Edge Solo User Guide
Contents
1. To delete a card I Click the Cards PINs tab e The Cards PINs list displays 2 Click the card you want to delete e A pop up menu displays 3 Select Delete e The Delete Card confirmation window displays with options 4 Select the options you want if applicable 5 Click Confirm Downloading Card Information for Use in a Spreadsheet You can download card information and import it into a spreadsheet For more information see Downloading Reports on page 37 The report may take up to an hour to create 32 Edge Solo User s Guide Opening the Door and Monitoring Status The following sections describe how you can unlock and monitor the door from the Edge Solo management console Letting Someone In the Door on page 33 Unlocking and Relocking the Door on page 34 Stopping a Door Alarm on page 34 Monitoring the Door Status on page 34 Viewing Recent Events on page 35 Exporting Events for Use in a Spreadsheet on page 36 Letting Someone In the Door If the door is locked and someone needs access you can buzz the person in from the management console This unlocks the door for a few seconds based on how your installer set up your Advanced Settings To let someone in the door In the dashboard click Grant Access Edge Solo User s Guide 33 Unlocking and Relocking the Door Unlocking and Relocking the Door If the door is locked and someone needs extra time to enter or nee2. 37 The report may take up to an hour to create Edge Solo User s Guide Downloading Reports You can download the following types of information stored in your Edge Solo People Cards Events List of schedules Special days All user data in XML format The file you download is formatted as a comma separated values CSV file that you can import into a spreadsheet program like Microsoft Excel You can then use the spreadsheet to sort the information or print reports Note Reports containing people cards events or user data may take up to an hour to create To download reports 2 Click the Reports tab e The Reports tab displays Click the text link for the report you want e The report is generated e When complete your browser uses its standard download process e You can now import the file into a spreadsheet program Edge Solo User s Guide 37 38 Edge Solo User s Guide Backing Up and Restoring Your Edge Solo Data You should periodically back up your Edge Solo data You may need to restore data from your backup if you need replace your Edge Solo and when you upgrade to another product The following sections describe how to back up and restore your data Backing Up Your Edge Solo Data on page 39 Restoring Your Edge Solo Data from a Backup on page 40 Backing Up Your Edge Solo Data You should periodically back up your Edge Solo data You may need to restore data from your ba
3. Expired Door did not unlock The card has expired Denied Access Unassigned Card Door did not unlock The card has been set up but it is not assigned to anyone Time Set Someone changed the time setting in the management console Door Unlocked Someone clicked Unlock Door in the management console Door Locked Someone clicked Lock Door in the management console Door Unlocked Scheduled Door unlocked by the door unlock schedule Door Locked Scheduled Door locked by the door unlock schedule Alarm Acknowledged Door Forced Alarm Someone acknowledged alerts from the management console Someone forced the door open Door Held Alarm Someone held the door open beyond the set time Tamper Switch Alarm Someone tampered with the card reader or its enclosure Edge Solo User s Guide 45 46 Edge Solo User s Guide Index A accessing the Edge Solo management console 3 adding cards 29 cards by swiping 30 cards individually 29 people 19 schedules 10 alarm stopping 34 assigning cards to people 31 multiple schedules to people 24 B backing up Edge Solo data 39 browsers enabling JavaScript in 4 supported 3 buzzing someone in the door 33 Cc card formats setting up 27 cards adding 29 adding by swiping 30 adding individually 29 assigning to people 22 31 deleting 32 reassigning to people 31 setting up 27 viewing a list of 32 changing card assignment for people 22
4. Formats page displays Click Add Format From the Which template do you want to use drop down list select the format template that corresponds to the box of cards you are setting up e The format the cards use is listed on the box In the Name Your Custom Format box enter a name for the format e You can enter up 20 characters including spaces e Be sure you will be able to associate this name with the box of cards you are setting up We recommend writing the name on the box of cards and making the name something that relates to the cards like the color or brand If needed enter the company ID or facility code for the card type e The appropriate field displays if needed e This code is listed on the box Some card types have a company ID and other types have a facility code Click Save e You can now add cards to the system that use this format Edge Solo User s Guide Setting Up Cards Adding Cards When you add a card you can assign the card to a person or you can assign it later You can add cards to the system the following ways e Add cards individually Use to add one or more cards that are not numbered sequentially See Adding Cards Individually on page 29 e Add by swiping Use to add one or more cards after swiping them See Adding a Card by Swiping It on page 30 Adding Cards Individually You must add each card that people will use to access the door You can assign a card to only
5. information for people 21 schedule assignment for people 23 schedules 14 the time display 8 conventions typographic 1 D dashboard described 5 status icons 35 viewing recent events 35 data backing up 39 restoring 40 date changing 8 default schedules 9 defining how information is displayed 7 deleting cards 32 Edge Solo User s Guide people 25 schedules 15 display of information defining 7 door locking 34 setting to unlock automatically 16 stopping the alarm 34 unlocking 33 34 downloading events 36 reports 37 E Edge Solo accessing the management console 3 backing up data 39 restoring data 40 troubleshooting 43 updating firmware 41 editing information for people 21 schedules 14 enabling JavaScript in your browser 4 events downloading 36 exporting to a spreadsheet 36 list of all possible 45 viewing all 35 viewing recent 35 example schedules shift spanning midnight 11 split shift 11 exiting the management console 5 F Firefox enabling JavaScript in 4 firmware updating 41 formats setting up for cards 27 G Grant Access button 33 H holidays adding to a schedule 12 I Installer Settings tab 5 Internet Explorer enabling JavaScript in 4 J JavaScript enabling in your browser 4 47 L Lock Door button 34 locking the door 34 logging off the management console 5 M management console accessing 3 browsers supported 3 changing the password for 7 logging off 5 password for 3 u
6. one person but each person can have one or more cards Before you add a card you must set up the format for your cards For more information see Setting Up Card Formats on page 27 Note Before a person can use a card to access the door you must set up at least one schedule and assign the schedule to the person For more information see Adding a Schedule on page 10 and Assigning or Changing a Person s Schedule on page 23 If you do not know the card format you can add the card by swiping For more information see Adding a Card by Swiping It on page 30 To add a card I Click the Cards PINs tab e The Cards PINs tab displays 2 Click the Add text link e The Add Card page displays 3 From the Assign a Format drop down list select the card format that corresponds to the type of card you want to assign e You cannot change the card format after you save this card If you select the wrong format you must delete the card and add the card again e For more information see Setting Up Card Formats on page 27 Edge Solo User s Guide 29 Adding Cards In the Card Number field enter the number of the card you want to add e The card number is on the back of the card You can use the cross reference list that came in the box of cards to help determine which number is the unique card number e You cannot edit the card number after you save this card If you find an error in the card number you
7. page 27 The following sections describe how to set up cards Setting Up Card Formats on page 27 e Adding Cards on page 29 e Reassigning a Card to a Different Person on page 31 e Viewing a List of All Cards on page 32 e Deleting Cards on page 32 e Downloading Card Information for Use in a Spreadsheet on page 32 Setting Up Card Formats Before you add a card you must set up the format for your type of card When you set up the format you assign the format a name select the correct format template and enter the code your installer gave you for each type of card Each type of card may use a different format to store information on the card The format your cards use is listed on the box of cards The Edge Solo accepts the following formats Corporate 1000 e H10301 Standard 26 bit H10304 HID Managed 37 bit e H10302 Open 37 bit Each type of card has a company ID code or facility code listed on the box Be sure you have this code Edge Solo User s Guide 27 Setting Up Card Formats Most likely you have only one type of card but it is possible to have more than one type for use with your Edge Solo Note We recommend writing the name you assign to a box of cards on the box This way you will know which cards use the format that you set up To set up a card format 28 Click the Cards PINs tab e The Cards PINs tab displays Click the Card Formats text link e The Card
8. side of the management console page have the following states Door status Locked Q Unlocked G l Updating status Q Alarm status Noalarm Alarm A E Updating status P Viewing Recent Events Events track activities related to the Edge Solo including when the system denies access grants access and detects an attempt to force the door The dashboard on the left side of the management console lists the 100 most recent Edge Solo events with the most recent event first To view recent events I In the dashboard view the recent events e Scroll through the list as needed e To view all events click the View All text link For more information see Viewing All Events on page 35 Viewing All Events Events track activities related to the Edge Solo including when the system denies access grants access and detects an attempt to force the door You can view the last 5 000 events To view all events I Inthe dashboard click the View All text link e The Reports tab displays with the last 5 000 events available 2 Click the numbered page links to view additional pages Edge Solo User s Guide 35 36 Exporting Events for Use in a Spreadsheet Exporting Events for Use ina Spreadsheet You can download all of the events related to your Edge Solo and import them into a spreadsheet The system stores the last 5 000 events For more information see Downloading Reports on page
9. the Do you want to add a schedule now drop down list select the option you want e Choose Existing Schedule Select if you have already set up a schedule and you want to assign it now then click the schedule you want to assign to this person The system saves the information and you are done e Notat this time Select if you do not want to assign a schedule to this card now The system saves the information and you are done For information about assigning a schedule see Assigning or Changing a Person s Schedule on page 23 Changing a Person s Information After you add a person you can change the person s information as needed To change a person s information I Click the People tab e The People tab displays with the fields to add a person Edge Solo User s Guide 21 Assigning or Changing a Person s Card 2 Click the View List text link e A list of the people you have set up displays 3 Click the person whose information you want to change e A pop up menu displays 4 Select View e The Edit Person page displays with the person s information 5 ClickEdit 6 Edit the person s information as needed 7 Click Save e Ifyou need to delete edit or assign an additional card click the appropriate button e Ifyou need to change remove or assign an additional schedule click the appropriate button Assigning or Changing a Person s Card For a person already in the system you can do
10. the View List text link e A list of the people you have set up displays You can view or change any of the information in the list by clicking text in the list and selecting an option from the pop up menu Removing People If a person leaves the company moves to a different department or no longer needs access to the door you can remove the person from the system To remove a person I Click the People tab e The People tab displays with the fields to add a person 2 Click the View List text link e A list of the people you have set up displays 3 Click the name of the person you want to remove e A pop up menu displays 4 Select Delete e The Confirm window displays 5 Select the options you want 6 Click Confirm Downloading People Information for Use in a Spreadsheet You can download the people information and import it into a spreadsheet For more information see Downloading Reports on page 37 The report may take up to an hour to create Edge Solo User s Guide 25 Downloading People Information for Use in a Spreadsheet 26 Edge Solo User s Guide Setting Up Cards You can set up cards for use even if you are not ready to assign them to a person yet However for anyone to actually access the door with a card you need to assign a card and schedule to a person Note Before you add a card you must set up the format for your type of cards For more information see Setting Up Card Formats on
11. the following related to cards Assign a card for the first time Assign a different card e Assign an additional card To assign or change a person s card I Click the People tab e The People tab displays with the fields to add a person 2 Click the View List text link e A list of the people you have set up displays 22 Edge Solo User s Guide Setting Up People Who Access the Door Click the person whose information you want to change e A pop up menu displays Select View Edit the card information as needed e Once a card is created only the expiration date can be changed Assigning or Changing a Person s Schedule For a person already in the system you can do the following related to schedules Assign a schedule for the first time see the steps below Assign a different schedule see the steps below Assign an additional schedule see Assigning Multiple Schedules to a Person on page 24 To assign or change a person s schedule Click the People tab e The People tab displays with the fields to add a person Click the View List text link e A list of the people you have set up displays Click the person whose information you want to change e A pop up menu displays Select View e The Edit Person page displays In the Schedule Name area do one of the following depending on what you need to do e To remove the currently assigned schedule click Remove Assignment This will remov
12. 1 p m and 1 00 p m Be sure that this is what you intend If you need another time block you can click Add Time 3 to add a third column to the schedule Example Schedule 2 Shift That Spans Midnight A schedule that spans midnight would accommodate shifts that start one day and end the next for example a third shift that starts at 11 p m and ends at 7 a m Edge Solo User s Guide 11 Adding a Schedule The timelines below show an example of a schedule that spans midnight Time People need access Sunday night to start the shift 11 00 p m 11 59 p m Sunday Time 1 People need People do not need Time 2 People need access each night access from 7 01 a m access each night to during the shift to 10 59 p m start the shift Po __________ L 12 00 midnight 7 00 a m 11 00 p m 12 00 midnight Monday through Friday Time People need Saturday access Saturday to finish the shift 12 00 midnight 7 00 a m To create a schedule for the shift above you would set the times in the schedule as follows Days Time 1 Time 2 Sunday 23 00 to 23 59 Monday through Friday 00 00 to 7 00 23 00 to 23 59 Saturday 00 00 to 7 00 Adding Dates That Are Exceptions Holidays or Special Days When you set up a schedule you should consider whether you need to have different access settings for holidays or other special days throughout the year For example if your company observes U S holidays consi
13. CIN EESE w User s Guide English Document Number 83000 902 ENEN Rev A 1 HID Global Corporation 9292 Jeronimo Road Irvine CA 92618 Edge Solo User s Guide Copyright 2007 HID Corporation All rights reserved Revised 08 22 2007 Contents 1 Getting Started 1 About This Guile carina te ida dei 1 Conventions 44 45 3445 Seu bi ek ae aw es ea 1 Installing the Edge Solo Jumpstart Shortcut 0 0 0 eee 2 Accessing the Edge Solo Management Console 0 00 e eee eens 3 Enabling JavaScript in Your Browser LL 4 Understanding the Management Console Page 0 0 0 cee eee 5 L gin OM oe vo secre san ences Oo Fate oe Ee a ee OL we Are oh ba Bea ees 5 Technical Support d ssa dae es 6 2 Setting Up Preferences 7 Changing Your Password 7 Defining How Information is Displayed 0000 eee ee eee 7 Changing the Date and Time 8 3 Setting Up Schedules 9 Adding a SChedHIe eae oho agio eta celate dae Ghee LEERE EEES 10 Example Schedule 1 Shift That Has Split Times 05 11 Example Schedule 2 Shift That Spans Midnight 005 11 Adding Dates That Are Exceptions Holidays or Special Days 12 Changing a Schedule 14 Assigning a Schedule to a Person iii iride fe 14 Viewing a List of All Schedules LL LL 15 Deleting a Schedule Li 15 Downloading Schedules for Use in a Spreadsheet 16 Setti
14. Edge Solo that makes it work The email message will include a link to download the file from a web site To update your firmware I Click the Utilities tab In the Firmware Update area click Browse to navigate to the update file Select the update file and click Open Click Update Now d W N e The update can take up to seven minutes to complete e The management console page will close 5 Use the Edge Solo Jumpstart to access the Edge Solo management console and log in again e For more information see Accessing the Edge Solo Management Console on page 3 Managing Multiple Doors Edge Solo can be converted to become part of a larger host based security system available through HID development partners This range of solutions offers both options available for purchase or fully managed solutions available on a monthly fee basis Benefits of this upgrade include comprehensive management of schedules people and cardholders across multiple doors and facilities as well as comprehensive alarm monitoring video surveillance and reporting For more information http www hidcorp com EdgePartners Edge Solo User s Guide 41 Managing Multiple Doors 42 Edge Solo User s Guide Troubleshooting The table below includes common troubleshooting information that may help you resolve a problem before calling your installer Symptom Solution You cannot contact the Edge Solo Attempt to reconnect to the device using the Jump
15. Heading 1 text and enter what you want to call the field e You can enter up to 25 characters e Ifyou do not want to use the field enter a few blank spaces in the field 5 Ifyou want to define the second custom field select the Custom Heading 2 text and enter what you want to call the field e You can enter up to 25 characters e Ifyou do not want to use the field enter a few blank spaces in the field 6 Click Save e Names dates times and headings for the custom fields will now display when you view enter or edit information Changing the Date and Time You can change the following related to the time that the Edge Solo uses for events reports and at the top of each management console page Current date Current time To change the date and time I Click the Preferences text link e The Preferences page displays 2 Click the Date and Time text link e The Date and Time page displays 3 Set the current date and time if needed 4 Click Save e All time displays change to use the new settings All events that occur after the change will use the new settings If you changed the time zone only new event times will reflect the new time zone 8 Edge Solo User s Guide Setting Up Schedules Before anyone can use a card to access the door you must set up at least one schedule and assign a schedule to each person The Edge Solo comes with the following schedules already set up for your use 24x7 Sund
16. any time even if you are not ready to assign them a card or schedule yet However for people to actually access the door they do need a card and schedule assigned to them The following sections describe how to set up people e Adding People on page 19 e Changing a Person s Information on page 21 e Assigning or Changing a Person s Card on page 22 e Assigning or Changing a Person s Schedule on page 23 e Viewing a List of All People on page 24 e Removing People on page 25 e Downloading People Information for Use in a Spreadsheet on page 25 Adding People You must add each person who needs to access the door and assign the person a card and schedule Each person can have one or more cards and one or more schedules You can assign the schedule and card when you add a person as described below For more information about schedules see Adding a Schedule on page 10 To add a person I Click the People tab e The People tab displays with the fields to add a person 2 Inthe First Name Middle Initial and Last Name fields enter the person s name e You can enter up to 20 characters in each field These fields are required Edge Solo User s Guide 19 Adding People 20 Enter information into the additional fields if needed You can enter up to the following number of characters in each field e Middle Initial 1 e Email Address 30 in the format name company com
17. ar 15 2007 18 25 35 Door forced alarm on Mar 15 2007 18 25 34 Tamper switch alarm off Mar 15 2007 18 25 34 Door held alarm off jv Mor 45 A007 407 78 Log of all recent events related to door access alarms and access attempts Shortcuts to common tasks in the management console Tabs where you can view lists of information and add edit or delete information Logging Off When you are finished working with the Edge Solo you should close your browser This logs you off You may want to stay logged in all day if you need to let people in the door or want to monitor events We recommend that you close your browser at the end of the day To log off e Close your browser Edge Solo User s Guide 5 Technical Support Technical Support Technical support for your Edge Solo is available by telephone North Americas California USA Telephone 949 598 1600 Toll Free Number 800 237 7769 Fax 949 598 1690 South America Mexico Telephone 52 477 779 1492 e Fax 52 477 779 1493 Europe Middle East and Africa Haverhill England Telephone 44 1440 714 850 e Fax 44 1440 714 840 e Asia Pacific Hong Kong Telephone 852 3160 9800 Fax 852 3160 4809 Edge Solo User s Guide Setting Up Preferences You can set up the following Password to access the management console Custom fields for setting up people Display formats for names dates and times Date and T
18. art menu e Windows Desktop e Quick Launch bar Edge Solo User s Guide 3 Accessing the Edge Solo Management Console e Internet Explorer Favorites e Jumpstart opens your default browser and accesses your Edge Solo then the Login page displays In the User Name field enter your user name e The user name is user and is case sensitive In the Password field enter your password e Enter the password exactly the way the installer gave it to you Passwords are case sensitive and contain only letters and numbers Refer to the Edge Solo Quick Start for Customers card that your installer gave you Click OK e The Edge Solo management console page displays The Home tab automatically displays whenever you log in e For information about the management console page see Understanding the Management Console Page on page 5 Enabling JavaScript in Your Browser If the management console page does not display properly check that you have JavaScript enabled in your browser The exact location of this option may vary based on the browser version you are using but the steps below should help you find and enable the option To enable JavaScript in Internet Explorer d W N Ul 6 7 Select Tools gt Internet Options Click the Security tab Click Custom Level Scroll down to the Scripting options Enable Active Scripting Click OK Click OK To enable JavaScript in Firefox da WwW N Select Tools gt Option
19. ay through Saturday 00 00 to 24 00 8 00 17 00 Monday through Friday 08 00 to 17 00 7 00 19 00 Monday through Friday 07 00 to 19 00 Saturday 08 00 to 12 00 15 00 24 00 Monday through Friday 15 00 to 24 00 Saturday 15 00 to 19 00 23 00 8 00 Sunday through Thursday 23 00 to 24 00 Monday through Friday 00 00 to 08 00 Friday 23 00 to 24 00 Saturday 00 00 to 03 00 You can use these schedules as they are or edit them to meet your needs You can also create your own schedules If needed you can also set a door unlock schedule This is a special type of schedule that automatically unlocks the door at a specific time and relocks the door at a specific time The following sections describe how to set up schedules Edge Solo User s Guide Adding a Schedule on page 10 Changing a Schedule on page 14 Assigning a Schedule to a Person on page 14 Viewing a List of All Schedules on page 15 Deleting a Schedule on page 15 Downloading Schedules for Use in a Spreadsheet on page 16 Setting Up and Editing the Door Unlock Schedule on page 16 Adding a Schedule Adding a Schedule Before anyone can use a card to open the door you must set up at least one schedule and assign a schedule to each person A schedule controls the time of day people can access the door You can have up to eight schedules to accommodate different work hours When setting the times take into account people who arri
20. ckup if you need to replace your Edge Solo Note The backup process may take up to an hour to complete The backup process stores a file with your data on your computer s or a network hard drive To back up your data I Click the Utilities tab 2 Click Backup Now e The backup file is generated e When complete your browser uses its standard download process 3 Save the file as you would other downloaded files Edge Solo User s Guide 39 Restoring Your Edge Solo Data from a Backup Restoring Your Edge Solo Data from a Backup You may need to restore data from your backup if you need to replace your Edge Solo Note The restore process may take up to an hour to complete The restore process uses a backup file that you previously created with your Edge Solo data Note You must back up your Edge Solo data before you can restore it For more information see Backing Up Your Edge Solo Data on page 39 To restore your data I Click the Utilities tab 2 Click Browse to navigate to the backup file on your hard drive or a network drive 3 Select the backup file and click Open 4 Click Restore Now e The management console page will notify you when the process is complete e You must log in again to continue working with the Edge Solo management console 40 Edge Solo User s Guide Updating Firmware Periodically updates to your Edge Solo firmware may be available Firmware is the software inside the
21. der whether to permit access on those days If you want to permit access on holidays and special days the same as you permit access any other time you do not need to do anything However if you want to limit access on holidays and special days you need to add a row to your schedule for each special day To add dates that are exceptions I From the schedule you are adding or editing click Add Row for Special Day e Anew row displays at the bottom of the schedule 12 Edge Solo User s Guide Setting Up Schedules 2 In the new row click the Change Date text link e The Add Special Day window displays 3 Select the date you want one of the following ways e Ifyou have already added a special day select the day you want from the Select a Special Day drop down list e In the text box click to use the pop up calendar to select the date you want 4 Select whether you want this special day to repeat in future years e Add this date every year Use if this special day occurs on the same date every year and you want it in this schedule every year e Add this date just this calendar year Use if this is a one time event or a special day that does not occur on the same date each year 5 Inthe Name field enter a name for this special day e You can enter up to 20 characters including spaces e Give the special day a name that clearly identifies it If you do not enter a name the date will display in the schedule 6 Click Sav
22. ds to make several trips you can unlock the door from the management console Note This unlocks the door until you relock the door To unlock and relock the door I Inthe dashboard click Unlock Door e The door unlocks and stays unlocked until you relock it The button changes from Unlock Door to Lock Door 2 When you are ready to relock the door click Lock Door Stopping a Door Alarm If you have an alarm device such as a light bell or horn connected to your system the alarm device will activate when certain events occur Your installer set up the events that trigger the alarm device but they may include someone holding the door open too long or someone forcing the door When an event triggers the alarm the Alarm Status displays the Alarm icon A and the Stop Alarm button in the dashboard becomes active so you can turn off the alarm device To stop the door alarm I Inthe dashboard click Stop Alarm e The alarm device turns off and the Stop Alarm button is no longer available turns gray If the alarm was caused by the door being open the alarm is re enabled after the door closes Monitoring the Door Status You can monitor the door status in the following ways Status icons in the dashboard Recent events in the dashboard All events on the Reports tab 34 Edge Solo User s Guide Opening the Door and Monitoring Status Understanding the Status Icons The status icons in the dashboard on the left
23. e e The schedule you started from displays 7 Inthe Time 1 column set the time that people assigned to this schedule will have access on this special day e Ifyou do not want people to have access on this special day use the No access option in the autofill area e Ifyou need to set up a split schedule enter the split times in the Time 1 and Time 2 columns You might need a split schedule if people need access to the door from 8 a m to noon no access from 12 01 p m to 1 00 p m then need access again from 1 01 p m until 5 00 p m For more information see Example Schedule 1 Shift That Has Split Times on page 11 e If you require more than two time blocks for the special day click Add Time 3 to add a new column 8 Ifyou need additional holidays or special days repeat steps 1 through 7 for each special day 9 Click Save e Changes to the schedule take effect immediately Edge Solo User s Guide 13 Changing a Schedule Changing a Schedule You can change a schedule any time you need to adjust the access times add or remove a holiday or make any other adjustments You should review your schedules at least once a year to check that they are correct and reflect holidays for the next twelve months Note Changing a schedule affects all people the schedule is assigned to To change a schedule Click the Schedules tab e The Schedules tab displays with a list of the existing schedules Click the schedu
24. e Phone Number 20 use any format you want e Custom fields 25 The additional fields are informational and are not required The two fields below the Last Name field are custom fields that you can set up to record information you want such as department or supervisor For information about setting up these custom fields see Defining How Information is Displayed on page 7 Select the Needs Extra Time option for this person Yes This person needs more time to open the door perhaps because the person uses a wheelchair or crutches Your installer set the extra time that controls how long the door will stay unlocked No This person does not need more time to open the door Your installer set the standard time that controls how long the door will stay unlocked From the Do you want to assign a card now drop down list select the option you want Yes assign card Select if you have a card for this person and you are ready to assign the card to this person now Additional fields display below to assign the card Continue with the steps below Not at this time Select if you do not want to assign the card now The system saves the information and you can continue with step 8 For information about assigning a card later see Assigning or Changing a Person s Card on page 22 From the Existing Card drop down list select the option you want Choose Existing Card Select if you have already added cards and
25. e the schedule from the person e To assign the person another schedule click Assign Additional Schedule Edge Solo User s Guide 23 Viewing a List of All People Assigning Multiple Schedules to a Person After you set up the person and assign a schedule you can assign additional schedules to the person To assign multiple schedules to a person Click the People tab e The People tab displays Click the View List text link e A list of the people you have set up displays Click the person whose schedule you want to assign e A pop up menu displays Select View e The Edit Person page displays In the Schedule Name area click Assign Additional Schedule e The Choose Schedule window displays with a list of existing schedules Select the additional schedule that you want to assign e The person will have access based on the settings in any of the assigned schedules For example if one assigned schedule permits access on Saturday and another assigned schedule does not the person will have access on Saturday Viewing a List of All People 24 You can view a list of all people you have added to the system To view a list of people Access the management console e For more information see Accessing the Edge Solo Management Console on page 3 2 Click the People tab e The People tab displays with the fields to add a person Edge Solo User s Guide Setting Up People Who Access the Door 3 Click
26. heet i Downloading Reports co Backing Up and Restoring Your Edge Solo Data Backing Up Your Edge Solo Data ccc eee Restoring Your Edge Solo Data from a Backup p Updating Firmware Managing Multiple Doors 10 Troubleshooting A Event Reference Edge Solo User s Guide Getting Started Edge Solo is a cost effective single door access control solution This solution permits remote management and report generation using a web browser Edge Solo lets you set up and control access to your door You set up the people who need regular access to the door and assign them a card and schedule You can also let someone in unlock the door relock the door and monitor all door activity The following sections describe how to get started with your Edge Solo About This Guide on page 1 e Installing the Edge Solo Jumpstart Shortcut on page 2 e Accessing the Edge Solo Management Console on page 3 e Logging Off on page 5 Technical Support on page 6 About This Guide This guide describes how to use the Edge Solo to manage people cards and schedules Conventions This guide uses the following typographical conventions to help explain how to use the Edge Solo Convention Definition Bold Words in bold show items to select or click such as menu items tabs or buttons Note Notes contain important information that may affect ho
27. ime settings Changing Your Password You use a single password to manage your Edge Solo More than one person can be logged in at a time with the password To change your password Click the Preferences text link e The Preferences page displays Click the Password text link e The Password page displays Enter the new password in both fields e The new password must be at least 6 characters long but not more than 10 characters Use only letters and numbers We recommend making the password difficult to guess by mixing numbers lower case letters and upper case letters and not spelling an actual word 4 Click Save Defining How Information is Displayed You can define the way names dates and times are displayed within the Edge Solo Management Console You can also define two custom fields for storing information about people By default these fields are called Custom 1 and Custom 2 Use one or both of these fields for a department name or number supervisor s name or other information that you want to maintain for people who use this door If you do not want to use these fields enter a few blank spaces in them Edge Solo User s Guide To define the displays I Click the Preferences text link e The Preferences page displays 2 Click the Displays text link e The Displays page displays 3 Use the list boxes to select the desired formats for names date and times 4 Inthe first custom field select the Custom
28. le you want to change e A pop up menu displays Select Edit e The Edit Schedule page displays with the schedule you selected Make the changes you need e For more information see Adding Dates That Are Exceptions Holidays or Special Days on page 12 Example Schedule 1 Shift That Has Split Times on page 11 and Example Schedule 2 Shift That Spans Midnight on page 11 Click Save e Changes to the schedule take effect immediately Assigning a Schedule to a Person After you set up a schedule you can assign it to a person and assign a card to the person You can start by either setting up the card or the person For more information see Assigning or Changing a Person s Schedule on page 23 Edge Solo User s Guide Setting Up Schedules Viewing a List of All Schedules You can view a list of all schedules by clicking the Schedules tab The following sections describe what you can do from the schedule list e Adding a Schedule on page 10 e Changing a Schedule on page 14 e Deleting a Schedule on page 15 Setting Up and Editing the Door Unlock Schedule on page 16 Deleting a Schedule You can delete a schedule if you no longer need it Note You cannot delete a schedule that is assigned to one or more people You must first assign each person to a different schedule then delete the schedule To delete a schedule I Click the Schedules tab e The Schedules tab displays
29. must delete the card and add the card again Select the expiration option for this card e No Thiscard will not expire e Yes expires on This card will expire and no longer work after midnight on the date selected Select the expiration date you want Click Save Adding a Card by Swiping It 30 You can add one or more cards by swiping them Using this method the system automatically captures the card number To add a card by swiping it l 2 At the card reader swipe the card Access the management console e For more information see Accessing the Edge Solo Management Console on page 3 In the Recent Events list on the left side of the page click the Add text link next to the first message that says Denied Access Card Not Found e The event displays a few seconds after you swipe the card e The Add Card page displays with the card number filled in The card format should be automatically set to Raw Hexadecimal If Raw Hexadecimal is not set as the card format select that option Select the expiration option for this card e No tThis card will not expire e Yes expires on This card will expire and no longer work after midnight on the date selected Select the expiration date you want Click Save Edge Solo User s Guide Setting Up Cards Reassigning a Card to a Different Person You can also reassign a card to another person if the original person no longer needs the card To reassig
30. n see Example Schedule 1 Shift That Has Split Times on page 11 e Ifyou require more than two time blocks for Monday Friday click Add Time 3 to add a new column Edge Solo User s Guide Setting Up Schedules 6 Settheaccess times for the Saturday and Sunday rows 7 If you want holidays or other special days to have different access times or no access click Add Row for Special Day e For more information see Adding Dates That Are Exceptions Holidays or Special Days on page 12 8 Click Save e You can now assign this schedule to a person Example Schedule 1 Shift That Has Split Times A schedule with split times would accommodate a situation where people need access to the door during certain times but not other times in any given day For example if people need access from 8 a m to noon do not need access from 12 01 p m to 1 00 p m then need access again from 1 01 p m until 5 00 p m The timeline below shows a split shift example Time People People do not need Time 2 People need access from access from 2 01 p m need access from 8 a m until 12 noon to 1 00 p m 1 01 p m until 5 p m 8 00 a m 12 noon 1 00 p m 5 00 p m To create a schedule for the split shift above you would set the times in the schedule as follows Days Time 1 Time 2 Monday through Friday 8 00 to 12 00 13 01 to 17 00 Note People using the schedule above will not be able to enter the door between 12 0
31. n a card to a person Click the Cards PINs tab e The Cards PINs tab displays with a list of the cards you have set up Click the card you want to reassign e A pop up menu displays Select Edit e The Edit Card page displays Click the Edit text link next to the person the card is assigned to e Edit Person page displays In the card area click Remove Assignment e The confirmation window displays asking if you want to remove assignment of this card Click Confirm e The card is no longer assigned and is available for reassignment The Edit Person page displays Click the View List text link e A list of the people you have set up displays Click the person you want to assign the card to e A pop up menu displays Select View e Edit Person page displays 10 In the card area click the Assign an Additional Card text link e The Choose Card window displays with a list of available cards II Select the card you want to assign Edge Solo User s Guide 31 Viewing a List of All Cards Viewing a List of All Cards You can view a list of all the cards you have added to the system To view a list of cards I Click the Cards PINs tab e The Cards PINs list displays Deleting Cards If a card is no longer needed you can delete the card from the system You can add the card again if you need to If you want to assign the card to another person see Reassigning a Card to a Different Person on page 31
32. nderstanding the main page 5 user name for 3 P password changing 7 for the management console 3 people adding 19 adding a card 22 assigning a card 22 31 assigning a schedule 23 assigning multiple schedules to 24 changing card assignment 22 changing information for 21 changing schedule assignment 23 removing 25 setting up 19 viewing a list of 24 preferences defining how information is displayed 7 displays 7 management console password 7 setting up 7 time display 8 R reassigning cards to people 31 relocking the door 34 removing people 25 reports downloading 37 exporting events for a spreadsheet 36 exporting for a spreadsheet 37 viewing all events 35 restoring Edge Solo data 40 S schedules adding 10 adding holidays 12 adding special days 12 assigning multiple to people 24 assigning to a person 23 changing 14 default 9 deleting 15 example shift spanning midnight 11 example split shift 11 48 setting up 9 setting up a door unlock 16 viewing a list of 15 setting up a door unlock schedule 16 card formats 27 cards 27 people 19 preferences 7 schedules 9 shift spanning midnight example schedule 11 special days adding to a schedule 12 split shift example schedule 11 spreadsheet exporting events to 36 exporting reports to 37 status icons 35 stopping the door alarm 34 T time displays changing 8 time zone changing 8 time changing 8 troubleshooting 43 turning off the door alarm 34 typogra
33. ng Up and Editing the Door Unlock Schedule 16 4 Setting Up People Who Access the Door 19 Adding People ssi siierea LR de Geb aches chedne iaia dedi 19 Changing a Person s Information cassiera paia 21 Assigning or Changing a Person s Card 0 0 cece ence eee eens 22 Assigning or Changing a Person s Schedule 0 0000 ce cece eens 23 Assigning Multiple Schedules to a Person 0 00 eee e eee 24 Viewing a List of All People L LL 24 Removing People 5 00 csc ee inr ee bene ane i uente neue 25 Downloading People Information for Use in a Spreadsheet 25 Edge Solo User s Guide 5 Setting Up Cards Setting Up Card Formats 0 ccc ee eee ees Adding CAVE s ex hs sister hbar Adding Cards Individually sison be phesdedan toads banca Adding a Card by Swiping lec sii ceed era ieri Reassigning a Card to a Different Person Viewing a List of All Cards Deleting Cards os c64 5 bb aed oe 6 ian Downloading Card Information for Use in a Spreadsheet 2 Opening the Door and Monitoring Status Letting Someone In the Door 2 0 0 000 eee Unlocking and Relocking the Door 0 0 0 ce eee eee Stopping a Door Alarm 0 0 te eee tees Monitoring the Door Status 000 Understanding the Status Icons Viewing Recent Events Viewing All Events 0 ee eee teens Exporting Events for Use in a Spreads
34. or unlock schedule In the row for each day set the time that the door will automatically unlock in the Time 1 column e Ifone ofthe autofill options meets your needs select that option The times on the right will automatically populate e Ifyou need to set up Monday through Friday with the same times click the Collapse Monday Friday text link to add a single row for Monday through Friday Edge Solo User s Guide Setting Up Schedules e Ifyou need to set up a split schedule enter the split times in the Time 1 and Time 2 columns You might need a split schedule to unlock the door from 8 a m to noon lock it from 12 01 p m to 1 00 p m then unlock again from 1 01 p m until 5 00 p m For more information see Example Schedule 1 Shift That Has Split Times on page 11 e Ifyou require more than two time blocks for Monday Friday click Add Time 3 to add a new column 5 Setthe unlock times for the Saturday and Sunday rows 6 Ifyou want holidays or other special days to use different unlock times click Add Row for Special Day e For more information see Adding Dates That Are Exceptions Holidays or Special Days on page 12 7 Click Save e The door will now unlock and relock automatically based on this schedule Edge Solo User s Guide Setting Up and Editing the Door Unlock Schedule 18 Edge Solo User s Guide Setting Up People Who Access the Door You can set up people who need to access the door
35. phic conventions 1 U Unlock Door button 34 unlocking the door automatically 16 the door now 33 34 updating firmware 41 user name for the management console 3 Vv viewing a list of all cards 32 a list of all people 24 a list of all schedules 15 all events 35 recent events 35 Edge Solo User s Guide
36. rd PIN already exists Please you entered the number correctly If you receive the same check the data and try again error the card already exists in the system NOTE You cannot add the Same If the card was added previously by swiping you will not see card by both swiping and entering the same card number as you see printed on the card itself the card number Cards added When you add a card by swiping the card number is in raw using a format could be a duplicate hexadecimal format which means the numeric value looks of a card added as Raw different Hexadecimal Error 19 SO_CONSTRAINT Source Data Storage Edge Solo User s Guide 43 44 Edge Solo User s Guide Event Reference The list below defines all possible Edge Solo events The events in red display in red in the management console Event Descriptions I I I il A i dI I A A AH A ll 1 ld lA i AA AA AA AA Al AAldLl dd 0 _ _1 1 _ L EySYZL Granted Access Granted Access Manual Door unlocked for the person listed Door unlocked when someone clicked Grant Access in the management console Granted Access Extended Time Door unlocked for the person listed using the extra time setting Denied Access Card Not Found Door did not unlock This card is not set up Denied Access Schedule Door did not unlock for the person listed The person tried to access the door outside the assigned schedule times Denied Access Card
37. re you put the shortcuts Edge Solo User s Guide Getting Started 9 Click Next e Jumpstart installs and displays the successful installation window when it is finished 10 Click Finish e Now you can use the Jumpstart shortcut to access the Edge Solo management console Accessing the Edge Solo Management Console The Edge Solo management console is where you set up and monitor your Edge Solo You access the management console using your web browser Edge Solo supports the following browsers e Microsoft Internet Explorer version 6 0 or later e Mozilla Firefox version 2 0 or later Note You must enable JavaScript in your browser If it is not enabled you will not be able to display the Edge Solo management console For information about how to enable JavaScript see Enabling JavaScript in Your Browser on page 4 You must log in with the user name and password to access the management console The Edge Solo has a single user name and password for anyone who needs to manage your system The user name is user Be sure to enter it with the lower case letter u The person who installed your Edge Solo set your password If you do not have the password contact your installer More than one person can be logged in at a time To access the management console I Using the shortcut you created when you installed Edge Solo Jumpstart start Jumpstart e The shortcut may be in one or more of the following locations e St
38. s Click the Content icon Select the Enable JavaScript option Click OK Edge Solo User s Guide Getting Started Understanding the Management Console Page The management console page gives you access to the things you can do to set up your Edge Solo Click to unlock the door door stays unlocked until you relock it Click to stop an alarm that is or flashing currently sounding Tab contains advanced settings for installers Ifyou have access be sure you understand the settings before changing them Status area where you can see the current door status Click to let someone in he d Grant Unlock Stop the door now Access Door Alarm Recent Events View All gt gt e People Cards PINs Management Console gt What do you want to do Add Person Add the people who need door Friday 03 16 2007 0 Front a Schedules Installer Settings references Help Add a Card Set up the cards that permit View Schedules Manage the schedules that al access door access control when people have J access Dashboard that 1 displays on the 2007 19 05 35 Delete Person View Cards in Use Back Up Your Data left side of ever poornalo cn or Remove a person who no Anger View a list of cards that you Create a backup file that Y Mar 15 2007 19 05 35 needs access have created contains your Edge Solo data Door forced alarm off page Mar 15 2007 19 05 34 Alarm acknowledged off M
39. start device with your browser shortcut Check your network connections on your PC and on the Edge Solo device The status icons in the Dashboard The card reader is not communicating with the management display question marks and the console software One of the following is causing the problem event list says No recent event e Someone is updating the card reader s firmware or restoring data Wait until the process is complete then log back in e Your local area network is not working properly Contact your network administrator e Someone else is logged in and is actively working with people card or schedule information Wait until that person finishes Someone is attempting to access Determine if that person has a legitimate need to access the the door outside the scheduled door at different times If yes assign a different schedule or times edit the existing schedule For more information see Assigning or Changing a Person s Schedule on page 23 If no let the person know the hours that are appropriate to access the door You do not know the format of a Swipe the card to add it For more information see Adding a card you want to add Card by Swiping It on page 30 You see an error that says after The card already exists in the system You cannot add the adding a card same card more than once Activity saveCredential This If you were entering the card number try again to make sure ca
40. ve before their normal workday starts For example if people work from 8 a m to 5 p m people may begin arriving at 7 45 a m or possibly earlier You can add holidays and other special days to any schedule The holidays and special days let you determine whether people using a schedule have access on those special days To add a schedule I Click the Schedules tab e The Schedules tab displays with a list of the existing schedules 2 Click Add Schedule e The Add Schedule page displays 3 Inthe Schedule Name field enter a name for this schedule e You can enter up to 25 characters including spaces e Give the schedule a name that you will easily recognize when you need to assign a schedule 4 If you need to set up each weekday with different times click the Change to show each weekday separately text link to add a row for each weekday then set the time for each day 5 Inthe Monday Friday row or in the row for each day set the time that people assigned to this schedule will have access in the Time 1 column e If one of the autofill options meets your needs select that option The times on the right will automatically populate e Ifyou need to set up a split schedule enter the split times in the Time 1 and Time 2 columns You might need a split schedule if people need access to the door from 8 a m to noon no access from 12 01 p m to 1 00 p m then need access again from 1 01 p m until 5 00 p m For more informatio
41. w you set up Edge Solo Edge Solo User s Guide 1 Installing the Edge Solo Jumpstart Shortcut Installing the Edge Solo Jumpstart Shortcut Before you can access the Edge Solo management console to set up schedules people and cards Windows users need to install the Edge Solo Jumpstart shortcut This shortcut lets you access the Edge Solo management console using your local area network Note To install the Jumpstart shortcut you need the Media Access Control MAC address of your Edge Solo Your installer put the MAC address on the Edge Solo Quick Start card or it is on the Edge Solo box The MAC address is a unique number that identifies your Edge Solo If you are using Linux or a Mac you need to use a static IP address To download and install the Jumpstart shortcut l 2 Open your web browser In the field at the top of the browser window enter the following www hidcorp com SoloJumpstart exe Press Enter Use the run or open option to start the installation e Ifrunoropenis not an option save the file to a folder Using My Computer on your Windows Desktop navigate to where you downloaded the file and double click the SoloJumpstart exe file e The Welcome window displays Click Next Enter the 12 character MAC address of your Edge Solo e Enter just the letters and numbers without any colons or other characters Click Next Select the shortcuts that will let you access Jumpstart Be sure you know whe
42. with a list of the existing schedules 2 Click the schedule you want to delete e A pop up menu displays 3 Select Delete e The Confirm window displays 4 Click Delete e People assigned to this schedule will no longer have access until you assign a new schedule to them Edge Solo User s Guide 15 Downloading Schedules for Use in a Spreadsheet Downloading Schedules for Use ina Spreadsheet You can download schedule information and import that information into a spreadsheet For more information see Downloading Reports on page 37 Setting Up and Editing the Door Unlock Schedule If needed you can set up a separate schedule to automatically unlock the door When the door is unlocked using this method anyone can come in during the unlocked times If you do not want your door to unlock automatically you do not need to set up the door unlock schedule Note Be careful when using the door unlock schedule The door will unlock according to this schedule even if your workplace is closed due to weather or other unforeseen circumstances To set up the door unlock schedule Click the Schedules tab e The Schedules tab displays with a list of existing schedules Click the Door Unlock Schedule text link The Door Unlock Schedule page displays In the Schedule Name field enter a name for this schedule e You can enter up to 25 characters including spaces e Give the schedule a name that clearly shows it is the do
43. you have one or more cards that are not yet assigned to a person New Card Select if you need to add a card now e You must have the correct card format already set up e Ifyou do not have a card format that corresponds to the card you want to assign you need to set up the card format For more information see Setting Up Card Formats on page 27 Edge Solo User s Guide Setting Up People Who Access the Door 7 Assignthe card by following the steps below based on your selection If you selected Choose Existing Card If you selected New Card Oo en ee e A list of unassigned cards displays e Additional fields display to add a I Click the card you want to assign to new card this person I From the Assign a Format drop 2 Select the expiration option for this down list select the card format that card corresponds to the card you want to assign e No This card will not expire 2 In the Card Number field enter the e Yes expires on This card will outaberot the card you wanito expire and no longer work after midnight on the date selected eau a l l Select the expiration date you 3 Select the expiration option for this want card 3 Click Save e No This card will not expire 4 Continue with the steps below Yes expires on This card will expire and no longer work after midnight on the date selected Select the expiration date you want 4 Click Save 5 Continue with the steps below 8 From
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