavior of the extra output relay The extra output relay can control different things such as turning on a light or sounding a buzzer You can also choose whether or not to use the Enforc
17. check to box to enable Active Directory Synchronization you will be prompted with a message to let you Know that you will need to change the logon permissions of the BadgePass Agent before it will perform active directory sync You must change the log in for that service from Local System to a specific user You must now give a group that this user is a member of the Replicating Directory Changes permission to the desired Active Directory partition using ADSIEDIT ona valid domain controller Badge Management Badge Management is divided into three sections Badges Third Party Badges and Epic Qualifications The Badges section is where you will add Badge designs for the Visitor Manager and Identity Manager badges The Third Party Badges section is where custom cards may be added and setup for use in the BadgePass system Also standard card Driver s License Military ID and Credit Card data may be manipulated in order to produce a non standard result An example of this would be to set the D Number to Blank Field This would be done so that the D Number would not be collected in Visitor Manager for privacy purposes The Epic Qualifications section is where a comma delimited file containing all of the epic qualifications is imported for use throughout the various BadgePass products Badges lf BadgePass Studio was installed in connected mode then the designs you created will show up here automatically e E BadgePass Manag
18. end time is specified as well as the days of the week that the schedule is to be active The OK button will not become active until you select a day for the schedule to be active The time schedule will appear in the Time Intervals list You can also specify different intervals for a schedule when it is a holiday The Holiday Intervals will override the Time Intervals on days that are holidays If no holiday intervals are set up the schedule will become inactive on holidays To add a holiday interval click Add below the Holiday Intervals list You will see this screen BB Add Schedule Time The time interval you set here will be the time that the schedule IS ACTIVE For example the schedule Business Hours is used for Auto Unlocking an Access Control door On Christmas Eve we have designated a holiday of tyoe Half Day So on December 24th the door will be unlocked from 8 00 AM to 12 00 PM instead of regular Business Hours f E BadgePass Management Console 4 J BadgePass System 4 Database Setup b List Values Campuses Schedules Description l FF Badge Management gt An Client b MB Access Control b 9 AD Integration ri Event System Start Date Holidays You can set up exceptions to routine schedules for holidays This will override which ever schedule is currently active You can use this for regular holidays Thanksgiving Christmas or for specific business holidays Spring Cleaning Day as needed To set up a h
19. s a log file we will need to set the Directory Path of where you want to save the file Enter the path in the Directory Path box or click on the button next to the box and select the path Next name the file in the File Name box Don t forget to add the txt or whatever file extension you want to use Putting a check mark in the Append If Exists check box will cause the new log entries to be added to the existing file instead of overwriting the existing data If you expand the menus in the left pane you can double click on a value and it will place the code in the Content pane This is how you add data into the log file Click on the New Line button when you have all the data you want in the Content window This will cause each entry in the file to have a carriage return line feed and the end of the record Once you have added all of the desired content click OK E Mail Setting up the event system to send an e mail is very similar to setting up log files When you choose Email from the Type drop down list you will have different choices BS Add Edit Output gt Name Visitor Added Log Type Email Visitor Type ID Person ID Custom Data Person Type ID Person Type Primary Email Address CC Primary Phone Banned Visitor Informati Subject Visitor Added State 4 Event Message Body Source User Name BadgePass BadgePass com To Administrator YourMail com source Date Time Visitor AddedEvaluator Path Visitor FirstName ea hee
20. select a badge s to print Badges These are the badge designs available for printing These show up after you save them in BadgePass Studio in connected mode or after you import the design in the Badges section under Badge Management The badges listed here are entity specific so you will only see the badges for the chosen entity type Badges Contractor Employee Printers This is where you will add the available printers on your system To add a printer click the Add button When the Add Printer Name box appears enter the Name of the printer exactly as it appears in windows printer section AS Add Printer Name Printer CP Printer OK To map a control field Va ue to a Badge design highlight the Va ue then highlight the Badge design you want to print then click on Map under the Badges column Then Highlight the Printer you want to print to and click on Map again Visitor Manager Options 4 J BadgePass System Database Campuses Entity Type Description Person1 Member Person2 Alumni Person3 ag Employee Aperson that is employed by the host site sers esse KK LDAP Servers Bf Badge Management 4 fm Client 4 Identity Manager Form Layouts Button Number Display Text Custom Event Username Generation Printing Rules 4 Visitor Manager Visitor Types Visit Purposes Ad Custom Fields Printing Security b MB Access Control b AD Integration f Event System The Which Entity Types should A
21. the appropriate BadgePass fields These mappings will be used to get information from Active Directory and fill out the Identity Manager form You should at least map first and last name for the search to be effective Event System The BadgePass Event System is an asynchronous system where certain actions can trigger events that will generate outputs based on various rules These outputs can be in the form of Emails or log files For example you can e mail the Onsite Listin case of an emergency Another example would be that you can create a customized log file every time a new visitor is checked in Events are configurations consisting of a name a trigger a filter and one or more outputs In the example here we are going to create a log file of all the visitors added at a particular location To create an event click on the Add button The following window will pop up Give the event a Name Click Next Add Visitor Log Suggestion The event name should describe the Trigger and Filter but not necessarily the Outputs You will possibly have to choose it from a long list of other events later Trigger Select the Trigger from the drop down list The trigger is the type of the event within the BadgePass system such as Visitors being added edited deleted etc HS Select Trigger Employee Edited Employee Deleted Employee Disabled Employee Card Printed Employee Card Disabled Visitor Added Visito
22. 2 Row Delimiter Rw BE SS Block 3 Row Delimiter Row 1 1234567892 Block 4 Row Delimiter Row 1 27 Block Delimiters and Row Delimiters can be ASCII or Hexadecimal values Ex 0x0D Now that the data is in a more manageable form you can start mapping fields To map a field Highlight the area in the row that you want to become a field right click and chose Map Field Name Student Card Raw Data BP 2 1234567892 27 Description it m Data Format Mapped Fields Block Splits Block Delimiter i io m Block 1 Row Delimiter Row 1 BP Block 2 Row Delimiter o Row 1 OO Block 3 Row Delimiter Row 1 1234567892 5 Map Field Block 4 Map Rule Row Delimiter Row 1 2 Block Delimiter Block Split Row Delimiter Rule 7 Lo es Enter the Name of the field Make sure to NOT use spaces or other special characters w Mapping Field Name DNumbef Data 1234567882 Column E Length 1 W All The Column is used to specify the starting point in the row to start extracting data The Length is the number of characters starting at the Column value defined prior to extract from the row By checking the All checkbox all data from the row will be extracted You can also separate blocks into more rows by using a Row Delimiter By selecting the Go To button or clicking the Go To menu item focus wi
23. Added Log Type Email Visitor Type ID Person ID Custom Data Person Type ID Person Type Primary Email Address CC Primary Phone Banned Visitor Informati subject Visitor Added State 4 Event Message Body Source User Name BadgePass BadgePass com To Administrator Y ourMail com source Date Time Visitor AddedEvaluator Path Visitor FirstName Silla el VisitorAddedEvaluator Path Visitor LastName Was added at Source Machine Namegiiy EventSystemEvaluator Path SourceMachineName re F New Line Cancel From is the E mail address of the sender To is the address that you want the Email to be sent to You can add multiple addresses in this line separated by a semicolon CC is for other Email addresses that you want to receive the Email Body is the section that actually contains the information in the Email You can add values from the available fields to the left or you can type a static value in the Body window that will appear in the body section of the Email Once you have added all of your desired content click OK Then once you have completely added all of your desired outputs for your event click Finish Next you ll need to make sure to set your SMTP server settings if you have created any Email outputs for any of your events Log File Next we need to create output s Outputs are the tasks to be performed when the filter conditions are met In our example we have chosen to create a log file Add
24. Bado i eGCPass Secure Identity Solutions Management Console Users Manual Ver 4 0 3 www badgepass com Table of Contents 1 Management Console Login 2 BadgePass System a Database i Setup 1 Image Settings li List Values Employee Types Image Types Address Types Phone Types States and Provinces re 2 1D b Campuses c Schedules i Holidays d Registration i Internet Registration li Phone Registration e Security i Groups 1 Active Directory Integration 2 BadgePass Security System li Users ili Permissions 3 BadgePass Agent 4 Badge Management a Badges b Third Party Badges i Badge Types li Field Mappings c Epic Qualifications 5 Clients a Identity Manager i Options li Form Layouts lil Username Generation iv Printing Rules b Visitor Manager i Options li Visitor Types li Visit Purposes v Custom Fields v Printing c Time Manager d Security 6 Access Control a Options b Access Groups c Card Options d Status Monitor e Adding a Main Controller Panel i Door Configuration li Extra Relays f Adding an Interface Panel i Enable Disable a Door li Adding a Wireless PIM 7 AD Integration 8 Event System 9 Appendices Management Console Security Login Each time the Management Console is opened the logged on user must be authenticated If the currently logged in user on the computer is in the Administrator Enterprise Admin or Domain Admin group
25. E Gather the Registration Codes Please provide an Unlock Code for some or all of the following Products Access Control Registered with 5 Licenses Identity Manager Registered with 5 Licenses Visitor Manager Mee Regisiered with 5 Licenses lt lt Back Cancel Done Click Done You will then see the number of licenses In the Installed Products screen Product Name icense Description IF ddress Date Installed Version Access Manage 5 Manages Access RHALL_WIN 4 23 2012 3 3 Event System V Manages evalua RHALL WIN 4 23 2012 3 3 Identity Manager 5 Creates and edit 212312011 3 3 visitor Manager 5 Tracks and Mani 2123 2011 3 3 You are now finished with registering the products Security 4 J BadgePass System t Database Group Type BadgePass t BRE Badge Management 4 AA Client t Identity Manager t Visitor Manager Securi rity b MB Access Manager b AD Integration f Event System Entity Type Employee admin Employee JDoe Groups Username You can either choose to create BadgePass security groups or use existing Microsoft Active Directory Active Directory Integration If you click the Add AD Group button the system will automatically find the domain controller and present you with a list of available groups from that server B E Security Group Selection Include Name Group Type Description F Account Operators Security CN Account Operators CN Builtin DC IDGROUI Ad
26. General Input Setup Input Nomll Setting a Open Unsupervised Closed Unsupervised pen Uns Closed Supenised Open Supervised Your choices are Open Unsupervised The input is expecting a normally open state A contact close will change the input state Closed Unsupervised The input is expecting a normally closed state A contact opening will change the input state Open Supervised A supervised contact state means that the input is expecting to see a certain resistance normally a 2K Ohm resistance on the input When the resistance value changes the input will change the input state Closed Supervised A supervised contact state means that the input is expecting to see a certain resistance normally a 2K Ohm resistance on the input When the resistance value changes the input will change the input state When you click on Save the Panel will reset If you are in an area that does not use Daylight Savings time then un check the Use Daylight Savings Time box You can also monitor the activity on the panel Click the Show Activity button This will show the activity from the panel in the list above the button If you are troubleshooting with support or need to see debugging messages you can click the Show Advanced checkbox This will only show the debugging messages if the Log Debugging Information box is checked on the Options screen Door Configuration BadgePass Management Console Badge
27. Manager Tracks and Manages Visit 40 The Entities tab is where the rights are assigned to entities within a module for a group Entity Represents a type or classification of an identity whether it is employees students or in the future possibly packages View Allows the group to see the entities information Add Allows the group to be able to add new information about the entity Edit Allows the group to be able to change existing information about an entity Delete Allows a group to be able to delete information about an entity Print Allows a group to be able to send cards and badge to the printer Security Allows the group to be able to enter data in the security section in Identity Manager All Allows a group to be able to do all the above functions Products Entities Campuses Entity Edit Delete Print Security Qualification Card Info AIl Student Member Alumni Visitor Employee Campus Location cD a a aAA NAR s Aa aA SSS A aAA A K A aAA NA K a aaa a ss BIRRE Aaaa E A K SEES Ss SS XSi N The Campuses tab is where rights are assigned to view each campus for a group Products Entities Campuses Campus All Campuses Annex Campus Downtown Campus Main Campus iS SS BadgePass Agent The BadgePass Agent is now included in the BadgePass Server Installer This is another service that will run on the server There is no option to not install it howev
28. S D E T2 S D E T3 S S SH S D E Barcode Setup Code 39 Code 128 Test Reader Settings Cc Next check the Use Card Reader checkbox this enables the card reader in the BadgePass system and the Auto Detect checkbox this lets BadgePass automatically find the reader on the system To verify that the card reader is functioning properly click the Start Test button and swipe a card You must click the Stop Test button before closing the Card Reader Setup window The following window will appear when you click the OK button on the Card Reader Setup window Enter a Name for the custom card type and swipe a card E Define Card Type Name Student Card BP 2 1234567892 2 Description Data Format Mapped Fields Block Splits Block Delimiter Row Delimiter Row 1 BP 2 1234567892 27 In order to be able to set up fields we must first parse the card data into blocks and rows This is accomplished via Block Splits and Row Splits Block Splits are achieved by specifying delimiter values used to separate Blocks Row Splits are achieved by specifying delimiter values used to separate Rows Block Delimiters are used as a means to group data into logical sections blocks based on a delimiter value Row Delimiters are used as a means to group data into logical sections rows based ona delimiter value Block Splits Block Delimiter gt Row Delimiter Row tee Block
29. ates Provinces Campuses schedules Registration Security Value Description Photo Photo Secong Image Field The results in the Identity Manager would look something like this Address Types The Address Types is a list of all the different types of addresses your organization can have How you decide to categorize your addresses is up to you There are two default address types Work and Home You can add additional values as needed a a BadgePass System 4 Database setup 4 List Values Employee Types Students Types Image Types Phone Types States Provinces Campuses Schedules Registration b Security gt Aim Badge Management Value Description Work Work Address Home Address Phone Types The Phone Types is a list of all the different types of phones your organization can have How you decide to categorize your phones is up to you There are four default phone types Work Home Mobile and Fax BS BadgePass Management Console a F BadgePass System 4 Database Setup Description a List Values Home Home phone number Employee Types Work Work phone number Students Types Mobile Mobile phone number Image Types Address Types States Provinces Campuses schedules Registration b Security gt Bf Badge Management Fax phone number States and Provinces The State and Provinces is a list of all the different types of states and provinces your organization can
30. behaviors for the Identity Manager Select the Entity from the drop down list at the top The Control Field is a way to determine which badge and printer are used based on a value in the field The Print All option will cause all rules that are true in the Value list for your Control Field to be printed automatically if there is more than one rule that is true Ex Campus Membership is your Control Field and the Employee that is being printed has more than one campus membership The Allow User Selection option will cause all the badges for all of the rules that are true to be listed in a user dialog for the user to select which Badges they want to print Printing Rules Entity Control Field Employee Type Sj Print All O Allow User Selection Values These are the literal values that could show up in the Control Field For example if the value of Employee Type is Administrator then the Employee card will print BS Select Item Maintenance Maintenance a Ad min istrator To add a value click the Add button A list of available Values will appear if it s a list type field However if the Control Field is a simple text field then just enter the value into the box Values Badges Test Default User Select Administrator All The choices in the drop down list next to the Value you have created determine whether the Badges mapped to that value will all be printed or the user will be prompted to
31. ck In Check Out Check Point Only Deny Access Map Visit Contact Mapping Students Employee Location Map Visit Purposes are the reasons a visitor would be visiting entities and locations To set up a new Visit Purpose click Add Enter the Value and Description BS Add Visit Purpose Value Description At this point you will need to associate a Visit Purpose with a Visit Action and a Visit Contact type Each visit purpose will be individually associated with a Visit Action and a Visit Contact type To map these values highlight the visit purpose then highlight the visit actions that apply to that visit purpose then click on Map Next highlight the Visit Contact type that will apply to that visit purpose and click Map If you would like to map the visit purpose to more than one visit action and or visit contact you will highlight the value in the list hold the control key CTRL and choose the other values you would like to also like to associate with the purpose Finally click Map Custom Fields Lunch with Student Lunch with Student t WJ BadgePass System b BF Badge Management 4 an Client b Identity Manager g jir Last Name Visitor Types Visit Purposes Custom Fields Printing Security b MB Access Control b AD Integration f Event System Custom Fields is where the user can specify which custom fields custom fields are created in the Setup section will b
32. dow appears The Custom Button will execute a client defined plug in Selecting this will allow you to assign the button to an external exe or other program from within the client plug in setup Click next and proceed to the client context menu Select to finish configuring the event Help Printing Startup Options Imaging Reporting Readers Plugin Manager Visitor Manager ScreenPush Setup Identity Manager Client Behavior Setup p Exit Client Settings 10 35 AM The Custom Button will execute a custom event Selecting this will cause the button to run an event that has been set up in the Event System configuration Click next and the following window will appear E Mail Setting up the event system to send an e mail is very similar to setting up log files When you choose Email from the Type drop down list you will have different choices Snot aa Visitor Added Log Visitor Type ID z i BadgePass BadgePass com Person ID osm ane Administrator YourMail com Person Type ID Person Type Primary Email Address CC Frimary Phone Banned Visitor Informati Subjec State 4 Event Message Body Source User Name g ee source Date Time VisitorAddedEvaluator Path Visitor FirstName Event Message ID VisttorhddedEvaluator Path Visitor LastName Was added at From is the E mail address of the sender To is the address that you want the Email to be sent to You can add multiple addresses in this line separat
33. e BP 2500 which is used with the wireless doors and elevator setup Start by right clicking on the campus name and choose Add gf BadgePass System L FF Badge Management gt Aa Client 4 8 Access Manager Options Card Formats Door Groups Access Groups f Event Syst The configuration window will appear l J BadgePass System ri Badge Management BP 1501 z l Client a4 MB Access Manager Standard 1 Door x Options Card Formats Door Groups Magnetic Card Prox 26 Bit ieira i Card Options Status Monitor 4 Main Campus oor BadgePass College b 9 AD Integration f Event System Choose the Model of the panel from the dropdown list and then select the Template The template is the pre designed configuration of the panel It represents how the hardware is wired and how the doors and relays etc are used Under Manage change the Name of the panel to be more descriptive of the location of the panel so that when you are looking at all the panels in a list it will be easier to select the one you need to work with Set the P Address of the panel Optionally you can select the Campus Location of where the panel will be installed This is only for auditing or to help a user determine where the panel is located If you are using a card type that has a facility code you can enter it in the Facility Codes box The General Input Setup section is where you define how the extra inputs on the board will behave
34. e BadgePass system to generate and assign an id number to each new entity of this type After checking the option you can set a start number This is the number that the system will start generating numbers from and it will go up 1 each time an entity is added For example if you set the start number to 1000 the first entity you add will have an id number of 1000 The next will have 1001 then 1002 etc Ei Ei You can add custom fields for an entity type by right clicking on Custom Fields A pop up menu appears with an Aad option Provide a Name and click OK The new field is added E Add or Edit Fields b Standard Fields 4 Custom Fields Company A custom field can be configured as Text Number or Date t can also be given restrictions that determine the minimum and maximum allowed values These settings determine how the user of the BadgePass Client will see the field and what data the field will accept as valid Next you can set the field as a list This option will allow the user to choose from a preset list of values for this field when a visitor is added or edited To set afield as a list click the Create List checkbox Then click the Add button under Add List Items This list can either be text or numeric EB Add or Edit Fields Standard Fields 4 Custom Fields Company Bob s Inspection Service Joe s Bug Rid Now when a user adds or edits a visitor the custom field will show up as a dr
35. e Door Position Logic feature When enabled this will tell the panel to report a card read or a REX event either after the door position changes state or the Unlock Time expires Additionally it can ignore those and send it immediately The Silent REX if it is selected causes the REX signal to not fire the relay You can also enter an install note in the Install Note field This is primarily used for installation and service personnel as it helps correlate the doors to the construction plans You should name the door to be more descriptive under the Door Name field The Unlock Time is how long the door stays unlocked after it has been unlocked The Reclose Time is how long after the door is opened that the door has to be closed before a held open alarm is sent Disable Door Forced tells the software not to send an alarm if the door is forced open Disable Door Held will cause the software not to send an alarm if the door is held open too long Checking the Require Valid Card Read box causes the Disable Door Forced and Disable Door Held not to activate until a valid card has been read at the door reader during the specified schedule For example you can set the door to Disable Door Forced during business hours from 8 5 However you do not want the door to disable the door forced alarms until the first person arrives in the morning and reads a valid card The Location will set the value for entity tracking to reflect the location that the entity w
36. e available in the Visitor Manager Add Visitor Info screen They also show up in the Edit Visitor Info screens Place a check mark next to the custom fields you would like to be visible and editable NOTE In this example only the Company is showing up in the Add Visitor Info screen Printing Visit Purpose Visit Visitor Type Visitor Visitor Type Parent e Form Indicates the form to print If Allow User Selection is selected the user will be presented with a drop down box to choose their form at the time the form is printed AN Ea ETT a m a oar TW Allow User Selection a Printer Indicates the printer to use to print the form If Allow User Selection is selected the printer dialog box will be presented to the user at the time the form is printed If Use Named Printer is selected then a text box will appear asking for the printer s name NOTE If using Use Named Printer the name MUST be exact If the printer is not found then the printer dialog box will be presented to the user at the time the form is printed T T piii Use Default Pointer Allow User Selection Use Named Printer Name ISG VISITOR pad Vendor pgd Visitor pad Filter Form Printer Vist Purpose Sales Demo Vendor Defaut Eat Delete Your settings will appear in the main window when you re done You can edit or delete the Form Defaults just by clicking on the Edit or Delete buttons Time Manager This is whe
37. ed by a semicolon CC is for other Email addresses that you want to receive the Email Body is the section that actually contains the information in the Email You can add values from the available fields to the left or you can type a static value in the Body window that will appear in the body section of the Email Once you have added all of your desired content click OK Then once you have completely added all of your desired outputs for your event click Finish Next you ll need to make sure to set your SMTP server settings if you have created any Email outputs for any of your events Log File Next we need to create output s Outputs are the tasks to be performed when the filter conditions are met In our example we have chosen to create a log file To create an output click Add The following screen will appear Give the output a Name and then select Log from the Type drop down list at the top right ee HB Add Edit Output Name Visitor Added Log Type Log 4 Visitor a Directory Path C Logs Suffix Last Name g File Name VisitorAdded txt Birthday r Gender v Append if File Exists Prefix State Content Middle Name First Name VisitorAddedEvaluator Path Visitor FirstName Entity Name VisitorAddedEvaluator Path Visitor LastName Entity Type ID BracketedEvaluator Entity ID ClassType Static Class System Environment Path NewLine Entity Class acation ID New Line
38. ement Console _ J BadgePass System 4 I Badge Management B Name Description Third Party Badges Employee Employee Epic Qualifications Visitor Visitor nn Client Access Control AD Integration f Event System Cece em If you installed the BadgePass Studio in unconnected mode then you will need to add the badge designs manually To do so click the Add button The Add Form window appears Select the Entity tyoe you want to assign the badge to and then click Browse to select the actual form You will get a windows navigation window The form will have an xps file extension Next add a Description then click OK The form will now show up in the Forms list Third Party Badges Badge Types J BadgePass Management Co t BadgePass System 4 if Badge Management Value A eee Badges Driver s License _ Driver s License Badge Types Military ID Military ID Field Mappings Credit Card Credit Card Epic Qualifications Epic Epic Data gt AA Client b MB Access Manager b 9 AD Integration f Event System The Badge Types section is where all of the standardized card formats and identification types which will be used in the BadgePass system are configured To add a custom card type click the Add button ae Reader Model Serial Port Auto Detect IDG 250 COM1 Custom Reader Settings Baud Rate Parity Data Bits Stop Bits 9600 None Eight 1 Maostrioe Initialization Strina 1 71
39. er name gt lt folder name gt List Values Employee Types The Employee Types is a list of all the different types of employees your organization can have How you decide to categorize your employees is up to you For instance you could categorize your employees as Full Time and Part Time d a BadgePass System Empl 4 Database a i Setup Value Description a List Values Full Time Full Time Employee Types Fart Time Fart Time Students Types Administrator Administrator Image Types Address Types Fhone Types States Provinces Campuses Schedules Registration gen Delete Edit Users Permissions Click Add Edit or Delete to perform the respective action for an Employee Type NOTE The same actions Add Edit Delete are available for all List Types Image Types The Image Types is a list of all the different types of images your organization can have How you decide to categorize your images is up to you If you want multiple image fields in your client this is where you add the different image types Ex Adding Photo 2 would give you a second image field in the Identity Manager Click Add Edit or Delete to perform the respective action for an Image Type HB Add Image Type oxo Value Photo 2 Description Secong Image Field Cancel a F BadgePass System 4 Database Setup 4 List Values Employee Types Service Types Members Types Image Types Address Types Phone Types St
40. er you can set its log in credentials from within the installer like you can with the other BadgePass services The Agent will run scheduled tasks once per day You can configure this from within the Management Console BS BadgePass Management Console 4 Database C Enable Auto Check Out Setup 4 List Values Time each day to perform auto check out 11 59 PM Employee Types uM Department Types Payroll Codes a Address Types _ Enable Auto Expire Cards Phone Types States Provinces Time each day to expire cards 11 59 PM Campuses schedules Registration 4 Security Groups Enable Active Directory Sync Users BadgePass Agen Mt Badge Management in Client S Access Manager 4 X AD Integration Field Mappings f Event System Active Directory Syne Time each day to sync Active Directory 11 59 PM The Agent currently can perform 3 functions Auto Checkout lf this is enabled once per day the Agent will check out every Visitor only visitors who is currently checked in to any campus Expire Cards This will set any card whose expiration date is past to in active This will deactivate them in the Access Manager system removing all access rights and will also be reflected in the Identity Manager Active Directory Synchronization If you are using Active Directory integration then this will run the synchronization process that will make sure the BadgePass data matches the Active Directory data When you
41. have There are multiple default States and Provinces BadgePass Management Console a F BadgeFass System 4 Database setup 4 List Values Employee Types students Types Image Types Address Types Phone Types Campuses schedules Registration Security Ai Badge Management State Provinces Value Description AL Alabama Alaska American Samoa AZ Arizona AR Arkansas California Campuses Campuses are logical descriptions of locations which can then be subcategorized into buildings and areas within the buildings By default there is one campus Main Campus How an organization chooses to logically break apart its physical locations is up to them Locations could refer to buildings or areas within the highlighted campus You can further expand your locations list by right clicking on the hierarchy and adding more locations within the campus For instance the following organization has a Main Campus which is then subcategorized into Front Office and Back Office Additionally Front Office has the sub locations of Principal s Office and Counselor Offices 4 Database To add locations right click on the heading you want the location to be under and choose Aad Another way is to click on the heading and click the Add button at the bottom of the Locations list Type a Name and Description for your location a Campus a Front Office Principal s Office Counsellors Office Back Office
42. he drop down list next to the door The Use for Quick Pass check box allows for the associated group s to be available for use with QuickPass This group s will represent the door privileges that a QuickPass holder will have If more than one group is selected for QuickPass use then in the BadgePass Client screen a drop down list will show up under the Define Visit section Then the user can pick which group the QuickPass card will use for determining privileges when they check in the visitor If only one group is designated for Use for QuickPass the drop down list in the BadgePass Client will not appear and all QuickPass cards will automatically be assigned the permissions of that group The Campuswide Lockdown check box allows for an entity that is a member of the associated group s to be able to enact a lockdown of a door group by registering 3 successful reads of their card Card Options Card Options is where you set the association between the Entity Type Employee Visitor etc and the Card Data Types For example the employee s card may have the data that will be used to open the doors in a MOCA sector but the visitors cards may use the information stored in Mag Track 2 This tells the Access Control system which field to pull the information from and send to the panels for verification f E BadgePass Management Console r Lo ji J BadgePass System Entity Type Card Data Types fi Badge Management Value Description
43. ill enter when leaving the current location The Authentication Type tells the access control system how the user will authenticate to gain access The Card Only option means the user will only be able to use a card to authenticate to the access control system The Pin Only option means the user will only be able to enter a pin number on a keypad to authenticate to the access control system The Card and Pin Required option means that a user will have to have to present a card to the reader as well as enter a pin number on a keypad The Card or Pin Required option means the user can either present a card to a reader or enter a pin number on a keypad to authenticate to the access control system The Reader Format can be set to Wiegand Magnetic or Advanced depending on what type of cards you will use and what type of readers are installed Wiegand is the default If you are not using Wiegand and you choose Magnetic or Advanced you will need to contact support for information about how to get your card format setup and what value is required for the Advanced option You can also set the keypad mode for the reader These are industry standard options that configure how the keypad data is sent from the reader Reader Format Magnetic Wiegand Advanced 1 Keypad Motorola _Indala None MR20_lamper HID Motorola Indala MRO Nolamper The Strike Mode is now available to be set from this setup screen There are 2 modes Location Mo
44. ing Silent Entity Tracking is the ability to track an entity other than Visitor through the Visitor Manager system using the E Seek reader that is used to check in visitors We will be using the Employee entity for our example but the process is the same for the Person 1 Person 2 Person 3 entities as well To begin e Inthe management console go to Badge Management gt F BadgePass System 4 Ff Badge Management B Badge Types adges a Third Party Badges Field Mappings Credit Card Epic Qualifications Salamander e Click Add e You will get the Card Reader Setup screen HS Card Reader Setup Reader Model Serial Port ee IDG 250 COM5 Custom Reader Settings Baud Rate Paritv Data Bits Stop Bits 9600 None Eight 1 Maastrioe Initialization Strina A r ped E rg e aa Be a e er a a E ra Barcode Setup Code 39 Code 128 Test Reader Settings Start Test ee e Check the Use Card Reader and the Auto Detect boxes If the setup does not find the reader then you can un check the Auto Detect box and manually set the reader port e The Define Card Type screen will appear a Define Card Type Name Employee Cad t S Raw Data BP 2 1234567892 2 Descriptio Data Format Mapped Fields Block Splits Block Delimiter e M Wtkmber Block 1 Row Delimiter Row 1 BP Block 2 Row Delimiter Rowt f200 SS Block 3 Row Delimiter Row 1 1234567892 Block 4 Row Delimiter
45. is optional The configuration of the specific doors on the interface panels is the same as it is on the main controller panel doors Each type of hardware will have a different number of extra relays available lt J BadgePass System 4 Access Control Access Groups Card Options 4 Main Campus 4 Bi Main Panel E Front Entrance 1 Lobby Area 4 BA Interface Panel Door 4 j Event 9 AD Integration Door Forced f Event System Valid Access Request Denied The BP 51e is an interface panel that is connected to the main board through Ethernet After clicking Add Interface Panel choose BP 51e under model BP 51e vv rie Woe ae Pass i nP Standard 2 Door Interface Panel set 192 168 0 239 D j Jro Adore e R AAC Address AVS FMI SO The address for this type of panel should always be 0 You can set a location if desired Enter an IP Address that you would like to assign to this panel and enter the MAC Address that can be found on a sticker on the panel itself If you are using Ingersoll Rand Wireless doors with the BP 2500 controller panel you can choose PIM Module under model For this type of panel the address should be set to the address of the PIM that has been configured with the hand held device For the Assa Abloy Aperio 8 Door Interface panel match the address with the one that is set by the DIP switches Enable Disable a Door Each door represents a session for Access C
46. it Output Type Image to File Employee Directory Path Entity Card b Event Message File Name b Common Image Type rr Line Auto Delimiter Next add the details Pick the directory where the output will be written Give it a file name and choose the image type The output filed file name can be constructed with the available fields in the box to the left by double clicking on the field Log File Create a log file Add Back Cancel To create an output click Add The following screen will appear Give the output a Name and then select Log from the Type drop down list at the top right BB Add Edit Output Name Visitor Added Log Type Log 4 Visitor Directory Path Logs Suffix Last Name File Name VisitorAdded txt Birthday 7 Gender v Append if File Exists Prefix State Content Middle Name First Name VisitorAddedEvaluator Path Visitor FirstName Entity Name VisitorAddedEvaluator Path Visitor LastName Entity Type ID BracketedEvaluator Entity ID ClassType Static Class System Environment Path NewLine Entity Class acation IN ml New Line cancel Next we must add the details to the log file These are the actual values that will be written into the log file Double clicking the values in the left window pane will generate the necessary coding in the window where the cursor is located There are several values that need to be set Since it
47. ll be placed on the Block Row of the highlighted field under Mapped Fields E5 Define Card Type o xX Name Student Card Raw Data BP 2 1234567892 2 Description Data Format Mapped Fields Block Splits Block Delimiter 3 Go To Block 1 Row Delimiter Delete Row Delimiter Row 1 2 Block 3 Row Delimiter Row 1 1234567892 m Block 4 Row Delimiter Row 1 2 Go To Delete Rule fl ox Cancel If you click on a Mapped field you will see a balloon that will show you the Block Row Column location and the field Length You can delete a mapped filed by selecting it by right clicking on it and selecting the Delete menu item or by clicking the Delete button under the Mapped Fields list In order for BadgePass to be able to distinguish this card type from any others you MUST create a Rule To create a rule highlight a section of data that will ALWAYS be the same and unique for this particular card Next right click and choose Map Rule Define Card Type Name Student Card Description l Data Format Mapped Fields Block Splits Block Delimiter Block 1 Row Delimiter Row 1 BP Map Field Block 2 Map Rule Row Delimiter Block Delimiter Row1 f2 Block Split Block 3 Row Delimiter Row Delimiter o Row 1 1234567892 Block 4 Row Delimiter Go To Delete raf Mapping Rule Data WBP Column Lenath 1 Iw AI Co
48. ministrators Security CN Administrators CN Builtin DC IDGROUP DC Allowed RODC Password Replicati Security CN Allowed RODC Password Replication Group Applications Organizational U OU Applications DC IDGROUP DC local Backup Operators Security CN Backup Operators CN Builtin DC IDGROUF BadgePass Development Distribution CN BadgePass Development CN Users DC IDC Cert Publishers Security CN Cert Publishers CN Users DC IDGROUP D Certificate Service DCOM Access Security CN Centificate Service DCOM Access CN Builtin Cluster Organizational U OU Cluster DC IDGROUP DC local CRM Organizational U OU CRM DC IDGROUP DC local Cryptographic Operators Security CN Cryptographic Operators CN Builtin DC IDG Current Employees Distribution CN Current Employees CN Builtin DC IDGROU Debugger Users Security CN Debuagger Users CN Users DC IDGROUP CL Denied RODC Password Replicatio Security CN Denied RODC Password Replication Group DHCP Administrators Security CN DHCP Administrators CN Users DC IDGRO DHCP Users Security CN DHCP Users CN Users DC IDGROUP DC Distributed COM Users Security CN Distributed COM Users CN Builtin DC IDGF DnsAdmins Security CN DnsAdmins CN Users DC IDGROUP DC lo DnsUpdateProxy Security CN DnsUpdateProxy CN Users DC IDGROUPI Domain Admins Security CN Domain Admins CN Users DC IDGROUP D Domain Computers Security CN Domain Computers CN Users DC IDGROU Domain Controllers Security CN Domain Controllers CN Users DC IDGROU Domain Con
49. ndition Equals l Variant MBP Verify that the information is correct and click OK Field Mappings Now you must map the new Card Fields to the Entity Fields so that when a card is swiped BadgePass will know where to send the data BadgePass comes with a set of default mappings that you will see when you select the card type from the drop down list The default mappings are all that is needed to use all of the standard cards However if you have added custom fields or if you have added a custom card You will need to add new field mappings for the new items Begin by choosing the new card from the Card Fields drop down list Next highlight the field you wish to map Then choose the entity you wish to map to select the field you want the data to populate and finally click the Map button The new field mapping will show up in the list below B BadgePass Management Console _ ee oe J BadgePass System Card Fields 4 I Badge Management Badges 4 Third Party Badges Employee IDNumber Prefix FirstName MiddleName Epic Qualifications a fin 2 Gender 3 Access Control BirthDate AD Integration a DNumber f Event System ie mie Employee Type Address Line 1 Address Line 2 Ardidrnaocn Linn 9 Card Type Card Field Entity Type Entity Field Employee lDNumber Employee lDNumber Delete If you do not want a field ID Number for example from a standard card Driver s Licen
50. oliday you will need to create a holiday type first A holiday type is just a way to categorize your holidays An example of a holiday type would be a whole day holiday or a half day holiday Add a holiday type by clicking Add under the Holiday Types list Value Full Day Description Full Day Enter the Value and Description and click OK To change the existing holiday type click the Edit button To remove an existing holiday type click the Delete button under the holiday type section Next you can create a holiday Click Add under the Holidays list The following screen will appear Give the holiday a Name Then set the day and date To set the day and date click on any of the date fields in the control and use the up and down arrows to change the values The Duration field is for setting how many days the holiday will last If the holiday is only one day long then the duration should be set to 1 If the holiday lasts for 2 days the duration will be set to 2 The holiday types that were setup previously will show up in the drop down list Select the appropriate type and click OK m e BS Edit Holiday X Chnstmas Sun Dec 25 2011 Fy a I ir E ull Day Full Day The holiday will appear in the Holidays list Start Date Duration Type 12 25 2011 1 Full Day Registration You will register the different BadgePass modules here 4 F BadgePass Sy
51. ontrol As you add hardware in the Management Console the doors that you add will take a session if one is available If you are not using one of the doors on a panel and wish to release that session for use by a different door you can disable it Simply right click on the door and click Disable You will no longer be able to use or manager that door at all Now right click on the door that you want to use the session for and click Enable This will use the session for this door and allow it to be used and managed in the BadgePass Access Control system Adding a Wireless PIM Before you add the wireless PIM Panel Interface Module you must have a model 2500 controller The PIM will not work with the other controllers You must also connect the RS485 connection to port 3 Right click on the Controller in the management console tree and select Add Interface Panel Choose the PIM from the interface list give ita Name and select the RS485 Address from the drop down list J BadgePass System Configuration B Badge Management Model PIM Module Template 16 Door PIM Clients a Main Campus Name 4 W Main Panel Interface Panel 4 Interface Panel Address 0 Install Note PIM1 X AD Integration f Event System AD Integration Under AD Integration click Field Mappings If you are going to use the Active Directory search feature in the Identity Manager you must map the fields from Active Directory to
52. op down list with the preset companies available for the user to choose Right clicking on the new field will bring up the pop up menu again with new options You can also click the buttons at the bottom of the screen J Add o1 b Standard Fields Custom Fields Compa Bob s Inspection Service Joe s Bug Rid The Custom Fields can be created under a parent element For instance you could have a parent element called Sales Person s Name with fields for First Name and Last Name E Add or Edit Fields b Standard Fields 4 Custom Fields Company 4 Salespersons Name First Name NOTE Parent elements such as Fathers Name are not fields Only the child elements such as First Name and Last Name are fields CAUTION If you change the name of a custom field that has already been created and has data in it IT WILL DELETE THE EXISTING DATA Image Settings BadgePass does file based imaging only it will not accept OLE or BLOB type images The entity type s Image Settings properties are for setting the storage location and file type for the entity s image Click View Modify for the selected entity type under the column mage Settings This will display that entity type s mage Settings E Image Settings C ProgramData BadgePass Select a Base Directory where the entity s images will be saved and the Image Format you want to save the image as You can use UNC naming conventions Ex lt serv
53. operations Enable Lockdown Lockdown Mode Return this door group ran to normal operations i Access Groups E BadgePass Management Console ES 4 J BadgePass System Access Groups Door Rights Database Campuses Schedules Registration Security M Badge Management mn Client 4 8 Access Control Options Card Formats Door Groups Card Options 4 Main Campus 4 B Main Panel 1 Door 1 4 Bi Interface Panel Door 2 x AD Integration f Event System _ Use LDAP groups Use for Quick Pass Campuswide Lockdown Administrator 4 Main Campus Door 1 Never gt Door 2 Never x Click on Access Groups to set up who has access or permission to use doors in the Access Control system You will see a list of your available groups in the left side list These by default will be your BadgePass groups that were set up earlier under BadgePass System gt Security f you prefer to use LDAP groups and have obtained the necessary support to set up LDAP integration you can check the box for Use LDAP groups Then the list will contain only the LDAP groups You can set up a different set of permissions for each group A user is assigned permissions based on the permissions of the groups they are a member of You assign groups privileges to enter doors in the Door Rights section on the right Click on the group you want to grant privileges to and select the appropriate value in t
54. out simply swipe the card again iq BadgePass Visitor Manager Check In Time Name Contact Type Contact Name QP Current Location L 3 29 2011 1 07 59 Ph HALL RICHARD ALLE Employee User Setup Front Office Fr Print Badge Check In Time Check In Source Current Location 3 31 2011 12 16 32 P E Seek on RHALL_WIN7 Front Office
55. ow pane will generate the necessary coding in the filter window Double clicking on Source Machine Name generated the highlighted code below Then just manually type space space name of the computer EventSystemEvaluator Path SourceMachineName location NOTE It is important to have a space between your comparison symbols lt lt gt gt and what your comparing to If what you re comparing to has a space in it then surround it with quotes For example if the computer s name was locaton 1 then the above expression would have looked like the following EventSystemEvaluator Path SourceMachineName location 1 For our example we are just concerned whether or not a visitor was added In this case we just add the value true BS Add Edit Filter Visitor Event Message lt lt Back __ ancel__ Output Next we need to create output s Outputs are the tasks to be performed when the filter conditions are met There are currently two output types Log File Image to File and Email Image to File Image to file allows you to create a copy of an entity s image in a custom location with a custom name This provides flexibility in how BadgePass exports images to third party systems Create an Image to File output To create an output click Add The following screen will appear Give the output a Name and then select Image to File from the Type drop down list at the top right ES Add Ed
56. ps Card Options Status Monitor Main Campus BadgePass College 9 AD Integration Send To Panels Add Duplicate Edit E Delete f Event System Click on Card Formats to set up the parsing of cards that will be used in Access Control By default there are 3 card formats Magnetic Card Prox 26 Bit and Xceed 40 Bit Each card format will have a number of bits and a facility code 1 if not using facility codes along with other parameters You can Add Duplicate Edit and Delete card formats from this area and the changes will be automatically updated in the panels If you want to trigger a manual update of all card formats in the panels they are used in click the Send To Panels button To edit an existing card format such as when changing the facility code click the Edit button The edit panel will become visible E BadgePass Management Console amp Ez 4 F BadgePass System Card Formats Database Name Facility Code Type Bits eee Magnetic Card 1 Magnetic maesa Prox 26 Bit 1 Wiegand 26 ne Xceed 40 Bit 1 Wiegand 40 Air Badge Management rr fA Client 4 Access Control Options Card Formats Door Groups Access Groups ES eae Card Options Setup 4 Main Campus 2 4 BA Main Panel Name Xceed 40 Bit Parity Odd Start 40 1 Door 1 F i Interface Pane Type Wiegand Parity Odd Length 0 I Door 2 Facility Code 1 Facility Code Start 1 X AD Integration f Event
57. r Edited Visitor Deleted Visitor Pre Registered Visitor Checked In Visitor Checked Out Visitor Badge Printed Employee Checked In Employee Checked Out Custom Event T Filter The filter is a rule or condition that must be true before the event system executes the output BS Add Edit Filter b visitor Event Message Back Cancel You can choose a value from the left window by double clicking it or you can manually type the values of true or false indicating whether or not the event took place In this example we used the value True to indicate that we added a visitor Note that visitor information is showing up in the left window pane because we chose Visitor Added as our trigger If we had chosen anything to do with employees then the employee data fields would be present in the left window pane The same would be true for all other entities and their respective custom data fields Example If you only wanted to record a log file for one location then you could choose Source Machine Name location1 for this example under the common fields and the event system would only add data to the log file if the machine name matched the name location1 BS Add Edit Filter b Misitor EventSystemEvaluator a Event Message Path SourceMachineName Main Source User Name Lobby source Date Time Event Message ID Source Machine Name Back Cancel Double clicking on the value in the left wind
58. re the settings for Time Manager exports are set up These will allow you to export time cards to a file Click on Export Configuration This will allow you to pick which fields along with the delimiter that will be written to the export file that is created from within the Time Management Console A setup like this Approver ID Will produce output like this hudson summer True 3 7 2013 4 17 07 PM 3 5 2013 3 12 44 PM hudson summer 1 hudson summer True 3 7 2013 4 17 07 PM 3 5 2013 3 46 51 PM hudson summer hudson summer True 3 7 2013 4 17 07 PM 3 5 2013 4 58 56 PM hudson summer 1 hudson summer True 3 7 2013 4 17 07 PM 3 7 2013 1 40 45 PM hudson summer 1 hudson summer False 3 8 2013 12 00 00 AM hudson summer 0 hudson summer False 3 9 2013 12 00 00 AM hudson summer 0 hudson summer False 3 14 2013 12 00 00 AM hudson summer 0 Security This is where the settings that specify how the end user will be authenticated and how he or she will be able to use the client modules are specified BadgePass Security System lf your BadgePass system is not going to be installed on an existing Active Directory domain you can use the integrated BadgePass groups to set up user authentication and assign privileges Select BadgePass Security System and click on the Set Security Type button Highlight the group and assign privileges accordingly NOTE If you already have the Activity Directory Security type chosen it will delete the set
59. se Military ID or Credit Card to be mapped to a field you can and select Blank Field under the Card Fields list and map it to the appropriate field under the Entity Fields list In our example the information from the ID Number field from the driver s license will not be saved in the visitor table Epic Qualifications The Epic Qualifications section under Badge Management is where you can import a comma delimited file csv file that contains your desired Epic Qualifications The Available Epic Qualifications list is comprised of two columns Name and Description The Name column is where a short abbreviation of the Epic Qualification is listed The Description column is where a detailed description of the Epic Qualification is listed 3 BadgePass System 4 if Badge Management Description Badges Third Pa es t mim Client t MB Access Control b 9 AD Integration f Event System To import the qualifications click the mport button located beneath the Available Epic Qualifications list Upon clicking you will be presented with an open file dialog From here you can navigate to your desired csv file and click Open At this point you will see all of your Epic Qualifications listed BadgePass System 4 Mf Badge Management Description B S Tier 1 Air Medical Transport M Third Party Badges Tier 1 Air Medical Transport M Epic Qualifications Tier 1 Air Medical Transport N t im Client Tier 1 Air Medical Transport F
60. stem 4 Database Setup ProductName Licenses Description IP Address Date Installed Version 4 List Values Access Manage Manages Access SUMMER P Friday May 1 4 0 ER Event System Manages evalua SUMMER Pi Friday May 1 4 0 Department Types i Payroll Codes Identity Manager Creates and edit Thursday Ma 4 0 Image Types Identity Manage Creates and edit Thursday Ma 4 0 Address Types Time Manager Tracks and Mani Thursday Ma 4 0 Phone Types Visitor Manager Tracks and Mani Thursday Ma 4 0 Campuses Schedules Registration gt Security BadgePass Agent Bi Badge Management 4 an Client bo Identity Manager 4 Visitor Manager Options Visitor Types Visit Purposes Custom Fields gt Time Manager Security gt MS Access Manager gt a AD Integration Event System You start by clicking the Begin Registration Wizard button BE Phone OR Internet Registration Please choose from one of the following methods to register your product s Internet Registration lf this computer has access to the Internet then you can use this feature to automate the registration process Phone Registration This feature will provide you with a phone number to call whereby you will be required to verbally give us your Customer Code found on the Next page so we can verbally gi
61. ted user on the SMTP Server if necessary Enter the username and click Save Password The password for an authenticated user on the SMTP Server if necessary Enter the password and click Save Make sure you confirm the password by re entering the password in the text beneath the password textbox TCP To send data triggered by an event in BadgePass over a data stream to a specified IP Address use the TCP output type BadgePass Management Console Nam ort Test pe Cen iss x J BadgePass System L I Badge Management nn Client t MB Access Manager 9 AD Integration f Event System NSS Email Host Log a Employee b Entity Card b Event Message pat Image to File b Common ko a a Tcp Auto Delimiter In the Host field the IP Address of the host that is listening for the data stream should be entered The Port field should contain the valid port used by the host Note that the Event System is robust enough to interpret placeholder values as numbers when the event is triggered the window defining the output accepts text as a valid port number value not just numbers It is up to the BadgePass System Administrator to make sure the text provided is interpretable to a meaningful port number The content is where the data is entered that will need to be sent to the host It will have to be in the format required by the host Appendices Appendix A Silent Entity Track
62. tem Left Column Operator Prompt Required Read Only Searchable The Form Layouts section is where you select the fields that you would like to appear in the Identity Manager Production screen Select the Entity from the drop down list The Identity Manager Production screen Is divided into two columns Select Add under the left or right column depending on where you want the field to be The Add Items screen will appear 4 Available Fields Prefix First_Mame Middle_Name Last_Name Suffix Gender Birth _Date ID_Number ID_Number_2 ID_Number_3 Type Is Active CustomData 4 Field Groups Entity_Card Security Address Phone_Number Entity_Photo Card_Preview cae Select the field you want and then click OK Do this for each field you want in the column J BadgePass System l FF Badge Management 4 n Client 4 Identity Manager Options Form Layouts Username Generation Printing Rules Visitor Manager Security b MB Access Manager b 9 AD Integration f Event System FirstName Address MiddleName Epic_Qualifications LastName i IDNumber Gender BirthDate Type Campus_Mapping Is_Active Card_Preview Delete Operator Prompt _ Required O You can specify an Operator Prompt which is what the end user will see on the production form You can also set the field properties to be Required Read Only and Searchable by checking the box next to each respecti
63. the Management Console will launch If not a username and password prompt will appear Management Con Username Password cancel In order to be successfully authenticated and launch the Management Console the user must be a member of the built in Administrator security group The BadgePass system now comes with a default user Username sd Password BadgePass System This section contains the global configuration properties for the BadgePass Suite not specific to any given module or other section Database The database section is where you can add custom entities import export settings add custom fields to specific entities set image paths and list values for the Employee Image Address Phone and State Province types BadgePass Management Console fel Es E Database Setup E List Values Employee Types Department Types Payroll Codes Image Types Address Types Phone Types States Provinces Campuses Schedules Registration E Security Groups Users Permissions BadgePass Agent Mi Badge Management E An Client E Identity Manager Options Form Layouts Username Generation Printing Rules Visitor Manager Time Manager Security 1 Access Manager X AD Integration j Event System 4 BadgePass System 7 Setup 4 List Values Employee Types Students Types Image Types Address Types t FRE Badge Management gt Aa Client b MB Access Control t a AD Integration f Event System Import Settings
64. tings 7 E BadgePass Management Console J POE n Security Type Use your own custom BadgePass E Badge Management BadgePass Security System groups Use users groups and a mn Client Javo Diodor Secs group memberships to model your Identity Manager organization Visitor Manager Set Security Type Securi J Access Manager x AD Integration f Event System Groups Group Type Name Description BadgePass Administrator A BadgePass group for administrators BadgePass User User User Actions Include Product Action Description v Home Home Permisisons to access the Home t Jv Client Settings Client Settings Permissions to access the settings Jv Visitor Info Visitor Info Permissions to access the Visitor J Options Options Permissions to access the Options Active Directory Integration If you plan to connect to an existing Active Directory to authenticate groups for the visitor manager module then you will use the Active Directory Security setup Click on the Active Directory Security radio button and then click on the Set Security Type button NOTE If you already have the BadgePass security type set up and you choose the Active Directory security type all your settings will be deleted Security Type Use an existing Active Directory Pass Secu stem infrastructure Use your existing ae si Pi groups and group memberships to Active Directory Security determine access to Visitor Novell
65. trollers Organizational U OU Domain Controllers DC IDGROUP DC local Domain Guests Security CN Domain Guests CN Users DC IDGROUP Dt Domain Users Security CN Domain Users CN Users DC IDGROUP DC i Oansriha MRI ntarnrinn A dimninn AMAI l Inacn MIMO MC Im i m Cancel Select the checkbox next to the ones that you wish to use for BadgePass and click OK The integration is group based and does not require user configuration BadgePass Security System If your BadgePass system is not going to leverage an existing Active Directory domain or Novell E Directory service you can use the integrated BadgePass groups to set up user authentication and assign privileges To add a BadgePass Group begin by clicking on the Add BadgePass Group button You will get the following screen Fill in the Name and Description optional and select the Group Type Name Group Type Administrator BadgePass Administrators Securty Hourly BadgePass Salary BadgePass USER BadgePass If you are using a BadgePass group the Member Of area will appear at the bottom of the window Users HB BadgePass Management Console 4 J BadgePass System Group Type Add AD Group Add BadgePass Gr reremen l FF Badge Management 4 A Client t Identity Manager b Visitor Manager Security b MB Access Manager bt 9 AD Integration f Event System Entity Entity Type Username Setup User Employee admin Doe Jane
66. uto Load allows the user to specify whether or not the employees and custom entities will pre load in the visitor manager screen Checking the Auto Load box beside the Entity Types will allow the list of Employees and other custom entities to preload in the visitor manager screen to speed up searching Custom Buttons Custom Buttons Mappings is where custom event buttons will be added for use in the Visitor Manager To add a custom Button click on Add Give the button a name Click Next The following window appears Bias i E Custom Button Wizard The Custom Button will execute a client defined plug in Selecting this will allow you to assign the button to an external exe or other program from within the client plug in setup Click next and proceed to the client context menu Select to finish configuring the event Help Printing Startup Options Imaging Reporting Readers Plugin Manager Visitor Manager ScreenPush Setup Identity Manager Client Behavior Setup 10 35 AM Exit Client Settings The Custom Button will execute a custom event Selecting this will cause the button to run an event that has been set up in the Event System configuration Click next and the following window will appear E Mail Setting up the event system to send an e mail is very similar to setting up log files When you choose Email from the Type drop down list you will have different choices BS Add Edit Output Name Visitor
67. ve To Off Campus Set Install Note strike Mode s RanToComp Open De Activate strike when door Opens Authentication Closed De Activate strike when door Closes Card Or Pin Required 1 Open deactivates the strike when the door opens This means if there is no door position switch or the door was already open the strike will open then immediately close this is the default 2 Closed deactivates the strike when the door closes If there is not a door position switch or the door is already open then the strike will still stay open for the entire unlock time or until the door is closed Extra Relays The extra relays Relay 2 4 can be used for various things You can cause a light to turn on or you can cause a buzzer to go off or any number of other things as needed The mode seis when an extra relay engages Selecting event means that some type of action has to happen for the relay to engage The choices include a door being forced open a valid access a request denied a door help open too long or a request to exit The delay time is how long after the event occurs before engaging the relay The energize time is how long the relay will stay engaged You can also set the relay to engage on a schedule Select schedule from the dropdown list and select one of the pre set schedules You can configure a schedule under the schedules section in the BadgePass Management Console Click Enable to use the relay If
68. ve choice Leaving the box unchecked means the field will not have that attribute Username Generation Username Generation is used to create an entity s username automatically The username is sent to the access control panels and is used to identify an entity in the panels Itis also used to log into the BadgePass system modules and Monitor Pointe Checking the Auto Create Username enables this feature You can choose to manually create the username if all three contingencies fail to create the username You can select up to three possible combinations of fields to use to create the username Click the Enable checkbox to use the contingency and then select the combination of fields from the list b J BadgePass System L I Badge Management a an Client 4 Identity Manager Options Form Layouts Username Generation Printing Rules t Visitor Manager Security Oe es b MB Access Manager b 9 AD Integration z Event System Firstlnitial_Middlelnitial_ LastName m FirstName_LastName LastName _Firstlnitial_IDNumber IDNumber The username will be created when you insert a new record Printing Rules b J BadgePass System L FF Badge Management 4 fm Client 4 Identity Manager Options Form Layouts Username Generation Printing Rules b Visitor Manager Security Default ao CP Printer NA p SF Access Manin Administrator Untitled 9 AD Integration f Event System Printing Rules is where you establish the printing
69. ve you your Unlock Code s Cancel Next gt gt This gives you a choice of Internet Registration or Phone Registration Internet Registration When you click on nternet Registration you will see this screen B Internet Registration Contact Details Please tell us who you are and where you re installing BadgePass My Name is Location is lt lt Back Cancel Fill in the blanks and click Next You will see the nternet Registration Progress screen When the BadgePass Server authenticates the client you will receive a registration code back automatically Click Done Phone Registration When you click on Phone Registration you will see this screen Simply call the number and give them the Customer Code and they will give you back an Unlock Code to type into the next screen NOTE The Customer Code shown above is for demonstration purposes ONLY Enter the Unlock Code into the next screen BS Gather the Registration Codes Please provide an Unlock Code for some or all of the following Products Access Manager Registered with 4 Licenses Identity Manager Registered with 1 Licenses Identity Manager Web not registered Time Manager Registered with 1 Licenses Visitor Manager Registered with 60 Licenses lt lt Back Cancel You will have an input box for each module you install The message Registered with Licenses will appear as soon as you enter the Unlock Code B
70. writing the existing data If you expand the menus in the left pane you can double click on a value and it will place the code in the Content pane This is how you add data into the log file Click on the New Line button when you have all the data you want in the Content window This will cause each entry in the file to have a carriage return line feed and the end of the record Once you have added all of the desired content click OK Use Campus Filtering causes all searches done in the Visitor Manager to be filtered by the Campus Membership of the visit contact The Visit Contact must be a member of the Campus that the Visitor Manager was installed at Visitor Types L FRE Badge Management 4 fm Client t Identity Manager 4 Visitor Manager Options rity b MB Access Manager 9 AD Integration Event System Visitor Types are a way to categorize individuals that visit entities and locations Ex Parent Service Technician Vendor To set up a Visitor Type click Adad Enter the Value and Description BS Add Visitor Type Visit Purposes J BadgePass System MI Badge Management a mn Client Identity Manager 4 Visitor Manager Options Visitor Types Visit Purposes Custom Fields Printing Security 3 Access Control x AD Integration f Event System E BadgePass Management Console Visit Purposes Tracking Visit Delete Edit a Add Visit Action Mapping Che
71. y to set the D Number and the Birth Date fields to be unique and required You can add Custom Fields as needed One example of a custom field could be the company name of the visitor The process of how to do this will be explained in this section 4 Standard Fields Person Type Prefix FirstName MiddieName LastName Suffix IDNumber2 IDNumber3 Gender BithDate Address Line 1 Address Line 2 Address Line 3 City State Zip Address Type Phone Extension Phone Type Email Address Custom Fields i se JEn ose Cx Since Last Name will always be a required field the Field is Required and Unique check box is checked and disabled This indicates that Last Name is always required and unique ko mea Eg Add or Edit Fields 4 Standard Fields Prefix FirstName MiddleName LastName Suffix Gender BirthDate IDNumber2 IDNumber3 Type Is Active SSN Address Line 1 Address Line 2 Address Line 3 City Email Address EpicQualifications Campus Membership Emergency Contact M b ID Number can be required and unique or not Select D Number from the Standard Fields list will display the ID Number s properties The Field is Required and Unique checkbox becomes enabled indicating that you can change whether or not the field is required and unique This is also true for the Birth Date field If you choose IDNumber for your unique identifier you can select the option for Auto Generate ID which will allow th
72. you select Follow then the extra relay will mimic the actions of the strike relay This is only available on the first extra relay if more than one is available Adding an Interface Panel BP 52 BP 51e PIM Module The BP 52 Interface panel comes standard with 2 doors and 2 extra relays per door To add a BP 52 interface panel right click on the BP 1502 panel that the interface panel will be connected to and select Add nterface Panel L Fil Badge Management D na Client 4 JB Access Manager Options Card Formats Door Groups Serie kni Card Options Main Campus Status Monitor 4 Main Campus 192 168 0 251 v 4 W Main Pa E Door Addinterface Panel BadgePass Col Reset Panel b 9 AD Integratio Event System Delete F Show Advanced D J BadgePass System gt A Badge Management l na Client a Access Manager Options Card Formats Door Groups Access Groups Card Options 3 Status Monitor amtie a Main Campus a Wi Main Panel E Door1 4 Interface Panel Door Door 3 BadgePass Colege E b 9 AD Integration f Event System Under the Configuration section you will choose the Model of the interface panel As new models come available they will show up in the list Choose the Template Currently only Standard 2 Door templates are available Next under the Manage section set the Address of the interface panel this is determined by the dip switches on the BP 52 panel You can set the location of the panel also This step

BadgePass Management Console User Manual 4_0_3

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